When it comes to changing the plans you have for your organization's resources, teams, and roles, you have different options in Meisterplan to implement these changes without having to start from zero.

• General
  • Required User Rights
• Staff Role
• Replace Role
• Replace Resource or Team
• Unstaff to Role
• Change Project Role
• Remove from Project

General

In the Portfolio Designer, when selecting an allocated resource, team, or role you will see the following options to edit the allocation in the context menu:

• Staff Role (only for roles): assigns the role allocation to one or more resources or teams
• Replace Role (only for roles): reassigns the role allocation to one or more other roles
• Replace Resource or Team: reassigns the resource or team allocation to one or more other resources or teams
• Unstaff to Role: unassign the resource or team allocation back to the relevant project role
• Change Project Role (for resources and teams)
• Remove from Project

You can find the same options in the Team Planner and the Allocations Tab of the Project Details (here, you do not have the ability to Staff Role).

Required User Rights

To edit resource, team, and role allocations, you need the following user rights:

• Edit rights for the selected scenario and/or the right Edit Plan of Record
• Either, in the Project and Program Rights section, Resource Managers Can Always Edit Allocations of Their Own Resources, Teams, and Roles
• Or, in the Detailed Project and Program Rights Section, under Edit Allocations, at least the option Role Allocations

Staff Role

If you've planned a project's allocations on the role level, Meisterplan helps you find the right resources and teams to allocate the role's efforts to.

In the Portfolio Designer, click the three dots after the name of the role and select Staff Role:

The Staff Role mode will open. In the top left, the project and the role with the to-be-allocated effort is displayed. Underneath, you will find a list of all of the resources and teams with this role set as their primary role, sorted according to their available capacity.

Find more details about this view in the article Staff Role.

Replace Role

Do you have to change your plan and put on a Junior on a project that was originally planned with a Senior in order to save costs? With Replace Role, you can reassign a role allocation either partially, or in its entirety, to other roles.

In the Portfolio Designer or the Project Details, click on the three dots after the name of the role and select Replace Role:

A dialogue will open that displays a list of all roles, including their available capacity during the project:

At the top of the dialogue, you can choose whether you want to replace the entire allocation, only the overallocation or a percentage of the allocation.

Move your mouse over an available role to be shown how allocating this role would affect their capacity if you were to select them.

Find details on how the capacity in this dialogue is calculated in the article Calculating Availability When Assigning and Replacing Roles and Resources.

Replace Resource or Team

Do you have a bottleneck resource or team and want to know if there are other resources and/or teams who are available during the project? With Replace Resource or Replace Team, you can see who is available and reassign a resource or team allocation entirely or partially to one or more resources and/or teams.

In the Portfolio Designer or the Project Details, click the three dots after the name of the resource or team and select Replace Resource:

A dialogue will open that displays a list of all resources and teams with the same role, including their available capacity and skills:

The displayed resources and teams are sorted according to their capacity during the project. Only the needed capacity is displayed; this means that, for example, if you need to replace a resource on 40 hours of allocation, even resources with more than 40 hours of available capacity will only show 40 hours of capacity.

At the top of the dialogue, you can choose whether you want to replace the entire allocation, only the overallocation or a percentage of the allocation. The option to replace only the overallocation is not available in the Flex Mode of the Portfolio Designer.

Move your mouse over an available resource or team to be shown how allocating this role would affect their capacity if you were to select them.

Find details on how the capacity in this dialogue is calculated in the article Calculating Availability When Assigning and Replacing Roles and Resources.

Unstaff to Role

Do you have to replace a resource or team but you don't know with which resource or team yet? With Unstaff to Role, you reassign resource and team allocations back to the relevant project role. With Staff Role, you can then allocate the appropriate resources and/or teams.

Click on the three dots after the resource's or team's name and select Unstaff to Role.

The Unstaff to Role option is also available in the Replace Resource / Replace Team dialog directly below the search bar.

Change Project Role

When a resource or a team works on a project in a role that is not their primary role, you can quickly adjust their project role. Click the three dots after the resource's or team's name and select Change Project Role. A dialogue will open in which all roles, besides the primary role of the resource or team, are displayed:

Once the project role has been changed, you can once more add the resource or team to the project. A resource or a team can be added to a project multiple times as long as they have multiple, different, project roles.

If a resource or a team is allocated to a project with two different project roles, and one of the project roles changes to the other, the allocation values will be added.

Example: Sophie Aaron is allocated to a project twice; once as a junior consultant with 0.5 FTE, and once to the project as a a senior consultant with 0.2 FTE. If the allocation with the project role senior consultant is changed to an allocation with the project role junior consultant, Sophie Aaron will only be allocated to the project once as a junior consultant with 0.7 FTE.

Remove from Project

If you would like to remove a resource's, team's or role allocation from a project entirely, click on the three dots after the name and select Remove from Project:

If actual time worked has already been entered for this resource, team, or role manually or via import, these actuals will remain in the system and can be seen and edited in the Allocations Tab of the Project Details under Actual Time Worked.