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Global and Scenario Dependent Data

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Meisterplan
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This article gives an overview of global and scenario dependent data in Meisterplan, applying project data from a compared scenario or the plan of record, as well as deleting and creating data records in a scenario and the plan of record.

Global Project Fields

All project fields except for start and end date are global. If you change any of these fields in the plan of record or a scenario, it will be changed everywhere the same project exists:

  • Changing global project fields in the plan of record will affect every scenario.
  • Changing global project fields in any scenario will affect the plan of record and every other scenario.

List of global project fields:

  • Name
  • Manager
  • Status
  • Business Goal
  • Cost Type
  • OBS
  • Notes
  • All custom project fields

Global Milestones

When a milestone is created in the Plan of Record, its name and project phase is global. Any changes to the name or project phase of such a milestone are therefore affecting all other scenarios (or the Plan of Record, if milestone data is edited in a scenario), if the milestone exists there.

On the other hand, the milestone date of such a milestone is scenario-dependent.

Global Role and Resource Attributes

All role attributes, except for role capacities, are global.

  • Changing role capacities in the plan of record won't affect any scenario.
  • Changing role capacities in a scenario won't affect the plan of record or any other scenario.

All resource attributes, including resource capacities, are global.

  • Changing resource capacities in the plan of record will affect every scenario.
  • Changing resource capacities in a scenario is not possible.

Scenario Dependent Data

All other project data as well as the Must-Have and Cut-Off line positions and role capacities are stored separately for the plan of record and every scenario:

  • Changing these data in the plan of record will not affect any scenario.
  • Changing these data in a scenario will not affect the plan of record or any other scenario.

Scenario dependent project data:

  • Start, Finish and segmentation (splits)
  • Financial events
  • Milestone dates of milestones added in the Plan of Record
  • Names, project phase and date of milestones added in a scenario
  • Milestone dependencies
  • Role and resource allocations
  • Rank
  • Program

Other scenario dependent data:

  • Must-Have and Cut-Off line positions
  • Role capacities (e.g., you may assign +3 FTE to the Developer role in a scenario to simulate hiring three additional developers without affecting the plan of record.)

Applying and Submitting Projects

When the scenario comparison is active, you may overwrite a project in the active scenario with the respective project from the compared scenario or plan of record, or vice versa.

This includes all scenario dependent project data listed above.

Please note that this will remove financial events, milestones and dependencies of the overwritten project if they do not or no longer exist in its counterpart.

See the Applying and Submitting Projects section of the Scenario Comparison article for details.

Deleting and Creating Data Records in a Scenario and in the Plan of Record

Projects, milestones, dependencies, financial events as well as role and resource allocations may be deleted from a scenario or created in a scenario without affecting the plan of record. 

Likewise, projects, milestones, dependencies, financial events as well as role and resource allocations may be deleted from the plan of record or created in the plan of record without affecting any scenario.

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