After the configuration, you are ready to import your project data. At this point, it makes sense to delete the sample projects and resources. To do this, choose Get Started in the left sidebar and then in the Import, Integrations & Reporting section, choose Delete Sample Data. Any data you have previously added will remain in Meisterplan. Before the new Lean PPM™ process can start, projects that are already in process and their corresponding resources must first be entered or imported into the tool. It's best to start with the resources, because then the allocations for each project can be created right when you add the project to Meisterplan.
Depending on the size of your business, you can either manually create resources and projects in Meisterplan, or you can use our Quick Import by copying and pasting the data from spreadsheets (e.g., Excel). Additionally, you can import the data with one of the available integrations, such as Microsoft Excel, Smartsheet or Jira.
Particularly for manual creation, decentralization makes sense. Have resources and skills added to the tool by resource managers or by the HR department, and have projects and allocations added to the tool by your project managers.
The 2. Add Or Import Your Data article explains what data you need and how to bring it into Meisterplan.
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