After the configuration, Meisterplan is ready for your data. 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 in the same step.
Here, too, 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. You and your colleagues can find help and more information about the Resource Pool in our Help Center or by watching our video tutorial on Creating New Projects.
Depending on the size of your business, you can either manually create resources and projects in Meisterplan, or you can use one of the available integrations, such as Microsoft Excel, Smartsheet, or CA PPM, to import the data. Find out more about the available integrations in our Help Center.
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