Availability All Editions
Meisterplan provides a number of system fields for resources with core data and detailed information about the resource. Additionally, you can create your own resource fields under Manage > Fields > Resources.
Name |
Available |
Description |
| Picture | Resource Details | If the resource is linked to a user, the user's profile picture will be displayed. If the resource is not linked to a user, you can upload a picture for the resource. If there is no resource picture or the linked user does not have a profile picture, the resource's initials will be displayed. |
| First Name |
Resource Details Ressource Overview |
Required field |
| Last Name |
Resource Details Ressource Overview |
Required field |
| Key |
Resource Details Ressource Overview |
Required field to uniquely identify a resource; value may only exist once in Meisterplan; when manually adding a resource, a Resource Key is auto-generated which you can change at any time. |
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Resource Details Ressource Overview |
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| Primary Role |
Resource Details Ressource Overview |
Add a primary role (e.g., "Consultant Junior") for each resource as the default to designate what role they most commonly work in when allocated to projects. No matter the default role, you can allocate resources to projects in any role. Changing the primary role of a resource does not change their project role in existing allocations. |
| Resource Manager |
Resource Details Ressource Overview |
Assign a resource manager for each resource, e.g., the team or department lead. In the Team Planner, you can filter the displayed resources and roles by resource manager. To add a user as resource manager, you need to link the user to a resource first. |
| Calendar |
Resource Details Ressource Overview |
Determines the availability of a resource per day and accounts for public holidays; when manually adding a resource, the default calendar is automatically selected. You can change the calendar at any time. |
| Linked Resource |
Resource Details Ressource Overview |
Link a resource with a user to a create a portfolio for your project managers that displays their own projects, or to enable your users to access the Meisterplan MyProjects Android- or iOS app. When a resource is linked to a user, the Name column will display the user‘s profile picture instead of the resource’s initials. |
| External Resource |
Resource Details Ressource Overview |
Add external employees as resources; they will be displayed with a blue icon in the resource section of the Portfolio Designer view. |
| Start Date/Termination Date |
Resource Details Ressource Overview |
Defines the employment period of an employee; the resource’s capacity before and after this period will be set to 0. When adding allocations to a project, you can only select resources with an employment period that is within the selected date range. |
| Billing Rate per HourPro Premium |
Resource Details Ressource Overview |
Basis for calculating allocation and total benefit; in the Project Details' section Roles and Resource - Billing Rates, you can apply these standard billing rates from the Resource Pool. |
| Country |
Resource Details Ressource Overview |
This field is only relevant when creating geo-data reports for resources (e.g., in Power BI or Tableau). |
| Postal Code |
Resource Details Ressource Overview |
This field is only relevant when creating geo-data reports for resources (e.g., in Power BI or Tableau). |
| City |
Resource Details Ressource Overview |
This field is only relevant when creating geo-data reports for resources (e.g., in Power BI or Tableau). |
| OBS |
Resource Details Ressource Overview |
Use the organizational breakdown structure to define, for example, the department and office for your resources; learn more in the Managing OBS article. |
| Skills |
Resource Details Ressource Overview |
Select the skills your resources have; learn more in the Managing Skills article. |
| Status |
Resource Details Resource Overview |
Not editable; the status of a resource depends on the resource's start and finish dates: Future: resources have a start date after the current date; Inactive: resources with an finish date before the current date; Active: resources with a start date before today and a finish date after today. |
| Cost per HourPro Premium |
Resource Details Resource Overview |
Not editable; this field displays the cost per hour defined for a resource in the Cost per Hour section. |