Availability All Editions
Manage your profile and individual viewing options.
- How to Find Your Profile and Preferences
- My Profile
- Personal Information
- Profile picture
- Username and Email Address
- Changing Your First and Last Name
- Changing Language, Number and Date Format
How to Find Your Profile and Preferences
Click your profile picture in the header to see the options My Profile and Preferences:
Click Change Password in the toolbar to change your password. Password requirements for your organization can be changed in the User Management.
To access this view, you need to have the Access Meisterplan APIs and Connect External Applications right.
Click Manage Apps and select API Tokens to add and revoke API tokens required by developers to communicate with the Meisterplan REST API, Reporting API or external BI tools.
If you select App Access, you will see a list of all apps that you have granted access to Meisterplan, for example Zapier.
Here you can add, change or remove your profile picture. If you have not added a profile picture, the resource's initials will be displayed.
If your user account is linked to a resource, your profile picture will be displayed as the resource's picture (e.g., in the Team Planner). If you haven't uploaded a picture, the linked resource will display your initials.
Username and Email Address
Below the profile picture, you can view your username and email address. If the email address for your account is wrong, you can change it under Manage > Users if you have the Manage Users and User Groups right. This also applies to your username.
Changing Your First and Last Name
Change your first and last name below your username and email.
Changing Language, Number and Date Format
Use the Locale dropdown to select the preferred language and country. You can choose between four languages: English, German, French, and Spanish. The country you select together with the language determines the number and date format used.
- 5,003.28 (for example, when selecting English - United States or English - United Kingdom)
- 5,003.28 (for example, when selecting German - Germany)
- MM/DD/YYYY (for example, when selecting English - United States or Spanish - United States)
- DD/MM/YYYY (for example, when selecting German - Germany or English - United Kingdom)
You can change your language and country locale selection at any time.
In this section, you can define if you want to be notified by email when you are mentioned in a comment or a comment is added to a project on which you are the project manager.
If there is a notice that you have not verified your email address, click the link in the text to verify. As soon as the verification is completed, the notice will be removed.
Only users with a verified email address will be able to use collaborative features such as email notifications.
The Histogram section offers options for controlling the height and scale of histogram rows.
- Use the Minimum row height in histogram setting to define the lower limit of the height of a histogram row:
- Small displays more rows in the given space, e.g., if many resources should be displayed.
- Large displays fewer rows, e.g., if the focus is on details in the histogram.
- Use the Histogram scale type setting to determine if each row should be scaled individually or if all rows should use the same scale.
- Select Individual scale for each row to scale each row individually, such that rows with a higher capacity or allocation will use a finer scale than rows with less capacity and less allocation.
- Select Unified scale for all rows on the same level to use the same scale for all rows on the same level. In this case, the row with the highest capacity or allocation will define the scale and all other rows will use that scale, such that the capacity and allocations displayed with the same height in the histogram represent the same amount of capacity and allocation. With this setting, the scale is determined per level, meaning that aggregated role or OBS rows may still use a different scale than the rows for roles and resources grouped under them.
Under General, you can edit the settings for viewing the Gantt chart.
- The Week display in timeline setting determines whether weeks will be displayed with the date of the First day of the week or with the calendar Week (W) number in the timeline.
- The Overallocation threshold determines the allocation threshold above which projects will be displayed as overallocated with a red line on the project bar. The value is also used as the upper limit for role and resource allocations during auto-scheduling. It may range from 50% to 200% in steps of 10% and defaults to 100%.