Now that you are preparing to use Meisterplan productively, it’s time to complete and/or update your data.
Meisterplan offers you an easy way to finalize your initial data import: The Meisterplan Import/Export sheet.
Where to Find:
Click on Import and Export and select Export to Excel.
This will create an excel sheet populated with your current Meisterplan data.
What to Fill In:
Complete each tab in the spreadsheet with your final import data. Here you see the Projects tab.
How to Upload:
Click on Import and Export and choose Import from Excel.
In the pop-up window, link the spreadsheet (by default you would find it in your Downloads folder) and choose Delete and replace to fully replace your Meisterplan data with the updated data in the spreadsheet.
Meisterplan will then import the data and show the updated portfolio. In case of any data errors, Meisterplan will give you a detailed error message with information on which data to correct.
Best Practice Hints:
- Imports always go to the Plan of Record. You cannot import into Scenarios.
- After you have imported your data, update your projects directly in Meisterplan. Decentralize the effort by inviting your project managers, and have them regularly update their projects as a standard part of your portfolio management process.
- Using the excel sheet holds the risk of overwriting your productive data. Always export first and store the file as a backup.
Need additional help or want to upload your data from another software? Find more info in our Integration & API section of the Help Center