Learn how to add your first projects and resources to get started with Meisterplan.
Add Your First Project
In this video you will discover how to add your first own projects to Meisterplan to build a project portfolio:
Learn more:
- Bring Your Own Data into Meisterplan - Learn how to add your projects and assign people to them, either manually or using tools like Excel.
- Quick Import for Projects - Use copy and paste to easily import new and updated projects into Meisterplan from spreadsheets.
Add and Assign Your First Resource
If you simply want to add your first named resource (e.g., "John Smith") to Meisterplan and assign it to a project, this video shows you how:
Learn more:
- Meisterplan's Resource Pool - if you're not ready to import data, you can add individual resources and roles here.
- Staff Role - find the right person for work that has been scheduled on a generic role-level.
- Quick Import for Resources - Use copy and paste to easily use import new and updated resources into Meisterplan from spreadsheets.
- Quick Import for Allocations - Use copy and paste to easily use import new and updated allocations into Meisterplan from spreadsheets.