Learn how to delete the sample data that is included in new trial accounts.
What's Sample Data?
When creating a trial, you will find sample data that you can use to easily try out the Meisterplan functionalities. The sample data consists mainly of:
- Projects
- Resources
In addition, there is other sample data such as teams, roles, custom project fields, OBS units and more. When you want to add your own projects, resources, teams and roles to Meisterplan, we recommend deleting the sample projects and resources and adjusting the other sample data to suit your needs.
One-Click-Deletion of Sample Data
If you have created the Meisterplan trial account yourself, you can delete the sample projects and resources with just one click.
To do so, open the left sidebar, select Import & Export and click Delete Sample Data:
If another person has created the Meisterplan trial account, contact that person if you need to delete the sample data.
Manually Deleting Sample Data
If the person who created the trial account is not available, you can also delete the sample data manually.
The sample data contains projects, resources and roles. These will vary based on which trial data set you have been using. Sample resources will always have DEMO_MPR at the beginning of the resource key, and sample projects use DEMO_MPP at the beginning of the project key.
Projects must be deleted from each scenario, but you can do that quickly and easily in the List. Select the projects you want to delete and then click Delete in the toolbar:
To delete a program, open the Portfolio Designer and click the three dots next to the program's name and select Delete.
To delete resources, teams and roles, open the Resource Pool in the left sidebar and select the resources, teams or roles you want to delete, then click Delete in the toolbar.