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Project Details (View)

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In the project details, you will find all project information relevant to your organization such as status, approved total effort or milestones.

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How to Find

You can open a project's details from the following views:

Move your cursor over the project and depending on the view, click either the pencil or the square icon:

Pencil-Icon_open-project.png

Board_open-project-icon.png

Depending on your user rightsfor the project, you will either be able to view or to edit the project's details.

Toolbar

In the toolbar, you can delete projects or configure the project details for all users.

Information Panel

Click one of the icons in the right sidebar to open the Information Panel. When you select a project, you can find its Change Log, the Comments and the Jira Details there.

Required User Rights

Custom Sections

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Custom sections can contain project fields and certain system fields. With the respective right, the number, titles and content of the custom sectionscan be configured. The configuration is a global setting for all users of a Meisterplan system.

To edit project details, simply click the field you'd like to edit.

Milestones

In this section, you can see and edit the milestones of your project:

Projectdetails_milestones.png

The following information is available for each milestone:

  • Name
  • Project Phase: Project phases are managed under Manage > General Settings.
  • Date: The milestone date must be within the project phase, and for segmented projects the date must be within a project segment.

To add a new milestone, click Add Milestone. To delete a milestone, use the trash can icon on the far right.

Additionally, you can edit milestones in the Gantt chart. See the Milestones, Project Phases and Dependencies article for more details,

Project ScorePro Premium

This section contains the following information on the project score:

Project-Details_Project-Score.png

  • Rank: the project's current rank in the Portfolio Designer (depends on the currently selected scenario and portfolio)
  • Project Score: the project's score, composed of the values of fields that make up the project score
  • Rank by Project Score: the project's rank in relation to all other projects. This may, but may not be, the same as the project's current rank.
  • Move Project to Rank...: click this button to move the project to its rank based on its project score. If the project already has that rank, the button will be disabled.
  • Composition of Project Score: a detailed list of all fields and values that make up the project score

See the Project Rank and Project Score article for more details.

Roles and Resources - Allocations

This section displays all resources and roles that have been assigned to the project with their allocations and Actual Time Worked. You can compare the allocations per resource with the Approved Total Effort and Actual Time Worked. There are two tabs, Estimate at Completion and Plan vs. Actual:

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Estimate at Completion:

  • Role or Resource: name of role or resource allocated to this project
  • Estimate at CompletionPro Premium: Sum of Actual Time Worked+Allocations until Today and Remaining Allocations from Today.
  • Planned Allocations Total: Sum of all allocations for this project in Meisterplan per role and resource
  • Actual Time Worked + Allocations until TodayPro Premium: Actual Time Worked plus planned allocations from the last booking date until today
  • Past Allocations: allocations for this project in Meisterplan from the start of the project until today
  • Remaining Allocations from Today: allocations for this project in Meisterplan from today until the end of the project

Project-Details_Resource-Allocations_Plan-Actuals.png

Plan vs. ActualPro Premium:

  • Planned Allocations: sum of allocations for the role or resource to this project
  • Planned Allocations until [last booking date]: allocations for this role or resource and project in Meisterplan until today
  • Actual Time Worked until [last booking date]: sum of imported Actual Time Worked for this project until and including the date mentioned
  • Deviation of Actual Time Worked from Planned Allocations: the difference between Actual Time Worked and Planned Allocations, with a positive number indicating that the Actual Time Worked is higher than the Planned Allocations

You can edit allocations, roles or resources in the Portfolio Designer. See the Adding and Editing Allocations article for more details.

Find more information on Actual Time Worked and related figures in the Actuals - Time Worked article.

Allocation Tracker

In this section, you can compare the project's allocations with the Approved Total Effort and Actual Time Worked. There are two tabs, Estimate at Completion and Plan vs. Actual:

Allocation-Tracker_EAC_short.png

Estimate at Completion:

  • Approved Total Effort: the approved effort as entered into the project field of the same name
  • Estimate at Completion (EAC)Pro Premium: the sum of Actual Time Worked + Allocations until Today and the Remaining Allocations from Today
  • Planned Allocations Total: Sum of all allocations for this project in Meisterplan per role and resource
  • Past Allocations: allocations for this project in Meisterplan from the start of the project until today
  • Remaining Allocations from Today: allocations for this project in Meisterplan from today until the end of the project
  • Actual Time Worked + Allocations until TodayPro Premium: Actual Time Worked plus planned allocations from the last booking date until today
  • Deviation of EAC from Approved Total EffortPro Premium: the difference between the Estimate at Completion and the Approved Total Effort, with a positive number indicating that the EAC is higher than the Approved Total Effort
  • Deviation of EAC from Planned Allocation Total: the difference between the Estimate at Completion and the Allocation Total, with a positive number indicating that the EAC is higher than the Allocation Total
  • Deviation of Planned Allocations Total from Approved Total Effort: the difference between the Planned Allocations Total and the Approved Total Effort displayed in time unit or percent, with a positive number indicating that the Planned Allocations Total is higher than the Approved Total Effort

Allocation-Tracker_Plan-Actuals.png

Plan vs. ActualPro Premium:

  • Planned Allocations until [last booking date]: the sum of allocations in Meisterplan for this project until and including the date mentioned
  • Actual Time Worked until [last booking date]: the sum of imported Actual Time Worked for this project until and including the date mentioned
  • Deviation of Actual Time Worked from Planned Allocations : the difference between Actual Time Worked and Planned Allocations, with a positive number indicating that the Actual Time Worked is higher than the Planned Allocations

Find more information on Actual Time Worked and related figures in the Actuals - Time Worked article.

FinancialsPro Premium

In the General section of your user group, you need to have the Access Financial Data right to access this section.

In this section, you can see the financial events of your project and edit them: 

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The following information is available for each event:

  • Type: OpEx (Operational Expenditure), CapEx (Capital Expenditure) or Benefit (default)
  • Category: Finance categories are managed under Manage > General Settings.
  • Timing: Define when the event occurs: at the Project Start, the Project Finish (default), any milestone or on a specific date.
  • Due Date: You can enter a specific date if you have selected Custom Date under Timing. This date can also be set after a project's finish date. If you select a milestone or the project's start or finish date, the date of the selected timing is automatically entered.
  • Amount: If you do not specify an amount, or delete an existing one, this field will be automatically set to 0.00.
  • Description

To add a new financial event, click Add Financial Event. To change or delete an event, use the appropriate icon on the far right.

See the Extending Projects with or without Allocations and the Shortening and Stopping Projects articles for more details.

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