Open a project's details to find and edit all information on a project, for example its status, business goal or milestones. An overview of all options for adding, editing and viewing a project can be found here.
You can switch to the project details by clicking the pencil icon next to a project in the Portfolio Designer:
General
There are eight pre-configured sections in Meisterplan: Overview, Status, Details, Allocation Tracker, Project Team, Project Score, Milestones, and Financials. Users need to have the Manage Project Fields, General Settings and Project Settings right to change project settings according to your preferences, and add, rename, move or delete sections. The configuration is a global setting for all users of a Meisterplan system.
Click the round blue button in the top right to show or hide the Change Log for projects. This will display changes made to the selected project.
Custom Sections
The three pre-configured sections Overview, Status and Details contain project fields with general information on the project. Simply click a field to edit it.
The grouping of the fields is also part of the Meisterplan pre-configuration and may be changed with the Manage Project Fields, General Settings and Project Settings right for all users. For details on the fields themselves and how to add, rename or delete them, see the Manage Project Fields article.
Milestones
In this section, you can see the milestones of your project and edit them:
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 change or delete a milestone, use the appropriate 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 Score
This section contains the following information on the project score:
- Rank: the project's current rank in the Portfolio Designer (depends on the currently selected scenario and portfolio)
- Project Score: the project's actual score, composed of the values of fields relevant to the project score
- Rank by Project Score: the project's rank in relation to all other projects. This may, but doesn't have to be, the same as the project's actual 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.
See the Rank and Project Score article for more details.
Project Team
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:
Estimate at Completion:
- Role or Resource: name of role or resource allocated to this project
- Estimate at Completion: Sum of Actual Time Worked+Allocations until Today and Remaining Allocations from Today.
- Actual Time Worked + Allocations until Today: Actual Time Worked plus planned allocations from the last booking date until today
- Remaining Allocations from Today: allocations for this project in Meisterplan from today until the end of the project
Plan vs. Actual:
- 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]:
- 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:
Estimate at Completion:
- Approved Total Effort: the approved effort as entered into the project field of the same name
- Estimate at Completion (EAC):
- If Actual Time Worked has been imported for this project, then it is the sum of Actual Time Worked + Allocations until Today and the Remaining Allocations from Today
- If no Actual Time Worked has been imported for this project, then it is the sum of all allocations for this project in Meisterplan
- Remaining Allocations from Today: allocations for this project in Meisterplan from today until the end of the project
- Actual Time Worked + Allocations until Today: Actual Time Worked plus planned allocations from the last booking date until today
- Deviation of EAC from Allocation Total: the difference between the Estimate at Completion and the Allocations Total, with a positive number indicating that the EAC is higher than the Allocations Total
Plan vs. Actual:
- 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.
Financials
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:
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, Shortening, Splitting or Stopping a Project article for more details.