Availability All Editions
Well-organized project details allow you and your colleagues to see all relevant information at a glance. Configure your project details and clearly organize your view to include only what you and your team need for effective planning.
- Where to Find
- How to Configure
- Allocations Tab
Where to Find
To access this view, you need to have the Manage Project Fields, Project Details, Project Overview and Advanced right.
Open the left sidebar, click Manage and select Project Details.
How to Configure
Define which project details your organization wants to maintain in this view, and how they should be organized. In Meisterplan, you will find ten sections (e.g., Allocation Tracker, Dependencies, Role and Resources - Costs) that you can sort within up to four tabs. Additionally, you can add as many project field sections as you need, including the project fields of your system.
Your configuration will apply to all projects:
When a user does not have the rights to a field within a section, the user will not see this section. If a user does not have access to the sections within a tab, they were not be able to see the tab.
User Rights for Financial Sections
To access the Financial sections, you need to have the Access Financial Data right. Learn more about user rights in the Manage User Groups article.
You can create up to four different tabs, which you can organize your project information within. Click Add Tab at the top of the view and enter the desired name for the tab.
You can add the same section in different tabs; you can however only add a section once per tab.
If you want to delete or rename a tab, click the three dots next to the name of the tab:
In the Allocations tab of the Project Details, you can see, edit and delete the allocations of your project team. The configuration of this tab cannot be changed.
For more information, see the article Project Details View (Allocations Tab).
Milestones, Dependencies, Project Score, Roles and Resources - Allocations, Allocation Tracker, Financial Tracker, Resource and Roles - Cost, Cost Type Tracker and Financials are sections that you can configure yourself, and which you can reorder using drag and drop.
Delete them by clicking the trash can icon which appears when hovering over that section, or add them by clicking on Add Section. These sections can only be added once per tab.
Creating and Configuring Custom Sections
You can create as many custom sections as you need to organize your project details. Simply click Add section and select Custom. Click the name of a section to rename it, or move it using drag and drop.
The Meisterplan pre-configuration comes with three custom sections: Overview, Status and Details. They contain suggested project fields which can be moved to other sections.
Add fields by clicking Add Project Fields, or drag and drop them from one custom section to another. You can only add each field once. Remove a field by clicking the X after its name.
The following fields are available:
- All project fields for which you have at least read-only rights (system fields and custom fields)
- Financial Key Indicators (e.g., Planned Benefit, Total Planned Costs), displayed in the currency set in the left Sidebar under General SettingsPro Premium
- All Actuals key figures from this listPro Premium
- Financial key figures from this list
- Top level OBS
- The program name
- Last Changed
You need to add at least one custom section and one project field to be able to save the configuration.
When you have finished configuring the details, open a project's details to check the new view:
- You can adjust the confiugration project details at any time. However, the earlier you determine the configuration, the easier and quicker it is for your colleagues to provide all the necessary information.
- Hiding project fields: When you remove a project field from the details, the data is no longer part of the project details, but not deleted. If you add that project field to the configuration at a later time, the information will be displayed again.