Check out what's new! We've updated Meisterplan and you can read everything about the new features in this article.
Extended User Rights
With our new extended user rights, it is now much easier to collaborate with others in Meisterplan. You can now grant or limit the right to perform specific functionalities for each user. This way you can now safely delegate planning tasks to members across your organization without fear of unintended changes to important planning data.
Administrators can find these settings in the Rights tab of the Edit User Account dialog (Manage > Users > Edit User). Rights which are displayed indented are only available when the above right is selected for this user. The following table provides an overview over all new editing rights:
Editing Right | Description | Required Right | Default Value |
Edit Plan of Record | allows user to edit the Plan of Record | ✖ | |
Use Resource Pool and Edit Absences | resource pool button is always visible, absences can be entered in the histogram | ✖ | |
Change Project Rank | allows user to change the rank of a project | ✔ | |
Sort Project List by Project Score | allows user to sort project list by Project Score | Change Project Rank | ✖ |
Change, Add and Delete Allocations | allows user to allocate roles and resources, allocations can be edited | ✔ | |
Change Project Schedule | allows user to move, extend and split projects | ✔ | |
Auto Schedule Multiple Projects | allows user to Auto-Schedule projects (previously found in the user menu under profile) | Change Project Schedule | ✖ |
Create Project |
allows user to create projects and programs If the user doesn't have the right Change Project Rank, projects can only be created below the Cut-Off-line. If the user doesn't have the right Change Project Schedule he cannot edit the start and end date. |
✔ | |
Delete Project | allows user to delete projects and programs | ✔ |
With these new editing rights, you can better align individual users' rights with their respective roles within project portfolio management. Read our Set User Rights by PPM Role article for our suggested configurations for each role.
Changes to Access Levels
With this update, the following changes have been made to the existing user access levels:
Access Level | Description | Difference |
User | The user may manage own scenarios. | Users can no longer automatically edit data. |
Portfolio Manager | Same rights as User plus the user may manage portfolios that he or she created or has access rights for. | |
Data Manager | Same rights as Portfolio Manager plus the user may import data, export data and manage assigned reports. |
Data Managers can no longer automatically use the Resource Pool. Data Managers can no longer automatically submit a scenario as the Plan of Record. The Edit Plan of Record right is now required for this. |
Administrator | Same rights as Data Manager plus the user may manage custom project fields, user accounts, all scenarios, all portfolios and all reports. For most license types in Meisterplan SaaS systems, the user is also able to manage subscriptions. | Administrators can no longer automatically submit a scenario as the Plan of Record. The Edit Plan of Record right is now required for this. |
More information regarding access levels is available here.
Rights for Existing Users after This Update
Editing Right | Deactivated / Personal Plan / Viewer | User / Portfolio Manager | Data manager / Administrator |
Edit Plan of Record | ✖ | Unchanged | Unchanged |
Use Resource Pool and Edit Absences | ✖ | ✖ | ✔ |
Change Project Rank | ✖ | ✔ | ✔ |
Sort Project List by Project Score | ✖ | Unchanged | Unchanged |
Change, Add and Delete Allocations | ✖ | ✔ | ✔ |
Change Project Schedule | ✖ | ✔ | ✔ |
Auto Schedule Multiple Projects | ✖ | Unchanged | Unchanged |
Create Project | ✖ | ✔ | ✔ |
Delete Project | ✖ | ✔ | ✔ |
Service Status Page
Check if Meisterplan services (application, website, Help Center, etc.) are working by going to status.meisterplan.com:
Issues Solved since the Last Update
Issue Number | Details | Date |
108162 |
If you changed the portfolio in the goals view, an exception occurred. This issue is now fixed. |
09/10/2018 |
103642 |
We improved the Excel upload so larger files can be processed faster. |
09/11/2018 |