This article shows you how to initially configure Meisterplan so that everything is ready to use your own data. Simply omit any steps that are not applicable to you.
- Preparation: Delete Demo Data
- Create Custom Project Fields
- Create Project Phases
- Create Roles
- Create Organizational Breakdown Structure
Preparation: Delete Demo Data
To help you try out the software new Meisterplan systems contain demo data, such as projects or resources. To start your own configuration, you can delete this demo data by clicking on the Delete Demo Data button in the header.
To simplify the configuration, project fields, project phases, and OBS units of the demo data record are not affected by the deletion. In this way, you can orient yourself with these configuration examples and then adapt them to suit your needs.
Create Custom Project Fields
Project fields provide additional information about your projects, such as risk assessment or current status. To configure the fields that are right for you, open the Manage > Fields view in the sidebar.
To adjust the preconfigured fields click on the pencil symbol. Or to add additional fields click the Add Field button. Unnecessary fields can be removed by clicking on the garbage can icon.
For more details on working with project information fields see the Manage Fields article.
Create Project Phases
You can use phases to divide projects into several smaller periods (e.g., planning and execution). To customize the project phases, open the Manage > General Settings view in the sidebar.
Now, you can adjust the preconfigured phases by clicking on the pencil symbol, or you can add more phases by clicking the Add Phase button. Unnecessary phases can be removed by clicking the garbage can icon.
For more details on working with project phases, see the Manage General Settings article.
Roles such as "project managers" serve as a technical or organizational aggregation level for capacity and utilization. Role-level project planning allows you to determine the feasibility of projects for the long-term without having to make decisions at the employee level.
If you do not work with roles, just skip this step and add your resources after completing the quick configuration. For more information, see the article Managing Resources.
To create and manage roles in Meisterplan, open the Resource Pool via the header bar in the Portfolio Designer. On the left hand side of the new window, select Roles:
Next, add roles using the plus symbol. You can assign your resources to each role at a later time.
For more details on working with roles, see the Managing Roles article.
Roles can also be used to represent teams. Learn more in the Use Roles to Set Up Teams in Meisterplan article.
If you're worried about your roles being too granular, you can use the preconfigured Global Role OBS structure (see the following section) to group them together. For example, you could create a "Senior Consultant" role as well as a "Junior Consultant" role to be able to assign the appropriate person to a project, while using a global role called "Consultants" for when you need an overall picture.
Create Organizational Breakdown Structure
The structure of your company (e.g., department organization or regional structure) is represented in Meisterplan via the OBS (organizational breakdown structure). Just as working with roles, the mapping of your company structure also allows a targeted evaluation and planning of capacity and effort required. You can configure the organizational breakdown structure using the Resource Pool. On the left hand side of the new window, select Organization (OBS):
You can either apply the preconfigured organizational breakdown structure units (OBS units) or add additional units. Unnecessary units can be removed by clicking the garbage can icon. You can link projects as well as roles or resources with OBS units in Meisterplan.
For more details on working with OBS units, see the Managing OBS Units article.