Right

Description

Access Change Log

Allow users to access the Change Log.

Access Financial Data

Allow users to access financial data (e.g. costs, benefits, budgets and KPIs).

Users without Financial Data User Rights will not have access to the following views and functionalities:

• Portfolio Designer:
  • Financial section
  • Settings for the Financial section
  • Financial fields in resource and role hints
• Project and Program Overview: Financial key indicators
• Change Log: All changes to financial data
• Portfolio Manager: Budget information and settings
• Quick Import for Financial Events: The import will not be available
• Export to Excel: No export of financial data
• Project Details View:
  • Financials section with financial events
  • Cost Type field
• Resource Pool:
  • Cost per Hour in resources and roles
  • Cost Type field in roles
• Project List: Financial fields as columns
• Board: Financial fields as project details on cards
• Goals: Total Cost and Benefit pie charts
• Reports:
  • Pivot & Charts: Financial reports
  • Financial fields and currency as allocation unit in reports of the Pivot & Charts: Project, Allocation and Capacities type
• Access to financial data via Reporting API or Rest API

This right will not apply to:

• Custom fields of the Currency type. Access can be restricted using Project Field Rights
• Currency Settings, Start of Fiscal Year and Finance Categories. Access can be restricted with the Manage Project Fields, Project Settings, Project Overview and Advanced right
• Financial section and Cost Type can still be configured in the Project Settings. Access can be restricted with the Manage Project Fields, Project Settings, Project Overview and Advanced right

Caution:

• Users without access to financial data can still view reports including financial fields and currencies, but these fields will not be displayed. Saving the configuration will remove those fields or currencies from this report for all users.
• We recommend only granting report rights to users that have the Access Financial Data right.

Determines administrative rights regarding reports:

No Reports:

• Users cannot configure or delete reports.
• Users cannot add reports.

Note: Regardless of this setting, users can view all reports for which they have been granted Report Rights.

According to Configured Report Rights:

• Users can view, configure and delete all reports for which they have been granted Report Rights.
• Users can add reports.

All Reports:

• Users can view, configure and delete all reports.
• Users can add reports.

Warning: Users without the Access to Financial Data right can still view reports that include financial fields and currencies, but these fields will not be displayed. Saving the configuration will remove those fields or currencies from this report for all users.

Find more informations on report rights in the Reports View and Integrated Reports article.

Determines administrative rights regarding Portfolios:

No Portfolios:

• Users cannot configure or delete portfolios.
• Users cannot add portfolios.

Note: Regardless of this setting, users can view and use all portfolios for which they have been granted Portfolio Access Rights.

According to Configured Portfolio Access Rights:

• Users can view, use, configure and delete all portfolios for which they have been granted Portfolio Access Rights.
• Users can add portfolios.

All Portfolios:

• Users can configure, view, open and delete all portfolios.
• Users can add Portfolios.

Determines administrative rights regarding scenarios:

No Scenarios:

• Users cannot configure, delete, copy, freeze or archive scenarios.
• Users cannot add scenarios.

According to Configured Scenario Edit Rights:

• Users can configure, delete and archive scenarios for which they have been granted Edit Rights.
• Users can copy and freeze all scenarios.
• Users can add scenarios.

All Scenarios:

• Users can configure, delete, copy, freeze and archive all scenarios.
• Users can add scenarios.

Note:

• Regardless of this setting, all users can see, open and compare all scenarios.
• This setting alone does not determine whether users can edit the projects in a scenario. For this, they also need the Edit Projects and Programs right.

Allows users to access the Resource Pool and enter absences in both the Resource Pool and the Portfolio Designer.

Learn more about the related functionality:

• Resource Pool: Resources
• Resource Pool: Roles
• Role Capacity Changes

Allows users to manage Project Fields, Project Settings, Overview and Advanced.

You can access these settings in the left-hand sidebar under Manage.

Allows users to manage users and user groups.

Note: With this right, a user can change the configuration of all user groups in your system, including granting himself rights he did not have previously and revoking rights for other users.

Allow users to manage the Meisterplan subscription, for example to change or cancel it.

Access Meisterplan APIs and Connect External Applications

Users can use the REST API and Reporting API, connect external applications such as Zapier, Power BI or Tableau to Meisterplan and manage Jira Links.

Manage Jira Connector

Users can add a new Jira link and edit an existing link. They can also access and edit an existing Jira link in the Information Panel of a linked project.

Caution: To import new projects from Jira, users need to have the Import and Export Data right.

Import and Export Data

Users can import data into Meisterplan using the Quick Import and the Jira Import. Users can use the the Export to Excel and export the Project List and Integrated Pivot Reports.

Manage and Use Data Sources

Users can integrate data sources such as Smartsheet to Meisterplan.

Caution: Users will be able to make mass changes to Meisterplan data, including the Plan of Record, regardless of how other rights are configured:

• Delete all projects and programs
• Add and configure all projects and programs
• Including milestones, allocations and financial events
• Edit resources, roles, absences, skills and OBS units

Edit Projects and Programs

Here you can configure whether users assigned to this group have the right to edit projects and programs, and which projects.

No Projects:

Users with this option cannot edit any projects. This is the case even if they have edit rights for a scenario.

Projects with Logged-In User as Project Manager:

Users with this option can only edit those projects where they are set as Project Manager, and if they also have Edit Rights for the active scenario or the Edit Plan of Record right.

Note:

• The respective user must be set as Project Manager in the respective project field. It does not matter if the user is also allocated to the project in a Project Manager role or not.
• The respective user must be linked to a resource. In this article you can learn how to do this.

All Projects and Programs:

Users with this option can edit all projects and programs if they also have Edit Rights for the active scenario or the Edit Plan of Record right.

Edit Plan of Record

Edit Plan of Record determines whether users have the right to edit projects and programs in the Plan of Record. If you give users the right to edit the Plan of Record, you can also determine whether they can replace the entire Plan of Record with a scenario from the scenario manager.

Change Project Rank

Access Actuals - Time Worked

Here you can configure whether users assigned to this group have the right to access and import Actual Time Worked in a project.

No Access:

Users with this option cannot view a project's Actual Time Worked. 

Read Only:

Read and Edit via Import:

Users with this option can view and edit a project's Actual Time Worked. To import Actual Time Worked they also need the Import and Export Data right under Integration Rights.

Add Projects and Programs

Allows users to add and duplicate projects and programs, including allocations, milestones and financial events.

Allows users to delete projects and programs.

Programs can be deleted by all users that have either the Projects with Logged-In User as Project Manager right or the All Projects and Programs right under Edit Projects and Programs.

Allows users to auto-schedule multiple projects.