Use copy and paste to easily use import new and updated resources into Meisterplan from spreadsheets. This helps you plan your portfolio with the most up-to-date data.
- How to Find
- Step 1: Choose Type of Data and Prepare
- Step 2: Copy & Paste
- Step 3: Assign Fields
- Step 4: Validate & Edit
In this video we will show you the basics of how the Quick Import works, using the project import as an example:
Required User Rights
For importing resources as described in this article, you need to have the following rights:
- Edit Resource Pool and Absences
- Import and Export Data
Please note that even though OBS sub-units are managed in Meisterplan's Resource Pool, you can import new sub-units using this Quick Import without having the Edit Resource Pool and Absences right.
You can import data from all common spreadsheet formats, such as Microsoft Excel (both the desktop application and the Office 365 version) and Google Sheets.
How to Find
In the Portfolio Designer, click Import and Export and select Quick Import to open an overview of all copy and paste imports from spreadsheets:
Step 1: Choose Type of Data and Prepare
You can add new resources and update existing ones. Find a detailed overview of when resources can be updated here.
Download Example Spreadsheet
If you don‘t have a spreadsheet of resources available, download our example spreadsheet of resources. This example serves as an outline for configuring your resource related data. You can also use the example spreadsheet to run a test import in your Meisterplan system.
Your existing resources will not be overwritten or deleted by the test import. You can delete the imported sample resources at any time.
To successfully import your resources, your spreadsheet should contain one line per resource, and a column for each data field you would like to import.
Fields That Can Be Imported
These are the required fields that your spreadsheet should contain:
- Last Name
These fields are the optional fields you can import:
- First Name
- Primary Role
- Start Date: for the correct format see here
- Termination Date: for the correct format see here
- Cost per Hour: for the correct format see here
- Postal Code
- External Resource: only "0/1", "yes/no" or "true/false" are allowed, with "1", "yes" and "true" defining the resource as external
- You can only use first level OBS units (i.e. Office, Department, etc.) as your column headers
- To import new or existing OBS sub-units, specify sub-unit hierarchy using “>” (i.e. Chicago>Headquarters)
- Skills: to import new or existing skills into Meisterplan, separate the skills using a comma
Date and Number Formatting
In the Date and Number Formatting for Quick Imports article, you can find all details on how to format dates and numbers in your spreadsheet to ensure they are imported correctly.
Step 2: Copy & Paste
Copy the desired data from your spreadsheet and paste the data in Meisterplan (e.g., using CTRL+V). In this step, you can copy and paste different data as often as needed.
Step 3: Assign Fields
If your imported column name matches an existing field in Meisterplan, Meisterplan will assign it automatically. If you’d like to change or adda field assignment, just drag and drop the Meisterplan field to the desired location. This step ensures your spreadsheet data maps to the appropriate Meisterplan project field.
Step 4: Validate & Edit
Validation and Error Correction
In this step you can validate and edit your resources before import. Simply edit the highlighted field by clicking on it. Fields highlighted in dark red indicate an error that will prevent the complete line (i.e. the project) from being imported:
Once you've corrected all errors, click Import. Your resources are now available in the Resource Pool.
Update Existing Resources
If resources from your spreadsheet already exist in Meisterplan, they will be updated on import. This is possible only if the names of the resources in your spreadsheet exactly match the names in Meisterplan.
Please note that, while Meisterplan generally supports having multiple resources with the same name, updating such data through the quick import is not possible.
Here are more details on when resources can be updated:
|Example||Data in Spreadsheets||Existing Data in Meisterplan||What Will Happen in Meisterplan|
|Case 1||"Saunders, Tim", "Miller, Matthew"||"Saunders, Tim||"Saunders, Tim" will be updated in Meisterplan, "Miller, Matthew" will be added|
|Case 2||"Saunders, Tim", "Saunders, Tim"||-||Both resources will be added to Meisterplan.|
|Case 3||"Saunders, Tim", "Saunders, Tim"||"Saunders, Tim"||Meisterplan will neither update nor import these resources, because there are two resources with the same name in your spreadsheet.|
|Case 4||"Saunders, Tim"||"Saunders, Tim", "Saunders, Tim"||Meisterplan will neither update nor import these resources, because there are two resources with the same name in Meisterplan.|
|Case 5||"Saunders, Tim", "Saunders, Tim"||"Saunders, Tim", "Saunders, Tim"||Meisterplan will neither update nor import these resources, because there are two resources with the same name in your spreadsheet and in Meisterplan.|
Once you've clicked Import, your resources will be available in the Resource Pool:
Newly Created Field Values
If your spreadsheet contains new values not yet in Meisterplan, for example, primary roles, departments or skills, they will be added during import: