Use copy and paste to easily import new and updated roles into Meisterplan from spreadsheets. This helps you plan your portfolio with the most up-to-date data.

• Prerequisites
• Required User Rights
• Supported Formats
• How to Find
• Step 1: Choose Type of Data and Prepare
• Download Example Spreadsheet
• Fields That Can Be Imported
• Number Formatting
• Step 2: Copy & Paste
• Step 3: Assign Fields
• Step 4: Validate & Edit
• Validation and Error Correction
• Update Existing Roles
• Result
• Imported Roles
• Newly Created Field Values

In this video we will show you the basics of how the Quick Import works, using the project import as an example:

Prerequisites

Required User Rights

For importing roles as described in this article, you need to have the following rights:

• Edit Resource Pool and Absences
• Import and Export Data

Supported Formats

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 spreadsheet imports:

Step 1: Choose Type of Data and Prepare

Click Roles:

You can add new roles and update existing ones. Find a detailed overview of when roles can be updated here.

Role Capacities
To update the capacities of your roles, use the Quick Import for Role Capacities.

Download Example Spreadsheet

If you don‘t have a spreadsheet of roles on hand, download our example spreadsheet of roles. This example serves as an outline for configuring your role related data. You can also use the example spreadsheet to run a test import into your Meisterplan system:

DOWNLOAD EXAMPLE SPREADSHEET

Your existing roles will not be overwritten or deleted by the test import. You can delete the imported sample roles at any time.

To successfully import your roles, your spreadsheet should contain one line per role, 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:

• Role Name

The following fields are optional fields you can import:

• Cost per Hour: for the correct format see here
• Cost Type: only CapEx or OpEx are allowed
• OBS fields: You can only import OBS fields of the first level. You can import OBS fields even without Resource Pool rights. You can add new OBS sub-units in Meisterplan using “>”

Number Formatting

In the Date and Number Formatting for Quick Imports article, you can find all details on how to format 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 add a 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 roles 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 role) from being imported:

Once you've corrected all errors, click Import. Your roles are now available in the Resource Pool.

Update Existing Roles

If roles from your spreadsheet already exist in Meisterplan, they will be updated on import. This occurs only if the names of the roles in your spreadsheet exactly match the names in Meisterplan.

Identical Names
Please note that, while Meisterplan generally supports having multiple roles with the same name, updating such data through the Quick Import is not possible.

Here are more details on when roles can be updated:

Result

Imported Roles

Once you've clicked Import, your roles will be available in the Resource Pool:

Newly Created Field Values

If your spreadsheet contains new OBS units not yet in Meisterplan, they will be added during import: