Use copy and paste to easily import new and updated milestones 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 milestones as described in this article, you need to have the following rights:
- To import your milestones into the Plan of Record, you need to have the Edit Plan of Record right; to import them into a scenario, you need to have the edit rights for the respective scenario
- Add, Change and Delete Milestones and Milestone Dependencies
- Import and Export Data
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:
To import your milestones into the desired scenario or the Plan of Record, first click Scenario or Plan of Record in the top left of the header:
Step 1: Choose Type of Data and Prepare
You can add new milestones and update existing ones. Find a detailed overview of when milestones can be updated here.
Download Example Spreadsheet
If you don‘t have a spreadsheet of milestones available, download our example spreadsheet of milestones. This example serves as an outline for configuring your milestone related data. You can also use the example spreadsheet to run a test import in your Meisterplan system.
Your existing milestones will not be overwritten or deleted by the test import. You can delete the imported sample milestones at any time.
To successfully import your milestones, your spreadsheet should contain one line per milestone, 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:
- Project Name: The name should match an existing project in Meisterplan.
- Milestone Name
- Date: for the correct format see here
The following is an optional field you can import:
- Project Phase: The name should match an existing project phase in Meisterplan.
You cannot add, update or delete any milestone dependencies with this import.
To correctly import dates into Meisterplan, your spreadsheet and browser language or locale settings (e.g., English – United States) must match. Your selected language in Meisterplan is not relevant in this case and may differ.
To import dates successfully:
- Enter your dates in the YYYY-MM-DD format and the date format will be updated based on your browser language settings.
- Or compare the language settings of your browser and your spreadsheet to ensure they are set to the same language. Some browsers distinguish between the language they use to display websites and the language for their own menus - the former is relevant when importing data.
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 field.
Step 4: Validate & Edit
Validation and Error Correction
In this step, you can validate and edit your milestones 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 milestone) from being imported. Fields highlighted in light red indicate an error that will prevent the field from being imported, but not the rest of the line.
Once you’ve corrected all errors, click Import. Your data is now available in Meisterplan.
Update Existing Milestones
If milestones from your spreadsheet already exist in Meisterplan, they will be updated on import. This is only possible if the names of the milestones in your spreadsheet exactly match the names in Meisterplan.
Please note that, while Meisterplan generally supports having multiple milestones with the same name in a project, updating these milestones through the Quick Import is not possible.
Here are more details on when milestones can be updated:
|Data in Spreadsheets||Existing Data in Meisterplan||What Will Happen in Meisterplan|
|Milestone "Start" for "Project Alpha"||"Project Alpha"||Milestone "Start" for "Project Alpha" will be added in Meisterplan.|
|Milestone "Start" for "Project Alpha"||Milestone "Start" for "Project Alpha"||Milestone "Start" for "Project Alpha" will be updated in Meisterplan.|
|Milestone "Start" for "Project Alpha"||Milestone "Start" (02/01/21) and Milestone "Start" (03/01/21) for "Project Alpha"||Meisterplan will neither update nor import this milestone, because there are two milestones with the same name for the same project in Meisterplan.|
|Milestone "Start" for "Project Alpha"||"Project Alpha", "Project Alpha"||Meisterplan will neither update nor import this milestone, because there are two projects with the same name in Meisterplan.|
|Milestone "Start" (02/01/21) and Milestone "Start" (03/01/21) for "Project Alpha"||Milestone "Start" for "Project Alpha"||Meisterplan will neither update nor import this milestone, because there are two milestones with the same name for the same project in your spreadsheet.|
Once you've clicked Import, your milestones will be available in the Plan of Record or the selected scenario.