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

• Prerequisites
• Required User Rights
• Supported Formats
• Where to Find
• Choose Type of Data and Prepare
• Download Example Spreadsheet
• Fields That Can Be Imported
• Importing Several Capacities per Role
• Date and Number Formatting
• Step 1: Copy & Paste
• Step 2: Assign Fields
• Step 3: Validate & Edit
• Validation and Error Correction
• Update Existing Role Capacities
• Result
• Imported Capacities

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 capacities as described in this article, you need to have the following rights:

• To import capacities 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 that respective scenario
• Import Data
• Edit Resource Pool, Absences, OBS, Calendar and Skills

 Supported Formats

For the quick import, you can simply copy data and paste it into Meisterplan. You can therefore use all file formats in which you can copy data.

Where to Find

In the left Sidebar, click Import and Export:

If you would like to import your role capacities into a different scenario than the one currently selected, switch to that scenario by clicking Scenario or Plan of Record in the top left of the header:

Choose Type of Data and Prepare

Click Role Capacities and then Start Import:

You can add new role capacities and update existing ones with this import. Find a detailed overview of when role capacities can be updated here.

Download Example Spreadsheet

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

DOWNLOAD EXAMPLE SPREADSHEET

To successfully import your capacities, your spreadsheet should contain one line per capacity, and a column for each data field you would like to import.

Fields That Can Be Imported

• Role Name: name of existing project
• Capacity Change: capacity change in FTE, hours or person days; for the correct format see here
• Start: start date of the capacity; for the correct format see here
• Finish: finish date of the capacity; for the correct format see here

Importing Several Capacities per Role

You can import several capacity segments for the same role, but their time periods must not overlap. A capacity segment may not be less than the duration of one week.

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 1: 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 2: 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.

If your spreadsheet contains columns that cannot be matched with Meisterplan fields, they will simply be ignored and the data from the unassigned columns will not be imported.

Step 3: Validate & Edit

Validation and Error Correction

In this step, you can validate and edit your role capacities 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 capacity) from being imported.

Once you’ve corrected all errors, click Import. Your data is now available in Meisterplan.

Update Existing Role Capacities

Exact Matching of Roles

Importing new and updating existing capacities is only possible if the role names in your spreadsheet exactly match the role names in Meisterplan. Roles that do not exist in Meisterplan cannot be created by the import.

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

Here are some examples of when capacities can be imported or updated:

Updating Existing Capacity Segments

If there is a capacity for the same role during the same time period in Meisterplan, the new capacity from the spreadsheet will overwrite the existing one. However, only the capacity period listed in the spreadsheet will be updated. Existing capacities outside this time period will remain unchanged.

Example:

The capacity of " Consultant – Junior" was only updated for the time period specified in the table, and the the capacity period before and after remains unchanged.

Result

Imported Capacities

Once you've clicked Import, your capacities will be available in the Resource Pool.