We've updated Meisterplan - check out what's new!
Importing Financial Events
You can now easily import financial events into Meisterplan, no Excel template or interface programming necessary. With the Quick Import, you can add financial events, regardless of which spreadsheet formats you use.
In the header, select the scenario into which you want to import your financial events. Then click Import and Export in the Portfolio Designer and select Quick Import. Click Financial Events and follow the steps. Before import, you will get a preview with all import details so you can edit your data in this step as needed.
Find all details on importing milestones in the Quick Import for Financial Events article.
Resolved Issues Since the Last Update
There was an issue in the Quick Import for resources where a comma was added to the last name when updating resources without a first name. This issue has been resolved.