Use copy and paste to easily import Actual Time Worked into Meisterplan from spreadsheets. This helps you plan your portfolio with the most up-to-date data. You can find more information about Actuals in the Actuals – Time Worked article.
- 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 Actual Time Worked as described in this article, you need to have the following rights:
- Under Project and Program Rights, you need to have either the Projects with Logged-In User as Project Manager or the All Projects and Programs option enabled
- Under Access Actual Time Worked, you need to have the Read and Edit via Import option enabled
- Under Integration Rights, you need to have the Import and Export Data right enabled
- To import Actual Time Worked while you are in the Plan of Record, you need to have the Edit Plan of Record right to access the respective projects. To import Actual Time Worked while you are in a scenario, you need to have edit rights for this scenario to access the respective projects.
Actual Time Worked is not scenario-specific!
Actual Time Worked is global, that means it is available in every scenario that contains the respective project, including the Plan of Record.
For more details on how to configure user rights, see the Manage User Groups article.
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
Click Actual Time Worked:
You can add Actual Time Worked and update them with this import. Find information about how Actual Time Worked can be updated here.
Download Example Spreadsheet
If you don‘t have a spreadsheet of Actual Time Worked on hand, download our example spreadsheet. This example serves as an outline for configuring your Actual Time Worked related data. You can also use the example spreadsheet to run a test import in your Meisterplan system.
To successfully import Actual Time Worked, the spreadsheet from your time-tracking tool should contain one line per entry and a column for each for each data field.
You can import Actual Time Worked entries of different projects and resources all at once. When importing, we recommend limiting each import to no more than 10,000 entries.
Fields That Can Be Imported
- Project Name: name of an existing project in Meisterplan
- Resource or Role: email address or name of an existing resource or role in Meisterplan, does not have to be allocated to the project
- Booking Date: date to which the Actual Time Worked entry from your time-tracking tool refers; there must not be two entries for the same project and the same resource with the same booking date; see below for more details on the booking date; for the correct format see here
- Actual Time Worked (hours): number of hours incurred on a project for a resource or role in your time-tracking tool dependent onthe booking date; for the correct format see here
What‘s the booking date?
The booking date is the date to which an Actual Time Worked entry in your time-tracking tool refers. Some tools track time worked per day, some per months, some allow custom dates.
You can import Actual Time Worked in single entries for each day, or summed up over the course of several weeks, or even a mixture of both. All hours imported into Meisterplan per project will be displayed as a sum.
Example: From February 1st to 10th, the time-tracking tool exported 8 hours of work per day for Isabel Hunt on the Professional Services project. For Jack Williams who worked on the same project, monthly entries are exported.
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 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 Actual Time Worked 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 booking date) from being imported.
Once you’ve corrected all errors, click Import. Your data is now available in Meisterplan.
Updating Imported Actual Time Worked
If you have already imported 40 hours in Meisterplan for January 31st and now import 45 hours for the same date, the older entry will be overwritten. In order to delete an entry, simply import 0 hours of Actual Time Worked for this booking date, and the amount for this booking date will be set to 0. The booking date cannot be deleted.
You can import many Actual Time Worked entries for the same project and the same resource or role, but their booking dates in your spreadsheet must not be identical.
Imported Actual Time Worked
Once you've clicked Import, you will be able to view the Actual Time Worked in a project’s details.