In the Excel Export, you can clearly define just the data you want to export. Use the data for reporting, share it with colleagues for quality checks, or easily edit and reimport it using our Quick Import.

• How the Excel Export Can Help You
• How the Excel Export Works
  • Which Settings Affect the Export

How the Excel Export Can Help You

This section details how the features and options of the Excel Export can benefit you.

Your benefits at a glance:

• Control what data you want to export by first setting the date range, portfolio and scenario and then selecting the data you need. You can choose from the following data types:
  • Projects with project details
  • Resources with resource details
  • Roles with role details
  • Allocation Matrix
  • Allocation List
  • Actual Time Worked (including notes on individual entries)
  • Milestones
  • Dependencies
  • Planned Financial events
  • Part-Time Working Models
  • Resource absences
  • Role capacities
  • OBS
• This export is designed to support our Quick Imports. Easily export your Meisterplan data with the Excel Export, and then edit the Excel file and easily import the data using the Quick Import without any need for reformatting. The following exceptions apply:
  • New OBS units can be imported using either the Quick Import for Projects or for Resources.
  • There is no Quick Import for milestone dependencies.
  • In the Quick Import for Projects, you cannot import the rank.
• With the Excel Export and corresponding Quick Import, the following features are possible:
  • Update any scenario you have the right to edit.
  • Track all changes post-export in the change log.
• Allow colleagues to maintain and export their own data in Meisterplan based on their current user rights.
• Share the data with colleagues in a format that is easy to read and process for quality checks prior to exporting.
• Exported data file is easier to understand and work with because it does not contain technical IDs or macros.

How the Excel Export Works

In the Integrations tab of your user group, you need to have the Export Data right.

In the left Sidebar, click Import and Export and under Export to Excel select the data you want to export. Which data is exported depends on several settings.

When exporting allocations (list or matrix), you can also define the allocation unit and the time intervals for the export:

You can use the exported Excel to import data into another tool. Or, update the data in the Excel file and import the updated data into Meisterplan using copy and paste through the Quick Import.

Which Settings Affect the Export

The data included in your export depends on several settings. If a project or entry does not appear in your export, check the following:

• Header settings: Only data within the selected date range, portfolio, and scenario is exported. Projects that are not part of the selected portfolio or scenario will not be included.
• Filter: Projects or resources that are excluded from the current portfolio view will not appear in the export.
• Rank categories: Only projects included in the selected rank categories in the portfolio view are exported.
• User rights: You can only export data that your user group has the right to view.