Learn below how to customize your personal settings in Meisterplan to help you complete your tasks as effectively as possible.
Settings in the Portfolio Designer
In the Portfolio Designer's toolbar, click Settings to define how you want to display projects and their allocations:
Allocation Unit
To display allocations in the way your organization does, click the dropdown Project Allocation Unit and choose between FTE, days and hours. This setting applies to all views as well as the Quick Imports. This setting is not permanent so if you need to see your data in another allocation unit to complete a particular task, simply change the unit as needed.
Learn more in the Portfolio Designer Settings article.
Edit Mode for Allocations
Under Editing of Allocations, you can define how you want to display and edit project allocations in the Gantt chart. The Time Grid mode splits the allocation into segments according to the selected zoom level, for example monthly segments. If you would like to have one segment for the complete allocation or want to split the allocation into individual segments (for example, by project phase), select the Flexible mode.
Learn more in the Portfolio Designer Settings article.
Coloring the Gantt Chart
To visualize different characteristicsof your projects, customize the Gantt Color Scheme as needed. Select a project field such as Stage Gate or Status to identify critical projects, or color your projects by project phase or workload to get a quick impression of their situation.
Learn more in the Portfolio Designer Settings article.
Configuring Further Views
In addition to the Portfolio Designer, you can always configure other Meisterplan views as needed. Configuration changes on the following views are only visible to you and they will remain configured the next time you log in. You can always change the configuration anytime with just a few clicks.
Project List
In the Project List, you can view the project details that you need and in the order that they are relevant by selecting and arranging the columns.
To do this, click Project List in the left Sidebar and then select Configure Columns:
Learn more in the Get a Quick Overview with the Project List article.
Board View
Make the right decisions for your portfolio using the Board View by defining how the projects are sorted and which details are displayed on the project cards.
In the left Sidebar, click Board and then customize the view using Change Columns and Configure Cards:
Learn more in the Collect New Project Initiatives Using the Board View article.
Roadmap
In the Roadmap, visualize the aspects of your planning that are most relevant to you and your colleagues by changing the grouping criterium and the Gantt color as needed.
In the left Sidebar, click Roadmap and customize the view using Group By and Gantt Color Scheme:
Learn more in the Share Your Plan Using the Roadmap article.
Your User Profile
To customize your user profile, click your initials in the top right corner of the header bar and select My Profile:
Profile Picture
Upload a profile picture so your colleagues can recognize you at a glance, for example, in the Change Log or in the Board View.
Language Settings
Use the Locale dropdown to select the language in which Meisterplan is displayed, and for which country. You can choose between four languages: English, German, French, and Spanish.
The country you select determines the number and date format used in Meisterplan, for example, MM/DD/YYYY when selecting English - United States or Spanish - United States.
Learn more in the My Profile and Preferences article.