We've updated Meisterplan - check out what's new!
Financial Data User Rights
With the new Financial Data User Rights, users will be able to give or restrict access to financial information in Meisterplan. This ensures only the right people have access to financial data. It also allows more users to work in Meisterplan while restricting access to financial information that they are not privy to or that is irrelevant to their work.
You can configure user groups in the left sidebar under Manage > User Groups.
Configure This Option for User Groups
When configuring user groups, you can check the box next to Access Financial Data in the General section.
Effects on Views and Functions
With the release, all user groups have access to the Financial Rights by default. Therefore, access to financial information remains the same as before the release.
Users without Financial Data User Rights do not have access to the following views and functionalities:
|
View or Functionality |
No access to |
|
Portfolio Designer: |
Financial section Settings for the Financial section Financial fields in resource and role hints |
|
Project and Program Overview |
Financial key indicators
|
|
Change Log |
All changes to financial data |
|
Portfolio Manager |
Budget information and settings |
|
Quick Import for Financial Events |
The import will not be available |
|
New Export to Excel (Beta) |
No export of financial data |
|
Project Details View |
|
|
Resource Pool |
|
|
Project List |
Financial fields as columns |
|
Board |
Financial fields as project details on cards |
|
Goals |
Total Cost and Benefit pie charts |
|
Reports |
Caution: Users without access to financial data can still view reports including financial fields and currencies, but these fields will not be displayed. Saving the configuration will remove those fields or currencies from this report for all users. |
|
Reporting API and Rest API |
No access to financial data |
This right will not apply to the following functionalities:
- Custom fields of the Currency type. Access can be restricted using Project Field Rights
- Currency Settings, Start of Fiscal Year and Finance Categories. Access can be restricted with the Manage Project Fields, Project Settings, Project Overview and Advanced right
- Financial section and Cost Type can still be configured in the Project Settings. Access can be restricted with the Manage Project Fields, Project Settings, Project Overview and Advanced right
Changes to financial data through the Excel Template
Users with the Import and Export via Excel Template right will still be able to make mass changes to financial data, regardless of how the financial rights are configured.
Learn more about user rights in the Manage User Groups article.
Minor Changes
Further Functionalities in the Project List
In the Project List, you can now add new projects as well as delete existing projects:
To create a new project, click Add Project in the toolbar. To delete an existing project, click the project and then the three dots at the end of the line. In the menu, select the desired option.
Find more details in the Get a Quick Overview with the Project List article.
Resolved Issues Since the Last Update
| Issue Number | Details | Date |
| 6577 |
There was an issue in the Resource Pool where resources with a permanent capacity of 0% were no longer displayed in the resource list and could only be accessed in the Portfolio Designer's Resource section. This issue has been resolved. |
11/12/2021 |
| 6776 |
There was an issue in the REST API documentation where it was not possible to create a custom connector in PowerAutomate using the swagger documentation. This issue has been resolved. |
11/16/2021 |
| - |
There was an issue when renewing licenses where logging in to Meisterplan was not possible for a short time after renewal. This issue has been resolved. |
11/26/2021 |