Feature |
Details |
Scenarios |
- All scenarios except the Plan of Record will be removed from all views and the REST API, as well as the scenario-specific data within the scenarios.
- In the black header bar, the drop down scenario menu and with it all options for displaying scenarios will be removed.
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Board View |
- In the left Sidebar, the Board view will be removed.
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Portfolio Dashboard |
- In the left Sidebar, the Portfolio Dashboard view will be removed.
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Goals |
- In the left Sidebar, the Goals view will be removed.
- All existing Business Goals will be removed.
- The Business Goal field and its values will be removed from all views, from the REST API, integrated pivot reports and imports.
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Roadmap |
- In the left Sidebar, the Roadmap view will be removed.
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Financials |
- All financials data will be removed from all views and the REST API.
- In the user groups, the Access Financial Data right will be removed.
- Under Manage > Advanced, the section Finance Categories will be removed.
- In the Project Settings and the Project Details, the sections Financial Tracker, Resources and Roles - Costs and Cost Type Tracker, as well as the project field Approved Budget will be removed.
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Find a detailed list of removed options in the Manage User Groups article.
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Actuals |
- All Actuals data and KPIs will be removed from all views (e.g., Project List) and the REST API, except the Approved Total Effort field.
- In the user groups, the Access Actuals right will be removed.
- In the Project Details, the Allocation Tracker, Roles and Resource - Allocations, Financial Tracker, Roles and Resources - Costs and Cost Type Tracker sections will no longer contain Actuals information.
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Project Score |
- In the Portfolio Designer, the Rank by Project Score option will be removed.
- The Project Score field will be removed from all views (e.g., Project List) and the REST API.
- The Project Score information will be removed from all single-select fields, and the fields will no longer contribute to the project score.
- In the Project Settings and the Project Details, the Project Score section will be removed.
- In the user groups, the Rank & Sort All Projects by Project Score right will be removed.
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Project Types |
- All configured project types will be deleted, and only the default project type will remain. All projects will be assigned to the default project type.
- Under Manage, the Project Types tile will be renamed to Project Details & Overview, and it will no longer be possible to add project types
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Auto-Schedule |
- In the Portfolio Designer, the Auto-Schedule option will be removed.
- In the user groups, the Auto-Schedule Multiple Projects right will be removed.
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Reporting API |
- The Reporting API will no longer be available for Basic system users.
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BI tools such as Tableau, MS Power BI or Google Looker Studio (formerly Google Data Studio) will no longer be connected to Meisterplan.
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Existing reports in external BI tools will remain but can no longer be refreshed.
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Jira Connector
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- In the Portfolio Designer's More Actions menu, the Import from Jira option will be removed.
- Under Manage in the left Sidebar, the Jira Connector option will be removed.
- In the Information Panel, the Jira tab will be removed.
- Projects imported from Jira will remain but their connection to Jira will be removed.
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Self-Service SandboxPremium
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- Under Manage in the left Sidebar, the Self-Service Sandbox option will be removed.
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Auto-ProvisioningPremium and SAML |
- The option to use Single Sign-On via SAML will be removed. Logging in with Google or the MS Work Account is still possible.
- The option to manage users via auto-provisioning will be removed when downgrading from the Premium Edition.
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Login NoticePremium
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- The option to configure a Login Notice for your Meisterplan system will be removed when downgrading from the Premium Edition.
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