We've updated Meisterplan - check out what's new!
Adding Allocations in the Team PlannerAll Editions
The latest update to the Team Planner will save you time by easily allocating people to projects directly in the Team Planner without switching to the Portfolio Designer. You can add new project allocations both in the Time Grid and in the Flexible mode.
In the Flexible mode, first select the desired time period by drawing a rectangle in the timeline while keeping your mouse button pressed. Next, find the right project using the search field and enter the allocation value for the selected time period.
To add a new project allocation in the Time Grid mode, move your cursor over the role or resource and click the plus icon:
Next, find the right project using the search field and enter the allocation values in the cell or cells of the desired allocation period.
Deleting the entire allocation of a role or resource on a project is now possible in the Time Grid mode of the Team Planner. To do so, move your cursor over the project's name, click the three dots at the end of the line and select Remove from Project.
Learn more in the Team Planner article.
Ad-Hoc Resource Filters in the
Team PlannerAll Editions
Our new ad-hoc resource filters can be used in the Team Planner to filter for resources and roles to see only the information you currently need.
Open the Team Planner and click Filter in the toolbar. Click Add Filter below the toolbar and choose the field for the filter.
You can choose between the following fields:
- Top level OBS, e.g., department
- External Resource
- Primary Role
You can also combine several filters and save your filter settings in a Custom View.
Learn more about ad-hoc filters in the Ad-Hoc Filter article.
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