With Microsoft Power Automate, you can automate repetitive process steps between different tools and Meisterplan. This minimizes data maintenance and allows you to focus on more important tasks.

• What Is MS Power Automate?
• Prerequisites
• Get Started
• Possibilities with Meisterplan and MS Power Automate
  • Notify Project Managers of Project Changes
  • Notify Project Manager of Project Approval
• How do Triggers Work?
• Templates for Meisterplan Flows

What Is MS Power Automate?

Microsoft Power Automate is a service that allows you to create automated workflows between different tools. Meisterplan’s Power Automate Connector makes it easy to integrate with the tools your teams use.

If you haven't used MS Power Automate yet, you can learn more here.

Prerequisites

Meisterplan:

You need to have the Access Meisterplan APIs and Connect External Applications right to use this feature. When setting up a flow, you have to give Power Automate one time access to your Meisterplan account. This flow responds to the rights you have in Meisterplan. For example, if you don't have the Access Financial Data user right, you cannot create a flow that is related to this right.

You can access an overview of which tools have access to your Meisterplan under My Profile > Manage Apps > App Access. You can revoke this access at any time. 

MS Power Automate:

You can access MS Power Automate with an MS Office Subscription (for example, through your organization). You also need the license for Premium Connectors to use the Meisterplan Connector.

Otherwise, you can register and set up your first flow at https://powerautomate.microsoft.com/en-us/.

Sharing and Transferring Flows to Other Users
You can share Power Automate Flows with other users (thus making them owners). All owners can delete other users and change login information. This is especially helpful when the creator of the flow leaves your organization. Learn more in the Power Automate documentation.

Get Started

Open Power Automate and click +Create in the left sidebar. Then, click Build your own. Select a trigger in Meisterplan and at least one triggerable action in your external tool, or vice versa.

In Meisterplan, the trigger Create Webhook has the following possible event types:

• Any Project Activity
• Project Created
• Project Updated
  • all updates or
  • updates about specific project information, like changes of allocation, milestones, or project fields (all or specific project fields)
• Project Deleted

Possible actions in Meisterplan that can be trigged by external tools are:

Creating or editing:

• Projects
• Resources
• Roles
• Milestones
• Milestone Dependencies
• Calendar
• Business Goals
• Allocations
• Financials
• Actuals Data (ex., Actual Time Worked)
• Absences
• OBS
• Program
• Role Capacities

You can find all details on the MS Power Automate Connector for Meisterplan in the MS Power Automate documentation.

Possibilities with Meisterplan and MS Power Automate

In the following, you will find a few examples of how you can use Power Automate in your everyday processes.

Notify Project Managers of Project Changes

When project allocations change, project managers can receive an automatic notification with the relevant details in an external tool, like a Microsoft Teams channel.

• Create the Meisterplan trigger Create Webhook in MS Power Automate, and select PROJECT_UPDATE as the event type. Then select the desired scenario.
• Create a new step and select Meisterplan as the operation and Get Projects by ID as the action. Enter Entity ID as Project ID and Scenario ID as the Scenario ID. 
• Create another step and select MS Teams as the operation and select, for example, Post message in a chat or channel. Enter all of the required details (for example, Channel, Team, or Message, etc.), and save your flow.

Notify Project Manager of Project Approval

When an initiative has been approved, project managers can receive an automatic notification with the relevant details in an external tool, like in a Microsoft Teams channel.

• Create the Meisterplan trigger Create Webhook in your MS Power Automate, and select PROJECT_UPDATE as the event type. Then select the desired scenario.
• Create a new step and select Meisterplan as the operation and Get Projects by ID as the action. Enter Entity ID as Project ID and Scenario ID as the Scenario ID. 
• Create another step and select Control and Condition as action. 
  • Select changedFields as the value, and as the Condition set Stage Gate and is equal to.
  • Insert another row and select Stage Gate as the value, and as the Condition set Approved (or the other relevant field name) and is equal to.
• Under If yes click add action and select, for example, Post message in a chat or channel. Enter all of the required details (for example, Recipient or Message), and save your flow.

How do Triggers Work?

Specific actions in Meisterplan, for example "Add Project" or "Edit Project", can act as triggers. This means that Meisterplan sends a notification as soon as a change occurs. This is possible via so-called Webhooks, which react to these triggers.

You can decide which actions will trigger notifications in external tools in your Power Automate Flow.

Each message contains a specific set of data and information. In the following table you will find an overview of what data can be in a message.

Templates for Meisterplan Flows

Our MS Power Automate templates help you automate your workflows even more quickly and easily. The following templates support common actions between Meisterplan and other apps.

Please note: MS Power Automate is a third-party application, and its use is subject to Microsoft's privacy policy. If you encounter any problems with MS Power Automate, please contact the Microsoft support.