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  1. Meisterplan Help Center
  2. User Guide

User Guide

Learn about all features and views

Looking for Admin Content?
Find articles on how to manage project fields, OBS, calendars, your subscription and more in our new admin section.

Meisterplan Basics

  • Login
  • Customizing Your Personal Settings
  • My Profile and Preferences
  • Email Notifications in Meisterplan
  • Assigning Employees to Projects
  • Project Keys
See all 17 articles

Navigation & Views

  • Navigation, Menus and Views
  • Portfolio Designer - Overview
  • Portfolio Designer - Settings
  • Team Planner - Overview
  • Team Planner - Adding, Editing and Deleting Allocations
  • Team Planner - Staff Role
See all 20 articles

Portfolio Designer: Projects

  • Planning Options in the Portfolio Designer
  • Adding, Editing or Viewing a Project
  • Moving Projects or Programs in the Gantt Chart
  • Extending Projects, Phases and Allocations
  • Shortening Projects and Allocations
  • Rank and Project Score
See all 11 articles

Portfolio Designer: Resources

  • Resource Section Basics
  • Info Boxes for Roles and Resources in the Portfolio Designer
  • Resource and Role Filter
  • Role Capacity Changes
  • Role Trace, Resource Trace and OBS Trace
  • Resource Score

Portfolio Designer: Financials

  • Financial Section Basics
  • Hints for Financials
  • Finance Trace Mode
  • Working with OpEx and CapEx

Working with Portfolios

  • Portfolios in Meisterplan - Overview
  • Portfolio Filters - Details
  • Portfolio Access Rights - Details
  • Portfolio Budgets - Details

Working with Scenarios

  • Scenario Basics
  • Scenario Manager
  • Configure Scenario
  • Scenario Comparison
  • Global and Scenario-Dependent Data

Working with Actuals

  • Actuals - Time Worked
  • Approved Budget and Actual Allocation Costs

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