Knowledge Base
Full documentation for our apps
Meisterplan Basics
- Glossary
- Client System Requirements and Browsers
- Login
- Navigation, Menus and Views
- Portfolio Designer View Overview
- Must-Have Line and Cut-Off Line
Upcoming & Past Releases
- Meisterplan Hot Topics
- Upcoming Release: User Groups
- Release Notes 09/18/2020 (Minor Changes)
- Release Notes 09/10/2020 (Easy Reporting with Our Tableau Connector)
- Release Notes 09/07/2020 (Minor Changes)
- Release Notes 09/01/2020 (Sync Your Allocations with Zapier)
Portfolio Designer: Projects
- Project Section Basics
- Project and Program Hints
- Project Section Filter
- Adding, Editing or Viewing a Project
- Viewing and Editing Projects
- Project Context Menu
Portfolio Designer: Resources
- Resource Section Basics
- Hints for Roles and Resources
- Resource and Role Filter
- Resource Absences, Vacations and Capacity Changes
- Changing the Capacity of a Role
- Role Trace, Resource Trace and OBS Trace
Portfolio Designer: Financials
Working with Portfolios
Working with Scenarios
Reporting
- Reports View and Integrated Reports
- Integrated Pivot Reports - Overview and Templates
- Pivot & Charts: Projects, Allocations and Capacities
- Pivot & Charts: Financials
- Pivot & Charts: Allocations (deprecated)
- Pivot & Charts: Capacities (deprecated)
Resource Pool
Manage
- Manage Users
- Replacing Automatically Created User Groups
- Manage Jira Links
- Manage Data Sources
- Settings for all Data Sources
- Manage Project Fields
On-Premise Installation
- Server System Requirements
- Installing Meisterplan
- Configuration Properties
- Creating a Database
- SSL Configuration
- Starting and Stopping Meisterplan
MyProject Apps
Product Security
FAQ
- User Management: Removing Users
- Integrations: Connect to Meisterplan SaaS via Static IP
- Recovery: What can I do if my data is lost? (SaaS)
- Login: No "Forgot Your Password" Link
- Login: New Password Doesn't Work
- Login: Monitoring of Logins