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
Release Notes
- Meisterplan Hot Topics
- Release Notes 03/18/2020 (Filtering for Non-Portfolio Data in Reports)
- Release Notes 02/17/2020 (Clear Report Templates)
- Release Notes 01/27/2020 (Remaining Capacity in Resource Hints)
- Release Notes 01/24/2020 (New Meisterplan Client Version)
- Release Notes 12/19/2019 (Meisterplan optimized for Mozilla Firefox)
Portfolio Designer: Projects
- Project Section Basics
- Project and Program Hints
- Project Section Filter
- Adding, Editing or Viewing a Project
- Edit Project Window
- 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
Using Portfolios
Using 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
- Manage Jira Links
- Manage Data Sources
- Settings for all Data Sources
- Manage Project Fields
- Manage General Settings
On-Premise Installation
- Server System Requirements
- Installing Meisterplan
- Configuration Properties
- Creating a Database
- SSL Configuration
- Starting and Stopping Meisterplan
MyProject Apps
Product Security
- Information Security Statement
- Hosting Sites
- Certification
- Vulnerability Scanning
- Disaster Recovery Plan
- Service and Network Monitoring
FAQ
- Security: Connect to Meisterplan SaaS via Static IP
- Security: 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
- Views: Adjusting Signal Colors (Red/Green) for Color-Blind Users