Knowledge Base
Full documentation on our app
Meisterplan Basics
- Login
- My Profile and Preferences
- Assigning Employees to Projects
- Using Skills to Find the Right People
- Must-Have Line and Cut-Off Line
- Plan of Record
Navigation & Views
- Navigation, Menus and Views
- Portfolio Designer - Overview
- Portfolio Designer Settings
- Collect New Project Initiatives Using the Board View
- Get a Quick Overview with the Project List
- Share Your Plan Using the Roadmap
Portfolio Designer: Projects
- Project Section Basics
- Viewing and Editing Projects
- Adding, Editing or Viewing a Project
- Moving a Project or a Program
- Extending, Shortening, Splitting or Stopping a Project
- 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
Resource Pool
Manage
- Manage Users
- Manage User Groups
- Replacing Automatically Created User Groups
- Replicating Previous Access Levels as User Groups
- Manage Jira Links
- Manage Data Sources
On-Premise Installation
- Server System Requirements
- Server Operating System Upgrade
- Installing Meisterplan
- Configuration Properties
- Creating a Database
- SSL Configuration
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