Knowledge Base

Meisterplan Basics

• Glossary
• Client System Requirements and Supported Browsers
• Login
• Navigation, Menus and Views
• Portfolio Designer View Overview
• Must-Have Line and Cut-Off Line

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Release Notes

• Meisterplan Hot Topics
• Release Notes 10/29/2019 (New Meisterplan Client Version)
• Release Notes 10/28/2019 (Flexible Date Format for Spreadsheet Import)
• Release Notes 10/23/2019 (Importing New Data Made Easy)
• Release Notes 10/01/2019 (Minor Changes)
• Release Notes 09/27/2019 (Minor Changes and Bugfixes)

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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

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Portfolio Designer: Resources

• Resource Section Basics
• Role, Resource and Histogram Hints
• Resource and Role Filter
• Resource Absences, Vacations and Capacity Changes
• Changing the Capacity of a Role
• Role Trace, Resource Trace and OBS Trace

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Portfolio Designer: Financials

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

Using Portfolios

• Portfolio Basics
• Portfolio Manager
• Edit Portfolio

Using Scenarios

• Scenario Basics
• Scenario Manager
• Configure / Edit Scenario
• Scenario Comparison
• Global and Scenario Dependent Data

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)

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Resource Pool

• Resource Pool Basics
• Managing Resources
• Managing Roles
• Managing Calendars
• Managing Skills
• Managing OBS Units

Manage

• Manage Users
• Manage Jira Links
• Manage Data Sources
• Settings for all Data Sources
• Manage Fields
• Manage General Settings

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On-Premise Installation

• Server System Requirements
• Installing Meisterplan
• Configuration Properties
• Creating a Database
• Using a Proxy Server for SSL
• Starting and Stopping Meisterplan

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MyProject Apps

• Configuring and Installing the MyProject Apps
• Using the iOS App
• Using the Android App

Product Security

• Information Security Statement
• Hosting Sites
• Certification
• Vulnerability Scanning
• Disaster Recovery Plan
• Service and Network Monitoring

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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

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