Knowledge Base
Full documentation for our desktop and mobile apps
Meisterplan Basics
- Client System Requirements and supported Browsers
- Login
- Navigation, Menus and Views
- Portfolio Designer View Overview
- Portfolio Designer Settings
- Goals View
Release Notes
- Meisterplan Hot Topics
- Coming Soon
- Update 09/03/2018
- Update 08/23/2018
- Update 08/14/2018
- Update 08/10/2018
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
- Role, Resource and Histogram Hint
- 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, Standard Reports and Templates
- Pivot & Charts: Allocations
- Pivot & Charts: Capacities
- Pivot & Charts: Projects
- Pivot & Charts: Financials
- Excel Pivot Report
Resource Pool
Manage
- User Management
- Single Sign-On (SSO) via SAML 2.0
- Manage Data Sources
- Settings for all Data Sources
- Manage Fields
- Manage General Settings
On-Premise Installation
- Server System Requirements
- Installing Meisterplan
- Configuration Properties
- Creating a Database
- Using a Proxy Server
- Starting and Stopping Meisterplan
MyProject Apps
Product Security
- Security Policy
- Hosting Sites
- Certification
- Disaster Recovery Plan
- Service and Network Monitoring
- Backups
FAQ
- System and Organization Control (SOC) Report from AWS
- Data Processing Agreement (DPA)
- Trial: Delete Demo Data
- Licensing & Pricing
- Login: No "Forgot Your Password" Link
- Login: New Password Doesn't Work