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  2. The pivot reports are useful in Meisterplan for pinning down exactly the data to report, however the Excel export of these pivots is unusable in other tools as it leverages simple grouped columns to replicate the pivot. Would it be possible to add an option to output the pivot results as a CSV in addition to Excel? Each line of the CSV would duplicate the hierarchy. So: OBS Role Name Allocation1 Allocation2 Would become OBS Role Name Allocation1 OBS Role Name Allocation2
  3. Brian

    csv export

    The current Excel export report is great for use in imports to other tools (ie - we are using Quickbase to collect data and report against projects). However, I'd love to see this report export a CSV file for greater compatibility, rather than XLSX.
  4. Hi Matthias, I have been working on imputing my company's OBS structure into Meisterplan but now I want to display the OBS structure using Reports. As of now I have created a "Pivot&Charts:Projects, Allocations, and Capacities" but I don't think it is the most effective way of showing the structure. Since not every department has the same number of levels (filtered as Department 1, Department 2, Department 3 in Meisterplan) I am getting a lot of "No Value" tabs in my Report. Another issue I am continuously running into is that when I filter to just show "Resource Names" but Roles appear as well. Therefore, I was wondering if you had any suggestions on how to visually show the OBS chart in Meisterplan and only filter to show "Resources" and no roles.
  5. Hi all, this month's Round Table was all about the new Meisterplan reporting type "Pivot & Charts: Projects, Allocations and Capacities". You can find more information related to this topic in the Meisterplan Help Center Thanks to the Meisterplanners who took part in the Round Table, we had a lively discussion. Please find the Meeting Minutes attached. Looking forward to seeing you at the next Round Table! Manuel Schneider 2019 July Minutes.pdf
  6. We are excited to announce that combined reporting for projects, allocations and capacities is now available. This allows you to view allocation and capacity in a single chart, and reduces the number of reports to be maintained. Be sure to check out the full Release Notes here, as we’ve made a lot of adjustments to make configuring and running reports easier! What do you think of our latest update? We'd love to hear from you, so please comment here or contact us at cs@meisterplan.com.
  7. Dear Meisterplanners, in our Round Table last week we had a really great discussion on best practices in using portfolios and scenarios. Thanks to all the participants for your contribution and the open exchange! You can find the minutes of our discussion here:Minutes of Round Table June 2019.pdf Please feel free to post relating question here or contact us via cs@meisterplan.com. In the next Round Table in July we will take a look at the combined reporting for projects, allocation s and capacities which we released today. Make sure to register soon
  8. We're excited to announce that the first release of the Meisterplan REST API is now available. It supports resource data and additional capabilities will be added in the coming weeks. Check out the full Release Notes here and be sure to bookmark the API changelog if you want to stay up to date as we extend and update the API to support additional Meisterplan data! We'd love to hear more about how you're using the API and what features matter the most to you so please comment here or contact us at api-feedback@meisterplan.com.
  9. Hi Carly, that's a very good question. Unfortunately, that's not possible at the moment, as the rights are given on the user level, not on portfolio level. E.g. a user can edit all portfolios he can see. What is possible though and a common workaround by other customers is to give 2 users to one person. These users can be based on the same mail address, they only need to have a different user name. For example, I could have two users: User "jana rybak edit" can edit specific portfolios User "jana rybak view" can only view specific portfolios With this approach, you have to take care though that you don't share an overall portfolio (like "All projects") with all users, as a portfolio shared with all users could be edited by everyone with edit rights. We're currently reworking the role & rights concept to make it easier and more transparent who can do what and where in Meisterplan. In the meantime, the option described above is the best solution I've come across so far. Best regards, Jana
  10. Thank you @Jana Rybak - the list that you mentioned is really useful, I hadn't spotted that. One thing I haven't managed to work out is how can I give edit rights to a User in one Portfolio, but ensure that they can see (without edit rights) other Portfolios in the same Instance? Thanks again. Carly
  11. Hi Carly, thank you for your question, I totally agree that limiting edit rights to specific user groups leads to a higher level of data quality and consistency. Indeed it doesn't make sense to have everyone editing Meisterplan. Instead, we recommend limiting edit rights to the specific user groups. I.e. project managers should be able to maintain their project data and team members should get read-only access to get the information they need. An elaborate role & rights concept combined with a structured portfolio view can thus be a big benefit for your data quality. In fact, you can find a list of recommended user rights depending on the role in our help center. Let me know if you're missing something. I also saw that you already registered for our next Meisterplan Round Tables, that's great news! In June we will talk about how scenarios and portfolios help you manage your PPM and in August we will discuss how to keep your PPM data up-to-date. I'm happy to hear you participate and look forward to our discussion! Best regards, Jana
  12. Hello Questers, Please can someone point me in the direction of guidance to support the communication that when there are large teams working on projects, it does not make sense to have all of the team members editing Meisterplan? I feel that it will lead to a higher level of data quality and consistency if edit rights are limited, guidance is clear and portfolio managers (across a number of portfolios in our case) work towards maintaining compliance with data entry, edit and maintenance expectations. Many thanks. Carly
  13. Hi: 1) I want to create various reports in Meister as well as the portfolio view by department 2) I want to 'embed' those views in Smartsheets. Do we have this ability?
  14. Hello Martha, so sorry for the late reply. We have recently released some minor improvements to our reports (see the Release Notes here) but we haven’t yet completed the combined reporting for allocations and capacity that is referred to in this thread. Our current estimate for this is around the end of June. Per your question, we do expect that this will include the ability to show charts that include both allocations and capacity simultaneously. Some of these features are still being finalized so they are subject to change a little. I’ll post future updates to this thread, so follow along and you should see more progress within the next few weeks.
  15. It would be really useful if Quest members could please vote on this topic, in order that the need for multi-value lookup functionality can be assessed. Many thanks everyone!
  16. @Veronika Schustek - do you have a summary of the discussion/topics covered at the Round Table on 17 April 2019? I am very interested in this topic but I was on annual leave when the call occurred. Many thanks.
  17. Thank you for your response @Thomas Quandt - having multi-value lookup functionality is now a critical requirement for our instance. I look forward to discussing this with Kevin Johnson (Sandhill) on Wednesday 22 May 2019 to determine our options.
  18. In meisterplan we have most of the elements to produce a technology roadmap visual. eg. goals, capabilities (custom field), resources, milestones, status, etc). Has anyone produced a visual that connects these elements in a ready to present visual
  19. Hello I would also add that it would be preferable to be able to search through a field rather than scrolling through the list to select/deselect, ie: go through a list of projects and select specific ones that you want to report to.
  20. Hello, how is this progressing? Will there be a graph available as well? Allocation vs Capacity? Many thanks
  21. Hello @Thomas Mundschin, It's good to hear that. The rank of a project in a specific scenario can be found in the field "priority" of the view "reporting.scenarioprojects". Since the project value is not directly accessible in the Reporting Database, it will be necessary to recalculate it. I hope this answers your question. If you need any assistance with this, don't hesitate to contact us! Kind regards, Fabian
  22. Hello Carly, thank you for your input. The topic is part of our backlog but not part of our neartime roadmap. We will happily contact you as soon as we consider realizing it. In any case we have heard this request a couple times already and I agree it will make great sense for the support of the PPM process. Best regards, Thomas
  23. Hello @Manuel Schneider Please can you let me know if this would be possible as a field option? The more we develop our process in Meisterplan, the more often this is being requested. Thanks in advance for your reply.
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