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Manuel Schneider

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Manuel Schneider last won the day on October 22 2018

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About Manuel Schneider

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  1. 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
  2. Hi Mihai, Do I understand correctly that you do not use the financial data at all? The fnancial part will be hidden from the Portfolio Designer completely, if you do not have any financial data in your Meisterplan sytstem. This means: - You need to make sure that the Finance tab is empty for all projects - No costs per hour are set for any role or resource - No cost or benefit budgets are entered for any portfolio This will automatically hide the financial section!
  3. Hi all, Due to its great success we would like to offer the Meisterplan Round Table on a monthly basis! Starting today, you can secure your virtual seat at the upcoming round tables by signing up here: https://meisterplan.com/events/ I am very excited about this and looking forward to meeting you soon Manuel
  4. In order to finish linking your Tableau to Meisterplan I suggest we quickly meet up for a web session. I will get back to you with an invitation by email. Talk to you soon!
  5. Carly, Please find the answers below: - Is it a 32bit PostgreSQL driver or 64bit? -> That depends on your Tablea version, thus if you use Tableau 32-bit or Tableau 64-bit. - What is the database name? - What is the database password (email: carly.santer@bayer.com)? -> You can find the reporting database credentials in your Meisterplan instance. In the side bar on the left, navigate to "Reports". Aftwerwards, click on "Reporting Data". This will open a menu where you can activate the "reporting database". After clicking the checkbox you will be able to see the database name and password (see Screenshot attached). - Do we need to configure an SSL file to load the data? -> Yes. Does this help? Regards Manuel
  6. Dear Carly, Happy New Year! I can offer you the following guide: https://help.meisterplan.com/hc/en-us/articles/115004350073 - is this what you are looking for? Regards, Manuel
  7. Next date: Wednesday, December 5, 10:00 – 11:00 CET. Agenda: - every participant will present his/her Use Case of Meisterplan in 5 minutes - the focus topic after the presentations will be reporting - open discussion Eight seats are already taken, feel free to join the Round Table! Let me know if you would like to take part and I will gladly send you an Outlook-Invitation including the log-in credentials for the meeting .
  8. Great to see that you are going to participate! As Daisy suggested, let's make the project score our first topic. I think it would be interesting to broaden the discussion to project prioritzition methods and possibilities in general. Looking forward to the first MP Round Table
  9. Hi Mihai, Thank you for letting us know. We are currently working on the issue and I will keep you updated Regards Manuel
  10. Hello everyone, You are all interested in Project Portfolio and Resource Management. In fact, every quest member works on this topic at his or her business. So let us discuss your experiences and issues! I would like to invite you to the brand new Meisterplan Round Table. Learn from other Meisterplan users’ experiences or raise open questions – both related to functionalities of the software Meisterplan or PPM in general. Date: Tuesday, November 6, 2018 Time: 10:00 – 11:00 am (Central European Time). Place: https://gotomeet.me/manuelschneider Please post your topics beforehand in this forum so I can prepare a rough agenda. Special thanks to @Alexia, @Daisy and @Mihai.Rotariu for initiating the first session of this kind a few days ago. Looking forward to meeting you soon! Regards Manuel
  11. Dear @Vicky.Thompson, You are right, when allocating people on a project, you can currently only use one skill at a time to filter the list of resources. We will consider this as a suggestion for improvement, thanks for the feedback! In the resource view (lower part of the main screen "Portfolio Designer") you can filter for multiple skills at a time. Furthermore, working with roles might meet your requirement. When you start thinking about who will work on a project, you can first allocate a role because you do not have a specific person in might but rather a group of peole with similar capabilities. If you want to specify later on who will take over, you have the possibility to "staff role". Meisterplan will show a new screen after selecting this option. This screen is specifically designed to help you choose the right person for the job - also with the possibility to filter on multiple skills! See https://help.meisterplan.com/hc/en-us/articles/115004412153-Replacing-or-Removing-Roles-and-Resources#Staff-Role for more information and of course feel free to ask if anything does not make sense. What do you think? Regards Manuel
  12. Dear @Vicky.Thompson, Thanks for your contribution! Good to hear that the Gantt in Meisterplan helps you scheduling projects. I agree that triggering necessary discussions and decisions is one of the key purposes of Meisterplan. Concerning the resource section: as soon as you select a resource, the project list is filtered on those projects that the person is working on. This is the quickest way to find out “who does what”. By the way, this also works the other way round. Selecting a project automatically reduces the resource view to people scheduled on the selected project. Does that help you? Regards Manuel
  13. Hi @Alexia, In general, the excel file includes a sheet which determines the rank of the projects. It is difficult to discuss detail without actually seeing the file. If you want, we can take a look at the detail personally - just send the file to me if you are interested Regards Manuel
  14. Hi @Alexia, Currently, it is not possible to "lock-out" existing users from Meisterplan for a specific time period. However, I think that this is a very good feature request. I checked in our system and the idea already exists in our Backlog. We will evaluate the possibilities and keep you updated on the subject. For the moment, I would recommend you to notify all Meisterplan-users in your company e.g. by mail that you will perform the import and that they should not make changes in Meisterplan during that time (=maintenance window). To make sure that no one made changes that will get lost, I propose the following (thanks to @Thomas Quandt for the idea): 1. Create a scenario called "Alexias backup" before you export to excel 2. Make the adjustments in excel 3. Before you import back to Meisterplan: Use the scenario comparison report (https://help.meisterplan.com/hc/en-us/articles/115004353033-Scenario-Comparison-Report) to compare "Alexias backup" to the plan of record. This way you will see if anyone made changes during the maintenance window. Does that help? Regards Manuel
  15. Hi @Mihai.Rotariu, quick summary before we go into detail: The topic/feature is still in definition. The topic proved to be more complex than it might seem to be at first glance. Especially for the question of what to do with an allocation in percent when we move an affected project along the timeline, your feedback was very helpful - thanks again! Still, we would like to collect further feedback by interested customers and need to clarify how allocations in percent would work in Meisterplan. The main goal is to make sure that we improve Meisterplan efficiently and with high quality. Furthermore, we want to stick to our promises, All topics on the hot topic list (https://help.meisterplan.com/hc/en-us/articles/360005149734-Meisterplan-Hot-Topics ) still have priority and are currently worked on. Further potential new features, like allocations in percent, will be considered after these hot topics. Best regards to Denmark and talk to you soon! Manuel
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