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Jana Rybak

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Jana Rybak last won the day on April 12

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About Jana Rybak

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    Yoga, table soccer, board games, singing, cycling, hitchhiking

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  1. Hi Almirz, thank you for your question. There are two good options to remove completed projects from your current plan of record. 1. You can create two portfolios: a) portfolio "Current projects" (includes projects in all stages except completed projects) an b) portfolio "Completed projects" (includes projects in stage "completed") > I would prefer this option. You find more information how to do it in this helpcenter article . 2. Change the date range (Month before current = 1, see screenshot). By changing the date range, all completed projects before the chosen range will be excluded from the portfolio and disappear (alas they have a financial event within the set date range). This is a user specific setting though, which also impacts your reports, so if you want to use it, be aware that reports might show different numbers than for your colleagues. Does this help you?
  2. Last week we dedicated our Meisterplan Round Table to the financial section of Meisterplan. This time we had a constructive discussion with a total of 6 participants. Thank you all for contributing to this open exchange and sharing your thoughts, questions, experience, and ideas! What is the background of discussing the financial section? Sharing the experience in using the financial section, to learn more about the benefits and use case of working with finances in Meisterplan What did we discuss? The logic of the financial section How cost and benefit are created and what is included How to create portfolio budgets Use cases and Q&A You find a PDF file with minutes of our Meisterplan Round Table here. Please feel free to post more questions on how to employ the financial section below. What's next? For the next Meisterplan Round Tables, the participants proposed Jira (20.03.2019) Excel Backups Sign up here for the next dates, but be quick, spots are limited to 10 participants. What we would also really like to discuss are your success stories: What are your benefits of working with Meisterplan? How did you implement PPM and what were your biggest challenges? If you could start over again, what would you do differently? What do you think? We’re curious to hear from you via support@meisterplan.com or talk to you at our next Meisterplan Round Table!
  3. Hello @Claus Spruch Good news: We're currently working on a report combining capacity & allocations in one pivot table. We'll keep you updated, but meanwhile you can just check out our Meisterplan Hot Topics or take a look at the thread by Matthias Gidda here. All the best, Jana
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