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Jana Rybak

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Jana Rybak last won the day on July 3 2019

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About Jana Rybak

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  1. 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
  2. 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
  3. 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
  4. 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?
  5. 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!
  6. 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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