Jump to content
Alexia

Import from Excel - Freezing edit possibilities while mass upload

Recommended Posts

Hey Meisters !

I would like to export to Excel in order to make a quick update on a long list of project (but not all of them). Then, for the import I am not quite confident in the "keep and update" feature as I am afraid that if people do some modification in the meatime, it will not be kept.

Do you have a solution ? Is it possible to freeze the edit rights for non admin users ?

 

Thanks a lot

Share this post


Link to post
Share on other sites

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

 

Share this post


Link to post
Share on other sites

Hi @Manuel Schneider and @Thomas Quandt,

 

Indeed thanks for the trick, I think that will help in the meantime :)

I tried anyway the keep and replace function, I just wanted to add some information on 2 custom fields, so I made a test with 3 projects. So I exported to Excel, deleted everything that I did not need in the excel file, completed these 2 columns for the 3 projects left, imported them. I realized that after the import, all the project were below the cut off line. What did I miss ? Do you have recommendation with these mass upload ? Should I leave all the information from the export and add the new info without deleting the projects I don't want to update ?

Great to see that our needs are heard and soon transformed into features :) 

Share this post


Link to post
Share on other sites

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

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


×
×
  • Create New...