Meisterplan

Meisterplan is a portfolio-level resource management tool that helps portfolio and resource managers manage people across teams and initiatives whether your work is traditional, agile or hybrid. Use it to make confident portfolio decisions and interactively surface and solve resource conflicts.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Meisterplan Support |
URL | https://help.meisterplan.com/ |
support@meisterplan.com |
Connector Metadata | |
---|---|
Publisher | Meisterplan |
Website | https://meisterplan.com |
Privacy policy | https://meisterplan.com/privacy-and-data-protection/ |
Categories | Business Management;Business Intelligence |
Meisterplan is a portfolio-level resource management tool that helps portfolio and resource managers manage people across teams and initiatives whether your work is traditional, agile or hybrid. Use it to make confident portfolio decisions and interactively surface and solve resource conflicts. See resource availability and capacity, gain visibility into projects, prioritize and align project portfolios to strategies, and generate real-time scenario simulations with Meisterplan. By using the Meisterplan Connector, you can integrate Meisterplan with all the tools your teams use so no one has to do double maintenance on project data. Whether you need to update a project or put in an approved time-off request, Meisterplan and the Meisterplan Connector can make the process seamless.
Prerequisites
To use the Meisterplan connector, you need a Meisterplan account. To get started with Meisterplan, either Request A Demo or Take A Trial.
How to get credentials
When using the Meisterplan Connector, a login dialog pops up that requires you to select the region where your Meisterplan system is located in (either US or EU). Next, enter your credentials for Meisterplan, i.e., username and password, and click Login. Then, click Authorize to allow the connector to access your Meisterplan system.
Get started with your connector
Common use cases are:
- Updating Project Information: If you make a change to a project in a project management tool (e.g., Trello) such as updating the status, the corresponding project in Meisterplan is automatically updated.
- Syncing Allocations: If you edit an allocation in an online spreadsheet such as MS Excel, the corresponding allocation in Meisterplan is automatically updated.
- Keeping Your Resource Absences up to Date: If you approve a time-off request from one of your employees in an online spreadsheet such as Excel, the corresponding resource entry in Meisterplan is automatically updated.
- Adding New Projects to Meisterplan: If you add a new project in one of your tools, a new project is automatically created in Meisterplan.
- Adding New Resources to Meisterplan: If you update your online spreadsheet with a new employee, they are automatically added to the Resource Pool in Meisterplan.
- Regularly Updating Employee Data: If you change a resource's address in your online spreadsheet, the corresponding resource entry in Meisterplan is automatically updated.
- Connect to Microsoft Teams: If a project is updated in Meisterplan, you will receive a notification in the configured Teams channel. This notification can be configured to include the link to the project in Meisterplan so you can quickly open the project for more details.
- Connect to Your MS Office: If a new project is added in Meisterplan, specified colleagues will get notified by email. You can also configure the Flow to add the new project to your external back up source in MS Office.
Known issues and limitations
- There are currently no known restrictions or limitations. General information about rate limiting, pagination, etc. can be found in the REST API documentation.
Common errors and remedies
The Meisterplan Connector uses the Meisterplan REST API. A description including status codes can be found in the REST API documentation. Additional information can be found in the Help Center.
FAQ
Which Meisterplan user rights do I need to be able to use the connector?
- Your Meisterplan user needs to have the Access Meisterplan APIs and Connect External Applications right.
- Your Meisterplan user needs to have read and edit rights for the fields you want to read or update using the connector.
Can I use the connector with the Meisterplan Basic edition?
- Yes, the connector is supported by all Meisterplan editions.
Creating a connection
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Name | Type | Description | Required |
---|---|---|---|
Region | string | Region of your hosted Meisterplan system | True |
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Actions
Business goals |
Returns all business goals |
Create a Milestone Dependency |
Returns the id of the newly created milestone dependency |
Create Absences |
Use this request to add an absence for a certain time period. This time period can be defined using the start and finish attributes of the request. |
Create Actual Financial Event |
Returns the newly created actual financial event. |
Create Calendars |
Create a calendar with the given data. Will return the newly created calendar. |
Create Financials |
Returns the newly created financial event. |
Create Milestones |
Returns the newly created milestone |
Create OBS Type |
Creates an OBS type with the given data. Will return the newly created OBS type. |
Create OBS Unit |
Creates an OBS unit with the given data. Will return the newly created OBS unit. |
Create or Update Actual Time Worked |
This endpoint lets you create new Actual Time Worked and update the existing Actual Time Worked of a project by an entity (resource or role). We will not update Actual Time Worked for booking dates that are not specified in the request for a given project and entity. With the mode property you can control if an existing Actual Time Worked value is replaced by the new value or if its value is added to the booking in the request.Please note that actual time worked data itself is independent from its scenario. It will be the same across all scenarios for a given project. |
Create or Update Allocations |
This endpoint lets you create new allocations and update existing allocations of a project. Changes will only be made for the specified date ranges as well as the specified resources and roles. |
Create Programs |
Creates a program with the given fields and returns the newly created program. |
Create Projects |
Creates a project with the given fields and returns the newly created project. |
Create Resources |
Creates a resource by the given fields and returns the newly created. Paths Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes. |
Create Roles |
Returns the created role on success. Paths Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes. |
Delete Absence |
Deletes an absence. |
Delete Actual Financial Event |
Deletes an actual financial event in a given project of a scenario. |
Delete Actual Time Worked |
Deletes all actual time worked of a given project. |
Delete Allocations |
Deletes an allocation in a given project of a scenario. |
Delete an OBS Type by ID |
Delete the OBS type specified by the given ID. If the OBS type with the given ID does not exist, the request will fail. |
Delete an OBS Unit by ID |
Deletes the OBS unit specified by the given ID. If the OBS unit with the given ID does not exist, the request will fail. |
Delete Calendars |
Deletes a calendar in your Meisterplan system. Please note that the default calendar or a parent of the default calendar cannot be deleted. |
Delete Financials |
Deletes a financial event in a given project of a scenario. |
Delete Milestone Dependencies |
Deletes a milestone dependency in a given scenario. |
Delete Milestones |
Deletes a milestone in a given project of a scenario. |
Delete Programs |
Deletes a program specified by the given ID. |
Delete Projects |
Deletes a project in a given scenario. |
Delete Resources |
Delete the resource specified by the given ID. If the resource with the given ID does not exist, the request fails. |
Delete Roles |
Delete the role specified by the given ID. If the role with the given ID does not exist, the request will fail. |
Get a List of Absences |
Returns a list of absences of the resource. |
Get a List of Actual Financial Events |
Returns a list of actual financial events of a project. |
Get a List of Actual Time Worked |
Returns a list of actual time worked for all projects of a specific scenario. Please note that actual time worked data itself is independent from its scenario. |
Get a List of Allocations |
Returns a list of allocations of a project |
Get a List of Calendar Exceptions |
Get a list of all exceptions to this calendar in your Meisterplan system. |
Get a List of Calendars |
Get a list of all calendars in your Meisterplan system. |
Get a List of Financials |
Returns a list of financials of a project |
Get a List of Milestone Dependencies |
Returns a list of milestones dependencies of a scenario |
Get a List of Milestones |
Returns a list of milestones of a project |
Get a List of Portfolios |
Returns a list of all available portfolios. If you do not have the right to view any portfolio, Returns a list of all available portfolios that you have the right to access via your API token. If you do not have the right to view any portfolio, an empty list will be returned. |
Get a List of Programs |
Returns a list of programs in the given scenario |
Get a List of Projects |
This endpoint is paginated. It returns a list of projects up to the specified PAGESIZE |
Get a List of Resources |
This endpoint is paginated. It returns a list of resources up to the specified PAGESIZE |
Get a List of Roles |
Returns a list of all available roles. If no roles are available, an empty list is returned. |
Get a List of Scenarios |
It returns a list of scenarios |
Get a List of Users |
Returns a list of users. Allows filtering by userName or externalId. |
Get a User by ID |
Returns a user. |
Get Absences by ID |
Returns the individual absence specified by the given ID. |
Get Actual Financial Event by ID |
Returns the individual actual financial event specified by the given ID. |
Get all OBS Types |
This endpoint is for OBS types only. To get OBS units, use /obsTypes//obsUnits |
Get all OBS Units |
This endpoint returns a list of all OBS units for the given OBS type. |
Get Allocations by ID |
Returns the individual allocation specified by the given ID. |
Get an OBS Type by ID |
This endpoint is for OBS types only. To get OBS units, use /obsTypes//obsUnits |
Get an OBS Unit |
This endpoint returns a single OBS unit. |
Get Calendars by ID |
Get one calendar in your Meisterplan system. Use the special ID defaultCalendar to get the default calendar. |
Get Deviations from the Calendar |
Reads deviations to the resource's calendar working hours. If no start and finish values are passed, all deviations of the requested resource are returned. If only start is passed, all deviations starting from this time are returned. If only finish is passed, all deviations up to that point are returned. |
Get Financials by ID |
Returns the individual financial event specified by the given ID. |
Get Milestones by ID |
Returns the individual milestone specified by the given ID. |
Get Projects by ID |
Returns the individual project specified by the given ID. |
Get Resources by ID |
Returns the individual resource specified by the given ID. |
Get Roles by ID |
Returns the individual role specified by the given ID. |
Get Scenarios by ID |
Returns the individual scenario specified by the given ID. HINT: You can use "planOfRecord" as the ID for the plan of record scenario. |
Get the capacity segments of a role |
Returns the capacity segments for the role specified by the given ID. Returns an empty list if no capacity segments exist. |
Get the capacity segments of all roles |
Returns the capacity segments for all roles. If no capacity segments exist for a given role, its role capacities will be empty. |
Replace Absences |
This endpoint lets you replace all absences of a resource. The result will be the same as if all existing absences are deleted and the passed absences are created again. |
Replace Actual Financial Events |
Replaces actual financial events of a given project within a scenario. |
Replace Allocations |
This endpoint lets you replace all allocations of a project. The result will be the same as if all existing allocations are deleted and the passed allocations are created again. |
Replace Financials |
Replaces financial events of a given project within a scenario. |
Replace Milestones |
Replaces milestones of a given project within a scenario. |
Set Default Calendar |
Sets an existing calendar as the default calendar in your Meisterplan system. |
Update Absences |
Use this request to update an absence. |
Update Actual Financial Event |
Returns the updated actual financial event. |
Update Allocations |
This endpoint lets you update existing allocations of a project. Changes will only be made for the specified date ranges as well as the specified resources and roles. |
Update an OBS Unit |
Updates a single OBS unit's name or moves it to a different parent. |
Update Calendar Exceptions |
Use this request to replace all calendar exceptions for a certain time period. This time period can be defined using the root start and finish attributes of the request. Specify the new list of calendar exceptions with the exceptions property. Note that all exceptions in the specified period will be overwritten by the exceptions listed in the exceptions property.
|
Update Calendars |
Perform an update on a calendar specified by the given ID. Paths Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes. |
Update Deviations from the Calendar |
Use this request to replace all calendar deviations of a resource for a certain time period. This time period can be defined using the root start and finish attributes of the request. Specify the new list of calendar deviations with the deviations property. Note that all deviations in the specified period will be overwritten by the deviations listed in the deviations property.
All deviations are flattened into a sequential structure. Cases of overlapping deviations will be resolved by giving precedence to deviations occurring later in the array. |
Update Financials |
Updates a financial event by ID in a given project of a scenario. |
Update Milestones |
Perform an update on a milestone specified by the given ID. |
Update OBS Types |
Performs an update on an OBS type specified by the given ID. |
Update Priorities |
This endpoint updates the priorities of projects and programs. Please consider that updating the priority of a project that is within a program results in unassigning the project from its program.To update the priorities of your projects and programs, list their IDs in the desired order of priority for each rank category. If there are projects or programs in Meisterplan for a particular rank category that are not mentioned in your list, you can use the position parameter to define whether your listed projects and programs will be ranked above or below those in Meisterplan. |
Update Programs |
Perform an update on a program specified by the given ID. |
Update Projects |
Perform an update on a project specified by the given ID. |
Update Resources |
Perform an update on a resource specified by the given ID. Paths Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes. |
Update Roles |
Perform an update on a role specified by the given ID. To do a partial update, only the updated fields need to be sent. To delete a field value, the field must be sent with an explicit null value. Fields with a default value will be reset to their default when set to null. Paths Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes. |
Update the capacity segments of a role |
Updates the capacity segments for the role specified by the given ID. To erase all capacity segments, send a segment without start or finish and 0 capacity |
Business goals
Returns all business goals
Returns
- ListResponseOfBusinessGoalDefinitionResponse
- ListResponseOfBusinessGoalDefinitionResponse
Create a Milestone Dependency
Returns the id of the newly created milestone dependency
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
From Milestone ID
|
fromMilestoneId | True | string | |
To Milestone ID
|
toMilestoneId | True | string | |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- MilestoneDependencyCreateResponse
- MilestoneDependencyCreateResponse
Create Absences
Use this request to add an absence for a certain time period. This time period can be defined using the start and finish attributes of the request.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Finish
|
finish | True | string |
format: YYYY-MM-DD |
Finish Day Type
|
finishDayType | string |
Default is FULL_DAY |
|
Start
|
start | True | string |
format: YYYY-MM-DD |
Start Day Type
|
startDayType | string |
Default is FULL_DAY |
|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- AbsenceResponse
- AbsenceResponse
Create Actual Financial Event
Returns the newly created actual financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Amount
|
amount | True | double | |
Booking Date
|
bookingDate | True | date | |
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Type
|
type | True | string | |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialActualsResponse
- FinancialActualsResponse
Create Calendars
Create a calendar with the given data. Will return the newly created calendar.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string | |
Parent ID
|
parentId | string | ||
Friday
|
friday | double | ||
Monday
|
monday | double | ||
Saturday
|
saturday | double | ||
Sunday
|
sunday | double | ||
Thursday
|
thursday | double | ||
Tuesday
|
tuesday | double | ||
Wednesday
|
wednesday | double |
Returns
- CalendarResponse
- CalendarResponse
Create Financials
Returns the newly created financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Amount
|
amount | True | double | |
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Milestone ID
|
milestoneId | string |
Is only valid in combination with on: Milestone. The milestone must exist in the project. It will not be implicitly created. |
|
On
|
on | string |
Milestone is only valid in combination with a value in the field milestoneId. Date is only valid in combination with a value in the field dueDate. |
|
Type
|
type | True | string | |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialsResponse
- FinancialsResponse
Create Milestones
Returns the newly created milestone
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Date
|
date | True | string |
format: YYYY-MM-DD |
Name
|
name | True | string | |
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- MilestoneResponse
- MilestoneResponse
Create OBS Type
Creates an OBS type with the given data. Will return the newly created OBS type.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string |
Returns
- ObsTypeResponse
- ObsTypeResponse
Create OBS Unit
Creates an OBS unit with the given data. Will return the newly created OBS unit.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string | |
Parent ID
|
parentId | string |
Returns
- ObsUnitResponse
- ObsUnitResponse
Create or Update Actual Time Worked
This endpoint lets you create new Actual Time Worked and update the existing Actual Time Worked of a project by an entity (resource or role). We will not update Actual Time Worked for booking dates that are not specified in the request for a given project and entity. With the mode property you can control if an existing Actual Time Worked value is replaced by the new value or if its value is added to the booking in the request.Please note that actual time worked data itself is independent from its scenario. It will be the same across all scenarios for a given project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Id
|
id | string |
The id of the entity to which this actual time worked entry is linked. Set type to RESOLVE_BY_KEY_OR_NAME to resolve resource keys or role names automatically instead. |
|
Type
|
type | string | ||
Booking Date
|
bookingDate | date |
Date of this booking |
|
Cost Per Hour
|
costPerHour | double |
Cost per hour for this booking |
|
Cost Type
|
costType | string |
default: see Meisterplan documentation. |
|
Hours
|
hours | double |
Actual time worked in hours |
|
Mode
|
mode | string | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ActualTimeWorkedResponse
- ActualTimeWorkedResponse
Create or Update Allocations
This endpoint lets you create new allocations and update existing allocations of a project. Changes will only be made for the specified date ranges as well as the specified resources and roles.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Id
|
id | string |
The id of the entity to which this allocation is linked. Set type to RESOLVE_BY_KEY_OR_NAME to resolve resource keys or role names automatically instead. |
|
Project Role
|
projectRole | string |
The role id to which this allocation is linked. This field is only valid in combination with the types RESOURCE or RESOLVE_BY_KEY_OR_NAME. If type is set to RESOLVE_BY_KEY_OR_NAME, projectRole is resolved by name. |
|
Type
|
type | string |
Control how the value in the field id is interpreted. RESOURCE resolves resources by UUID. ROLE resolves roles by UUID. RESOLVE_BY_KEY_OR_NAME resolves either resources by resource key or roles by role name. |
|
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Finish
|
finish | date | ||
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
|
Start
|
start | date | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- AllocationResponse
- AllocationResponse
Create Programs
Creates a program with the given fields and returns the newly created program.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string | |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ProgramResponse
- ProgramResponse
Create Projects
Creates a project with the given fields and returns the newly created project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Project represented by a JSON document. |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
Create Resources
Creates a resource by the given fields and returns the newly created.
Paths
Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Resource represented by a JSON document. |
Returns
Create Roles
Returns the created role on success.
Paths
Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Role represented by a JSON document. |
Returns
Delete Absence
Deletes an absence.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AbsenceId
|
absenceId | True | string |
Internal Meisterplan identifier |
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Actual Financial Event
Deletes an actual financial event in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ActualFinancialEventId
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Actual Time Worked
Deletes all actual time worked of a given project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Allocations
Deletes an allocation in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AllocationId
|
allocationId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete an OBS Type by ID
Delete the OBS type specified by the given ID. If the OBS type with the given ID does not exist, the request will fail.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete an OBS Unit by ID
Deletes the OBS unit specified by the given ID. If the OBS unit with the given ID does not exist, the request will fail.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
ObsUnitId
|
obsUnitId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Calendars
Deletes a calendar in your Meisterplan system. Please note that the default calendar or a parent of the default calendar cannot be deleted.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
CalendarId
|
calendarId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Financials
Deletes a financial event in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
FinancialsId
|
financialsId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Milestone Dependencies
Deletes a milestone dependency in a given scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
MilestoneDependencyId
|
milestoneDependencyId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Milestones
Deletes a milestone in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
MilestoneId
|
milestoneId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Programs
Deletes a program specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProgramId
|
programId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Delete Projects
Deletes a project in a given scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Resources
Delete the resource specified by the given ID. If the resource with the given ID does not exist, the request fails.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Delete Roles
Delete the role specified by the given ID. If the role with the given ID does not exist, the request will fail.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
RoleId
|
roleId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Get a List of Absences
Returns a list of absences of the resource.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
FinishDate
|
finishDate | date |
Inclusive finish date for filtering time period. |
|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
StartDate
|
startDate | date |
Start date for filtering time period |
Returns
- ListResponseOfAbsenceResponse
- ListResponseOfAbsenceResponse
Get a List of Actual Financial Events
Returns a list of actual financial events of a project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfFinancialActualsResponse
- ListResponseOfFinancialActualsResponse
Get a List of Actual Time Worked
Returns a list of actual time worked for all projects of a specific scenario. Please note that actual time worked data itself is independent from its scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Filter
|
filter | string |
Stringified JSON object with an entity id and that entity's type. The type can be "RESOURCE" or "ROLE". Selects all objects that exactly match the specified properties. Note: take care to URL encode your parameter. { "id": string, "type": string } |
|
PageAfter
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
PageSize
|
pageSize | integer |
Can be between 1 and 100 |
|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- PaginatedResponseOfActualTimeWorkedResponse
- PaginatedResponseOfActualTimeWorkedResponse
Get a List of Allocations
Returns a list of allocations of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfAllocationResponse
- ListResponseOfAllocationResponse
Get a List of Calendar Exceptions
Get a list of all exceptions to this calendar in your Meisterplan system.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
CalendarId
|
calendarId | True | string |
Internal Meisterplan identifier |
EndDate
|
endDate | date |
endDate |
|
StartDate
|
startDate | date |
startDate |
Returns
- ListResponseOfCalendarExceptionResponse
- ListResponseOfCalendarExceptionResponse
Get a List of Calendars
Get a list of all calendars in your Meisterplan system.
Returns
- ListResponseOfCalendarResponse
- ListResponseOfCalendarResponse
Get a List of Financials
Returns a list of financials of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfFinancialsResponse
- ListResponseOfFinancialsResponse
Get a List of Milestone Dependencies
Returns a list of milestones dependencies of a scenario
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
PageAfter
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
PageSize
|
pageSize | integer |
Can be between 1 and 500 |
|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- PaginatedResponseOfMilestoneDependencyResponse
- PaginatedResponseOfMilestoneDependencyResponse
Get a List of Milestones
Returns a list of milestones of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfMilestoneResponse
- ListResponseOfMilestoneResponse
Get a List of Portfolios
Returns a list of all available portfolios. If you do not have the right to view any portfolio, Returns a list of all available portfolios that you have the right to access via your API token. If you do not have the right to view any portfolio, an empty list will be returned.
Returns
- ListResponseOfPortfolioResponse
- ListResponseOfPortfolioResponse
Get a List of Programs
Returns a list of programs in the given scenario
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfProgramResponse
- ListResponseOfProgramResponse
Get a List of Projects
This endpoint is paginated. It returns a list of projects up to the specified PAGESIZE
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. Selects all objects that exactly match the specified properties. Projects are searchable by projectKey, name, externalId, programId, portfolioId, status and custom fields. Lookup fields can be filtered by a list of String values (logically OR link). Filtering on custom Currency, Date or Decimal fields is currently not supported. The filter programId = null will yield all projects that are not associated with a program. Furthermore, the filter portfolioId = null will yield all projects. Note: take care to URL encode your parameter. { "projectKey": string, "name": string, "externalId": string, "programId": string, "portfolioId": string, "status": [string, string, ...], "customFields": { "cust_string_field_1": string, "cust_lookup_field_2": [string, string, ...], "cust_boolean_field_3": true, "cust_integer_field_4": integer, .... } } |
|
PageAfter
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
PageSize
|
pageSize | integer |
Can be between 1 and 500 |
|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
Get a List of Resources
This endpoint is paginated. It returns a list of resources up to the specified PAGESIZE
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. Selects all objects that exactly match the specified properties. Note: take care to URL encode your parameter. { "resourceKey": string, "lastName": string, "externalId": string, "emailAddress": string, "postalAddress": { "city": string, "country": string, "postalCode": string } } |
|
PageAfter
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
PageSize
|
pageSize | integer |
Can be between 1 and 500 |
Returns
Get a List of Roles
Returns a list of all available roles. If no roles are available, an empty list is returned.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. Selects all objects that exactly match the specified properties. Note: take care to URL encode your parameter. { "externalId": string, "name": string } |
Returns
Get a List of Scenarios
It returns a list of scenarios
Returns
- ListResponseOfScenarioResponse
- ListResponseOfScenarioResponse
Get a List of Users
Returns a list of users. Allows filtering by userName or externalId.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. Selects all objects that exactly match the specified properties. Note: take care to URL encode your parameter. { "userName": string } |
|
PageAfter
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
PageSize
|
pageSize | integer |
Can be between 0 and 200 |
Returns
- PaginatedResponseOfUserResponse
- PaginatedResponseOfUserResponse
Get a User by ID
Returns a user.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
UserId
|
userId | True | string |
Internal Meisterplan identifier |
Returns
- UserResponse
- UserResponse
Get Absences by ID
Returns the individual absence specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AbsenceId
|
absenceId | True | string |
Internal Meisterplan identifier |
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- AbsenceResponse
- AbsenceResponse
Get Actual Financial Event by ID
Returns the individual actual financial event specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ActualFinancialEventId
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialActualsResponse
- FinancialActualsResponse
Get all OBS Types
This endpoint is for OBS types only. To get OBS units, use /obsTypes//obsUnits
Returns
- ListResponseOfObsTypeResponse
- ListResponseOfObsTypeResponse
Get all OBS Units
This endpoint returns a list of all OBS units for the given OBS type.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfObsUnitResponse
- ListResponseOfObsUnitResponse
Get Allocations by ID
Returns the individual allocation specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AllocationId
|
allocationId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- AllocationResponse
- AllocationResponse
Get an OBS Type by ID
This endpoint is for OBS types only. To get OBS units, use /obsTypes//obsUnits
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Returns
- ObsTypeResponse
- ObsTypeResponse
Get an OBS Unit
This endpoint returns a single OBS unit.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
ObsUnitId
|
obsUnitId | True | string |
Internal Meisterplan identifier |
Returns
- ObsUnitResponse
- ObsUnitResponse
Get Calendars by ID
Get one calendar in your Meisterplan system. Use the special ID defaultCalendar to get the default calendar.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
CalendarId
|
calendarId | True | string |
Internal Meisterplan identifier |
Returns
- CalendarResponse
- CalendarResponse
Get Deviations from the Calendar
Reads deviations to the resource's calendar working hours. If no start and finish values are passed, all deviations of the requested resource are returned. If only start is passed, all deviations starting from this time are returned. If only finish is passed, all deviations up to that point are returned.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Finish
|
finish | date |
Finish date for filtering time period |
|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | date |
Start date for filtering time period |
Returns
- ListResponseOfCalendarDeviationResponse
- ListResponseOfCalendarDeviationResponse
Get Financials by ID
Returns the individual financial event specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
FinancialsId
|
financialsId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialsResponse
- FinancialsResponse
Get Milestones by ID
Returns the individual milestone specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
MilestoneId
|
milestoneId | True | string |
Internal Meisterplan identifier |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- MilestoneResponse
- MilestoneResponse
Get Projects by ID
Returns the individual project specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
Get Resources by ID
Returns the individual resource specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
Get Roles by ID
Returns the individual role specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
RoleId
|
roleId | True | string |
Internal Meisterplan identifier |
Returns
Get Scenarios by ID
Returns the individual scenario specified by the given ID. HINT: You can use "planOfRecord" as the ID for the plan of record scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ScenarioResponse
- ScenarioResponse
Get the capacity segments of a role
Returns the capacity segments for the role specified by the given ID. Returns an empty list if no capacity segments exist.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
RoleId
|
roleId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfRoleCapacityResponse
- ListResponseOfRoleCapacityResponse
Get the capacity segments of all roles
Returns the capacity segments for all roles. If no capacity segments exist for a given role, its role capacities will be empty.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfRoleWithRoleCapacityResponse
- ListResponseOfRoleWithRoleCapacityResponse
Replace Absences
This endpoint lets you replace all absences of a resource. The result will be the same as if all existing absences are deleted and the passed absences are created again.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Finish
|
finish | True | string |
format: YYYY-MM-DD |
Finish Day Type
|
finishDayType | string |
Default is FULL_DAY |
|
Start
|
start | True | string |
format: YYYY-MM-DD |
Start Day Type
|
startDayType | string |
Default is FULL_DAY |
|
End
|
end | date |
Inclusive end date of replacement period. |
|
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | date |
Start date of replacement period |
Returns
- Unit
- object
Replace Actual Financial Events
Replaces actual financial events of a given project within a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Amount
|
amount | True | double | |
Booking Date
|
bookingDate | True | date | |
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Type
|
type | True | string | |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Replace Allocations
This endpoint lets you replace all allocations of a project. The result will be the same as if all existing allocations are deleted and the passed allocations are created again.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Id
|
id | string |
The id of the entity to which this allocation is linked. Set type to RESOLVE_BY_KEY_OR_NAME to resolve resource keys or role names automatically instead. |
|
Project Role
|
projectRole | string |
The role id to which this allocation is linked. This field is only valid in combination with the types RESOURCE or RESOLVE_BY_KEY_OR_NAME. If type is set to RESOLVE_BY_KEY_OR_NAME, projectRole is resolved by name. |
|
Type
|
type | string |
Control how the value in the field id is interpreted. RESOURCE resolves resources by UUID. ROLE resolves roles by UUID. RESOLVE_BY_KEY_OR_NAME resolves either resources by resource key or roles by role name. |
|
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Finish
|
finish | date | ||
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
|
Start
|
start | date | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Replace Financials
Replaces financial events of a given project within a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Amount
|
amount | True | double | |
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Milestone ID
|
milestoneId | string |
Is only valid in combination with on: Milestone. The milestone must exist in the project. It will not be implicitly created. |
|
On
|
on | string |
Milestone is only valid in combination with a value in the field milestoneId. Date is only valid in combination with a value in the field dueDate. |
|
Type
|
type | True | string | |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Replace Milestones
Replaces milestones of a given project within a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Date
|
date | True | string |
format: YYYY-MM-DD |
Name
|
name | True | string | |
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Set Default Calendar
Sets an existing calendar as the default calendar in your Meisterplan system.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Id
|
id | string |
Returns
- Unit
- object
Update Absences
Use this request to update an absence.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AbsenceId
|
absenceId | True | string |
Internal Meisterplan identifier |
Finish
|
finish | string |
format: YYYY-MM-DD |
|
Finish Day Type
|
finishDayType | string | ||
Start
|
start | string |
format: YYYY-MM-DD |
|
Start Day Type
|
startDayType | string | ||
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- AbsenceResponse
- AbsenceResponse
Update Actual Financial Event
Returns the updated actual financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ActualFinancialEventId
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
Amount
|
amount | double | ||
Booking Date
|
bookingDate | string |
format: YYYY-MM-DD |
|
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Type
|
type | string | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialActualsResponse
- FinancialActualsResponse
Update Allocations
This endpoint lets you update existing allocations of a project. Changes will only be made for the specified date ranges as well as the specified resources and roles.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
AllocationId
|
allocationId | True | string |
Internal Meisterplan identifier |
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Finish
|
finish | date | ||
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
|
Start
|
start | date | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- AllocationResponse
- AllocationResponse
Update an OBS Unit
Updates a single OBS unit's name or moves it to a different parent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
ObsUnitId
|
obsUnitId | True | string |
Internal Meisterplan identifier |
Name
|
name | string | ||
Parent ID
|
parentId | string |
Returns
- ObsUnitResponse
- ObsUnitResponse
Update Calendar Exceptions
Use this request to replace all calendar exceptions for a certain time period. This time period can be defined using the root start and finish attributes of the request. Specify the new list of calendar exceptions with the exceptions property. Note that all exceptions in the specified period will be overwritten by the exceptions listed in the exceptions property.
- If null is used for the start period and end period, all exceptions of the calendar are overwritten - If only the start date of the period is defined, all exceptions starting from this time will be overwritten - If only the end date of the period is defined, all exceptions up to that point will be overwritten - If an exception is removed and a parent calendar has an exception at that date, this calendar inherits the exception from the parent calendar.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
CalendarId
|
calendarId | True | string |
Internal Meisterplan identifier |
Date
|
date | date | ||
Description
|
description | string | ||
Working Hours
|
workingHours | double | ||
Finish
|
finish | date | ||
Start
|
start | date |
Returns
- Unit
- object
Update Calendars
Perform an update on a calendar specified by the given ID.
Paths
Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
CalendarId
|
calendarId | True | string |
Internal Meisterplan identifier |
Name
|
name | string | ||
Friday
|
friday | double | ||
Monday
|
monday | double | ||
Saturday
|
saturday | double | ||
Sunday
|
sunday | double | ||
Thursday
|
thursday | double | ||
Tuesday
|
tuesday | double | ||
Wednesday
|
wednesday | double |
Returns
- CalendarResponse
- CalendarResponse
Update Deviations from the Calendar
Use this request to replace all calendar deviations of a resource for a certain time period. This time period can be defined using the root start and finish attributes of the request. Specify the new list of calendar deviations with the deviations property. Note that all deviations in the specified period will be overwritten by the deviations listed in the deviations property.
- If null is used for the start period and end period, all calendar deviations of the resource are overwritten - If only the start date of the period is defined, all deviations starting from this time will be overwritten - If only the end date of the period is defined, all deviations up to that point will be overwritten - If null is used for the start and/or end date of a calendar deviation, the deviation is assumed to last from or until the root start or finish date specified above.
All deviations are flattened into a sequential structure. Cases of overlapping deviations will be resolved by giving precedence to deviations occurring later in the array.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Finish
|
finish | date | ||
Relative Capacity
|
relativeCapacity | True | double | |
Start
|
start | date | ||
Finish
|
finish | date | ||
Start
|
start | date | ||
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfCalendarDeviationResponse
- ListResponseOfCalendarDeviationResponse
Update Financials
Updates a financial event by ID in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
FinancialsId
|
financialsId | True | string |
Internal Meisterplan identifier |
Amount
|
amount | double | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
|
Description
|
description | string | ||
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Milestone ID
|
milestoneId | string |
Is only valid in combination with on: Milestone. The milestone must exist in the project. It will not be implicitly created. |
|
On
|
on | string |
Milestone is only valid in combination with a value in the field milestoneId. Date is only valid in combination with a value in the field dueDate. |
|
Type
|
type | string | ||
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- FinancialsResponse
- FinancialsResponse
Update Milestones
Perform an update on a milestone specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
MilestoneId
|
milestoneId | True | string |
Internal Meisterplan identifier |
Date
|
date | string |
format: YYYY-MM-DD |
|
Name
|
name | string | ||
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
|
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- MilestoneResponse
- MilestoneResponse
Update OBS Types
Performs an update on an OBS type specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ObsTypeId
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string |
Returns
- ObsTypeResponse
- ObsTypeResponse
Update Priorities
This endpoint updates the priorities of projects and programs. Please consider that updating the priority of a project that is within a program results in unassigning the project from its program.To update the priorities of your projects and programs, list their IDs in the desired order of priority for each rank category. If there are projects or programs in Meisterplan for a particular rank category that are not mentioned in your list, you can use the position parameter to define whether your listed projects and programs will be ranked above or below those in Meisterplan.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Id
|
id | True | string |
The id value can be a project or a program. |
Position
|
position | string |
Position can be FIRST or LAST. FIRST is default |
|
Id
|
id | True | string |
The id value can be a project or a program. |
Position
|
position | string |
Position can be FIRST or LAST. FIRST is default |
|
Id
|
id | True | string |
The id value can be a project or a program. |
Position
|
position | string |
Position can be FIRST or LAST. FIRST is default |
|
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Unit
- object
Update Programs
Perform an update on a program specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | string | ||
ProgramId
|
programId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ProgramResponse
- ProgramResponse
Update Projects
Perform an update on a project specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Project represented by a JSON document. |
ProjectId
|
projectId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
Update Resources
Perform an update on a resource specified by the given ID.
Paths
Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Resource represented by a JSON document. |
ResourceId
|
resourceId | True | string |
Internal Meisterplan identifier |
Returns
Update Roles
Perform an update on a role specified by the given ID. To do a partial update, only the updated fields need to be sent. To delete a field value, the field must be sent with an explicit null value. Fields with a default value will be reset to their default when set to null.
Paths
Paths delimited by / (e.g. in calendars and OBS unit paths) may define path segments which contain / by escaping with //. E.g. the path Europe/Berlin//Amsterdam will be interpreted as ['Europe', 'Berlin/Amsterdam']. An uneven amount of slashes will be interpreted as the following segment starting with one or more slashes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Payload
|
payload | True | dynamic |
Role represented by a JSON document. |
RoleId
|
roleId | True | string |
Internal Meisterplan identifier |
Returns
Update the capacity segments of a role
Updates the capacity segments for the role specified by the given ID. To erase all capacity segments, send a segment without start or finish and 0 capacity
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
days
|
days | double |
The request accepts either FTE, hours or days. |
|
finish
|
finish | date | ||
fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
hours
|
hours | double |
The request accepts either FTE, hours or days. |
|
start
|
start | date | ||
RoleId
|
roleId | True | string |
Internal Meisterplan identifier |
ScenarioId
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- ListResponseOfRoleCapacityResponse
- ListResponseOfRoleCapacityResponse
Triggers
Create Webhook |
Creates a webhook by the given fields and returns the newly created. 1000 webhooks are currently supported per system. |
Create Webhook
Creates a webhook by the given fields and returns the newly created. 1000 webhooks are currently supported per system.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event Types
|
eventTypes | True | array of string |
At least one event type needs to be provided. |
Project ID
|
projectId | string |
The projectId is optional. It is only required if you want to subscribe to a specific project. |
|
Scenario ID
|
scenarioId | True | string |
The scenario you want to subscribe to. |
Returns
Definitions
AbsenceResponse
Name | Path | Type | Description |
---|---|---|---|
Finish Date
|
finish | date |
Finish date of this absence |
Finish Absence Day Type
|
finishDayType | string | |
Id
|
id | string |
The id of the absence |
Start Date
|
start | date |
Start date of this absence |
Start Absence Day Type
|
startDayType | string |
ActualTimeWorkedResponse
Name | Path | Type | Description |
---|---|---|---|
ActualsEntityLinkResponse
|
bookedEntity | ActualsEntityLinkResponse | |
Bookings
|
bookings | array of ActualsBookingResponse |
Booking date and hours of this actual time worked entry |
ActualsBookingResponse
Name | Path | Type | Description |
---|---|---|---|
Booking Date
|
bookingDate | date |
Booking date of this actual time worked entry |
Cost Per Hour
|
costPerHour | double | |
Cost Type
|
costType | string | |
Hours
|
hours | double |
Actual time worked in hours |
ActualsEntityLinkResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string |
The id of the entity to which this actual time worked entry is linked |
Type
|
type | string |
The entity type for this actual time worked entry |
AllocatedEntityResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string |
The id of the entity to which this allocation is linked |
Project Role
|
projectRole | string |
Will only be set if type equals RESOURCE |
Type
|
type | string |
The entity type for this allocation |
AllocationResponse
Name | Path | Type | Description |
---|---|---|---|
AllocatedEntityResponse
|
allocatedEntity | AllocatedEntityResponse | |
Id
|
id | string |
This allocation's ID |
Segments
|
segments | array of AllocationSegmentResponse |
The allocation's time segments |
AllocationSegmentResponse
Name | Path | Type | Description |
---|---|---|---|
Finish
|
finish | date |
End date of this allocation |
Hours
|
hours | double |
Allocation value in hours |
Start
|
start | date |
Start date of this allocation |
BasicUserGroupResponse
Name | Path | Type | Description |
---|---|---|---|
Group ID
|
id | string |
ID of a user group. |
Group Name
|
name | string |
Name of a user group. |
BusinessGoalDefinitionResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
CalendarDeviationResponse
Name | Path | Type | Description |
---|---|---|---|
Finish
|
finish | date | |
Relative Capacity
|
relativeCapacity | double | |
Start
|
start | date |
CalendarExceptionResponse
Name | Path | Type | Description |
---|---|---|---|
Date
|
date | date | |
Description
|
description | string | |
Source Calendar ID
|
sourceCalendarId | string | |
Working Hours
|
workingHours | double |
CalendarResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string | |
Name
|
name | string | |
Parent ID
|
parentId | string | |
Path
|
path | string | |
WorkingHoursResponse
|
workingHours | WorkingHoursResponse |
Cursor
Name | Path | Type | Description |
---|---|---|---|
Cursor
|
cursor | string |
FinanceCategoryResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
FinancialActualsResponse
Name | Path | Type | Description |
---|---|---|---|
Amount
|
amount | double | |
Booking Date
|
bookingDate | string |
format: YYYY-MM-DD |
FinanceCategoryResponse
|
category | FinanceCategoryResponse | |
Description
|
description | string | |
Id
|
id | string | |
Type
|
type | string |
FinancialsResponse
Name | Path | Type | Description |
---|---|---|---|
Amount
|
amount | double | |
FinanceCategoryResponse
|
category | FinanceCategoryResponse | |
Description
|
description | string | |
Id
|
id | string | |
FinancialsTimingResponse
|
timing | FinancialsTimingResponse | |
Type
|
type | string |
FinancialsTimingResponse
Name | Path | Type | Description |
---|---|---|---|
Due Date
|
dueDate | date | |
Milestone ID
|
milestoneId | string |
Only present when timing type equals Milestone |
On
|
on | string |
LinkedResourceResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
ID of the linked resource. |
Resource Key
|
resourceKey | string |
Resource key of the linked resource. |
ListResponseOfAbsenceResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of AbsenceResponse |
ListResponseOfAllocationResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of AllocationResponse |
ListResponseOfBusinessGoalDefinitionResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of BusinessGoalDefinitionResponse |
ListResponseOfCalendarDeviationResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarDeviationResponse |
ListResponseOfCalendarExceptionResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarExceptionResponse |
ListResponseOfCalendarResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarResponse |
ListResponseOfFinancialActualsResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of FinancialActualsResponse |
ListResponseOfFinancialsResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of FinancialsResponse |
ListResponseOfMilestoneResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of MilestoneResponse |
ListResponseOfObsTypeResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ObsTypeResponse |
ListResponseOfObsUnitResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ObsUnitResponse |
ListResponseOfPortfolioResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of PortfolioResponse |
ListResponseOfProgramResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ProgramResponse |
ListResponseOfRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of RoleCapacityResponse |
ListResponseOfRoleWithRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of RoleWithRoleCapacityResponse |
ListResponseOfScenarioResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ScenarioResponse |
MilestoneDependencyCreateResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string |
MilestoneDependencyResponse
Name | Path | Type | Description |
---|---|---|---|
MilestoneReferenceResponse
|
from | MilestoneReferenceResponse | |
Id
|
id | string | |
MilestoneReferenceResponse
|
to | MilestoneReferenceResponse |
MilestoneReferenceResponse
Name | Path | Type | Description |
---|---|---|---|
Milestone ID
|
milestoneId | string | |
Project ID
|
projectId | string |
MilestoneResponse
Name | Path | Type | Description |
---|---|---|---|
Date
|
date | string |
format: YYYY-MM-DD |
Id
|
id | string | |
Name
|
name | string | |
ProjectPhaseResponse
|
projectPhase | ProjectPhaseResponse |
ObsTypeResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string | |
Name
|
name | string |
ObsUnitResponse
Name | Path | Type | Description |
---|---|---|---|
Display Name
|
displayName | string |
The display name is rendered the same way as it is in the Meisterplan application's user interface |
Id
|
id | string | |
Name
|
name | string | |
Parent ID
|
parentId | string | |
Path
|
path | string |
PaginatedResponseOfActualTimeWorkedResponse
Name | Path | Type | Description |
---|---|---|---|
Pagination
|
_pagination | Pagination | |
Items
|
items | array of ActualTimeWorkedResponse |
PaginatedResponseOfMilestoneDependencyResponse
Name | Path | Type | Description |
---|---|---|---|
Pagination
|
_pagination | Pagination | |
Items
|
items | array of MilestoneDependencyResponse |
PaginatedResponseOfUserResponse
Name | Path | Type | Description |
---|---|---|---|
Pagination
|
_pagination | Pagination | |
Items
|
items | array of UserResponse |
Pagination
Name | Path | Type | Description |
---|---|---|---|
Cursor
|
after | Cursor |
PortfolioResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string | |
Name
|
name | string |
ProgramResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string | |
Name
|
name | string |
ProjectPhaseResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
RoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
finish
|
finish | date |
End date of this role capacity segment. Optional. |
fte
|
fte | double |
The role's capacity in FTE |
start
|
start | date |
Start date of this role capacity segment. Optional. |
RoleWithRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
roleId
|
roleId | string |
The role's ID. |
segments
|
segments | array of RoleCapacityResponse |
The role's capacity segments. |
ScenarioResponse
Name | Path | Type | Description |
---|---|---|---|
Id
|
id | string | |
Name
|
name | string |
UserResponse
Name | Path | Type | Description |
---|---|---|---|
Active
|
active | boolean | |
Display Name
|
displayName | string | |
emailAddress
|
emailAddress | string | |
Email Verified
|
emailVerified | boolean | |
External ID
|
externalId | string | |
First Name
|
firstName | string | |
groups
|
groups | array of BasicUserGroupResponse | |
ID
|
id | string | |
Last Login
|
lastLogin | date-time | |
Last Name
|
lastName | string | |
LinkedResourceResponse
|
linkedResource | LinkedResourceResponse | |
Locale
|
locale | string | |
Password Never Expires
|
passwordNeverExpires | boolean | |
Username
|
userName | string |
WorkingHoursResponse
Name | Path | Type | Description |
---|---|---|---|
Friday
|
friday | double | |
Monday
|
monday | double | |
Saturday
|
saturday | double | |
Sunday
|
sunday | double | |
Thursday
|
thursday | double | |
Tuesday
|
tuesday | double | |
Wednesday
|
wednesday | double |
object
This is the type 'object'.