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 | itdesign GmbH |
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. Some actions are only available with the Meisterplan Pro-Edition or Premium-Edition.
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 any given project. A request is limited to 5000 actual time worked values per project and resource/role. |
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 or Update Task |
Creates or update a task with the given fields |
Create or Update Task Management Link |
This endpoint lets you add a task management link to a project or update it's externalViewUrl. When this link is set, tasks can be added, updated and deleted using /tasks endpoint.Please note that task management data itself is independent from its scenario. |
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. |
Delete Task |
Deletes a task in a given project. |
Delete Task Management Link |
Deletes a task management link of a project |
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 Allocation Comments |
Returns a list of allocation comments. |
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 Project Comments |
Returns a list of project comments. |
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 Tasks |
This endpoint is paginated. It returns a list of tasks up to the specified PAGESIZE |
Get a List of Users |
Returns a list of users. Allows filtering by userName or externalId. |
Get a Project Comment by ID |
Returns a project comment. |
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 Allocation Comment by ID |
Returns an allocation comment. |
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 Task by ID |
Returns the individual task specified by the given ID. |
Get Task Management Link |
Returns a task management link of a project |
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. You can use the 'start' and 'end' query parameters to specify a time range for replacing existing absences. If you do not use these parameters, all absences will be replaced by the newly sent absences. |
Replace Actual Financial Events |
Replaces actual financial events of a given project within a scenario. A request is limited to 5000 actual financial events per project. |
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. |
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
Create a Milestone Dependency
Returns the id of the newly created milestone dependency
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
From Milestone ID
|
fromMilestoneId | True | string | |
To Milestone ID
|
toMilestoneId | True | string |
Returns
- Milestone Dependency Create
- 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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | True | string |
format: YYYY-MM-DD |
Finish
|
finish | True | string |
format: YYYY-MM-DD |
Start Day Type
|
startDayType | string |
Default is FULL_DAY |
|
Finish Day Type
|
finishDayType | string |
Default is FULL_DAY |
Returns
- Absence
- AbsenceResponse
Create Actual Financial Event
Returns the newly created actual financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Type
|
type | True | string | |
Amount
|
amount | True | double | |
Booking Date
|
bookingDate | True | date | |
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
Returns
- Financial Actuals
- 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 | ||
Monday
|
monday | True | double | |
Tuesday
|
tuesday | True | double | |
Wednesday
|
wednesday | True | double | |
Thursday
|
thursday | True | double | |
Friday
|
friday | True | double | |
Saturday
|
saturday | True | double | |
Sunday
|
sunday | True | double |
Returns
- Calendar
- CalendarResponse
Create Financials
Returns the newly created financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Type
|
type | True | string | |
Amount
|
amount | True | double | |
On
|
on | True | 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. |
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. |
|
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
Returns
- Financials
- FinancialsResponse
Create Milestones
Returns the newly created milestone
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string | |
Date
|
date | True | string |
format: YYYY-MM-DD |
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
Returns
- Milestone
- 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
- Obs Type
- 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 |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string | |
Parent ID
|
parentId | string |
Returns
- Obs Unit
- 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 any given project. A request is limited to 5000 actual time worked values per project and resource/role.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
ID
|
id | True | 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 | True | date |
Date of this booking |
Hours
|
hours | True | double |
Actual time worked in hours |
Cost Type
|
costType | string |
default: see Meisterplan documentation. |
|
Cost Per Hour
|
costPerHour | double |
Cost per hour for this booking |
|
Mode
|
mode | string |
Returns
- Actual Time Worked
- 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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
ID
|
id | True | 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. |
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. |
|
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. |
|
Start
|
start | True | date | |
Finish
|
finish | True | date | |
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
Returns
- Allocation
- AllocationResponse
Create or Update Task
Creates or update a task with the given fields
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Task represented by a JSON document. |
Returns
- response
- object
Create or Update Task Management Link
This endpoint lets you add a task management link to a project or update it's externalViewUrl. When this link is set, tasks can be added, updated and deleted using /tasks endpoint.Please note that task management data itself is independent from its scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Task Management Link represented by a JSON document. |
Returns
Create Programs
Creates a program with the given fields and returns the newly created program.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string |
Returns
- Program
- ProgramResponse
Create Projects
Creates a project with the given fields and returns the newly created project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Project represented by a JSON document. |
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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Absence Id
|
absenceId | True | string |
Internal Meisterplan identifier |
Delete Actual Financial Event
Deletes an actual financial event in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financial Actuals Id
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
Delete Actual Time Worked
Deletes all actual time worked of a given project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Delete Allocations
Deletes an allocation in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Allocation Id
|
allocationId | True | string |
Internal Meisterplan identifier |
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 |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
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 |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Obs Unit Id
|
obsUnitId | True | string |
Internal Meisterplan identifier |
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 |
---|---|---|---|---|
Calendar Id
|
calendarId | True | string |
Internal Meisterplan identifier |
Delete Financials
Deletes a financial event in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financials Id
|
financialsId | True | string |
Internal Meisterplan identifier |
Delete Milestone Dependencies
Deletes a milestone dependency in a given scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Milestone Dependency Id
|
milestoneDependencyId | True | string |
Internal Meisterplan identifier |
Delete Milestones
Deletes a milestone in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Milestone Id
|
milestoneId | True | string |
Internal Meisterplan identifier |
Delete Programs
Deletes a program specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Program Id
|
programId | True | string |
Internal Meisterplan identifier |
Delete Projects
Deletes a project in a given scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
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 |
---|---|---|---|---|
Role Id
|
roleId | True | string |
Internal Meisterplan identifier |
Delete Task
Deletes a task in a given project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Task Id
|
taskId | True | string |
Internal Meisterplan identifier |
Delete Task Management Link
Deletes a task management link of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Get a List of Absences
Returns a list of absences of the resource.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Start Date
|
startDate | date |
Start date for filtering time period |
|
Finish Date
|
finishDate | date |
Inclusive finish date for filtering time period. |
Returns
Get a List of Actual Financial Events
Returns a list of actual financial events of a project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Page Size
|
pageSize | integer |
Page Size |
|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. |
Returns
Get a List of Allocation Comments
Returns a list of allocation comments.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Page Size
|
pageSize | integer |
Page Size |
|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
Get a List of Allocations
Returns a list of allocations of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
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 |
---|---|---|---|---|
Calendar Id
|
calendarId | True | string |
Internal Meisterplan identifier |
Start Date
|
startDate | date |
Start Date |
|
End Date
|
endDate | date |
End Date |
Returns
Get a List of Calendars
Get a List of Financials
Returns a list of financials of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
Get a List of Milestone Dependencies
Returns a list of milestones dependencies of a scenario
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Page Size
|
pageSize | integer |
Page Size |
|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
Returns
Get a List of Milestones
Returns a list of milestones of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
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
Get a List of Programs
Returns a list of programs in the given scenario
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
Get a List of Project Comments
Returns a list of project comments.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Page Size
|
pageSize | integer |
Page Size |
|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
- Paginated
- PaginatedResponseProjectCommentResponse
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Page Size
|
pageSize | integer |
Page Size |
|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. |
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 |
---|---|---|---|---|
Page Size
|
pageSize | integer |
Page Size |
|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. |
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. |
Returns
Get a List of Scenarios
Get a List of Tasks
This endpoint is paginated. It returns a list of tasks up to the specified PAGESIZE
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Page Size
|
pageSize | integer |
Page Size |
|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Key
|
key | string |
Selects all objects that matches the key exactly. |
Returns
Get a List of Users
Returns a list of users. Allows filtering by userName or externalId.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Page After
|
pageAfter | string |
The cursor after which to retrieve results. The cursor can be taken from a preceding request. |
|
Page Size
|
pageSize | integer |
Page Size |
|
Filter
|
filter | string |
Stringified JSON object with a subset of properties of the expected object. |
Returns
- Paginated
- PaginatedResponseUserResponse
Get a Project Comment by ID
Returns a project comment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Comment Id
|
commentId | True | string |
Internal Meisterplan identifier |
Returns
- Project Comment
- ProjectCommentResponse
Get a User by ID
Returns a user.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
User Id
|
userId | True | string |
Internal Meisterplan identifier |
Returns
- User
- UserResponse
Get Absences by ID
Returns the individual absence specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Absence Id
|
absenceId | True | string |
Internal Meisterplan identifier |
Returns
- Absence
- AbsenceResponse
Get Actual Financial Event by ID
Returns the individual actual financial event specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financial Actuals Id
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
Returns
- Financial Actuals
- FinancialActualsResponse
Get all OBS Types
This endpoint is for OBS types only. To get OBS units, use /obsTypes//obsUnits
Returns
Get all OBS Units
This endpoint returns a list of all OBS units for the given OBS type.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Returns
Get Allocations by ID
Returns the individual allocation specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Allocation Id
|
allocationId | True | string |
Internal Meisterplan identifier |
Returns
- Allocation
- AllocationResponse
Get an Allocation Comment by ID
Returns an allocation comment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Allocation Comment Id
|
allocationCommentId | True | string |
Internal Meisterplan identifier |
Returns
- Allocation Comment
- AllocationCommentResponse
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 |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Returns
- Obs Type
- ObsTypeResponse
Get an OBS Unit
This endpoint returns a single OBS unit.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Obs Unit Id
|
obsUnitId | True | string |
Internal Meisterplan identifier |
Returns
- Obs Unit
- 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 |
---|---|---|---|---|
Calendar Id
|
calendarId | True | string |
Internal Meisterplan identifier |
Returns
- Calendar
- 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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | date |
Start date for filtering time period |
|
Finish
|
finish | date |
Finish date for filtering time period |
Returns
Get Financials by ID
Returns the individual financial event specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financials Id
|
financialsId | True | string |
Internal Meisterplan identifier |
Returns
- Financials
- FinancialsResponse
Get Milestones by ID
Returns the individual milestone specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Milestone Id
|
milestoneId | True | string |
Internal Meisterplan identifier |
Returns
- Milestone
- MilestoneResponse
Get Projects by ID
Returns the individual project specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | 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 |
---|---|---|---|---|
Resource Id
|
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 |
---|---|---|---|---|
Role Id
|
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
- Scenario
- ScenarioResponse
Get Task by ID
Returns the individual task specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Task Id
|
taskId | True | string |
Internal Meisterplan identifier |
Returns
Get Task Management Link
Returns a task management link of a project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Returns
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Role Id
|
roleId | True | string |
Internal Meisterplan identifier |
Returns
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Returns
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. You can use the 'start' and 'end' query parameters to specify a time range for replacing existing absences. If you do not use these parameters, all absences will be replaced by the newly sent absences.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | date |
Start date of replacement period |
|
End
|
end | date |
Inclusive end date of replacement period. |
|
Start
|
start | True | string |
format: YYYY-MM-DD |
Finish
|
finish | True | string |
format: YYYY-MM-DD |
Start Day Type
|
startDayType | string |
Default is FULL_DAY |
|
Finish Day Type
|
finishDayType | string |
Default is FULL_DAY |
Replace Actual Financial Events
Replaces actual financial events of a given project within a scenario. A request is limited to 5000 actual financial events per project.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Type
|
type | True | string | |
Amount
|
amount | True | double | |
Booking Date
|
bookingDate | True | date | |
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
ID
|
id | True | 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. |
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. |
|
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. |
|
Start
|
start | True | date | |
Finish
|
finish | True | date | |
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
Replace Financials
Replaces financial events of a given project within a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Type
|
type | True | string | |
Amount
|
amount | True | double | |
On
|
on | True | 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. |
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. |
|
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
Replace Milestones
Replaces milestones of a given project within a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string | |
Date
|
date | True | string |
format: YYYY-MM-DD |
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
Set Default Calendar
Sets an existing calendar as the default calendar in your Meisterplan system.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
ID
|
id | True | string |
Update Absences
Use this request to update an absence.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Absence Id
|
absenceId | True | string |
Internal Meisterplan identifier |
Start
|
start | string |
format: YYYY-MM-DD |
|
Finish
|
finish | string |
format: YYYY-MM-DD |
|
Start Day Type
|
startDayType | string | ||
Finish Day Type
|
finishDayType | string |
Returns
- Absence
- AbsenceResponse
Update Actual Financial Event
Returns the updated actual financial event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financial Actuals Id
|
actualFinancialEventId | True | string |
Internal Meisterplan identifier |
Type
|
type | string | ||
Amount
|
amount | double | ||
Booking Date
|
bookingDate | string |
format: YYYY-MM-DD |
|
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
Returns
- Financial Actuals
- 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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Allocation Id
|
allocationId | True | string |
Internal Meisterplan identifier |
Start
|
start | True | date | |
Finish
|
finish | True | date | |
Fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
Days
|
days | double |
The request accepts either FTE, hours or days. |
|
Hours
|
hours | double |
The request accepts either FTE, hours or days. |
Returns
- Allocation
- 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 |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Obs Unit Id
|
obsUnitId | True | string |
Internal Meisterplan identifier |
Name
|
name | string | ||
Parent ID
|
parentId | string |
Returns
- Obs Unit
- 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 |
---|---|---|---|---|
Calendar Id
|
calendarId | True | string |
Internal Meisterplan identifier |
Start
|
start | date | ||
Finish
|
finish | date | ||
Date
|
date | True | date | |
Working Hours
|
workingHours | True | double | |
Description
|
description | string |
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 |
---|---|---|---|---|
Calendar Id
|
calendarId | True | string |
Internal Meisterplan identifier |
Name
|
name | string | ||
Monday
|
monday | True | double | |
Tuesday
|
tuesday | True | double | |
Wednesday
|
wednesday | True | double | |
Thursday
|
thursday | True | double | |
Friday
|
friday | True | double | |
Saturday
|
saturday | True | double | |
Sunday
|
sunday | True | double |
Returns
- Calendar
- 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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Start
|
start | date | ||
Finish
|
finish | date | ||
Start
|
start | date | ||
Finish
|
finish | date | ||
Relative Capacity
|
relativeCapacity | True | double |
Returns
Update Financials
Updates a financial event by ID in a given project of a scenario.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Financials Id
|
financialsId | True | string |
Internal Meisterplan identifier |
Type
|
type | string | ||
Amount
|
amount | double | ||
On
|
on | True | 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. |
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. |
|
Due Date
|
dueDate | string |
Is only valid in combination with on: Date (format: YYYY-MM-DD). |
|
Description
|
description | string | ||
Name
|
name | string |
The financials category must exist prior to creation. It will not be implicitly created. |
Returns
- Financials
- FinancialsResponse
Update Milestones
Perform an update on a milestone specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Milestone Id
|
milestoneId | True | string |
Internal Meisterplan identifier |
Name
|
name | string | ||
Date
|
date | string |
format: YYYY-MM-DD |
|
Name
|
name | string |
The project phase must exist prior to creation. It will not be implicitly created. |
Returns
- Milestone
- MilestoneResponse
Update OBS Types
Performs an update on an OBS type specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Obs Type Id
|
obsTypeId | True | string |
Internal Meisterplan identifier |
Name
|
name | True | string |
Returns
- Obs Type
- ObsTypeResponse
Update Priorities
This endpoint updates the priorities of projects and programs.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
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 |
Update Programs
Perform an update on a program specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Program Id
|
programId | True | string |
Internal Meisterplan identifier |
Name
|
name | string |
Returns
- Program
- ProgramResponse
Update Projects
Perform an update on a project specified by the given ID.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Project Id
|
projectId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Project represented by a JSON document. |
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 |
---|---|---|---|---|
Resource Id
|
resourceId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Resource represented by a JSON document. |
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 |
---|---|---|---|---|
Role Id
|
roleId | True | string |
Internal Meisterplan identifier |
Payload
|
payload | True | dynamic |
Role represented by a JSON document. |
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 |
---|---|---|---|---|
Scenario Id
|
scenarioId | True | string |
Internal Meisterplan identifier |
Role Id
|
roleId | True | string |
Internal Meisterplan identifier |
start
|
start | date | ||
finish
|
finish | date | ||
fte
|
fte | double |
The request accepts either FTE, hours or days. |
|
days
|
days | double |
The request accepts either FTE, hours or days. |
|
hours
|
hours | double |
The request accepts either FTE, hours or days. |
Returns
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. |
Scenario ID
|
scenarioId | True | string |
The scenario you want to subscribe to. |
Project ID
|
projectId | string |
The projectId is optional. It is only required if you want to subscribe to a specific project. |
Returns
Definitions
UserRefResponse
Name | Path | Type | Description |
---|---|---|---|
User ID
|
id | string | |
User Display Name
|
displayName | string |
ListResponseRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of RoleCapacityResponse |
RoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
start
|
start | date |
Start date of this role capacity segment. Optional. |
finish
|
finish | date |
End date of this role capacity segment. Optional. |
fte
|
fte | double |
The role's capacity in FTE |
MilestoneResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string | |
Date
|
date | string |
format: YYYY-MM-DD |
Project Phase
|
projectPhase | ProjectPhaseResponse |
ProjectPhaseResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
FinanceCategoryResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
FinancialsResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Type
|
type | string | |
Amount
|
amount | double | |
Financials Timing
|
timing | FinancialsTimingResponse | |
Description
|
description | string | |
Finance Category
|
category | FinanceCategoryResponse |
FinancialsTimingResponse
Name | Path | Type | Description |
---|---|---|---|
On
|
on | string | |
Milestone ID
|
milestoneId | string |
Only present when timing type equals Milestone |
Due Date
|
dueDate | date |
FinancialActualsResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Type
|
type | string | |
Amount
|
amount | double | |
Booking Date
|
bookingDate | string |
format: YYYY-MM-DD |
Description
|
description | string | |
Finance Category
|
category | FinanceCategoryResponse |
AllocatedEntityResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The id of the entity to which this allocation is linked |
Type
|
type | string |
The entity type for this allocation |
Project Role
|
projectRole | string |
Will only be set if type equals RESOURCE |
AllocationResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
This allocation's ID |
Allocated Entity
|
allocatedEntity | AllocatedEntityResponse | |
Segments
|
segments | array of AllocationSegmentResponse |
The allocation's time segments |
AllocationSegmentResponse
The allocation's time segments
Name | Path | Type | Description |
---|---|---|---|
Start
|
start | date |
Start date of this allocation |
Finish
|
finish | date |
End date of this allocation |
Hours
|
hours | double |
Allocation value in hours |
ActualTimeWorkedResponse
Name | Path | Type | Description |
---|---|---|---|
Actuals Entity Link
|
bookedEntity | ActualsEntityLinkResponse | |
Bookings
|
bookings | array of ActualsBookingResponse |
Booking date and hours of this actual time worked entry |
ActualsBookingResponse
Booking date and hours of this actual time worked entry
Name | Path | Type | Description |
---|---|---|---|
Booking Date
|
bookingDate | date |
Booking date of this actual time worked entry |
Hours
|
hours | double |
Actual time worked in hours |
Cost Type
|
costType | string | |
Cost Per Hour
|
costPerHour | double |
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 |
ProgramResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string |
MilestoneDependencyCreateResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
CalendarDeviationResponse
Name | Path | Type | Description |
---|---|---|---|
Start
|
start | date | |
Finish
|
finish | date | |
Relative Capacity
|
relativeCapacity | double |
ListResponseCalendarDeviationResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarDeviationResponse |
AbsenceResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The id of the absence |
Start Date
|
start | date |
Start date of this absence |
Finish Date
|
finish | date |
Finish date of this absence |
Start Absence Day Type
|
startDayType | string | |
Finish Absence Day Type
|
finishDayType | string |
ObsTypeResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string |
ObsUnitResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string | |
Path
|
path | string | |
Display Name
|
displayName | string |
The display name is rendered the same way as it is in the Meisterplan application's user interface |
Parent ID
|
parentId | string |
CalendarResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string | |
Parent ID
|
parentId | string | |
Path
|
path | string | |
Working Hours
|
workingHours | WorkingHoursResponse |
WorkingHoursResponse
Name | Path | Type | Description |
---|---|---|---|
Monday
|
monday | double | |
Tuesday
|
tuesday | double | |
Wednesday
|
wednesday | double | |
Thursday
|
thursday | double | |
Friday
|
friday | double | |
Saturday
|
saturday | double | |
Sunday
|
sunday | double |
Cursor
Name | Path | Type | Description |
---|---|---|---|
Cursor
|
cursor | string |
Pagination
Name | Path | Type | Description |
---|---|---|---|
Cursor
|
after | Cursor |
BasicUserGroupResponse
Name | Path | Type | Description |
---|---|---|---|
Group ID
|
id | string |
ID of a user group. |
Group Name
|
name | string |
Name of a user group. |
LinkedResourceResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
ID of the linked resource. |
Resource Key
|
resourceKey | string |
Resource key of the linked resource. |
PaginatedResponseUserResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of UserResponse | |
Pagination
|
_pagination | Pagination |
UserResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Username
|
userName | string | |
External ID
|
externalId | string | |
Active
|
active | boolean | |
emailAddress
|
emailAddress | string | |
Last Name
|
lastName | string | |
First Name
|
firstName | string | |
Display Name
|
displayName | string | |
Locale
|
locale | string | |
groups
|
groups | array of BasicUserGroupResponse | |
Last Login
|
lastLogin | date-time | |
Email Verified
|
emailVerified | boolean | |
Linked Resource
|
linkedResource | LinkedResourceResponse | |
Password Never Expires
|
passwordNeverExpires | boolean |
ListResponseScenarioResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ScenarioResponse |
ScenarioResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string |
ListResponseRoleWithRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of RoleWithRoleCapacityResponse |
RoleWithRoleCapacityResponse
Name | Path | Type | Description |
---|---|---|---|
roleId
|
roleId | string |
The role's ID. |
segments
|
segments | array of RoleCapacityResponse |
The role's capacity segments. |
ListResponseMilestoneResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of MilestoneResponse |
ListResponseFinancialsResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of FinancialsResponse |
ListResponseFinancialActualsResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of FinancialActualsResponse |
PaginatedResponseProjectCommentResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ProjectCommentResponse | |
Pagination
|
_pagination | Pagination |
ProjectCommentResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Content
|
content | string | |
User Ref
|
author | UserRefResponse | |
Created Date
|
createdDate | string | |
mentions
|
mentions | array of UserRefResponse |
ListResponseAllocationResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of AllocationResponse |
AllocationCommentEntityResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The id of the entity to which this allocation comment is linked |
Type
|
type | string |
The type of the entity to which this allocation comment is linked |
AllocationCommentResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Content
|
content | string | |
User Ref
|
author | UserRefResponse | |
Created Date
|
createdDate | string | |
mentions
|
mentions | array of UserRefResponse | |
Allocated Entity
|
allocatedEntity | AllocationCommentEntityResponse |
PaginatedResponseAllocationCommentResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of AllocationCommentResponse | |
Pagination
|
_pagination | Pagination |
PaginatedResponseActualTimeWorkedResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ActualTimeWorkedResponse | |
Pagination
|
_pagination | Pagination |
ListResponseProgramResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ProgramResponse |
MilestoneDependencyResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Milestone Reference
|
from | MilestoneReferenceResponse | |
Milestone Reference
|
to | MilestoneReferenceResponse |
MilestoneReferenceResponse
Name | Path | Type | Description |
---|---|---|---|
Project ID
|
projectId | string | |
Milestone ID
|
milestoneId | string |
PaginatedResponseMilestoneDependencyResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of MilestoneDependencyResponse | |
Pagination
|
_pagination | Pagination |
ListResponseAbsenceResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of AbsenceResponse |
ListResponsePortfolioResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of PortfolioResponse |
PortfolioResponse
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string | |
Name
|
name | string |
ListResponseObsTypeResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ObsTypeResponse |
ListResponseObsUnitResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of ObsUnitResponse |
ListResponseCalendarResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarResponse |
CalendarExceptionResponse
Name | Path | Type | Description |
---|---|---|---|
Date
|
date | date | |
Working Hours
|
workingHours | double | |
Description
|
description | string | |
Source Calendar ID
|
sourceCalendarId | string |
ListResponseCalendarExceptionResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of CalendarExceptionResponse |
BusinessGoalDefinitionResponse
Name | Path | Type | Description |
---|---|---|---|
Name
|
name | string |
ListResponseBusinessGoalDefinitionResponse
Name | Path | Type | Description |
---|---|---|---|
Items
|
items | array of BusinessGoalDefinitionResponse |
object
This is the type 'object'.