Migrate from Meisterplan to monday Work Management

Meisterplan Projects map directly to monday.com Boards. The project name becomes the board title, and project status (Active, On Hold, Completed) maps to a Status column or board-level status tag in monday.com. Custom Project Fields migrate as typed Columns (text, number, date, dropdown) on the destination board. Projects with no direct destination owner are assigned to a default workspace owner identified during scoping.

Meisterplan Scenarios are named portfolio snapshots for what-if comparison. monday.com has no native scenario concept, so we migrate each Scenario as a distinct copy of the relevant project boards tagged with a scenario_label column value (e.g., 'Scenario A', 'Scenario B'). Customers who rely heavily on Scenario Comparison should validate that the tagged-board approach meets their planning workflow before committing to this migration path; the alternative is a written recommendation to rebuild scenario comparison using monday.com's Timeline view and dashboard filtering.

Meisterplan Resources (schedulable employees) map to monday.com Team Members. The critical migration variable is distinguishing Resources from read-only Users in Meisterplan: Resources are the paid entities, Users are free. We extract the Resource roster including availability percentages and migrate each Resource as an active monday.com Member with capacity data stored in a number column for Workload view configuration. If the customer has Resources who should be read-only viewers in monday.com, we map them as Guests or Viewers at the customer's direction.

Meisterplan resource allocations (percentage of Resource time assigned to a Project) migrate to monday.com's Workload view (Standard tier and above) or as timeline assignments on the project's board. We preserve the allocation percentage and the date range of the assignment. monday.com's Workload view displays capacity vs assignments per team member, which partially replicates the utilization reporting in Meisterplan Pro and Premium.

Meisterplan Milestones map to monday.com items with a Date column configured as a milestone marker, or as the end date of a Timeline column. We preserve milestone name, milestone date, and the project linkage. Milestones without a typed equivalent in monday.com become standalone items tagged with a milestone_label property.

Meisterplan's tenant-specific Custom Project Fields (supporting text, number, date, and choice types with documented size limits) map to monday.com Columns using the closest typed equivalent. Text fields map to Text Columns, numbers to Number Columns, dates to Date Columns, and choice fields to Dropdown Columns. We retrieve the full field schema via the Meisterplan REST API during scoping, then build the column mapping table for customer validation before import. Fields that have no monday.com equivalent (e.g., multi-value choice arrays) are converted to comma-separated text.

Approved Budget, Plan-Ist comparisons, CapEx/OpEx cost types, and actual financial events migrate as Number Columns on the project board. Financial Tracker and Cost Type Tracker data are Pro and Premium features only; Basic edition exports contain no financial records. We flag this at scoping and recommend upgrading to Pro before migration if financial data is required. Note that monday.com has no native financial tracking engine, so migrated figures appear as static values in number columns requiring manual updates or integration with a financial system post-migration.

Meisterplan Programs group related projects. We preserve the program hierarchy by creating a monday.com Group within a board (for tightly coupled projects) or a parent Board with sub-boards (for loosely coupled programs). The customer chooses the structure during scoping based on their desired visibility level.

Meisterplan Risks are a configurable custom object with tenant-specific fields. We retrieve the risk schema via the API, then create a Risk board in monday.com with columns mapped to the risk field types. Risk severity and probability migrate as Dropdown or Number Columns; risk description migrates as a Text Column. If the destination org has an existing risk management board, we map Risks to that structure instead.

Meisterplan Users (people with login access but not schedulable Resources) are free and unlimited. We migrate user accounts and their role assignments. Read-only roles map to monday.com Guest accounts or board-level Viewer permissions depending on the destination edition. Admin and Project Manager roles map to monday.com Member accounts with appropriate workspace permissions.

Meisterplan Portfolio Views (Gantt, table, and heatmap formats) are UI artifacts that store column layout and grouping preferences. We document the view configuration during scoping, but monday.com dashboards are rebuilt rather than migrated. The dashboard widget configuration (board sources, grouping, and filters) is recreated by the customer's admin post-migration using monday.com's native dashboard builder.

Actual time worked recorded against Meisterplan projects migrates as Time Tracking Column data (if the destination monday.com plan includes time tracking) or as a Number Column holding hours. We preserve the time entry date, duration, and resource attribution. Note that monday.com's native time tracking is available on Pro and above and tracks at the item level; there is no portfolio-level time tracking equivalent in monday.com.