Automated Meisterplan Capacity Export to Sheets
Every Monday, WebRun opens Meisterplan, reads each project's planned resource allocation against available capacity by role, checks Gmail for a matching budget approval on any project flagged as over capacity, and exports one row per project to Google Sheets.
How do I export my Meisterplan capacity plan to a spreadsheet?
Every Monday, WebRun opens Meisterplan and reads each project's planned resource allocation against available capacity by role, flagging anything over capacity. It checks Gmail for a matching budget approval on flagged projects, then exports one row per project, with allocation, capacity, and approval status, to Google Sheets for the PMO to review.
- Over capacity projects are flagged every Monday instead of at quarter end
- Budget approval status is checked automatically against flagged projects
- One clean sheet replaces manually re typing the portfolio view
Built for PMOs · portfolio managers · resource managers · enterprise IT
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.meisterplan.comin a real browser with your saved login - no setup, no API keys. -
1
Meisterplan - read portfolio allocation and capacity
meisterplan.com
WebRun opens Meisterplan to read portfolio allocation and capacity. - Open the active portfolio
- Read each project's planned resource allocation against available capacity by role
- Flag any project that is over capacity
Done when Every project's allocation and capacity is captured, with over capacity projects flagged.
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2
Gmail - check for budget approvals
gmail.com
WebRun opens Gmail to check for budget approvals. - Search for budget approval emails referencing each flagged project
- Note whether an approval exists for the over capacity work
- Leave any project with no approval marked as pending
Done when Every flagged project has been checked for a matching budget approval email.
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3
Google Sheets - export the capacity table
google.com
WebRun opens Google Sheets to export the capacity table. - Open the capacity tracking sheet
- Export one row per project with allocation, capacity, and over capacity flag
- Add the approval status found in Gmail to each row
Done when This week's capacity export is saved in Google Sheets.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change any allocations in Meisterplan?
No. It only reads planned allocation and capacity by role and reports what it finds. Rebalancing is left to you.
Does it send any emails?
No. It only searches Gmail for existing budget approval emails. It never sends, replies, or drafts anything.
What counts as over capacity?
A project whose planned resource allocation for a role exceeds that role's available capacity in the current portfolio.
Related templates
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