Financial Management with Meisterplan's Portfolio Dashboard

Financial Management for Your Project Portfolio

Control project costs and get reliable reports to confidently steer your portfolio in the right direction.

Leading Companies Trust Meisterplan
A financial report in the Portfolio Dashboard

Summaries and Reports for All Projects

See the financial state of your portfolio with minimal effort.

  • Get executive summaries in our customizable Portfolio Dashboard
  • Analyze detailed breakdowns of your financial data using integrated reports
  • Integrate with other tools so all your data is immediately available in Meisterplan

Compare Planned and Actual Cost

Monitor project budgets and proactively adapt plans when needed.

  • Compare your planned expenses against actual costs to determine whether projects are staying within budget
  • Forecast additional expenses based on actual progress
  • Keep track of individual resource costs
Costs and Benefits comparison for Financial Management

Keep Financial Data Secure

You always have full control over who can see financial data in your Meisterplan system. Grant access to specific user groups, while everyone else benefits from a leaner view with only the information they need to see.

Cost type tracker for financial management

Track Cost Types

Break down your financials by CapEx and OpEx

  • Manage project budgets
  • Assign cost types by role, so costs are automatically adjusted when assigning people to a project
  • Record both planned and actual financial events

Calculate Revenue on External Customer Projects

Manage resource billability for realistic expectations on each project’s profitability

  • Set the hourly billing rate for a resource, team, or role per project, or apply a standard rate
  • Immediately see the impact of billing rates on a project’s margins
  • Track allocation costs alongside benefits to see the net value estimated at completion
Allocation Net Value for Resources, Teams, and Roles
Brittany Jonaitis

What Brittany loves about Meisterplan

The biggest value that Meisterplan gives us is the ability to communicate across the enterprise what’s being worked on. It adds transparency as to why things are stacked ranked, and it holds people accountable to decisions that were made. This has resulted in more projects being completed on time, and more projects being aligned to a strategy, because they were accurately prioritized.

Brittany Leigh Jonaitis|Senior Business Technology Leader, Certified Scrum Professional® (CSP)

What Carly loves about Meisterplan

Without Meisterplan, portfolio decisions during crises like this are not well-informed and have unpredictable outcomes.

Carly Santer|Initiative Portfolio Manager|open_in_new

Bayer UK

Barry Cousins

What Barry loves about Meisterplan

I give Meisterplan an A+ for the experience of modifying the project timeline and resourcing. Consider this model if you’ve struggled to forecast resource capacity using spreadsheets or large commercial tools.

Barry Cousins|Senior Director, PMO Practice|open_in_new

Info-Tech Research Group

What Peter loves about Meisterplan

With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.

Peter Parfitt|Head of Digital and Customer Experience|open_in_new

Buckinghamshire County Council

What Simon loves about Meisterplan

The Lean PPM approach helps us have a solid and up-to-date database. I am able to bring figures to the table and easily map our initiatives to make the right decisions quickly. We are very satisfied with our partnership with Meisterplan, and every new day confirms the usefulness of this solution.

Simon Carayol|IT Portfolio Manager|open_in_new

RIMOWA

What Adrian loves about Meisterplan

Very usable for enterprises with large number of projects to prioritize. It was designed to help PMOs and resource managers find the best fit in the project portfolio. It is easy to use and easy to implement. The user interface is really simple but offers useful functionalities for project and resource planning and prioritization.

Adrian D.

What Johannes loves about Meisterplan

With Meisterplan we easily can align our projects with business goals, resources and financials. This led to fast and reliable business decisions.

Johannes W.|CEO

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