Executive-Ready Portfolio Financials
Provide leadership with a fast financial overview across the portfolio using dashboards, reports, and integrations with your existing BI tools.
Fast Drilldowns and Simple Tracking
Dive deep into projects to view current budgets, OpEx, CapEx, hourly rates, forecasts, and plan-vs-actual comparisons via our trackers.
Simple, Secure Data Management
Easily manage financials throughout the project or import them from other tools — all while you decide exactly who can view or edit financial data.
Leading Companies Trust Meisterplan

Manage Financial Events in a Time-Grid
Edit and distribute entries with flexible cell editing – as intuitively as in an Excel spreadsheet. Maintain full visibility into details while reviewing financial data, and seamlessly switch to list mode for a more detailed view.
Compare Planned and Actual Cost
Monitor budgets and costs to determine whether projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. are staying within budget and react early to any discrepancies. Eliminate guesswork by forecasting additional expenses based on actual progress.

Calculate Revenue on External Customer Projects
Manage resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! billability for realistic expectations on each projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks.’s profitability. See the net value estimated at completion ahead of time by tracking allocationAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly. costs alongside benefits.
Understand the Financial Impact of Your Portfolio
Gain visibility into the financial health of your projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. portfolio with reports. Make better decisions about where to allocate funding and resourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course!, backed by actual data.


