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
Compare Planned and Actual Cost
Monitor projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. budgets and costs — both CapExCapExSynonym for → Capital ExpenditureCapital expenditures (CapEx) refer to the one-time expenditures of companies for long-term investments in technology, equipment, buildings, and machinery. and OpExOpExSynonym for → Operating ExpenseOpEx, short for operational expenditures, refers to the ongoing operational expenses that a company requires for its daily business. These costs are recurring and typically include things like employee salaries,… — to react early to any discrepancies.
- Compare your planned expenses against actual costs to determine whether projects are staying within budget
- Forecast additional expenses based on actual progress
- Define cost types by role and automatically track resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! expenses once your project is staffed
Manage Financial Events in a Time-Grid
Manage your financial data with flexible cell editing while maintaining full visibility into the details.
- Edit and distribute entries directly in the cell — as intuitively as in an Excel spreadsheet
- Review financial distributionsDistributionsSynonym for → AllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly. across different months and keep a constant eye on the totals
- Seamlessly switch to list mode at any time for a detailed view of your data
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
- 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 allocationAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly. costs alongside benefits to see the net value estimated at completion
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.
What Carly loves about Meisterplan
Without Meisterplan, portfolio decisions during crises like this are not well-informed and have unpredictable outcomes.
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.
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.
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.
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.
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.
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