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
Monitor Portfolio Health at a Glance
See your entire projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. portfolio plan in the Portfolio Designer, with key financial KPIs available in the same view. Use configurable cards in the Portfolio Monitor section to track figures such as planned net value or total planned costs at a glance. Filter for specific issues to quickly identify projects that need your attention.
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 Costs
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.
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 Carly loves about Meisterplan
Without Meisterplan, portfolio decisions during crises like this are not well-informed and have unpredictable outcomes.
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 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 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.
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 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.
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