Meisterplan Portfolio Designer

One Dashboard for Your PPM

Visualize all your projects, resources and project financials together in one interactive view.

Leading Companies Trust Meisterplan

Get Quick Answers with the Portfolio Designer

Visualize your project portfolio in real-time with an interactive view.

Portfolio Designer in Meisterplan

Complete PPM at Your Fingertips

The Portfolio Designer combines important project information and real-time data to give you everything you need to manage your project portfolio and make strategic decisions.

  • Plan your project portfolio with a bird's eye view
  • See the impact of project changes to your portfolio in real-time
  • Quickly identify resource conflicts, at-risk projects and project dependencies

Strategic View of Your Projects

The Portfolio Designer displays your projects on a timeline so you can better align work to corporate strategy.

  • Get an overview of projects colored by business goal, risk level or workload, as well as their percentage completion
  • Easily prioritize projects with project scoring or drag and drop to reorder
  • Visualize the timing, milestones and dependencies in your project portfolio
Portfolio Designer Strategic Views
Resource Planning with Meisterplan

Realistic Capacity Planning

Manage skills, roles and resources in the resource pool and assign capacity in just a few clicks. Easily spot which resources are overallocated so you can plan a realistic project portfolio.

  • Identify resource conflicts and reallocate resources to stay on track
  • Watch allocations update in real-time as you build project plans
  • Search the research pool for specific skills, roles or individuals to view and assign capacity

Monitor Budgets and Financial Information

Keep track of project financials like operating expenses, capital expenses, total costs, and financial benefits.

  • Get insight into total costs and benefits
  • Set budgets on a monthly, quarterly or yearly basis
  • Identify if you're operating in the green and find over-budget projects
PPM Financial Management
With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.

Marcus Plach|Managing Director|open_in_new

Ergosign GmbH

Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.

Måns Björklund|Executive Producer|open_in_new

Important Looking Pirates

There are a lot of things that go into a project plan besides the timing and resources. We need a lot of context and it shouldn't be a surprise when a project needs attention. Our projects need to tie back to our mission and what we want to achieve. With Meisterplan, we can make informed decisions and move the organization forward.

Jay Nutter|IT PMO and New Services Manager|open_in_new

CaroMont Health

Meisterplan is now a key element of  our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.

Marzio Locatelli|Head of Project Management|open_in_new

Trafag AG

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

Meisterplan customer Felix Willing
Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.

Felix Willing|CIO|open_in_new

Hella

I believe in the solution and see how it can benefit any company that manages multiple projects simultaneously. Which I think is just about EVERY company!

Derek Walz|New Product Development Manager|open_in_new

Bard Manufacturing Company

CTA demo woman right

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