Meisterplan Portfolio Designer Header

Portfolio Designer

Coordinate all your medium and long-term projects, resources, and portfolio health in one interactive view.

Benefit - Make Better Strategic Decisions
Make Better Strategic Decisions

See every projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. on an interactive timeline and understand how changes impact your portfolio before you commit to them.

Project timeline chart with tasks and milestones in Meisterplan.
Build Plans That Match Reality

Balance demand with available capacity, resolve resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! conflicts, and create realistic portfolios that your teams can actually deliver.

Benefit - Spot Risks Before They Escalate
Spot Risks Before They Escalate

Monitor portfolio health with real-time KPIs and alerts so you can quickly identify and act on issues that require attention.

Leading Companies Trust Meisterplan

Plan and Prioritize Projects with Confidence

The Portfolio Designer combines important projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. information with real-time data to give you everything you need to manage your portfolio and make strategic decisions.

  • Visualize projects, programs, milestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the…, and dependencies on a timeline and quickly identify risks and conflicts.
  • Easily prioritize projects with project scoring or drag and drop to reorder and immediately see the impact of changes.
  • Configure the view to suit your organization, with options to color code or add new columns to organize projects.
Portfolio Designer without Portfolio Monitor
Portfolio Designer with capacities

Balance Capacity Across Your Entire Portfolio

Create achievable plans by seeing available capacity and demand side by side. Manage resourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course!, teams, and roles and assign capacity in just a few clicks.

  • Identify overallocations and bottlenecks in advance and reallocate work to resolve conflicts.
  • Watch allocationsAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly. update in real time as you build projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. plans.
  • Search for the specific skills, roles, or people to find the right resources quickly.

Monitor Portfolio Health at a Glance

See the metrics and alerts that matter most in one place. The Portfolio Monitor makes it easy to understand portfolio health and focus on the projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. that need action.

  • Track financial and strategic portfolio metrics with real-time KPI cards.
  • Quickly identify projects that exceed approved budgets or have unmet dependencies.
  • Filter by alerts to focus on specific risks and portfolio issues.
Portfolio Designer with Portfolio Monitor
Darrin McLaughlin, Interra Credit Union

What Darrin loves about Meisterplan

There is no other product that does what Meisterplan does in terms of portfolio management and resource management without unessential extra features. If there were another product that does what Meisterplan does, I would have found it, because I tried them all.

Darrin McLaughlin, Senior Vice President/Technology Officer, open_in_new
Interra Credit Union
Steve Page, Evonik

What Steve loves about Meisterplan

The flow of our projects is highly dynamic, and Meisterplans' Scenario Modeling has greatly enhanced our ability to manage the swings whether upward or downward.

Steve Page, Engineering Director, open_in_new
Evonik
Amandine Rimbert

What Amandine loves about Meisterplan

On top of providing extremely well-documented user guides, Meisterplan’s Customer Success team offered personalized support that made a real difference for us. They work closely with their customers to understand their specific business needs and can quickly identify the right configuration solution to meet them.

Amandine Rimbert, Head of Program Management, open_in_new
IBA Dosimetry GmbH

What Philipp loves about Meisterplan

Meisterplan provides us with what we need for excellent strategic portfolio and resource management: All essential information on one screen to make sound decisions, and for teams to see what they need to work on and when. It is powerful yet so easy to work with, whether we apply waterfall, agile, or hybrid.

Philipp Bosshard, Director Strategic PMO
Comet Technologies
Black and white portrait of a man with short hair and beard.

What Tobias loves about Meisterplan

With Meisterplan, we are able to implement our internal strategic projects with less than 10% deviation from the planned schedule.

Tobias Spreckelmeyer, Head of Project Management Office, open_in_new
Köster GmbH

What François loves about Meisterplan

Meisterplan gives me an overview of our global IT project landscape. A step-by-step implementation enabled us to cope with the complexity of our project portfolio. When setting up our PMO, we oriented ourselves strongly towards Lean PPM.

François Czajkowski, Head of Global IT PMO, open_in_new
Majorel
Robert Daughters, Dupaco Community Credit Union

What Robert loves about Meisterplan

Before working with Meisterplan, we consistently underestimated the people resources needed to achieve project outcomes. This made it difficult to set realistic timelines and complicated our planning efforts. Thanks to Meisterplan's expertise and support, we're now better positioned to plan with confidence and deliver results.

Robert Daughters, Project Portfolio Manager
Dupaco Community Credit Union
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