Meisterplan Portfolio Designer

Portfolio Designer

Visualize all your medium and long-term projects, resources, and project financials in one interactive view.

Leading Companies Trust Meisterplan

Get Quick Answers with the Portfolio Designer

Visualize your projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. portfolio in real-time with an interactive view.

Portfolio Designer in Meisterplan

Complete PPM at Your Fingertips

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 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 resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! conflicts, at-risk projects and project dependencies

Strategic View of Your Projects

The Portfolio Designer displays your projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. 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, 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 in your project portfolio
Portfolio Designer Strategic Views
Resource Planning with Meisterplan

Realistic Capacity Planning

Manage skills, roles and resourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! in the resource pool and assign capacity in just a few clicks. Easily spot which resources are overallocated so you can plan a realistic projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. portfolio.

  • Identify resource conflicts and reallocate resources to stay on track
  • 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 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 projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. financials like operating expensesOperating 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,…, capital expensesCapital ExpensesSynonym for → Capital ExpenditureCapital expenditures (CapEx) refer to the one-time expenditures of companies for long-term investments in technology, equipment, buildings, and machinery., 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
Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.
Måns BjörklundExecutive Produceropen_in_new
Important Looking Pirates
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 LocatelliHead of Project Managementopen_in_new
Trafag AG
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 NutterIT PMO and New Services Manageropen_in_new
CaroMont Health
Meisterplan customer Felix Willing
Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.
Felix WillingCIOopen_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 WalzNew Product Development Manageropen_in_new
Bard Manufacturing Company
With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.
Peter ParfittHead of Digital and Customer Experienceopen_in_new
Buckinghamshire County Council
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 PlachManaging Directoropen_in_new
Ergosign GmbH
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