Portfolio Simulation Mobile Header

Portfolio Management  

Make plans across teams and simulate alternatives to build portfolios that really work.

Real-Time Simulations

Answer your what-if questions
  • Use our interactive Drag & Drop functionality to see changes in real time
  • Visualize all active projects and adjust scheduling while respecting milestones & dependencies to other projects
  • Test the impact of conflict solutions and make decisions on the right ways to solve them

Scenario Planning 

Use scenarios to build a balanced plan 
  • Create scenarios based on your current project portfolio without affecting the real plan
  • Simulate the effects of plan alternatives to create a realistic portfolio plan  
  • Use Scenario Comparison in our built-in reports to quickly identify differences and make better decisions
Portfolio designer with scenario manager screenshot

Portfolio Kanban Board

Make decisions on new initiatives
  • See details and check the quality and ranking of each new initiative
  • Compare active projects to new initiatives and interactively change the stage gates as the initiatives progress
  • Use the project score to focus on the strategic value of projects and decide the top priorities

Financial Tracking and Reporting

Ensure your portfolio plan is on the right path
  • Compare your approved budgets to actual costs
  • Keep track of key metrics and KPIs such as benefits, capital and operational expenses and capacity utilization
  • Connect with other reporting tools such as Tableau and Power BI to further customize and analyze your data
Financial Report Screenshot
Roadmap Screenshot


Communicate your company roadmap
  • Share a long-term view of your projects
  • Offer project managers a clear roadmap of their own projects
  • See upcoming milestones and dependencies to monitor the progress of your projects

Comments and Automatic Emails

Collaborate with colleagues on active projects
  • Ensure all colleagues are up to date on project information and status
  • Communicate about projects and allocations to avoid disruptions
  • Use automatic email notifications to keep Project and Resource Managers informed about any changes to their projects
Portfolio Designer Comments Screenshot
Project List Screenshot

Project List

Display and edit project information in a straightforward list
  • Get a quick overview of project details
  • Give project managers a simple list of their projects
  • Immediately see which projects have been marked critical for quick action

Next Comes Resource Planning

The next step is making sure you have the right people to get the job done at the right time. Resource Management is essential to the success of your portfolio management.

Demo Or request a one-on-one demo to have an expert walk you through our solution.
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.

Engineering Director|Evonik|open_in_new

Steve Page

What Jay Loves About Meisterplan

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.

IT PMO and New Services Manager|CaroMont Health|open_in_new

Jay Nutter

Portrait of Matthias Graf

What Matthias Loves About Meisterplan

Meisterplan focuses on the weak point of the major all-rounder: in simulation. The amazing thing about Meisterplan is that itdesign fills this niche perfectly.

Chief Project Portfolio & Resource Management|Flughafen München GmbH|open_in_new

Matthias Graf

Darrin McLaughlin

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.

Senior Vice President/Technology Officer|Interra Credit Union|open_in_new

Darrin McLaughlin

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