Meisterplan + Smartsheet

Improved Project Portfolio Planning and Resource Management for Smartsheet

Better Project Portfolio Management with Meisterplan + Smartsheet


With Meisterplan, you can take your Smartsheet-based project management to the next level. Enhance Smartsheet with functions for strategic, interdepartmental resource and project portfolio planning. Now you can simulate different personnel planning and project scenarios without having to give up your trusted workflow. You simply optimize it with Meisterplan.

Innovative, Multi-Project Resource Management with a Focus on What Is Essential


Project managers carry out their specific projects from scheduling to task assignments in Smartsheet. The PMO, in contrast, focuses on interdependencies. So, they need a solution that quickly – and ideally graphically – identifies challenges in the project portfolio, especially with regard to project schedules and new resource requirements.

  • Meisterplan is the planning solution you’ve been looking for, both for acute resource constraints and for strategic project portfolio design in the context of annual planning
  • Businesses in your sector are also using Meisterplan to balance their capacities and resource requirements. Learn more about this in our reference area

Smartsheet Resource Planning: Fast and Secure Integration


The technical integration of Meisterplan and Smartsheet is accomplished in just three simple plug-and-play integration steps.

  • Create a project overview report with all relevant projects in Smartsheet
  • Generate an access token in Smartsheet
  • Set up a data link in Meisterplan by using the Smartsheet access token and mapping the fields

Smartsheet Resource Planning: a Straightforward Process


Meisterplan can be easily integrated into your workflow using Smartsheet. Project managers and project portfolio managers love Meisterplan because they can easily work together to successfully master the right projects.

  • Your project managers can keep working with Smartsheet as usual
  • The project data from Smartsheet is available to the PMO in Meisterplan for overarching project portfolio and resource planning

What Customers Love About Meisterplan

Brittany Jonaitis

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.

Brittany Jonaitis

Senior Director Program Management, Certified Scrum Professional® (CSP)

Thomas McGee

Founding Partner | Media Hive

“This tool gives us the invaluable insight we need to make important decisions about when to start projects and when to hire. It can help you align your hiring needs with your sales pipeline. It's the only tool in its class that provides capacity planning and projections to coordinate hiring and sales leads.”

Bredon Jones

Vice President - Operations | Giant Hat

“Meisterplan filled a significant gap for us in understanding how we are utilizing our capacity. We now have a much better idea when we need to either say no to new projects or adjust timelines and team members assigned to projects. No other tool gave us this high-level view. It brought our stress level down.”

Chris H.

Owner

“Meisterplan simplified our resource management. Great too to streamline your complete resource management which will save you lots of planning hours and avoid misunderstandings. You always see the current allocation of your resources and with simple drag-and-drop you move projects and recognize the changes for your resources and financials.”

Måns Björklund

Executive Producer | Important Looking Pirates

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

Frank Goermar

Owner | Explorers

“With Meisterplan we were productive in just a few hours without extensive training. It offers the chance to use our own project management method which makes it quite simple to roll out. And it's well done for project portfolio management. Project Portfolio Management and Project Management Processes become simple and fast.”

Marcus Plach

Managing Director | Ergosign GmbH

“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.”

Phil Morris

Head of PMO | First Utility

“Meisterplan is critical to the management of our project portfolio.”

Marzio Locatelli

Head of Project Management | Trafag AG

“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.”

Thomas Wetterwald

CEO | Stadtwerk Winterthur

“Everyday is a Meisterplan Day. Thanks to the simplicity of the product and its excellent usability the Project Portfolio Process PPM was holistically optimized and strategic decisions for projects ensured. Eager to further enhance maturity of PPM with future releases of the product.”

Derek Walz

New Product Development Manager | Bard Manufacturing Company

“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!”

“State of the art resource planning. We manage more than 100 projects and change requests every year. Meisterplan helps us maximize our resources and keep track of our projects. The operation is simple, so no training is required for the application. For me, Meisterplan is the best resource planning tool currently available.”

Felix Willing

CIO | Hella

“Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.”

Peter Parfitt

Head of Digital and Customer Experience | Buckinghamshire County Council

“With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.”

Chris Davies

Manager, RD Projects | Cenduit

“Meisterplan is an excellent Resource Management tool. The visual interface makes the software intuitive to understand and use. I have found few other tools that can match its capabilities. Definitely love the scenario comparison function. It's pretty easy to get up and running, but you can get more complex as you get more comfortable.”

Barry Cousins

Senior Director, PMO Practice | Info-Tech Research Group

“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.”

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