Meisterplan + Tableau

New Reporting and Analysis Options with Tableau and Meisterplan

Better Reports for Easier Decision-Making with Meisterplan + Tableau


Tableau is one of the most popular and comprehensive BI solutions – the perfect complement to Meisterplan. Whether you work with Meisterplan on premise or in the Cloud, you can use your existing Tableau to access your plans in Meisterplan.

The enrichment of your Meisterplan data with other existing data sources in your business gives you new analysis options. You can also take advantage of the intelligent Tableau standard reports within Meisterplan to make your project portfolio planning even more data-based.

Make the Most of Your Meisterplan Data with Tableau


  • Take advantage of brand new analysis options for your project portfolio and resource planning data by analyzing Meisterplan data or combining it with other business data in Tableau.
  • Visualize business objectives or the potential of project initiatives based on your data. The Meisterplan standard reports for Tableau provide you with important insights, without you having to create your own reports.
  • With just a few clicks, you can use our report template to present your project portfolio as a bubble chart. You can also load Meisterplan data into Tableau using the Tableau connector to create individual reports without a template.
Meisterplan Standard Reports in Tableau
Tableau report in Meisterplan

How to Use Tableau with Meisterplan


  • To use Tableau with Meisterplan, you need to license Tableau separately or use your existing Tableau license.
  • The Meisterplan Tableau connector is a web data connector that enables you to connect and easily load your Meisterplan data into Tableau Desktop.
  • You can find more information on integrating Tableau on the Meisterplan Help page.

What Customers Love About Meisterplan

New Balance Logo

Meisterplan allows me to have a more productive conversation when we‘re trying to do tradeoffs around projects and also looking at what happens as a project slips, what‘s the overall impact to the portfolio?

Nina McLaughlin

Program Manager | New Balance

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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