MS Forms

Project Intake Made Easy with Meisterplan and Microsoft Forms

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Bring Your Microsoft Forms Project Proposals to Meisterplan

Organizations use Microsoft Forms to collect and evaluate new project proposals. Simplify the approval process with the help of our Microsoft Power Automate templates. Projects can be automatically added to your Meisterplan portfolio based on your requirements. 

Go from Idea to Project

  • Trigger a project approval process in Microsoft Outlook or Microsoft Teams when a new project proposal is added to a Forms document.
  • Automatically create the new project in Meisterplan when it is approved.
  • Bypass the approval process by automatically adding new project proposals from Forms directly into your Meisterplan portfolio.
Integration Meisterplan and MS Forms
MS Forms

How to Integrate Microsoft Forms

  • Select Integrations in the left sidebar within your Meisterplan system.
  • Select the Microsoft Forms Power Automate template and follow the instructions provided.
  • Receive additional help with our integrations in the Help Center.
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

Tobias Spreckelmeyer - Köster Bau
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

Darrin McLaughlin
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

We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.

Christopher Pearson|Head of PMO|open_in_new

Siemens Gamesa

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

Portrait of Matthias Graf
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.

Matthias Graf|Chief Project Portfolio & Resource Management|open_in_new

Flughafen München GmbH

Steve Page - Evonik
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

Stephan Anders, author for the Meisterplan blog

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