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.
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 SpreckelmeyerHead of Project Management Officeopen_in_new
Köster GmbH
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 PearsonHead of PMOopen_in_new
Siemens Gamesa
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 McLaughlinSenior Vice President/Technology Officeropen_in_new
Interra Credit Union
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 PageEngineering Directoropen_in_new
Evonik
Portrait of Matthias Graf
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.
Matthias GrafChief Project Portfolio & Resource Managementopen_in_new
Flughafen München GmbH
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 BosshardDirector Strategic PMO
Comet Technologies
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 CzajkowskiHead of Global IT PMOopen_in_new
Majorel
Stephan Anders, author for the Meisterplan blog

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