Improved Resource Management with Meisterplan + Smartsheet
Take your project management to the next level with Meisterplan’s portfolio-level resource planning capabilities. Enhance Smartsheet with functions for strategic, interdepartmental resource management. Continue to use Smartsheet for project management and work collaboration. Then connect with Meisterplan to gain extra value with project intake & governance features, scoring & prioritization and scenario simulations for alternative personnel plans.
Visualize High-Level Plans Earlier to Know Which Projects Are Feasible
- Work with rough time estimates in Meisterplan to understand when projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. should start, long before breaking things down at the task level in Smartsheet
- Avoid duplicating work while projects progress by syncing your Smartsheet allocationAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly., milestoneMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the… and financial data with Meisterplan to view everything at the portfolio level
- Practice effective resource managementResource ManagementWhen it comes to resource management, the focus is on the optimal planning, coordination and monitoring of resources. The term “resources” includes things like employees, budgets, materials and time. to ensure your teams are not overloaded, and quickly identify future staffing needs by viewing long-range demands alongside active project needs
See the First Signs of Trouble and Make Fast, Confident Decisions
- Use Meisterplan’s interactive views to immediately see the real impact of projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. changes to your overall portfolio capacity
- Quickly simulate “what if?” scenariosScenarioIn project portfolio management (PPM), scenarios are potential ways that your portfolio can look, based on a set of well-defined assumptions and portfolio decisions. Scenario planning is used to forecast… to find the best course of action with the least impact
- Determine whether the right work is getting done at the right time so you can continue to meet key targets and reduce project delays
Prioritize Projects Based on Your Strategy, Goals and Budgets
- Collect initiativesInitiativesSynonym for → ProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. and track project progress using our KanbanKanbanKanban is a method that uses cards on boards (called Kanban boards) to display and organize work or decision-making processes. Tasks or projects are noted down on cards and moved…-style Board View
- Translate strategy into scoring criteria to help prioritize your projects and initiatives
- Keep track of individual project financials in Smartsheet and use Meisterplan to monitor if money is being spent as planned, or forecast anticipated spend, across your entire portfolio
With Meisterplan, we are able to implement our internal strategic projects with less than 10% deviation from the planned schedule.
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.
The key quantifiable difference since we started using Meisterplan is that planning horizon has moved immediately from short term to long term, from 3 months to 18 months. And that creates more efficient communication, and better and more logical decision making.
Before working with Meisterplan, we consistently underestimated the people resources needed to achieve project outcomes. This made it difficult to set realistic timelines and complicated our planning efforts. Thanks to Meisterplan's expertise and support, we're now better positioned to plan with confidence and deliver results.
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.
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.
On top of providing extremely well-documented user guides, Meisterplan’s Customer Success team offered personalized support that made a real difference for us. They work closely with their customers to understand their specific business needs and can quickly identify the right configuration solution to meet them.
How to Connect Smartsheet to Meisterplan
Our team has created templates and is ready to support you in connecting Smartsheet to Meisterplan through Microsoft Power Automate.