Meisterplan Portfolio Designer

One Dashboard for Your PPM

Visualize all your projects, resources and project financials together in one interactive view.

Leading Companies Trust Meisterplan

Get Quick Answers with the Portfolio Designer

Visualize your project portfolio in real-time with an interactive view.

Portfolio Designer in Meisterplan

Complete PPM at Your Fingertips

The Portfolio Designer combines important project information and real-time data to give you everything you need to manage your project portfolio and make strategic decisions.

  • Plan your project portfolio with a bird's eye view
  • See the impact of project changes to your portfolio in real-time
  • Quickly identify resource conflicts, at-risk projects and project dependencies

Strategic View of Your Projects

The Portfolio Designer displays your projects on a timeline so you can better align work to corporate strategy.

  • Get an overview of projects colored by business goal, risk level or workload
  • Easily prioritize projects with project scoring or drag and drop to reorder
  • Visualize the timing, milestones and dependencies in your project portfolio
Portfolio Designer Strategic Views
Resource Planning with Meisterplan

Realistic Capacity Planning

Manage skills, roles and resources in the resource pool and assign capacity in just a few clicks. Easily spot which resources are overallocated so you can plan a realistic project portfolio.

  • Identify resource conflicts and reallocate resources to stay on track
  • Watch allocations update in real-time as you build project plans
  • Search the research pool for specific skills, roles or individuals to view and assign capacity

Monitor Budgets and Financial Information

Keep track of project financials like operating expenses, capital expenses, total costs, and financial benefits.

  • Get insight into total costs and benefits
  • Set budgets on a monthly, quarterly or yearly basis
  • Identify if you're operating in the green and find over-budget projects
PPM Financial Management
Meisterplan customer Felix Willing

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

CIO | Hella | open_in_new

Felix Willing

There are a lot of things that go into a project plan besides the timing and resources. We need a lot of context and it shouldn't be a surprise when a project needs attention. Our projects need to tie back to our mission and what we want to achieve. With Meisterplan, we can make informed decisions and move the organization forward.

IT PMO and New Services Manager | CaroMont Health | open_in_new

Jay Nutter

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

Head of Digital and Customer Experience | Buckinghamshire County Council | open_in_new

Peter Parfitt

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!

New Product Development Manager | Bard Manufacturing Company | open_in_new

Derek Walz

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.

Head of Project Management | Trafag AG | open_in_new

Marzio Locatelli

One of our problems was being able to show everybody our portfolio plan. Now we see all our projects we would talk about, graphically depicted. You can see their durations and when you scroll down, you can see the team. Maybe these two projects are significant and they're taking two resources each for this period of time. We can now see how much room is in the capacity bucket that we have left to fill. From here we can look at our options. Using Meisterplan to do that helps us show our work and provide transparency.

Director of Strategic Programs | Ping Identity | open_in_new

Dan Madden

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.

Managing Director | Ergosign GmbH | open_in_new

Marcus Plach

clear