Portfolio Management in Meisterplan

Allocation Heat Map

Visually identify allocation issues in a recognizable format

Easily spot under and overallocations with the heat map
Find out who has capacity available
See concrete figures on capacity utilization to adjust overall capacity levels

Integrated Capacity Reports

Get a detailed understanding of capacity in your organization

Visualize your projects’ capacity utilization to set expectations on project delivery
Understand a person’s individual utilization to ensure they are not over capacity
Identify the allocation costs of your projects to determine if you will meet the budget

Integrated Financial Analysis

Determine the financial status of your project portfolio

Identify the overall financial value of the project pipeline
See the net value of projects to prioritize based on financial criteria
Review expense requirements to ensure projects stay funded

Interactive Views

Use our interactive functionality to visualize exactly the data you need

Color the Gantt chart to display key project information such as strategic alignment
Visualize milestones and dependencies to ensure current projects don't delay future ones
Group resources in different ways such as by location or by role

Plan vs. Actuals

Compare project plans to actual project performance

Immediately see the estimated effort at completion of a project based on the plan and actual data up to this point
See when a project is deviating from the plan and react quickly
See how your plans compare with reality and apply those learnings to future plans

Portfolio Dashboard and External Reporting Templates

Get an overview of your current figures directly in Meisterplan, or with tools such as Power BI and Tableau

View data using doughnut charts, bar charts, column charts and straightforward numeric values on the Portfolio Dashboard.
Organize your dashboard to meet your exact needs.
Or, leverage the strength of external reporting tools using one of our many templates.

Portfolio Dashboard and External Reporting Templates Screenshots

Reporting API

Expand the visualization and analysis of your data

Connect Meisterplan data to the analysis and BI tools you already use
Increase reporting capabilities beyond what is available in Meisterplan
Evaluate your portfolio and resource data in different ways to make better decisions

Next Comes Integrations

Get the right data into Meisterplan from the tools you already use. Meisterplan integrations offer easy ways to ensure you have all the information you need without duplicating work.

Explore Integrations

Or request a one-on-one demo to have an expert walk you through our solution.

Show Me All Features

What Brittany Loves About Meisterplan

The biggest value that Meisterplan gives us is the ability to communicate across the enterprise what’s being worked on. It adds transparency as to why things are stacked ranked, and it holds people accountable to decisions that were made. This has resulted in more projects being completed on time, and more projects being aligned to a strategy, because they were accurately prioritized.

Senior Business Technology Leader, Certified Scrum Professional® (CSP)

Brittany Leigh Jonaitis

What Barry Loves About Meisterplan

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.

Senior Director, PMO Practice|Info-Tech Research Group|open_in_new

Barry Cousins

What Adrian Loves About Meisterplan

Very usable for enterprises with large number of projects to prioritize. It was designed to help PMOs and resource managers find the best fit in the project portfolio. It is easy to use and easy to implement. The user interface is really simple but offers useful functionalities for project and resource planning and prioritization.

Adrian D.

What Carly Loves About Meisterplan

Without Meisterplan, portfolio decisions during crises like this are not well-informed and have unpredictable outcomes.

Initiative Portfolio Manager|Bayer UK|open_in_new

Carly Santer

What Simon Loves About Meisterplan

The Lean PPM approach helps us have a solid and up-to-date database. I am able to bring figures to the table and easily map our initiatives to make the right decisions quickly. We are very satisfied with our partnership with Meisterplan, and every new day confirms the usefulness of this solution.

IT Portfolio Manager|RIMOWA|open_in_new

Simon Carayol

What Johannes Loves About Meisterplan

With Meisterplan we easily can align our projects with business goals, resources and financials. This led to fast and reliable business decisions.

CEO

Johannes W.

What Peter Loves About Meisterplan

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

Portfolio Intelligence

Analyze your portfolio and resource data with intuitive and familiar reporting functionality.