Resource Capacity Planning with Meisterplan

Team Planner

Ensure the right employees are assigned to the right work without being overbooked

View resource availability and utilization in real time to realistically allocate resources
Identify and escalate resource over-allocations even before they occur
Resolve conflicts by adjusting allocations to replace resources or stretch efforts

Easy Allocations

Allocate to the level you need when you need it

Plan with roles, teams or resources depending on the desired planning level
Allocate by full-time equivalent (FTE), days or hourly based on what fits your needs
Customizable allocation view options include a weekly, monthly or quarterly basis using the Grid or Compact mode

Do What Excel Never Could

Role-Based Planning

Use roles as a placeholder for individual employees

Estimate and adjust effort needed for new demands based on roles
Allocate capacity to roles for planning purposes
Reserve role capacity across departments for cross-functional projects

Agile Teams

Staff entire teams on projects, not just individual team members.

Add resources to one more teams
Assign teams to work on upcoming projects
Combine Agile work with traditional projects if needed

Staff Roles

Choose the teams or resources that are the best fit for each project role

Choose the best fit based on role, skills, and availability
Use Allocation Comments to discuss and request specific people to staff on a project
Maximize resource utilization by matching the most qualified and available employees to the most important projects

Capacity Reports

See at a glance which employees and teams are overloaded and who still has free capacity.

Get a resource-centric view of your projects to understand how much remaining capacity is available
Quickly identify allocation issues using the allocation heat map
Leverage pivot reports for custom resource analyses on the spot

Time Tracking

Track actual time worked to make sure your data is accurate.

Allow employees to track their own time in the My Schedule view
Enter your project's actual time worked as a project manager in the Project Details
Benefit from better reports and make realistic plans with true data from time tracking

Plans vs. Actuals

Compare planned allocations and actual time worked to understand how your plan compares to reality.

Immediately determine when the actual time worked is deviating from the planned effort
Estimate in advance the total effort needed to complete a project
Continuously improve the accuracy of your resource planning

Project Portfolio Management Plan vs Actuals

Portfolio designer with scenario manager screenshot

Resource Scenario Planning

Test options to resolve resource bottlenecks

Instantly see and test alternatives for employees who are overbooked or projects that need more capacity
Simulate ways to maximize your resource utilization
Use scenarios to reliably plan and communicate on-time delivery, without overbooking resources

Resource Data

See and edit information on employees and their availabilities

Import employee data directly from your HR software
Capture capabilities, departments, costs and billing rates as well as working hours of internal and external resources
Enter individual absences such as vacation, sick time and business trips

Next Comes Portfolio Planning

The next step is to make sure you build a realistic plan working on the right things. Portfolio Simulation supports portfolio planning, adapting plans and making decisions.

Explore Portfolio Simulation

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

What Marcus loves about Meisterplan

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.

Marcus Plach|Managing Director|open_in_new

Ergosign GmbH

What Felix loves about Meisterplan

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

Felix Willing|CIO|open_in_new

Hella

What Christopher loves about Meisterplan

When you don’t have a resource management tool you end up putting work on people without knowing how loaded they are. That leads to health problems, such as stress. It leads to people working ridiculously long hours. The retention of your staff goes down. With Meisterplan, we can protect our people.

Christopher Pearson|Head of PMO|open_in_new

Siemens Gamesa

What Bredon loves about Meisterplan

Meisterplan filled a significant gap for us in understanding how we are utilizing our capacity. We now have a much better idea when we need to either say no to new projects or adjust timelines and team members assigned to projects. No other tool gave us this high-level view. It brought our stress level down.

Bredon J.|Vice President - Operations

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.

Barry Cousins|Senior Director, PMO Practice|open_in_new

Info-Tech Research Group

See Meisterplan in Action

Schedule your free one-on-one demo with one of our experts.

Request A Demo

Resource Management