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
Allocate in Phases (Beta)
Set the allocations for your resources, teams, and roles based on your project’s phases
- Keep project phases and allocations automatically aligned
- Quickly shift all allocations in a project phase if budget or time constraints change
- Compare actual time worked to allocations by phase
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 or 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
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
What Felix loves about Meisterplan
Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.
Hella
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.
Info-Tech Research Group
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.
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.
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.
Ergosign GmbH
See Meisterplan in Action
Schedule your free one-on-one demo with one of our experts.