Connect Spreadsheets to Meisterplan Connect Spreadsheets to Meisterplan

Connect Spread­sheets with Meister­plan for a Complete Portfolio View

You need more than a spreadsheet to make project portfolio management happen

Leading Companies Trust Meisterplan

Gain Visibility of Your Entire Project Portfolio

You track your projects in spreadsheets, but how do you see a bird’s eye view of your portfolio? You need more than spreadsheets. When connecting spreadsheets to Meisterplan, you can:

  • Create a master portfolio and sub-portfolios so you can see all of your projects
  • Track project status and milestone timelines for each project
  • Easily identify dependencies between projects or milestones
  • Get quick answers to what-if questions through scenario planning
Portfolio Designer Meisterplan
Capacity planning with Meisterplan

Keep Track of Employee and Team Capacity

To prevent project slowdowns, you need to know which people with what skills are available when. Meisterplan makes managing employees and their capacity quick and easy. With Meisterplan you will be able to:

  • Get an accurate overview of employee skills, availability and capacity
  • Allocate staff by role, skill or individual to determine if you have the capacity to deliver
  • Simulate scheduling and project portfolio alternatives to immediately see the impact on resource utilization
  • Easily identify staffing bottlenecks to prevent project slowdowns

Monitor Budgets Across All Your Projects

Track budgets and financials across your entire project portfolio to stay inline with your financial goals. Never get surprised by a project budget again.

  • Add specific financial expenses for each project or role
  • Clearly see the financial benefit of projects and when the benefits will be delivered
  • Keep track of budgets on the project level or for the entire portfolio
  • See how financial resources are impacted by project changes with real-time simulation
Financial Management with Meisterplan
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

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