We are excited to announce that we have launched the new Portfolio Dashboard, now accessible in the left sidebar. This will give you a quick overview of KPIs and project data within your selected date range, portfolio and scenario filters. Get a summary of your projects using color-coded Doughnut and Bar Charts, and view financial data with Column Charts and straightforward numeric values. For example, use a Doughnut Chart to easily see a summary of project risk levels so that you can assess how many projects need immediate action.
The Portfolio Dashboard is available in all Pro and Premium Meisterplan systems as a beta version.
- How the Portfolio Dashboard Works
- Future Development of the Portfolio Dashboard
- Questions or Feedback?
- Meisterplan Terms of Service Conditions for Beta Features
How the Portfolio Dashboard Works
The Portfolio Dashboard presents you with the most important project data and KPIs on the portfolio level, allowing you to get an overview of your portfolio.
When first opening the Portfolio Dashboard for existing systems, it will be empty. Discover below how you can create a summary of your portfolio with just a few clicks. In the process, you can choose between different types of diagrams and visualizations to make sure that your data is represented in the best possible way.
Required User Rights
Every user can see and configure the Portfolio Dashboard. Depending on the rights of the user's user group under Manage > Manage Custom Views, they may be able to share custom views with others.
If a user group should not have access to the Portfolio Dashboard, you can use customizable navigation to ensure that the view does not appear in their Meisterplan system.
How to Find
Click Portfolio Dashboard in the left sidebar to access your Portfolio Dashboard.
How to Configure
Via the settings in the header, you can choose which data will be taken into account when creating your dashboard.
The allocation unit is inherited from whatever setting is saved in the (custom) Portfolio Designer view.
Adding and Editing Cards
Select Add Card and choose the type of chart or visualization you would like to add to your dashboard:
You can configure multiple cards with the same type of diagram. To edit or delete a card, hover over the card and select the pencil or the trash icon in the top right corner of the card.
Configuring the Layout
You can configure the Portfolio Dashboard view to best fit your needs and to bring the most import data into view.
Move the cards to the place they fit best. Simply hover over the top right corner of a card and, using the drag handle, drag it to the desired place.
You can also change a card's size to account for its relevance, or to better fit the available space. To do that, hover over the bottom right corner of a card and drag the arrow icon to make it larger or smaller.
Save Your Configuration as a Custom View
You can save every configuration of the Portfolio Dashboard as a Custom View. Click the custom view name next to the title Portfolio Dashboard to select a different view or add a new view. To edit the view name or delete the view, click the three dots next to the view name. Depending on your user rights, you can also define access rights to the view for users and user groups.
Learn more in the Custom Views article.
Available Charts and Visualizations
The KPI card provides you with a summary of the selected KPI; all KPIs can be selected from, except for those with a percentage value.
KPI cards are great for fiscal information, like Total Net Value or Approved Budget; you can also benefit from using KPI cards for summaries of allocations in your portfolio, like Total Approved Effort.
Doughnut Charts are great ways to get a general overview of how a specific single-select field is displayed over your portfolio. For example, selecting a Doughnut Chart with the single-select value of Risk Level lets you know visually how many projects are high risk, and how many are running smoothly.
By clicking on a color of the doughnut chart, a new section will open below the chart with a list of all of the projects that have been assigned to the value the color represents. The new section displays the project names, project keys and project managers. If you would like to learn more about a project, move your mouse over a cell and click on the square symbol at the far right in order to open the project details.
This new section will disappear if you leave the Portfolio Dashboard or reload the page.
For a simple, visually pleasing way to view a percentage-based analysis of a single-select field in your portfolio, we suggest using a Doughnut Chart.
To effectively use a Column Chart, select any OBS or custom single-select field for the x-axis, and any numerical field for the y-axis. This allows you to see the relationship between these two different variables within your portfolio,
Column charts are good for larger numerical values, like financial information.
Bar Charts provide you with another way to interpret data. While similar to a column chart, Bar Charts may be most helpful with smaller numerical values, like when displaying the current project pipeline in your portfolio.
For the best visualization, we recommend using a Bar Chart to display a single-select field with no more than 12 options; otherwise, the chart may be hard to read.
In Meisterplan, you can use any single-select field for the independent axis (in this case, the y-axis).
Future Development of the Portfolio Dashboard
We will continue to improve the Portfolio Dashboard. You can expect to see the following functionality in the future:
- In Doughnut, Column and Bar Charts, we will implement more possible fields to choose from, like Custom Resource Project Fields, Business Goal and Project Cost Type.
Questions or Feedback?
If you have questions about or feedback on the current beta version, please contact us through our Product Roadmap.
Meisterplan Terms of Service Conditions for Beta Features
The use of beta features is subject to the Meisterplan Software as a Service Terms and Conditions of the itdesign GmbH, Friedrichstr. 12, DE-72072 Tuebingen, Germany for the EU hosting region and Meisterplan USA, Inc., 800 5th Avenue, Suite 101-800, Seattle, WA 98104 for the US hosting region (hereinafter referred to as “Provider”) and the following different terms, which take priority. By using the beta features, you agree to the Meisterplan Beta Conditions on behalf of the company for which you work.
- You understand that beta features within the generally available Meisterplan cloud application are still under development, may not be functional or may be incomplete, and are more likely to contain bugs than the generally available Meisterplan cloud application. Please note that the use of beta features may have an impact on performance when using the Meisterplan cloud application.
- The provider does not guarantee that beta features will ever be made generally available.
- The provider does not assume any obligations or liabilities with respect to the beta features, including any warranty and compensation obligations to the extent permitted by applicable law.