With our preconfigured report templates, you can quickly build reports with little time and effort.
General
Each Meisterplan system includes pre-configured templates for pivot reports which can be used to create new integrated pivot reports. You can adjust the configuration from the template and save it as a new report.
How to Use a Template
To create a report from a template, open the Reports view and in the toolbar, click Add Report:
Select the template you would like to use:
If necessary, adjust the configuration and save it.
Templates and Usage Overview
The following table provides tips for how to use report templates as part of your portfolio and resource management process:
|
Report Name
|
Purpose
|
Target Group
|
Target Group Benefit
|
Process Step/Task
|
|---|---|---|---|---|
| Allocation Heatmap by Resource | Provides a visual overview of over- and under-allocation of roles and resources. |
|
"I would like to see concrete figures for the utilization of roles and resources in order to adjust the general capacity levels." |
|
| Capacity Utilization by Project | Provides an overview of resource utilization and resource demand by project. |
|
"I would like to visualize the current capacity situation for management in order to set expectations on project delivery." |
|
| CapEx Requirements | Displays CapEx requirements by point in time and by project. |
|
"I would like to see at which points in time CapEx amounts are required so that I can provide it in time." |
|
| Net Project Values | Helps prioritize projects by net value and business goal. |
|
"I would like to see the concrete net values of my projects in order to prioritize projects based on financial criteria." |
|
| Resource Cost by Project | Displays resource allocation cost by project. |
|
"I would like to identify allocation costs of my projects so that I can meet the agreed project budget." |
|