Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
This article describes how projects are ranked and how to determine the ranking automatically based on the project score and manually based on the order in the project section of the Portfolio Designer view.
Rank
In the Project and Program Rights section of your user group, you need to have the Change Project Rank right enabled to change the rank.
In Meisterplan, each project and each program has a rank that can be displayed in several views. The rank corresponds to the order of projects and programs in the Projects by Priority list in the Portfolio Designer:
The rank determines in which order workload is assigned to roles and resources allocated to projects. Allocations to projects with a higher rank come first and are on a lower level of the allocation stack than projects with a lower rank.
Projects in programs receive their own rank based on the order of their position in the program.
You can change the rank of single or multiple projects by sorting them by project score (also single projects) or dragging and dropping projects to a higher or lower position.
The rank is scenario- and portfolio-dependent which means that it is only valid for the current filter of your view. Find details on the effect of rank changes across different portfolios here.
Displaying the Rank
You can display the rank in the following views by adding the field to the configuration:
- Project Details: the Project Score section displays the project's current rank as well as the rank the project should have according to its score.
- Project List
- Board View
The rank displayed in all of these views always corresponds to the project order in the Portfolio Designer.
Project Score
Availability Pro Premium
Instead of ranking projects manually, you may also use the project score to automatically rank projects based on pre-defined score values in fields like Strategy Fit or Stage Gate.
You can display the project score in several views.
Required User Rights
To use the project score, your user group needs to have the following rights enabled:
- To enter project score values for lookup values, you need the Read and Edit right enabled for the respective project field in the Project Field Rights section.
- To sort part or all of the projects in the Portfolio Designer by project score, users need to have the Sort Projects by Project Score right in addition to the Change Project Rank right in the Project and Program Rights section.
- Users also need to have edit rights for the active scenario or Plan of Record.
Calculating the Project Score
To calculate project score by objective criteria, you can define project score values in the lookup values of all project fields of the Lookup type as well as in the Status field.
The project score of a project is the sum of all project score values of its lookup values.
To enter project score values for lookup values, click Manage in the Sidebar and select Project Fields.
Project scores will be displayed when at least one project score value has been defined for any lookup value.
Displaying the Project Score
You can display the project score in the following views by adding it to the configuration:
- Project Details: includes composition of the project score
- Project List
- Project Overview
- Board View
Project Score for a Program
A program will automatically assume the highest project score of the projects it contains. You can see the project score of a program in the Program Overview.
Reordering a Single Project or Program by Project Score
Portfolio Designer
With the Sort by Project Score context menu option, you can assign a single project or program its rank by project score, which is displayed in the Project Score tab of the Project Details view.
This is always available but only takes effect when the selected project or program doesn't already have the rank derived from its project score.
Project List
Move your cursor over the respective project and click the three dots at the end of the line. Next, select Rank Project by Score:
This option is always available but only takes effect when the selected project is not ranked according to its project score.
Sorting the Projects by Project Score
In the Portfolio Designer's toolbar, click More Actions and select the Sort by Project Score option from the dropdown menu.
Just as when using the Auto-Schedule feature, a selection of projects may be applied as a starting point for the operation. As the default option (or the only option when no project is selected), it is still possible to sort the whole list by project score:
The projects will be sorted by scores, starting with the first or first selected project (depending on the selected option) and including projects below the cut-off line.
If two projects have the same score, then sorting takes into account the previous rank.
Please note that this operation cannot be undone automatically.
Deactivate Project Score for all Users
Users need to have the Manage Project Fields, Advanced and Project Settings right to deactivate the project score.
If your organization does not work with project scores, you can disable this function for all of your Meisterplan users. Simply remove the Project Score section from your project settings. See the Configuring Project Settings article for details.
If there is a project score value in a project field, the words "Project-Score Relevant" are added to the project field name:
To remove this, delete all project score values for project fields of the Lookup field type:
Step 1: Click Manage on the left sidebar, and then select Project Fields:
Step 2: Click on the pencil icon that appears when you move your cursor over an entry in the field list:
Step 3: Click on the pencil icon that appears when you move your cursor over an entry in the list of Lookup Values:
Step 4: Delete the value in the Project Score Value field and confirm by clicking OK:
