You have different options for comparing the Asana effort with the corresponding Meisterplan allocations on the project and portfolio level: by color-coding a view, applying a filter, or adding one or more of three fields to a Meisterplan view such as the List.
System Fields
There are three system fields that display data on connected tools such as Asana:
- Connected Tool: displays the name of the connected tool (e.g., Asana, Jira)
- Deviation Status Compared to Connected Tool: summarizes the status of the allocation deviation, either within or outside the configured allocation threshold; learn more in this article;
- Missing Allocations Compared to Connected Tool: displays the sum of missing allocations in Meisterplan (in days or hours, depending on the allocation unit currently selected in the Portfolio Designer, with FTE defaulting to days);
Example: In the screenshot above, "Internal Reorganization Project" has 48 fewer days allocated in Meisterplan than in Asana and is outside the allocation threshold.
You can configure the following views to display one or more of the three system fields:
- Portfolio Designer: Group by
- Portfolio Dashboard
- List
- Board:
- Display Columns/Swimlanes by
- Configure Board > Card Details
- Roadmap: Group by
- Project Details
- Project Overview
Color Schemes
You can select the field Deviation Status Compared to Connected Tool as a color scheme for a quick visual guide:
Example: In the screenshot above, the "Internal Reorganization" project is red because its allocation deviation from the effort in the connected tool is above the configured threshold. "New Reporting Engine" is within the acceptable deviation (i.e., it's green), and the other projects in gray are not connected to any tool.
You can color the following views according to deviation status:
- Portfolio Designer
- Team Planner
- Board
- Roadmap
Filters
You can use the fields Connected Tool and Deviation Status Compared to Connected Tool as filters:
Example: In the screenshot above, the Board view is filtered to only display projects outside the allocation threshold. The "Internal Reorganization Project" corresponds to this filter.
You can apply the fields as filters in the following views:
- Portfolio Designer
- Portfolio Dashboard
- List
- Board
- Roadmap