We've updated Meisterplan - check out what's new!

• Portfolio Monitor (Beta)
  • Filter Critical Projects
  • Prerequisite

Portfolio Monitor (Beta)ProPremium

We're excited to introduce the Portfolio Monitor in the new Portfolio Designer (beta). Configure cards to display relevant portfolio information and KPIs at the top of the view, so you can easily see where action is needed without unnecessary distractions. The Portfolio Monitor section is also available in scenario comparison mode, making it easy to understand the differences between scenarios and how they affect your most important KPIs.

In the new Portfolio Designer (beta), click the gear icon in the toolbar and select Portfolio Monitor. The feature is enabled by default. You can disable it at any time using the toggle.

Click Add Card to add the KPIs that you want to display:

The selected KPIs are displayed as cards above the Projects section. This gives you an at-a-glance view of your portfolio's most important metrics and helps you immediately identify where action is needed.

Filter Critical Projects

For full details, see the article Modernized and Enhanced Portfolio Designer (Beta).

Prerequisite

To use the new Portfolio Designer and the Portfolio Monitor, beta access must be enabled for both your system (by administrators) and in your user profile. You can find all the details in the article Meisterplan's Beta Program.

Have feedback on this feature? Leave a comment in the Product Roadmap.