Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
This article describes the settings for Portfolio Designer view in Meisterplan.
- Opening the Settings
- Selecting Settings for a View Section
- Settings for Projects
- Settings for Resources and Roles
- Settings for Financials
Opening the Settings
Click the Settings button in the toolbar of the Portfolio Designer view to open the settings for the view.
Selecting Settings for a View Section
Use the navigation links on the top left of the settings to switch between settings for the three sections of the Portfolio Designer view:
Settings for Projects
For the Projects section, you may configure the following setting:
Gantt Color Scheme
The Gantt view colors can be switched to display any of the following distinctions:
- Default Color Schemes
- Saturation by Workload (default): darker bar means higher workload.
- Business Goal: entered in the Strategy view. This is only available if you have defined at least one business goal.
- Project Phases: defined under Manage > Advanced. This is only available if you have defined at least one project phase with a color assigned to it.
- Staffing: individual colors for no allocations, only role allocations, role and resource allocations or only resource allocations.
- Color Schemes by Project Fields
- Any custom project field of the Lookup type for that you have field rights (colors must have been assigned to lookup values.)
When displaying business goals, status or a custom field, projects without a value or with a value without a color assignment will be displayed in the default gray color.
Saturation by Workload
This color scheme is always available and displays the workload of projects in relation to each other. Light blue projects have less workload than dark blue projects. Projects without any allocations will be displayed in the default gray color.
The color scheme for business goals will be displayed after at least one business goal has been configured in the Strategy view:
When there is at least one project phase configured with a color assigned to it, this color scheme will be selectable in the settings.
Use the Staffing scheme to identify four kinds of projects:
- Gray projects (default color) don't have any allocations
- Yellow projects have only role allocations (unstaffed)
- Blue projects have role and resource allocations (partly staffed)
- Green projects have only resource allocations (fully staffed)
Please note that actual allocation values must be entered for at least one role or resource in order for a project to have role or resource allocations. Roles and resources that have been added to a project without any allocation values do not count as allocated.
Programs will display the color of the lowest allocation level among projects they contain that have any allocations. For example, if a program contains one gray project, one yellow project, one blue project and one green project, it will be colored yellow, because that is the lowest allocation level among its projects that have any allocations.
Color Schemes by Project Fields
To see Status or any custom project field scheme, at least one item with a color assigned to it must exist, e.g., a status value with a color code or a custom field value with a color code.
For each custom field color scheme, the default gray color will be used for all projects without any entry for the custom field (e.g., no status is selected) or any lookup value without an assigned color code (e.g., status "open" is selected, but no color was assigned). The default gray color will be displayed on top of the legend as No lookup value.
Settings for Resources and Roles
For the Resources and Roles section, you may configure the following settings:
- Show Top Level "All"
- Aggregation and Structure
- Custom Time Period
- Show Resource Score
- Filter Allocations in Histograms by Selected Projects
Show Top Level "All"
Select this to display an All mode summarizing the capacity and allocation of all roles and resources in Meisterplan.
Aggregation and Structure
Aggregate roles and resources by role or OBS unit.
- Role: This lists all resources under their respective primary roles. Resource allocations in a project role other than that resource's primary role will be included in the aggregated role row of that resource's primary role. Such allocations will not be included in the aggregated role row of the resource's project role. This ensures that an aggregated role row always displays the sum of allocations and capacity of all resources with that primary role, regardless of that resources' project roles.
- OBS: This lists all roles and resources under the OBS they belong to. Select the desired OBS in the OBS menu (top level OBS, e.g., sales regions, departments, etc.)
Custom Time Period
Here, you can select a custom time period for which the capacity and allocations of roles and resources should be displayed in histogram hints in addition to the figures for the hovered period.
Show Resource Score
Select this to display the resource utilization score.
See the Resource Score article for details about the score.
Filter Allocations in Histograms by Selected Projects
By default, histograms display the global utilization of roles and resources (allocations to any projects above the cut-off line).
Select this to filter all histograms by your current project selection, such that they only display allocations to selected projects.
Settings for Financials
Availability Pro Premium
In the General section of your user group, you need to have the Access Financial Data right to access this function.
For the Financials section, you may configure the following settings:
- Show Operational Expenditure, Capital Expenditure, Total Cost and Benefit
- Uniform or Individual Scaling for Cost and Benefit
Show Operational Expenditure, Capital Expenditure, Total Cost and Benefit
Select the values to display in the Financials section:
- Operational Expenditure (OpEx)
- Capital Expenditure (CapEx)
- Total Cost
Uniform or Individual Scaling for Cost and Benefit
Costs and benefits can be displayed with different scales in order to decrease the total height of the Financials view in cases where the total numbers differ strongly.
Select Individual Scaling for Cost and Benefit to display both the Total Cost and the Benefit with individual scales, such that the highest total cost column has the same height as the highest benefit column, even if totals differ.