This article describes the settings for Portfolio Designer view in Meisterplan.

• Where to Find
• Project Section
• Resources, Teams, and Roles Section
• Financials Section
• Save Your Configuration as a Custom View

Where to Find

Click the Settings button in the toolbar of the Portfolio Designer view to open the settings for the view.

Project Section

For the Projects section, you may configure the following setting:

• Group by
• Gantt Color Scheme
• Show Percentage of Completion

Group by

Availability Pro Premium

By default, the projects in the Portfolio Designer are sorted by priority. With the Group by setting, you can group projects by one of the following fields:

• Top Level OBS, e.g., Department
• All project fields of the single-select type (e.g., Status) for which you have at least read-only rights
• Project Manager
• Business Goal
• Project Type

The following features apply when grouping by OBS:

• You can only select a field that is assigned to at least one project.
• Within a group, projects are sorted by priority.
• You can drag and drop projects to change their prioritization within a group but not between groups.
• Must-have and Cut-off lines will only be displayed when prioritizing by dragging a project to a new position.
• Projects below the Cut-off line are displayed in gray.
• A program will be displayed under each field value that contains a project from this program
• A project will be grouped under Unassigned if it has no field value assigned that corresponds to the selected field.

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, allocations of roles together with resources or teams, or only allocations of resources and/or teams.
• Color Schemes by Project Fields
• Status
• Any custom project field of the Single-select type for that you have field rights (colors must have been assigned to single-select options.)
• Project Type

Default Color

When displaying business goals, status or a custom project 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.

Business Goal

The color scheme for business goals will be displayed after at least one business goal has been configured in the Strategy view:

Project Phases

When there is at least one project phase configured with a color assigned to it, this color scheme will be selectable in the settings.

Staffing

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 allocations and resource or team allocations (partly staffed)
• Green projects have either only resource allocations and/or only team allocations (fully staffed)

Please note that actual allocation values must be entered for at least one resource, team, or role in order for a project to have resource, team, or role allocations. Resources, teams, or roles 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 single-select options 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 single-select option.

Click the palette icon in the Information Panel to the right to display the Color Legend.

Show Percentage of Completion

When you check the Show Percentage of Completion box, the project bars will appear as progress bars with a darker color representing the current percentage of completion. The percentage of completion is calculated as follows:

• (Actual Time Worked + Allocations until Today)/Allocation Estimate at Completion * 100; if there is no actual time worked, the planned allocations to date are compared with the Allocation Estimate at Completion;

The progress displayed in the bar is relative to the sum of the planned allocations.

If the planned allocations in the project are unevenly distributed over the project duration, the coloring is not always meaningful. For example, if you have planned 90 days in the first month and 10 days in the second, the bar with not actual time worked will be 90% dark at the end of the first month because 90% of the total allocations have already been completed:

Resources, Teams, and Roles Section

For the Resources, Teams, and Roles section, you may configure the following settings:

• Show Top Level "All"
• Aggregation and Structure
• Custom Time Period
• Show Resource and Team Score
• Show only resources, teams, and roles of filtered projects

Show Top Level "All"

Select this to display an All mode summarizing the capacity and allocation of all resources, teams, and roles in Meisterplan.

Aggregation and Structure

Aggregate resources, teams, and roles by role or OBS unit.

• Role: This lists all resources and teams under their respective primary roles. Resource and team allocations in a project role other than that resource's or teams 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 and teams with that primary role, regardless of that resources' project roles.
• OBS: This lists all resources, teams, and roles 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 resources, teams, and roles should be displayed in histogram info boxes in addition to the figures for the hovered period.

See the Histogram Segment section of the Info Boxes for Roles and Resources in the Portfolio Designer article for details about histogram hints.

Show Resource and Team Score

Select this to display the resource and team utilization score.

See the Resource Score article for details about the resource and team score.

Show only Resources, Teams, and Roles of Filtered Projects

Select this option to show only the resources, teams, and roles that are assigned to the currently displayed project.

Financials Section

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
• Benefit

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.

Save Your Configuration as a Custom View

You can save every configuration of the Portfolio Designer as a Custom View. Click the custom view name next to the title Portfolio Designer to select a different view or add a new view. To edit the view name or delete the view, click the three dots next to the view name. Depending on your user rights, you can also define access rights to the view for users and user groups.
Learn more in the Custom Views article.