Project Managers want their projects to be successful. The key to this success is strategic portfolio planning with Meisterplan.

• From Strategy to Project Success
• Project Managers' Role in Lean PPM
• Meisterplan for Project Managers
• Supporting the Implementation of PPM with Project Data

From Idea to Successful Project

Strategic planning at the portfolio level means that the right people are available at the right time, which means more projects are completed successfully. As a project manager, these are your benefits:

• Overview of the planning situation for all projects
• Transparent evaluation and priorities across all projects
• Reliable priorities even for ongoing projects (e.g. in the event of additional work or bottlenecks)

Discover why strategic portfolio-level planning ensures the right people are available for your project at the right time.

Download: Improve Project Plans (PDF)

How Meisterplan Supports You in Your Tasks

Project managers fulfill important tasks in both planning and implementation, and Meisterplan provides the right process support. Learn how project managers contribute to organizational strategic plans:

Download: Managing Projects With Lean PPM (PDF)

See below how Meisterplan can support you in your tasks.

Enter Project Data

When a new project initiative is created in Meisterplan, enter the most important and necessary project data so that the project can be evaluated.

To do this, open the project's details and fill in what you already know, e.g., project fields for strategic evaluation, allocation requirements at role level or dependencies on other projects, for example.

Request Resources

Before the start of a project, role allocations need to be replaced with resource allocations. In an allocation comment, request the resource manager to staff the roles with resources. If you would like specific people for your project, mention them in the same comment.

Update Running Projects

Bottlenecks and conflicts can also occur with ongoing projects, for example, when a resource is no longer available or the scope changes. To solve resource conflicts quickly and according to strategic priorities, it is advisable to update your projects regularly in a timely manner.

In the project details, you can easily change project-specific information. If you need to make the same change in several projects, it may be faster doing bulk operations in the Project List.

In the video below, you can see how you can quickly update your projects' statuses:

Download: The Project Managers Tasks in Meisterplan (PDF)

Supporting the Implementation of PPM

Project managers can support their company in implementing strategic planning by providing information about their projects to be imported into Meisterplan.

Download: Support the Quick Implementation of PPM with Project Data (PDF)