Availability All Editions
The Project List displays project data in a clear grid view. You can use it, for example, to quickly identify projects that need action before your next meeting.
- Where to Find
- How to Configure
- Review of New Project Initiatives in the Pipeline Review Meeting
- Customize Your View
- Sort Your Projects
- How to Use the Project List
Where to Find
In the left-hand sidebar, click Project List to open the view:
The list displays all projects and their details to which you have access. Click Add Project to create a new project in Meisterplan. You can Search for a project in the top left, and customize your view with Configure Columns.
With the Import and Export Data user right, you can save an Excel file of your view by clicking Export to Excel.
If you move your cursor over a project or click a project, you'll see two icons:
To open the details view of a project, click the square icon. To delete a project, click the three dots and select Delete.
How to Configure
Control which projects are shown by selecting a Date Range, Portfolio or Scenario in the black header bar at the top of your screen. The Project List's configuration is user-specific and will remain the way it was configured when logging in the next time.
Customize Your View
Click Configure Columns on the top left to open a dialog to choose which columns you want to see and in which order.
When adding columns, you can choose from the following:
- All project fields for which you have at least read-only rights (system fields and custom fields, except fields of the Boolean and text type)
- Financial Key Indicators (e.g., Benefit Total, Total Cost), displayed in the currency set in the left Sidebar under General Settings
- All Actuals key figures from this list
- Allocation Total, displayed in the unit selected in the Portfolio Designer under Settings
- Top level OBS units
- The program name
You need to select at least one field as a column to be able to save the configuration. You can adapt the width of the columns by using drag and drop.
You can also change the order of the columns by dragging and dropping them in your preferred order.
Milestones and financial events are not available in the Project List.
Sort Your Projects
Click on a column's name to sort your projects. Columns such as the project name are sorted alphanumerically. Columns containing details from project fields of the lookup type (such as Status or Risk Level) are sorted by the order of their values. Administrators manage these values under Manage > Project Fields.
To sort more columns, simply press the shift key and then click on the column you would like to sort in addition to the one already sorted.
How to Use the Project List
Below you will find examples of how you can use the Project List for preparing and conducting meetings. Always first select the desired date range, portfolio and scenario in the header bar. For the meetings, it makes sense to configure the Project List as described above, so that Stage Gate is the first column.
Prepare Your Board Meeting
For the board meeting, you want all your projects to be up to date. Quickly sort each column in ascending and descending order to make sure that the important fields are filled in.
Check if all projects seeking approval are up to date by sorting the projects by Stage Gate and possibly reviewing their notes. You can also check all for critical projects by sorting the list by Status.
If you won't have access to Meisterplan during your presentation to management, simply export the Project List as an Excel file. You can also export one Excel file per customized view.
Fast Project Updates
If you export your projects to Excel and edit them, you can then import your changes back into Meisterplan quickly and easily with the Quick Import for Projects. Please be aware that this import does not recognize all fields from the Project List and therefore will not import unrecognized fields.