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
- Filter Your Projects
- Configure Your View
- Sort Your Projects
- Save Your Configuration as a Custom View
- Editing Projects
- Deleting Projects
Where to Find
In the left-hand sidebar, click Project List to open the view:
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 list displays all projects and their details that correspond to the selected custom view.
In the toolbar, you can add projects, search for project names or project keys, create filters and configure the columns for your view.
With the Import and Export Data user right, you can save an Excel file of your view by clicking Export to Excel.
How to Configure
Filter Your Projects
To filter the Project List for projects with certain values, click Filter:
You can select from the following fields:
- All custom fields of the lookup type, e.g., Status
- All custom fields of the Boolean type, e.g., Need for Decision
- Top level OBS units, e.g., department
- Project Manager
- Business Goal
- Rank Category
You can use several filters at the same time to further limit the results. Learn more in the Ad-Hoc Project Filter article.
Configure 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 Stage Gate) are sorted by the order of their values. Administrators manage these values under Manage > Project Fields.
Save Your Configuration as a Custom View
You can save every configuration of the Project List as a Custom View. Click the custom view name next to the title Project List 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.
You can quickly edit the following project fields by clicking them in the Project List:
- All project fields of the String type (e.g., Project Key or Name)
- All project fields of the Lookup type (e.g., Status)
- The Business Goal field
To edit further project fields, open the details view of a project by clicking the square icon that you see when moving your cursor over the project.
To delete a single project, move your cursor over the project and click the three dots at the end of the line. Next, select Delete.
To delete several projects at once, check the boxes on the left side of the projects and click Delete. To select all projects displayed in the list, check the box to the left of the column headers.
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.