Why Portfolio Filters Are So Useful

With filters, you can configure portfolios in Meisterplan to match the way you work and organize tasks in your company, for example:

This allows everyone to concentrate on what’s important to them, and you can control who can change which data.

If you are just getting started with Meisterplan, you will find all you need in the Portfolios in Meisterplan - Overview article.

Project Filters - Details

With the project filters of a portfolio, you determine which projects are part of a selected portfolio and which are not.

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For filters with several options, a project is part of a portfolio if at least one of the selected filter options applies.

You can define any number of project filters for each portfolio. A project is part of a portfolio if each of the filters applies.

These filters are available:

Project Filter	Benefit
Project Manager	Useful if project managers should only see projects they manage.
Project Status	Convenient to quickly see the status of projects, for example all projects with status “Critical”.
Business Goal	Helps you focus on individual business goals.
OBS	Create sub-portfolios for each business unit. Only OBS units to which at least one project is assigned can be selected as filters.
Source System	Filters projects according to the third-party solution from which they were imported into Meisterplan
Custom project fields	Filter your own project fields of the lookup or Boolean type.

Every view in Meisterplan displays only data of the selected portfolio.

By default, the Project Section displays only projects that are part of the current portfolio.
The Resource Section displays only roles and resources allocated to projects that are part of the current portfolio.
- If you click on a role or resource in the Resource Section, the Project Section displays all projects to which this role or resource is allocated, even projects that are not part of the current portfolio.
The Financial Section includes the budgets of the selected portfolio and the costs of the projects that are part of the current portfolio.

The Project List only displays projects of the selected portfolio.

The Goal View only considers the data of projects in the current portfolio.

The Roadmap only displays projects of the selected portfolio.

Integrated reports of the Pivot & Charts type only display project and resource data of the selected portfolio.

With the resource filters of a portfolio, you determine which resources are part of a portfolio and which are not.

Please note:

With resource filters, you control not only which resource data is displayed, but also which resources can be allocated to projects.

Portfolio_-_Resource_Filter_1.0.png

For filters with several options, a resource is part of a portfolio if at least one of the selected options from the filter applies.

You can define any number of resource filters for each portfolio. A resource is part of a portfolio if each of the filters applies.

These resource filters are available:

Resource Filter	Benefit
OBS	Allow access to resources of a specific business unit.
Internal / External	Control if access is granted only to internal resources or also external resources.
Primary Role	Allow access to resources assigned to specific roles.
Skills	Allow access to resources with specific skills.
Source System	Allow access to resources imported to Meisterplan from a third-party solution.