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:

Sub-Portfolios for each business unit
Sub-Portfolios for everyone in charge
Appropriate views for individual meetings

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.

Portfolio_-_Project_Filter_1.0.png

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.

Available Filters

These filters are available:

Project Filter	Benefit
Logged-In User as Project Manager	Convenient if you want a portfolio in which every project manager sees those projects where they are set as Project Manager. The respective user must be linked to a resource. In this article you can learn how to do this. This project filter cannot be used in combination with the Project Manager project filter.
Project Manager	Useful if you want to focus on the projects of one or more particular project managers. This project filter cannot be used in combination with the Logged-In User as Project Manager project filter.
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.
Custom project fields	Filter your own project fields of the lookup or Boolean type.

Logged-In User as Project Manager
With this filter each project manager can see those projects where they are set as project manager. You cannot use it in combination with the Project Manager project filter, because one is a flexible filter that displays projects depending on the user, the other is a static filter that displays only the projects of the selected project manager(s).

Effect on Views

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

Portfolio Designer

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.
- Such non-portfolio projects are marked with a padlock icon next to the project name:
The Financial Section includes the budgets of the selected portfolio and the costs of the projects that are part of the current portfolio.

Team Planner

The Team Planner displays the allocation segments of all projects withing the date range, but you can only edit allocation segments of projects that are within the selected portfolio. Additionally, you can only open projects that are within the current portfolio.

Allocations segments of projects outside the portfolio filter display a padlock icon when moving the cursor over these segments, indicating that they are read-only.

Project List

The Project List only displays projects of the selected portfolio.

Goals

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

Roadmap

The Roadmap only displays projects of the selected portfolio.

Reports

Integrated reports of the Pivot & Charts type also display project and resource data that are not part of the selected portfolio. With the data field Resource in Portfolio in the Field Chooser, you can filter your report data for portfolio and non-portfolio projects and resources.

Resource Filters - Details

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.

Available Filters

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.

Primary Role filter
This resource filter allows you to filter the project and resource section for specific primary roles. When you select a project, you can only edit (e.g., replace, delete, edit the allocation of) resources with this primary role. You can, however, edit all roles of a project, whether they are selected in the primary role filter or not.