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.

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

Projects and Goals View Filter - Details

With the Projects and Goals View Filter of a portfolio, you determine which projects are part of a selected portfolio and which are not. When you configure the filter by OBS units, such as department, all your strategic goals will also be filtered in the Goals view. The other filters have no effect on the goals or the Goals view.

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.

Additionally Display Projects of Filtered Resources and Teams

If you have configured both a project filter and a resource filter, the checkbox Display Projects of Filtered Resources and Teams appears below the project filter. When you check the box, the projects that are assigned to the resources, teams, and roles that correspond to the portfolio's resource filter are also displayed in the portfolio, in addition to the projects that are displayed as part of the project filter. If a user can edit these projects depends on their respective user rights. Find more details in the article Portfolio Access Rights - Details.

Example: You have set the project filter to show the projects with you as the project manager, and the resource filter to show the people, teams, and roles assigned to you as the resource manager. When you then check the box to Display Projects of Filtered Resources and Teams, you will then also see all of the projects your people or resources are assigned to even if you are not the project manager.
If you have the Projects with Logged-In User as Project Manager right under Project and Program Rights, you can only edit the projects for which you are the project manager. If you also have the Resource Managers Can Always Edit Allocations of Their Own Resources, Teams, and Roles right, you can edit the allocations of your resources, teams, and roles on their projects.

Available Filters

These project filters are available:

Project Filter	Benefit
Project Manager	Useful if you want to focus on the projects of one or more particular project managers. Select the option Logged-In User to configure 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.
Project Type	Convenient to quickly see all projects from a specific department, for example.
Project Status	Convenient to quickly see the status of projects, for example all projects with status “Critical”.
GoalPro Premium	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 checkbox, multi-select, single-select, or resource type. When filtering fields of the resource type, you can also select the option Logged-In User, which allows users to see those projects where they are set in the respective field, if they are linked to a resource. In this article, you can learn how to do this.
Project manager or any other resource field.	Convenient to quickly see all projects where a resource is added as project manager or in any other field of the resource type. The option Logged-In User requires users to be linked to a resource. In this article, you can learn how to do this.

These goal filters are available:

OBS	Create sub-portfolios for each business unit and filter the Goals view by OBS details such as department or location.

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 resources, teams, and roles allocated to projects that are part of the current portfolio.
- If you click on a resource, team, or role in the Resource Section, the Project Section displays all projects to which this resource, team, or role 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's name:
  
  Additionally, non-portfolio projects are always displayed with a continuous project bar, even in project breaks.
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 all projects withing the date range, but you can only open projects that are within the current portfolio.

My Schedule

The Projects and Goals View Filter has no effect in this view.

List

The List only displays projects of the selected portfolio.

GoalsProPremium

The Goals View only considers data of goals that belong to the selected portfolio, based on the assigned OBS details.

BoardProPremium

The Board view only displays cards of projects that are part of the selected portfolio.

RoadmapProPremium

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.

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 a specific skill.
Resource Manager	Decide which resources, teams, and roles are displayed. Use the option Logged-In User to create a portfolio where resource managers can have an overview of the resources, teams, and roles for which they are assigned as resource managers. This requires that the relevant resources are linked with a resource. Learn how to do that in this article.

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 and teams with this primary role. You can, however, edit all roles of a project, whether they are selected in the primary role filter or not.