Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
This article provides an overview of the integrated pivot reports in Meisterplan.
- Working with Pivot Reports
- Details on Reports of the ‘Projects, Allocations and Capacity’ Type
In Meisterplan, you can find two types of pivot reports for analyzing your data:
- Projects, Allocations and Capacity
You can save your report configuration and share it with other users. Learn more in the article Integrated Reports.
What Data Is Being Used for Reports?
In the header, you can select the date range, portfolio and scenario that are being considered for the report. You cannot save this selection in a report.
Displaying Non-Portfolio Data
When viewing a report with capacity and/or allocation data, please note that Meisterplan will include non-portfolio data in the report if it affects your portfolio projects or resources. This applies to:
- Non-portfolio projects with portfolio resources allocated to them
- Non-portfolio resources which are allocated to portfolio projects
For example, let's say there's a project called "Christmas Marketing Campaign", and a resource named Julie Hanes is allocated to it within the selected date range:
- Julie Hanes is included in your report even if she is not part of your selected portfolio, as long as the "Christmas Marketing Campaign" project is.
- The "Christmas Marketing Campaign" project is included in your report even if it is not part of your selected portfolio, as long as Julie Hanes is.
If you'd like to distinguish between portfolio and non-portfolio projects and resources in your reports, simply add the field Project in Portfolio or Resource in Portfolio from the field chooser to your report's configuration.
Considering User Rights
All users can only view the data for which they have user rights, e.g., financial data or project fields. Users without the Access to Financial Data right do not have access to reports of the Financials type.
Financial Data in Reports
For reports that contain financial data, we recommend only granting report rights to users that have the Access to Financial Data right. Users without that right can still view reports that include financial fields and currencies, but these fields will not be displayed. By saving the configuration, they will remove those fields or currencies from this report for all users.
Working with Pivot Reports
This is where you select the fields for your report configuration:
- All Fields: select allocation, project and resource fields for grouping, filtering and displaying data.
- Filter Fields: drag fields to this area to filter by their values. Click the funnel icon to select the desired values.
- Row/Column Fields: drag fields to these areas to group by them.
- Data Fields: drag fields to this area to display them.
Allocation Unit (Only Projects, Allocations, Capacity)
- FTE (to learn more about FTE, see the article Full Time Equivalent (FTE)).
- Days (person days as configured under Manage > Advanced)
- Percent (%) (percentage of allocations and remaining capacity in relation to the full capacity of the role or resource)
- [Your System Currency, e.g. USD $]
When you create a new report, the default allocation unit will be that which is set in the Portfolio Designer view.
The currency allocation unit is only available with the Access Financial Data right. When opening reports with this allocation unit without that right, the unit will change to FTE. Find more information on user rights in the Manage User Groups article.
Allocation Heatmap (Only Projects, Allocations, Capacity)
Capacity Planning with Allocation Heatmaps
Want to know more about how Meisterplan's Allocation Heatmap Report can help you?
Check out our blog post Allocation Heatmaps for Capacity Planning.
To use the Allocation Heatmap, select Allocation as a data field in the Field Chooser and % as Allocation Unit.
- Show/Hide Color
- Configure Thresholds: Configure the over- and underallocation thresholds that define which values are highlighted in red or blue.
If you click Export to save your report as an excel file, the file will contain the Heatmap's coloring.
Select the chart type that you want to display at the top of your report:
- Stacked Column
- Stacked Bar
If you do not want to display a chart, select None.
Hover over the chart to display details:
Click this toolbar button in order to export:
- Pivot as Excel: Exports the current state of the pivot report as an Microsoft Excel file. Groups in the report will only be expanded in the report to Excel if they are also expanded in the pivot report at the time of export. The Heatmap's coloring will also be exported if it is activated at the time of export.
- Chart as pdf or image file: Exports the current state of the chart as a pdf, svg, png, jpeg or gif file.
Functionality in Pivot Tables
- Remove Fields: To quickly remove a report field, right-click it and select Remove Field
- click any grouping field to reverse the sort order.
- You can also sort the first column by any other column. Right-click the column title and select “Sort [field] by this column”
- Filter: click the funnel icon on any filter or grouping field to filter the view. Search for field values by clicking the search icon. Use the Rank Category field to filter projects by rank: Above Must-Have, Below Cut-Off or Between Must-Have and Cut-Off. Default: Must-Have and Between Must-Have and Cut-Off.
- Drag Grouping Fields: any row or column grouping fields may be rearranged via drag-and-drop. For instance, you may switch dimensions by moving all row grouping fields to the column area and vice versa. Or, you may change the grouping hierarchy by switching fields within the row or column area.
- Display Details: click the small right arrow button on a row or column group to display its sub-groups (e.g., display quarters of a year, or months of a quarter).
- Hide Details: click the small down arrow button of an expanded group to hide its sub-groups.
- Expand All/Collapse All: right-click any row or column group and select Expand All to display all sub-groups of every row or column group in the report. Right-click and select Collapse All to hide all sub-groups.
In integrated Pivot & Charts reports, you can compare values from two different scenarios by configuring compared scenario KPIs. To do this, either open the Scenario Manager and start a scenario comparison, or select a scenario in the header. Then, select Start Scenario Comparison in the drop-down menu, and click the other scenario you would like to compare.
In order to see the scenario comparison, you must also configure the additional scenario comparison data fields in the Field Chooser. The compared scenario values will be denoted by "- Compared Scenario" or "- Difference."
Learn more in the article Scenario Comparison.
Details on Reports of the ‘Projects, Allocations and Capacity’ Type
How Meisterplan Calculates the Capacity of Roles and Resource
The capacity of a resource is defined by their calendar and the holidays, and by the resource’s absences and part-time models in the Resource Pool. Learn more in the article 3. Configure Capacity Planning Basics.
The capacity of a role is the sum of the remaining capacities of all resources that have this role as their primary role. If a capacity has been entered for the role itself in the Portfolio Designer, then this capacity is added to the capacity of the role.
|Remaining Capacity of Resource 1 (R1)
|Total Capacity of R1 (1 FTE) - Allocation of R1 (0.5 FTE) = 0.5 FTE
|+ 0.5 FTE
|Remaining Capacity of Resource 2 (R2)
|Total Capacity R2 (0.5 FTE) - Allocation of R2 (0.3 FTE) = 0.2 FTE
|+ 0.2 FTE
|Capacity of the Role Itself
|Role Capacity (0.5 FTE), Role Allocation 0.2 FTE (is not deducted from the capacity)
|+ 0.5 FTE
|Remaining Resource Capacity (total)+ Role Capacity (total)
|= 1.2 FTE
To display the total capacity of a role (sum of all resources with that primary role), group by primary role.
How Capacity Changes Are Displayed
When a role or resource capacity changes on a specific date, the average capacity for the selected zoom level (Week, Month, Quarter, Year) is calculated and displayed.
Note: A resource's remaining capacity can be positive for the overall reporting period (ie., January to March) even if certain periods are negative (ie., February).
How to Display the Total Capacity of All Resources and Roles
In reports that display the capacity of resources and roles, you will only see the capacity of the resources and roles that are allocated to one of the displayed projects.
When configuring either the Project by Name or Project by Rank field and the Capacity field in a report, a dummy project called "[Resource & Role Capacity]" will be added that contains all resources and roles. This dummy project ensures that the Grand Total row considers the total capacity of all resources and roles in your system, even if you have filtered the projects and not all resources or roles are assigned to the projects displayed:
If you do not want to see the total capacity of all resources and roles, you can exclude the dummy project from your report using the filter in the Project by Name or Project by Rank field, or other field filters (e.g., Rank Category).
To exclude non-portfolio resources from your report, add the field Resource in Portfolio to your configuration:
Additionally, you can filter allocations in your report to see only those that are an Allocation Within Capacity: