Learn how to use roles to add teams, assign them to projects, and evaluate team utilization.

• Teams in Meisterplan
• Create a Team
• Specify Team Capacity
• Assign a Team to a Project
• Evaluate Team Utilization

Teams in Meisterplan

When planning with Meisterplan, you determine who works on a project. You can plan projects with specific individuals, by roles (e.g., senior developers) or with entire teams.

If you plan with teams, you can put together a strategically valuable portfolio at an early stage by roughly planning the projected amount of work required for projects at the team level. There is no need to wait until you know whether or not a specific employee is on vacation on a specific date. This works particularly well with agile teams that independently distribute upcoming tasks to team members.

If, on the other hand, you are planning with individuals or on a role basis, you will be able to keep better track of the availability of resources with special skills, without which the rest of the team cannot continue working.

With Meisterplan you can decide how to plan each project. Any combination of team bookings, role bookings and individual bookings for a project is possible:

The following details should be noted when working with teams:

• Teams are created in Meisterplan with the help of roles.
• It is sufficient to create just the team itself and define its full capacity. It is not necessary to additionally create the individual team members as resources.

Create a Team 

Teams and other roles are managed in the resource pool. To create teams in Meisterplan, you need to create a new role as described in the article Managing Roles.

Enter the team name under Name:

Specify Team Capacity

To specify how much total capacity the team has, edit the role capacity as described in the article Changing the Capacity of a Role. For example, if the team has three full-time team members, specify the capacity as 3 FTE (Full Time Equivalent):

If the capacity of the team changes, for example during holidays, when new team members join or when a team member leaves, you can adjust the capacity for the corresponding period in the same way.

Assign a Team to a Project

To assign a team to a project, add a new allocation to the project as described in the article Adding and Editing Allocations:

Evaluate Team Utilization

The team's utilization is displayed in the resource section of the Portfolio Designer.

This requires that the resource section is aggregated according to role. You can define the aggregation under Settings in the Portfolio Designer toolbar. See the Portfolio Designer Settings article for more details.

The diagram shows in which periods the team is overbooked (red) and in which periods it is not (green).

In order to see only the projects the team is assigned to in the project section, click on the team name in the resource section:

To get more detailed information on capacity and scheduled workload, hover the mouse cursor over the desired time period in the chart:

As with roles, you can also evaluate team utilization in reports, for example, by using the integrated pivot report for projects, allocations and capacities.