We've updated Meisterplan - check out what's new!
Now it's even easier to communicate your portfolio planning to management and other stakeholders! With the new pivot report type for projects, allocations and capacities you can visualize all important key figures in a single report.
If you have previously configured several different reports in Meisterplan, you can now combine them into one or just a few reports to help reduce maintenance requirements.
This update has also made it easier to work with reports elsewhere.
For general information on reports in Meisterplan, see the article Reports View and Integrated Reports.
Take a closer look:
- Combined Reports for Projects, Allocations and Capacities
- Allocation and Capacity in the Same Report
- Who is Overbooked?
- Who is Not Yet Assigned to a Project?
- Which Project Does Not Have Anyone Assigned to It Yet?
- How Many People Are Working on a Project?
- Enhanced Project KPI Reporting
- Sort Projects as They Are in the Portfolio Designer
- Simplified Valuation of Allocation Costs
- New Report Templates
- Converting Your Existing Reports
- General Improvements for Integrated Pivot Reports
- Compare Time Periods More Easily
- Filter by Field Value
- Improved Table Layout When Expanding Grouped Information
- Minor Changes
- Resolved Issues Since the Last Update
Update: The changes mentioned in Improved Table Layout When Expanding Grouped Information were included in the release, but listed here at a later date. We apologize for any inconvenience this may have caused.
Combined Reports for Projects, Allocations and Capacities
Allocation and Capacity in the Same Report
The new report type makes capacity planning easier, as allocations and capacities are now displayed in the same chart.
Who is Overbooked?
With the new field Allocation Within Capacity, you can show, for example, which resources are overbooked (Over Capacity) and by which projects:
This replaces the previously used field Over-Allocation.
Who is Not Yet Assigned to a Project?
The new report type takes into account resources that have not yet been assigned to any project, so you have an overview of available capacity.
Which Project Does Not Yet Have Anyone Assigned to it?
Similarly, the new report type also takes into account projects for which no resources have been assigned. For example, you can include project ideas that do not yet have anyone assigned to them.
How Many People are Working on a Project?
With the new field Resource Count you can see at a glance how many people are assigned to a specific project:
Enhanced Project KPI Reporting
The new report type provides additional options for reporting project KPIs such as project costs.
Several new fields are available for this purpose:
- Project Benefit
- Project CapEx
- Project Net Value
- Project OpEx
- Project Total Allocation
- Project Total Cost
Sort Projects as They Are in the Portfolio Designer
Want a report that shows projects in the same order as they are in the Portfolio Designer? Now you can simply use the new fields Project by Rank and Program by Rank.
To sort projects alphabetically instead, use the new fields Project by Name and Program by Name. These new fields replace the former Project Name field.
Simplified Valuation of Allocation Costs
If you want to see how high the personnel costs of a project are, you can simply select your currency under Allocation Unit in the toolbar of the new report type:
This allows you to see the costs incurred for each allocation:
Setting currency as the allocation unit replaces the Allocation Cost and Capacity Cost fields in this report type.
New Report Templates
If you need a new report and do not want to configure it yourself, you can save time with the templates available in the reports view. With this update, the templates use the new report type as well as all new features.
Converting Your Existing Reports
The new report type replaces the need for individual report types for projects, allocations and capacities. We plan to automatically convert your existing reports to the new report type in a future update, so that you can utilize the new features without having to configure new reports.
General Improvements for Integrated Pivot Reports
Compare Time Periods More Easily
It is now easier to compare data over multiple time periods for all report types. For example, if you want to compare the remaining net capacity for projects in 2019 month by month, you can now simply select Months in the toolbar under Time Unit:
The monthly values are then clearly displayed next to each other:
Before this update, months were always grouped by year and quarter, so you had to expand or collapse fields in order to get the desired information. Grouping has also been removed from the Weeks option. If you want to group your data by year and quarter, select the new option Years-Quarters-Months.
Filter by Field Value
Does your report contain a lot of data and you want to quickly display or hide certain values? Now you can filter by field values to narrow down the results.
Improved Table Layout When Expanding Grouped Information
When you drill down into data by expanding a field of grouped information, such as to see all resources assigned to a role, the pivot table now has a more compact layout:
Allocations in Project and Resource Hints
If you have selected Hours or Days as the allocation unit, allocations in project and resource hints are now displayed primarily in this unit. Previously, allocations were displayed primarily in FTE and only additionally in the selected unit.
Resolved Issues Since the Last Update
There was a rare issue when importing data via "Manage" > "Data Sources". The OBS and Skill links for resources were taken from the imported data even if the value "None" was selected as an import rule when updating the resource data. This issue has been resolved.
There was an issue occurring in rare cases after an Excel import in which allocation data in the reporting database did not match allocations in Meisterplan. This issue has been resolved.
There was an issue for users in the Pacific Standard Time zone (PST), in which portfolio budgets were in some cases incompatible with the set fiscal year. This issue has been resolved.