OnePlan
Strategic Portfolio and Work Management Platform
Description
OnePlan is a unified strategic portfolio and work management solution designed to help organizations align strategy to execution, maximize resource utilization, and drive business results. Built to integrate seamlessly with leading platforms such as Microsoft 365, the tool empowers teams by bringing together portfolios, financials, resources, and work in a centralized, AI-enhanced environment.
With a secure, scalable cloud infrastructure, OnePlan supports multiple project delivery methods—including agile, waterfall, and hybrid approaches—while offering real-time analytics and deep integrations. Its intuitive interface streamlines decision making, collaboration, and performance tracking, making it a trusted solution for global enterprises seeking to optimize their project outcomes.
Key Features
- Portfolio Planning: Centralizes and prioritizes portfolios aligned to organizational strategy
- Financial Planning: Tracks, forecasts, and manages budgets in real time
- Resource Planning: Optimizes resource allocation and workload with visibility across teams
- Work Planning: Accommodates agile, waterfall, and hybrid methodologies
- Time Tracking: Captures and reports time spent on projects and investments
- Insights AI: Provides AI-powered analytics and decision support
- Sofia GPT: AI assistant for work planning and support
- Integrations: Connects with Microsoft Teams, Planner, Project, Azure DevOps, Jira, Smartsheet, Monday.com, Asana, Wrike, Trello, and more
- Status Reporting: Real-time and exportable project status updates
- Advanced OData Reporting: Enables robust data reporting and analytics capabilities
Use Cases
- Strategic portfolio management for enterprises
- Agile and adaptive portfolio management
- Professional services automation
- Product portfolio management
- IT project delivery and alignment
- Digital transformation office support
- Marketing campaign and content execution
- R&D project tracking and resource management
Frequently Asked Questions
Does OnePlan offer volume based pricing?
Yes, OnePlan offers volume based pricing based on the total number of users. Please contact OnePlan to learn more.
Do you need a OnePlan license to view reports via Power BI and other reporting tools?
No, you do not need a OnePlan license to view OnePlan OData via Power BI or other reporting tools.
Do I need my own Office 365 account to use OnePlan?
No, OnePlan can provide username and password access if you do not have an Office 365 account.
Does OnePlan offer implementation services?
Yes, OnePlan has different implementation packages available.
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