Easily turn strategy into an actionable plan to achieve success.


View real-time reports and status for all of your team’s projects.


Centralize communication with stakeholders while maintaining full context.

OnePlan is an Office 365 add-in that simplifies portfolio planning, provides top-down resource, financial visibility, and improves tracking of investment performance across programs & portfolios – all within a modern user interface. OnePlan is comprised of three simple, yet powerful modules:

High level agile portfolio and strategic planning that makes execution predictable.  Make the right data-driven decisions to transform you Portfolio into business results

  • Simple & Central Way to Capture Proposed Work
  • High Level Portfolio Planning
  • Capture All Budget Requests and Manage the Benefits/Expenses Through the Life of the Portfolio
  • Status Reporting, Built-in Dashboards and Insightful Reports

OnePlan Resource Capacity Planning is designed for managers and teams who are looking for more transparency, clarity, and visibility when planning projects. The Resource Planner provides insight into your project teams availability, as well as making scheduling resources on work a painless task. You no longer need to spend time in spreadsheets – let OnePlan do the work.

  • Fast, Simple, Visual Resource Capacity Planning for Teams, People, and Equipment
  • Dynamically Manage Resource Schedules with Drag & Drop
  • Robust Portfolio Analysis
  • Visual Reporting & Analytics

OnePlan Financial Planner gives your team the power to integrate financial reporting directly into Project Online. OnePlan combines top-down project financials to provide powerful insights and empower decision making. Streamline budgeting, improve estimating, and track the performance of your investments across programs and portfolios to gain full control over your project finances through seamless integration with your project management tool.

  • Top-Down & Bottoms-Up Project Financials
  • Visibility Into Project, Program & Portfolio Expenditures
  • End-to-End Capital Budgeting & Financial Planning
  • Executive Dashboards & Reports

Try OnePlan Today

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