Reduce reliance on spreadsheets or manual processes and improve management of initiatives and projects.  Integrate with existing financial applications leveraging OneConnect.


Accurately measure project financials, budgets, and ROI to stay on track with key performance metrics.  Provide visibility into a centralized organization-wide view of project & portfolio financials.


Integrate project planning with financial planning & forecasting to meet project objectives and stakeholder expectations.

Project & Portfolio Financial Management

OnePlan’s Financial Plan for Project Online provides top-down financial management for all your strategic projects. Track budget, forecast, actuals, benefits as well as defining your own custom cost types. Track costs by capital, expense, internal, external, and much more.

Strategic, capital, and investment financial planning

Bridge the gap between project management systems and financial planning processes by supporting the complete project financial management lifecycle. Provide management transparency into the state of spend across the organization including the financial impact of proposed initiatives. Anticipate how the money you spend will translate into value for the company by connecting spend to both cost center and value delivered.

End-to-end Project & Portfolio Financial Insights

Discover and visualize your critical project financials in real-time and produce actionable facts for better decision making in a fraction of the time. Analyze your data with compelling, high-value and easily configure executive dashboards & reports through Power BI. Drill down for interactive views that you can quickly export into Excel or embed a live, interactive view into a PowerPoint presentation.

Drive business value with robust portfolio analysis.

Easily model different portfolio scenarios to determine the best strategic path. Weigh project proposals against strategic business drivers based on objective criteria, all while considering cost and resource constraints.

Deliver new insights into your business with visual reporting & analytics.

Make the right decisions with access to real-time reporting and analytics. Visually monitor utilization of your team to help with capacity planning. Slice and dice the data to personalize your view. Monitor and improve your team’s efficiency and compliance.

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