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OnePlan

by OnePlan
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ActiveAvailable globallyCloudFree tier
Quick facts
VendorOnePlan
Year launched
StatusActive
LocationOne Civic Center Dr 210 San Diego, CA 92069, US
Countries servedGlobal
Languages9
Integrations10+
Free tierYES
Free trialYES
Contact sales

About OnePlan

OnePlan is a project management software from OnePlan that supports organizations in their project planning and execution. It combines resource management, portfolio management, and financial management so teams can effectively oversee their projects. OnePlan provides real-time analytics and reporting capabilities, allowing users to make informed decisions based on data. Additionally, it offers integrations with popular productivity tools to facilitate collaboration among team members. With its user-friendly interface, OnePlan helps users manage complex projects with ease. Key capabilities: resource allocation project tracking budget management reporting tools integration support Best for: project managers and teams that need to coordinate multiple projects and resources efficiently.

OnePlan is an AI-powered Strategic Portfolio and Work Management Platform designed to align organizational strategy with execution, optimize resource utilization, manage financials, and accelerate project delivery. Built on the Microsoft cloud, OnePlan integrates seamlessly with Microsoft 365 and leading project management tools like Jira, Asana, and Smartsheet to bring all work together in one unified platform. The software enables businesses to connect teams, tools, and data in real time, providing a single source of truth for decision-making and performance tracking. With its adaptable framework, OnePlan supports multiple methodologies including agile, waterfall, and hybrid delivery models—allowing teams to work in their preferred environments while maintaining full visibility and control. From strategic portfolio planning and resource management to financial forecasting and real-time analytics, OnePlan empowers organizations to deliver measurable results, streamline workflows, and maximize ROI. Recognized as a five-time Microsoft Partner of the Year, OnePlan serves enterprises across industries seeking to achieve operational excellence, strengthen collaboration, and drive business transformation through data-driven project portfolio management.

Pros & Cons

What users like
  • +Offers a unified platform combining strategic planning and operational execution seamlessly.
  • +Integrates smoothly with Microsoft applications and various trusted third-party tools.
  • +Adapts efficiently to agile, waterfall, and hybrid project management workflows.
  • +Utilizes AI-powered analytics to enhance data-driven organizational decision-making processes.
  • +Ensures enterprise-level security compliance with advanced data protection protocols implemented.
What users flag
  • Can be difficult for beginners lacking prior project portfolio management experience.
  • Advanced functionalities often necessitate specialized user training for optimal utilization.
  • Pricing structure may be too expensive for smaller startup businesses.
  • Relies heavily on Microsoft ecosystem components for full operational capability.
  • Integration setup process may demand advanced technical skills and expertise.

Features

Key features

Strategic Portfolio Management – Aligns organizational objectives with project execution to ensure all initiatives contribute directly to business goals.
Resource Capacity Planning – Helps managers model, forecast, and balance workloads to ensure teams are efficiently utilized.
Financial Management – Tracks project budgets, forecasts, and actuals in real time to improve ROI and financial control.
Hybrid Project Management – Supports agile, waterfall, and hybrid methods, enabling flexibility across teams and departments.
AI-Powered Insights – Provides data-driven analytics and predictive insights for smarter, faster decisions.
Work Integration Hub – Connects multiple tools like Microsoft Teams, Jira, and Asana into one unified project view.
Real-Time Visibility Dashboard – Offers a comprehensive visual overview of all ongoing projects for transparency and proactive management.

Additional features

Strategic Alignment Tools – Prioritize and fund projects that directly align with business strategy and value creation.
Portfolio Planning and Prioritization – Evaluate, rank, and select high-value projects using built-in portfolio models.
Resource Capacity Planning – Prevent overbooking and underutilization by forecasting and allocating talent effectively.
Financial Planning and Forecasting – Monitor expenditures, predict future costs, and maintain budget control.
Agile and Waterfall Management – Supports multiple delivery methodologies within a single workspace.
Integration Ecosystem – Seamlessly integrates with Microsoft 365, Jira, Asana, Smartsheet, and more.
AI Insights and Automation – Uses artificial intelligence to recommend project decisions and optimize operations.
Time Tracking and Reporting – Captures team time entries and generates accurate project performance reports.
Visualization and Dashboards – Offers real-time dashboards and analytics for data transparency.
Secure Cloud Infrastructure – Built on Microsoft Cloud, ensuring scalability, data security, and compliance.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
9
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanPortugueseDutchItalianRussianChinese

Billing currencies

🇺🇸USD

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