OnePlan
Plan. Fund. Execute. One Platform for Strategy, Resources, and Execution.
OnePlan is a strategic portfolio, financial, resource and work management platform built on Microsoft Office 365. It addresses the problem of strategy, funding, and execution living in separate systems by connecting them in one place, giving teams a single view of portfolios, budgets, and resource capacity to support faster decisions.
Core modules include Idea & Request Intake, Strategic Planning, Portfolio Planning & Management, Financial Planning, Resource Planning & Management, Portfolio Scenario Modeling, Hybrid Work Planning, Time & Effort Tracking, Reporting & Dashboards, and the Visualizer for strategic visualization. An AI assistant, Sofia GPT, helps create plans, summarize reports, and answer portfolio questions. Integrations cover Microsoft Teams, Microsoft Planner, Project Online, Azure DevOps, Smartsheet, Asana, JIRA, monday.com, ServiceNow, and others, with a mobile app for iOS and Android.
OnePlan is aimed at PMOs, IT, operations, engineering, enterprise strategy, and teams across industries such as life sciences, construction, healthcare, energy, and government (FedRAMP certified). A free trial is available with no credit card required; pricing details are not specified on these pages.
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