PMBOK Portfolio Management Software

The Project Management Institute’s PMBOK Guide 7th Edition represents a significant shift in project management thinking, moving from a process-based to a principles-based approach. As organizations adapt to this new paradigm, OnePlan’s comprehensive portfolio, program & project management platform offers robust support for implementing the guide’s key concepts. 

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Align Your Projects with the Latest PMI Principles & Performance Domains Using OnePlan’s PMBOK Solution Template

Principle-Based Approach with a Focus on Performance Domains

Seamlessly integrate the 12 Project Management Principles into your workflows and organize your projects around the 8 Project Performance Domains for holistic project management. 

Strategic Tailoring of Project Management Frameworks

Customize project approaches based on context and organizational needs. 
Integrate with popular work management tools to enable top-down portfolio management. 

Improved Outcomes & Continuous Improvement

Focus on value delivery and stakeholder satisfaction. Leverage data-driven insights and AI to refine your project management approach. Embrace adaptability to respond effectively to changing project conditions. 

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Strategic Portfolio Management

OnePlan’s Strategic Portfolio Management tools enable organizations to focus on high-value initiatives and make data-driven decisions about which projects to pursue: 

  • Select projects that align with overall strategy and deliver the most value 
  • Optimize resource allocation across the portfolio
  • Prioritize projects based on financial impact and strategic importance
  • Support strategic planning and performance measurement
  • Ensure the project portfolio is aligned with business objectives 

          AI-Powered Support for Project Performance Domains

          OnePlan’s Sofia GPT AI supports key PMBOK principles by offering context-specific insights, data-driven analysis, enhanced decision making and facilitating adaptive planning. By leveraging AI technology, project teams can more effectively apply PMBOK principles and navigate the project performance domains, leading to improved project outcomes and value delivery. 

          Sofia GPT AI enhances project management capabilities across multiple performance domains: 

          • Provide intelligent recommendations based on PMBOK principles
          • Assist in creating detailed project plans
          • Analyze risks and forecast outcomes
          • Streamline project management processes
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          PMBOK Stage Gates

          PMBOK Stage Gates

          OnePlan enables organizations to effectively use stage gates to evaluate projects and make informed decisions about moving forward, while tailoring the approach to their specific needs.

          • Implement defined decision points to assess project readiness between phases
          • Customize stage gates to fit the project context
          • Ensure projects meet required criteria before progressing

          Build Quality into Processes & Deliverables with PMBOK Artifacts

          OnePlan enables consistent use of key PMBOK artifacts like Project Charters, Scope Management Plans, and Risk Management Plans. This ensures projects follow necessary governance steps and quality processes throughout the lifecycle.

          By standardizing critical project documents, OnePlan helps teams:

          • Align with PMBOK best practices
          • Maintain governance and compliance
          • Improve quality of deliverables
          • Enable consistent processes across projects

          Customizable templates for core PMBOK artifacts allow organizations to tailor governance to their specific needs while adhering to project management standards.

          PMBOK Artifacts
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          Integration with Leading Work Management Tools

          Maintain focus on project objectives while adapting to the dynamic nature of project work across multiple tools and systems by integrating with popular collaborative work management platforms like Microsoft Project, Planner, Smartsheet, Monday.com, Jira, Asana, and more.

          Consolidating project data from various systems enables:

          • Integration of data from diverse tools with a holistic view of project work
          • Effective management of project processes, communications, and workflows
          • Balance competing constraints across the portfolio
          • Monitor new work and changes across integrated platforms

          Centralized Resource Management

          By centralizing resource data, OnePlan helps project managers build and maintain high-performing teams while adhering to PMBOK’s focus on collaborative and effective team environments. 

          OnePlan’s real-time resource management capability centralizes data from across the organization, enabling: 

          • Effective allocation and management of resources
          • Visibility into resource availability and skills
          • Facilitation of team formation and role assignment
          • Adaptive resource planning as project needs evolve
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          Financial Management for Value-Driven Projects

          Measure performance and focus on value throughout the project lifecycle. OnePlan integrates with financial systems to track key financial metrics and link financial data to project outcomes. 

          • Real-time budget tracking and forecasting
          • Integration of actual costs across the portfolio
          • Financial health monitoring aligned with project goals

          Make data-driven decisions to optimize value delivery and demonstrate the financial impact of project outcomes.

          Real-Time Monitoring & Performance Measurement

          Focus on continuous monitoring and adapting to deliver value throughout the project lifecycle.

          OnePlan provides robust monitoring and reporting capabilities: 

          • Real-time tracking of key performance metrics
          • Customizable dashboards for different stakeholder needs
          • Automated data collection and analysis
          • Data-driven decision making

          By providing timely and accurate performance data, OnePlan helps project teams:

          • Identify trends and potential issues early
          • Adjust strategies based on actual performance
          • Communicate project status effectively to stakeholders
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          Because Some Things Are Just Better Together

          Empower Everyone to Innovate with One Integrated Project Portfolio Management (PPM) Platform

          OnePlan’s integration capabilities ensure that all your work management tools and systems work seamlessly together. By integrating with existing tools like Microsoft Teams, Microsoft Planner, Project for the Web, Microsoft Project, Azure DevOps, Jira, Smartsheet, or Monday.com, Power BI, and financial systems, OnePlan provides real-time data flow, advanced reporting, and unified project management. This cohesive approach eliminates data silos, enhances collaboration, and streamlines communication, allowing your team to work more efficiently and make informed decisions.

          OnePlan helps your entire organization break down silos, drive innovation, and achieve more together—because some things are just better when integrated.

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          Real Success Stories

          Discover how organizations across industries have transformed using OnePlan.

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          Diversus Health

          What-if scenarios and forecasting capabilities provide enhanced insight into resource and other requirements for all upcoming project activities.

          Read Customer Story →

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          SOL-MILLENIUM

          With a real-time consolidated view into all projects, it’s easy to drill into any project and gain additional real-time information.

          Read Customer Story →

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          Johnson & Johnson

          Budgeting Better: Johnson & Johnson cuts costs using OnePlan.

          Read Customer Story →

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          Enhance Your Microsoft Platform Investment

          OnePlan has been recognized for 5 consecutive years as a Global PPM leader. Our solutions are specifically designed to work seamlessly in any Microsoft platform, leveraging the unique capabilities and UI of each to provide a complete and seamless user experience. One Interface, One Experience, OnePlan.

          Built on the MSFT cloud, scalable, secure, seamless experience, more value out of existing tools/investment, adoption.

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          Project and Portfolio
          Management Award

          2019 Partner
          of the Year Winner

          Project and Portfolio
          Management Award

          2020 Partner
          of the Year Finalist

          Project and Portfolio
          Management Award

          2021 Partner
          of the Year Winner

          Project and Portfolio
          Management Award

          2022 Partner
          of the Year Winner

          Project and Portfolio
          Management Award

          2023 Partner
          of the Year Finalist

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          Reliable And Secure

          We’re dedicated to providing a secure and adaptable platform that fulfills the demands of today’s largest organizations. Discover the robust offerings at the OnePlan Trust Center.

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          Reliable And Secure

          We’re dedicated to providing a secure and adaptable platform that fulfills the demands of today’s largest organizations. Discover the robust offerings at the OnePlan Trust Center.

          Recognized As An Innovator And Industry Leader

          OnePlan is widely acknowledged as a pioneer and leader in the field of Strategic Portfolio and Work Management. Our consistent dedication to innovation in this area has earned us numerous accolades, establishing us as a distinctive and valuable partner for driving transformation.

          FORRRESTER
          A Leader in The Forrester Wave Report: Strategic Portfolio Management
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          OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”
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          2023 Peer Insights “Voice of the Customer” for Strategic Portfolio Management

          People & Processes

          Some teams may want to preserve their unique methods for managing work, others may need a better process and others may simply need the bare minimum. OnePlan’s approach to strategic portfolio management helps you build the right approach to allow all these needs to co-exist.  This means connecting execution to your strategy, improving skills, streamlining your tools, and finding common metrics for viewing and managing the outcomes of execution.  

          Business Strategy Workshop

          With a small group of your leaders and change agents, we walk through your challenges today and your business objectives for change. We help you identify gaps and opportunities based on leading practices. The output is documented as a roadmap of near-term and longer-term recommendations. 

          Implementation

          We support your rollout of an adaptive framework, tailored to your needs. We integrate process and people considerations into your tools and technology implementation, including data design, process and roles updates, training, coaching, adoption and change management.  .

          OnePlan Webinars

          Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our project portfolio management solutions.

          Additional Resources

          Discover how OnePlan can help you drive success.

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          DEMO

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          OnePlan For PMO Demo

          Watch a quick demo on how OnePlan can transform your PMO with AI-enabled Strategic Portfolio and Work Management.

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          WEBINARS

          Live Webinar – 10/3

          PMBOK Best Practices for Standardizing Your Project Portfolio and Governance

          Traditional, static approaches to managing work are a potential liability in a world full of fast-paced change and unforeseen disruptions.

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