OnePlan is the strategic portfolio management platform utilities and energy companies use to prioritize capital and grid-modernization work, plan capacity against a shrinking workforce, and govern execution at the speed regulators and boards now expect.
The industry's own conferences are naming the pivot: from AI experimentation to large-scale execution, and from fragmented planning to governed, portfolio-wide decisions.
Boards approve grid-modernization and reliability budgets every year — but fragmented tools and manual reporting mean leadership can't see whether that capital is landing where it was intended. Forecasts drift and the portfolio becomes a rear-view mirror instead of a steering wheel.
Planning decisions that used to take a committee meeting now need to happen in near real time. Utilities are moving past generative-AI pilots toward systems that recommend planning and operating decisions — and a portfolio platform that can't feed clean, current data into that shift becomes a bottleneck.
Every capital and grid project carries regulatory, safety, and reporting obligations that move at their own pace. Without governance built into the planning system itself, compliance becomes a manual layer that lags the work it's meant to protect.
A wave of retirements is emptying engineering and field-operations expertise just as demand for new capacity explodes, from grid modernization to AI-driven load growth. Resourcing has to be decided across the whole portfolio, not plan by plan.
Every capability below runs on the same governed data — so a change to a resource plan shows up in the budget, and a change to the budget shows up on the board scorecard.
Score, rank, and sequence T&D, grid-modernization, and reliability investments against strategy, risk, and regulatory obligation — so every capital dollar traces back to a decision, not a spreadsheet.
Model workforce capacity across engineering, field operations, and contractors in one place. See where the skills gap will hit before it hits a project, and rebalance across the whole portfolio.
Roll up capex and opex from every business unit and project into one governed view. Track spend against approved budget in real time instead of finding the variance at quarter close.
Model the impact of a rate case, a delayed interconnection, or a reprioritized reliability program before committing resources — and show the board the trade-offs, not just the ask.
Sofia, OnePlan's AI assistant, surfaces at-risk projects, resourcing conflicts, and forecast drift across the portfolio — turning the shift from AI experimentation to AI-assisted governance into something your PMO can operate today.
Native integrations with Microsoft Teams, Project, Planner, Power BI, and Power Apps, plus Azure DevOps, SAP, and Workday — so OnePlan extends your existing IT footprint instead of replacing it.
Most tools energy and utility PMOs already own were built to solve a different problem. OnePlan was built to run the capital portfolio itself.
Capital planning and prioritization are add-on modules layered onto a service-desk data model.
Financial rollups, resource capacity, and governance across dozens of grid programs outgrow a grid of cells fast.
Waterfall-only configurations and long implementations struggle to keep pace with agile grid-ops and IT delivery.
Separate project, finance, and resource tools leave leaders reconciling reports instead of deciding where capital and capacity should go next.
Connect prioritization, funding, capacity, and delivery in one governed view of the investments that matter.
Coordinate different delivery methods while keeping portfolio priorities, dependencies, and outcomes visible.
Connect Microsoft Teams, Project, Planner, Power BI, and Power Apps with the portfolio decisions they support.
Surface at-risk projects, resource conflicts, and forecast drift so teams can act on current portfolio data.
Critical infrastructure operators run procurement and security review on every vendor that touches capital and grid data. OnePlan is independently audited and certified to the standards enterprise IT and security teams require before a platform goes near reliability, regulatory, or financial data.
Independently audited controls for security, availability, and processing integrity.
Certified information security management system for identifying and managing risk.
Built on Azure and integrated with the Microsoft 365 stack utilities already govern and secure.
Certified privacy information management, aligned to global data protection regulation.
Alectra Utilities — the largest municipally-owned electric utility in Canada, serving more than one million homes and businesses — was managing projects across disconnected legacy tools, with no centralized view of status, resources, or spend. OnePlan gave the PMO one governed portfolio, backed by real-time Power BI reporting, with a Microsoft-native interface that eased adoption across the team.
Customers served
Communities powered
Municipal electric utility in Canada
A leading independent refiner and renewable fuels producer standardized on OnePlan for its Drover initiative, unifying portfolio, resource, and financial visibility across refining and renewables capital programs previously tracked in disconnected tools.
A global developer of low-speed marine engines and sustainable energy systems moved from an unstructured project list, with no assigned owners, to full portfolio and OKR-aligned planning — scaling adoption across departments and geographies.
A global leader in chemistry solutions and engineered equipment for oil and gas production consolidated project, cost, and time tracking into a single system spanning Agile, Waterfall, and hybrid delivery methods, with real-time cost tracking tied to SAP and Power BI.
Answers to the questions PMO leaders, resource managers, and executives in energy and utilities ask most when evaluating how to run their capital portfolio.
Project portfolio management (PPM) for energy and utilities is the practice of evaluating, prioritizing, and tracking capital projects — grid modernization, T&D upgrades, reliability programs, generation and renewables build-out — as one connected portfolio rather than a list of disconnected initiatives. It gives PMOs and executives a single view of cost, risk, resourcing, and strategic fit across every project competing for the same capital and workforce.
Traditional PPM coordinates projects, resources, schedules, and delivery. Strategic portfolio management connects those projects to business strategy, investment priorities, and measurable outcomes. For energy and utilities, that means comparing capital and grid-modernization work against reliability goals, regulatory obligations, available capacity, and long-term plans.
Utilities can score and rank proposed investments against strategic fit, reliability impact, risk, regulatory obligations, cost, and resource demand. Portfolio scenario planning makes the trade-offs visible, helping leaders sequence grid-modernization and capital work within realistic funding and workforce limits.
A shared resource plan makes demand and available capacity visible across engineering, field operations, and contractors. Teams can identify skills gaps and overallocation, compare different project sequences, and rebalance work across the portfolio before resource constraints delay delivery.
AI can help teams spot at-risk projects, resource conflicts, and forecast drift across a portfolio. With governed, current planning data, AI-assisted insights support faster reviews and scenario decisions while PMOs and accountable leaders retain oversight of priorities and investment decisions.
Portfolio financial planning brings approved budgets, forecasts, and actual costs together across projects and business units. Separating capex and opex within the same governed view helps teams monitor variances and understand how changes in delivery affect the wider investment portfolio.
ITSM platforms organize IT services, requests, incidents, and operational workflows. A PPM platform connects investments, project delivery, financial plans, and workforce capacity across the portfolio. Capital planning benefits from a portfolio view that can compare competing programs and trace funding to strategic priorities.
Talk to a team that understands energy and utility portfolios — or see the platform in action with a guided demo.
