AI
Learn how the OnePlan Ultimate AI Bundle provides 2,000 pooled AI credits with user assignments, configurable limits, and usage monitoring.
2 pages • 1.5 MB • Updated November 2026
Learn how the OnePlan MCP Server connects AI assistants to portfolio data so users can ask questions and take action with existing permissions.
2 pages • 1.5 MB • Updated November 2026
Learn how the OnePlan Ultimate AI Bundle provides 2,000 pooled AI credits with user assignments, configurable limits, and usage monitoring.
2 pages • 1.5 MB • Updated November 2026
Explore OnePlan Ultimate Basic with work management, Premier Success, Advantage, MCP Server access, and five AI credits per user each month.
2 pages • 1.5 MB • Updated November 2026
Explore OnePlan Ultimate Enterprise, combining strategic portfolio management, Premier Success, Advantage, MCP Server access, and 15 monthly AI credits per user.
2 pages • 1.5 MB • Updated November 2026
Discover how Sofia AI automates reporting, answers portfolio questions, and recommends actions using live project, resource, and financial data.
2 pages • 679.1 KB • Updated September 2026
See how OnePlan helps teams make better portfolio decisions.