• Project Intake Management – Capture project requests, new ideas, and work  
• Strategic Planning – Translate high-level missions and objectives into specific investments necessary to make strategy real. 
• Program Management – Leverage program management to deliver strategic initiatives.  
• Investment Prioritization- Rank and analyze investments by business drivers and use what-if scenarios to compare options.  
• Portfolio Boards – Visually manage work using Kanban boards 
• Roadmapping – Build roadmaps that connect strategy, investments, projects and resources.  

Manage Resources Workload and Availability across All Work – Resource Management and capacity planning to define achievable, role-based plans and balance capacity and demand  

Teams and Role-Based Planning – Proactively identify bottlenecks by role, location and other key factors to uncover issues  

Resource Negotiations and Alerts – Get timely warnings to the right people with integrated notifications of new and out-of-tolerance assignments. 

• Standardize Status Reporting Across Different Planning Tools & Methodologies – OnePlan’s Adaptive approach supports the use of different work methodologies and different sources of the truth, giving you dashboards and analytics that consolidate this information. 
• Automate Report Schedules – Set up a recurring schedule for reports to run automatically, on a cadence of your choice 
• Approval Workflows – Set up your own workflows that automate the right sequence of approvers before reports are published. 
• Export to Word, PDF or Email – Microsoft Power Bi is our tool of choice for sharing interactive dashboards. OnePlan gives you options for publishing data to suit your audience. 
• Snapshots and Trending –Snapshot data periodically, seeing patterns in data build up over time. This enables visualizations of whether a project is likely to meet those budget targets or critical dates. 

Know the health of your portfolios and grab management’s attention through regular status reporting, built-in dashboards and insightful reports.

• Know the health of your portfolios through slick reports & dashboards, that allow drill throughs to the detailed data driving your performance analytics. 
• Powerful status reports track progress and identify trends at both the summary level (on track, at risk, in trouble) as well as detailed level (specific accomplishments & planned next steps) to bring visibility into what’s going well & what isn’t. 
• Analyze resource need compared to team capacity across your team and organization. 
• Utilize robust dashboards and reports to see Portfolio data in different, more-applicable ways using a variety of visualizations, charts, and highlighted key metrics for success. 
• Integrate data from multiple sources for central analysis across all portfolio data. 
• Access OnePortfolio dashboards and reports from virtually anywhere on a variety of devices to make informed decisions on the go. 

• Optimize Team Productivity – Align your teams on the most important data and the actions required of them. Insights on each team member’s Home Page clarify important processes that are due, as well as any issues with data completeness and quality. 
• Performance Measurement – Plan owners receive a real time metric of their compliance to the target standards of process and data management. Additional alerts provide specific actions needed to improve. 
• Adoption & Leadership – To drive the right behaviors from your teams, leader boards generate metrics of compliance to process and data quality standards.