Agile Portfolio Management Software
One Plan’s project and portfolio management capabilities help you tap into the power of agility, speed to benefit, and innovation on an Enterprise scale. Connect your strategy to lean portfolios to deliver maximum business value every time.
Powered by

Adopt Agile Portfolio Management to achieve Business Agility in your organization.
Your business strategy has to continually adapt, but could be held back by traditional portfolio management. Agile organizations gain the benefits from business agility by aligning lean portfolio management of all your investments to defined business outcomes. Leverage powerful strategic portfolio management capabilities and watch your ideas come to life and deliver your customers awesome products and services every time.
Connect Portfolios to Enterprise Strategy
Agile portfolio management helps you focus on the initiatives that bring the most value to the business. Visualize impacts when new initiatives are introduced and ensure that all contribute business outcomes for strategic results.
Shift to a Portfolio Kanban for Governance
Understand the continuous flow of value in your portfolios. Agile portfolio management ensures you prioritize based on the greatest business value in the shortest time. Focus on the attainment of your epic success criteria that connects to objectives and key results.
View all of the work from the Portfolio vantage point
Portfolio management provides visibility across all your investments top-down and bottom-up. Track progress against all initiatives in your planning structure from OKR to the Program level. Predict and forecast what’s coming with visual analytics that will drive powerful decision-making.
Agile Portfolio Management Across the Enterprise
Adapting to changing market conditions requires agility and a highly performing organization. Today’s enterprise must be ready to shift at every turn, embracing change, and aligning with strategy – investing in the initiatives that will delivery the greatest business outcomes. Adopt agile portfolio management to connect people, processes and technology for speed, agility and quality

Deliver More Strategic Value
Agile portfolio management helps keep your Agile teams aligned to strategy by connecting epics, features and to business objectives.
Prioritize portfolios against objectives and key results. Leverage lean portfolio management to identify the initiatives that bring the most value. Make decisions instantly by analyzing the impact of new ideas against the current portfolio.
- Powerful reporting – Data-driven decisioning to approve, manage and status the right work.
- Ideation – Track all requests centrally and keep a backlog of ideas to foster innovation and competitive advantage
- Scoring and ranking – Prioritize the initiatives that brings the most value to the business
- Streamline work – Manage the flow of value to move work through process step
Portfolio Visibility and Insights
Robust approaches to portfolio management keep all stakeholders informed of real-time status and portfolio/program performance.
Stay ahead of potential risks and know when action is needed to mitigate impact. Easily create and configure dashboards and reports that are appropriate for every level of delivery. Identify change impact immediately and keep your portfolio on course.
- Roadmap visibility – always keep an eye on future releases to keep stakeholders updated and prepared for the next iteration
- Remove barriers – identify potential issues before they become team blockers
- Budget alignment – understand portfolio budgets and ensure alignment across teams to prevent overruns


Increase Resource Workload Transparency
Identify resource needs early on to ensure you have the right resources to fulfill your strategic objectives.
Have the agile practices and tools you need to manage unexpected change and new demand. Ensure you have the right project management skillsets and roles in your teams to optimize performance and delivery with speed. Powerful resource analytic tools such as what-if modeling can help you stay on top of changing needs and make decisions to keep your portfolio on track with new work on deck.
- View labor cost in a consumable fashion by project, product, work type or epic. Determine where your money is spent – innovation or ongoing maintenance
- View all your resource assignments with reports organized in a way that works best for you – via role, team, project, or product
- Get a look into all your resource capacity risks and make changes to assignments to maximize utilization
- Identify resource gaps from future work that could impact your team’s ability to deliver
Optimize Financial Investments
Forecast and track costs from start to finish with OnePlan’s financial management capabilities at the strategy, portfolio, and program levels.
Understand the cost of future initiatives and track actuals against all portfolios and programs to plan more accurately with every initiative. Create reports that drive decision making and keep your work in line with forecasts and planned costs


Portfolio Integrations – All Work Management
OnePlan’s out of box integrations helps you bring all work together in one solution.
Gaps in visibility across work managed by traditional portfolio management can impact every aspect of delivery. Allow teams to leverage agile principles and work in the tool that works best for them while bringing it all together in one view for actionable insights that will help improve performance and productivity. Save your team’s time from moving from different tools and give them the visibility they need to stay informed and make the right decisions. OnePlan integrates with most common team planning ALM tools and offers plug and play connections that consolidates work and allows you to view the work through easy to use dashboards and reports. Agility requires the ability to react quickly to change across your portfolio – OnePlan gives you the tools to have a single source of truth for agile portfolios.
Portfolio Governance and Collaboration
Shared knowledge across teams is critical for maximum performance.
Global visibility improves accountability and fosters collaboration and teamwork. Manage work with easy while increasing speed to value, ensuring compliance, and streamlining performance. Do not get bogged down with traditional portfolio management processes – OnePlan introduces the right amount of agile portfolio governance to keep your teams productive and aligned with best practice standards.


Say Hello to Sofia GPT, Your AI-Powered Personal Assistant
Introducing Sofia GPT, the chatbot powered by OpenAI that is revolutionizing the world of Agile Portfolio Management.
With Sofia GPT, your team can now optimize your Agile portfolio, accelerate delivery, and enhance collaboration.
Sofia GPT offers real-time insights and predictive analysis to help you identify potential roadblocks and risks early on, allowing you to take corrective measures to mitigate the impact on your portfolio.
One of the key features of Sofia GPT is its ability to help your team prioritize features and backlogs for better resource allocation, improved delivery timelines, and enhanced customer satisfaction. Sofia GPT provides a collaborative platform for your team to easily communicate and share ideas, ensuring that everyone is on the same page.
Because Some Things Are Just Better Together
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.

Real Success Stories: Agile Portfolio Management with OnePlan
Discover how organizations across industries have transformed their agile portfolio management using OnePlan.

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

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.

Johnson & Johnson
Budgeting Better: Johnson & Johnson Cuts Costs Using OnePlan.
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. We help 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 Agile Portfolio Management Solution.
Our Blog
OnePlan Earns Spot on G2’s 2025 Best Software Awards for Best Project Management Software Products
OnePlan, announced it has been named to G2’s Best Project Management Software Products, on the Best Project Management Software Products list. As the world’s largest and most trusted software marketplace, G2 reaches 100 million buyers annually. Its annual Best...
Using AI for Successful Projects: The Portfolio Leader’s 3-Step Plan
For successful organizations to remain competitive in today’s dynamic business landscape, they need to deliver projects faster, adapt to shifting priorities, and improve their data-driven decision making. Staying ahead of the competition requires organizations to...
Beyond Outputs: Crafting an AI-Powered, Outcome-Focused PMO: Why your PMO Should Be Customer-Centric and Outcome Thinking
Think of your customers A PMO has (often) many ‘customers’, and all of these need to be considered and serviced. Without executive sponsorship a PMO will undoubtably fail. So there is one key customer you will need to think about, very carefully. Keeping your sponsor...