Data Sheets & Specs

Import plans, resources, resource plans, and financial information from SQL Server into OnePlan using your existing database tables or views.

Learn how OnePlan brings strategy, projects, resources, and financials into one view to help organizations align work and deliver results.

Explore the reasons to consider OnePlan for your organization.

Discover how Sofia AI automates reporting, answers portfolio questions, and recommends actions using live project, resource, and financial data.

Connect Jira epics and projects with OnePlan to align agile delivery with portfolio priorities, resource capacity, financial planning, and executive reporting.

Connect Asana projects, tasks, and subtasks to OnePlan for portfolio prioritization, resource planning, and financial visibility while teams continue working in Asana.

Connect monday.com boards and work items to OnePlan for portfolio governance, investment prioritization, and resource planning while teams keep their existing tools.

Connect Smartsheet sheets and rows to OnePlan for portfolio prioritization, governance, resource planning, and financial visibility while teams stay in Smartsheet.

Keep OnePlan’s resource pool aligned with Workday by importing worker records, roles, departments, and planning attributes through configurable field mappings.

Bring portfolio, project, financial, and resource management directly into Microsoft Teams with connected collaboration, dashboards, reporting, and AI assistance.

Bring Salesforce opportunities and accounts into OnePlan to connect sales pipeline information with project initiation, portfolio priorities, and delivery planning.

Connect OnePlan’s strategic portfolio management with ServiceNow service delivery through configurable integrations for projects, tasks, resources, and demand.

Learn how OnePlan imports CSV data from SharePoint or SFTP to connect information from business systems with portfolio planning.

Discover how OneConnect connects your existing business tools with OnePlan to synchronize data, reduce manual updates, and improve portfolio visibility.

Explore OnePlan’s financial planning capabilities for managing project and portfolio finances.

Explore OnePlan for digital transformation teams and its approach to planning and managing transformation initiatives.