Product

Features

Idea & Request Intake

Prioritize What Matters Most

Strategic Planning

Connect Strategy to Real Work

Portfolio Planning & Management

Drive Strategy Enterprise-wide

Financial Planning

Optimize Financial Investments

Resource Planning & Management

Increase Resource Workload Transparency

Portfolio Scenario Modeling

Choose the Best Path Forward

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Additional Features

Work Planning /
Hybrid Work Planning

Work The Way You Want To Work

Time & Effort Tracking

Track Time on Investments

Strategic Visualization

See How Everything Connects

Reporting & Dashboards

Turn Data into Action

AI Assistant – Sofia AI

Your Built-In AI Assistant

Integrations & Apps

Microsoft Teams

A complete PPM platform for Teams

Microsoft Planner

Add Portfolio, Financial & Resource Plans

Project Online

Move beyond Project Online with next-gen portfolio and resource management in OnePlan.

Azure DevOps

Enhance visibility to make better decisions

Smartsheet

Unlock truly powerful SPM capabilities

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OnePlan Platform

Plan Smarter. Deliver better.

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Sofia AI
Solutions

Solutions

Strategic Portfolio Management

Drive transformations with strategies aligned to business goals and execution

Collaborative Work Management

Help teams plan, organize and complete work together with seamless collaboration

Strategic Execution Management

Close the strategy-execution gap with a clear line of sight from strategy to results

Product Portfolio Management

Managing product portfolios aligns strategy with market opportunities, driving growth.

Professional Services Automation

Run your customer facing projects with greater efficiency and profitability

Agile Portfolio Management

Delivers the tools and best practices to help your organization drive business agility

Adaptive Project Portfolio Management

Gain visibility for better decision-making while empowering teams to choose their way of working

View All Solutions

Teams

PMO

Align project portfolios with strategic business objectives, optimize resource allocation and maximize ROI.

Operations

Align resources, drive outcomes and measure performance against strategic objectives and key results.

Engineering

Drive better engineering outcomes, enhance collaboration and boost profitability without sacrificing high standards.

Enterprise Strategy

Align all initiatives with corporate strategy to select the right investments and achieve desired outcomes

Digital Transformation

Align all work with strategy and efficiently allocate resources to drive desired outcomes.

Service Delivery

Boost operational efficiency, navigate market changes and fortify your competitive position.

View All Teams

Industries

Government / FedRAMP

FedRAMP Certified OnePlan unifies agency strategy, portfolio, program, budget, and resource management in a secure environment.

Life Sciences / Pharmaceutical

Manage assets, indications and development programs across teams, from strategy to execution

Construction / Engineering

Connect schedules, budgets, capacity and portfolio decisions from the field to the boardroom

Healthcare

Connect healthcare strategy, investment, resources and execution in one governed portfolio

Energy & Utilities

Connect capital projects, resources and portfolio decisions across the energy and utilities value chain

Financial Services

Connect strategy, investments, resources and portfolio decisions across your financial services organization.

View All Industries

Customer Success

Trusted by teams to drive impact

“This level of visibility, consolidated in OnePlan, has been invaluable for our PMO operations.”

Ross Dress For Less

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Learn & Support

Resource Library

Resource Hub

Go to the main library page — everything in one place.

Videos & Webinars

Demos, customer stories, live & on-demand sessions

Articles & Blogs

Deep dives and quick reads

Datasheets and Product Specs

Specs, comparisons, evaluation collateral

Newsroom

Press releases & company news

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Customer & Community

Customer Success Stories

How leading PMOs are using OnePlan.

OnePlan Circle: Training & Community

Connect, learn and share best practices with the OnePlan user community

Partner Community

Implementation, technology & resale partners.

Online Support Center

Help articles, guides & support tickets.

View All Customer Stories

Trust

Security & Trust Center

Security controls, data protection, and compliance reports.

Certifications

SOC 2

ISO 27001:2022

ISO 27701

FedRAMP High
About Us
Pricing
Contact

Data Sheets & Specs

Product specifications, comparison sheets, and evaluation collateral for teams shortlisting or deploying OnePlan.

All documents

2 results

Customer Success

OnePlan Adoption Readiness and Planning

Learn how OnePlan Advantage uses your platform data, PMO-defined targets, success plans, and quarterly scorecards to measure and improve adoption.

3 pages • 1.6 MB • Updated October 2026

Customer Success

OnePlan Success Packages

Compare Premier, Advantage, and Ultimate Success Packages for expert support, adoption guidance, ongoing optimization, and strategic partnership.

4 pages • 3.1 MB • Updated September 2026

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