OnePlan connects financials, from strategy to investments, to detailed budgets, actuals, and forecast. Gain an understanding of project investment to value realization within capital and expense constraints.
Robust financial capabilities in OnePlan’s Financial Plans enables project budgeting, forecasting, and tracking actuals for capital and expense across all work.
Whether creating a top down strategic plan or bottoms up project plans, balance the portfolio across growth, innovation, digital transformation, and keep the lights on.
Effectively manage your project portfolio budget with actuals and forecasts.
Plan and manage capital investment project portfolios from business case to execution, optimizing capital spend over shifts, delays, or new opportunities.
OnePlan’s Financial Plan provides top-down financial management for all your strategic projects. Track budget, forecast, actuals, benefits as well as defining your own custom cost types. Track costs by capital, expense, internal, external, and much more.
Bridge the gap between project management systems and financial planning processes by supporting the complete project financial management lifecycle. Provide management transparency into the state of spend across the organization, including the financial impact of proposed initiatives. Anticipate how the money you spend will translate into company value by connecting spend to both cost center and value delivered.
Easily model different investment scenarios to determine the best strategic path. Weigh project proposals against strategic business drivers based on objective criteria, all while considering cost and resource constraints.
Make the right decisions with access to real-time reporting and analytics. Visually monitor utilization of your team to help with capacity planning. Slice and dice the data to personalize your view. Monitor and improve your team’s efficiency and compliance.
Sofia GPT offers a powerful set of AI capabilities to help you optimize your financial planning process and drive better financial outcomes. Whether you’re a Finance Manager, CFO, or Business Analyst, Sofia GPT for Financial Planning in OnePlan AI can help you streamline financial planning, enhance financial performance, and achieve your strategic objectives.
OnePlan connects financial plans directly to each project, program, or portfolio. You can track budgets, forecasts, and actuals all in one place, helping teams stay aligned and accountable. This provides clear visibility into how funds are allocated and spent.
Yes. OnePlan supports modeling different investment scenarios to compare trade-offs and outcomes. You can evaluate project proposals against strategic goals, budget constraints, and available resources to make better financial decisions.
You can compare budget, forecast, and actual spend across any level of the portfolio. This helps identify variances early and make timely corrections. Financial visibility is updated in real time as data is entered or synced.
Yes. OnePlan lets you define financial constraints and set up alerts or visual indicators when thresholds are exceeded. This keeps your teams informed and helps prevent budget overruns before they happen.
You can track capital and operating expenses, internal vs. external spend, benefit realization, and custom cost types. KPIs like forecast accuracy, variance, ROI, and cost-to-value ratios are also supported. These metrics can be customized to fit your reporting needs.
Yes. OnePlan allows you to tag and allocate budgets to specific cost centers, departments, or funding sources. This makes it easier to report on financial ownership and support accounting or compliance requirements.
OnePlan integrates with Microsoft Dynamics, SAP, Oracle, and other ERP or financial systems through OneConnect. These integrations help sync actuals and ensure your financial data is accurate and up to date across platforms.
Sofia GPT uses AI to assist with budgeting, forecasting, and identifying anomalies or optimization opportunities. It can flag risks, suggest budget reallocations, and help align financial plans with strategic goals. This AI guidance improves planning quality and reduces manual effort.
OnePlan provides role-based access controls, allowing you to set who can view, edit, or approve financial data. Audit trails track every change made, ensuring transparency and compliance with internal or external policies.
