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.
