Project Portfolio Management

Better and timely decision making requires global visibility across your entire portfolio regardless of how it’s executed- Waterfall or Agile.

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Maintain visibility and decision-making while empowering teams to choose their way of working

OnePlan offers a portfolio and resource management solution that fits the needs of every work team including product teams, PMOs and even service organizations. With OnePlan you can optimize your portfolio and resources enterprise wide. Integrate OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, ServiceNow, Salesforce, Smartsheet, Asana, etc. for a complete view into all work in one portfolio.

Visualize All Work Across Your Portfolio

Bring silo’d information together to gain visibility into your complete portfolio including project, products and other work items. Bring teams together in a central location to collaborate on all your investments.

Control All Your Investments

Prioritize the work that matters most and gain insights into both current and future work for prioritization and selection. Ensure your resources are focused on the right initiatives for the biggest return on your investments.

Execute the Way You Work Best

Connect all of your work execution tools together to realize the benefit of best of breed solutions while giving teams the centralization they need to collaborate and make better decisions. Work in the tools you know best.
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Ideation and Project Intake

Don’t miss out on the next big idea. Innovation can come from anywhere. To foster innovation teams must be able to collect, vote and prioritize every new idea. In many cases, it’s consolidation of multiple ideas that generates winning products. Engage your teams and empower out of the box thinking to drive innovation across the Enterprise.

Portfolio Visibility and Insights

In order to accurately forecast your portfolio, you have to consider all work across the organization and it’s alignment to strategic objectives. Prioritize the right work and ensure you have the resources and funding you need to execute on your strategy. If your demand outweighs your capacity, you’ll have the tools you need to make the best decisions for the business.
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Optimize Financial Investments

Estimate, track, and forecast your spend throughout your work’s lifecycle regardless of work type. Ensure your products are profitable and your PMO is preventing cost overruns. Track various cost types and categories for the flexibility you need to manage budgets and spend across teams, departments and BUs.

Hybrid Project & Work Management

Work is everywhere and without centralization, teams can’t collaborate effectively. Whether your projects are managed via Agile, traditional or within a simple to do list, OnePlan consolidates work to harness the power of project management disciplines such as cost management, resource management and schedule management across all work for delivery excellence throughout the enterprise. Bring Gantt charts, Kanban Boards, and To Do Lists together in one solution for total work management.
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Increase Resource Workload Transparency

Your resources are your most valuable asset.  Optimize your portfolio, maximize allocation, and align skillsets to ensure your most valuable resources are working on the right work at the right time.  Get visibility and insights into what your resources are working on and know what tradeoffs to make should new work be introduced. 

Portfolio Governance and Collaboration

The success of your deliverables relies on strong communication and visibility into your project assets. Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. Real- time visibility into project performance keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when necessary.

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Gain Insights Through Reporting and BI

Making decisions is nearly impossible without a complete view into all the work that is currently in play. In today’s world, leaders must be able to shift quickly and with confidence to stay ahead of the competition. OnePlan provides real-time visibility into every aspect of work so you can make proactive decisions that will protect your investments and help you deliver on time, on budget and within the quality standards your customer’s deserve. Create quick and easy to use reports and dashboards to gain insights into the data that means the most to you.

Say Hello to Sofia GPT, Your AI-Powered Personal Assistant

Introducing Sofia GPT, an OpenAI chatbot designed to transform the way you manage your project portfolios. With its powerful capabilities in Adaptive Project Portfolio Management (PPM), Sofia GPT provides a wide range of benefits for businesses of all sizes.

Using Sofia GPT, you can quickly and easily manage all of your projects and portfolios, streamline resource allocation, and communicate with stakeholders in real-time. Sofia GPT’s adaptive capabilities allow it to adjust to changes in your portfolio and business environment, ensuring that you always have an up-to-date and accurate view of your portfolio.

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Empower Teams with a Fused Microsoft User Experience

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Project Online Azure DevOps Teams Sharepoint Dynamics 365 Project Accelerator/ Power Platform

Select the tools you use to learn what a fused experience can do for your team

Because Some Things Are Just Better Together

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Work is everywhere. Although work systems may be focused, relevant and work specific, they can also make decision making and strategic alignment almost impossible. OnePlan brings your investments together in its Hybrid Project Portfolio Management solution.

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. 


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 project portfolio management solutions.

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