A Complete Agile Portfolio Management Platform for Jira

A strategic portfolio, financial, resource and work management solution that fits the needs of every organization.

FEATURED WEBINAR

Extending Jira into an Agile Portfolio Management Solution

How OnePlan Adds Value

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.

Manage Corporate Strategy

Define your strategy, objectives and measurable results. Link these to your Portfolios and programs to determine investment priorities.

Agile Portfolio Management

Reduce reliance on spreadsheets or manual processes and improve management of portfolios and initiatives.

Budget & Resource Planning

Measure financials, budgets, and ROI to stay on track with key performance metrics. Get a centralized, organization-wide view of portfolio financials.

Solution Overview

Strategic Planning (OKRs) in Jira

OKRs have many levels in the enterprise. While all objectives connect back to enterprise goals, each business unit and department may have a unique version, based on customer focus. Large, matrixed organizations typically have additional team strategies such as value streams, functional groups and geographical focus. OnePlan allows you to manage different levels and versions of OKRs. Whether you need a view by business unit, value stream, program or product area, OnePlan supports the many hierarchies and matrices in an enterprise.

Resource Planning in Jira

Manage Resources Workload and Availability across All Work – Resource management and capacity planning help define achievable, role-based plans and balance capacity and demand

Teams and Role-Based Planning – Proactively identify bottlenecks by role, location and other key factors

Resource Negotiations and Alerts – Get timely warnings to the right people with integrated notifications of new and out-of-tolerance assignments.

Project Financial Planning in Jira

Get 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.
  • Strategic, capital, and investment planning
  • Bridge the gap between project management systems and financial planning processes by supporting the complete project financial management lifecycle.
  • Financial source of truth integrations – Financial data lives everywhere. One Plan connects all your financial data from common systems including Oracle, WorkDay, QuickBooks, Dynamics 365 and more.

Agile Project Portfolio Management in Jira

Ensure you have the right resources to meet your objectives. Manage unexpected change and new demand, and ensure you have the right skillsets and roles to optimize performance and delivery. Powerful resource analytic tools such as what-if modeling help you stay on top of changing needs and keep your projects on track.

  • View labor costs by project, product, work type or epic and see costs on innovation vs ongoing maintenance
  • View all your resource assignments with reports organized by role, team, project, or product
  • See resource capacity risks and make assignment changes to maximize utilization
  • Identify resource gaps from future work that could impact your team’s ability to deliver

Hybrid Project Management in Jira

Got a mix of both agile and waterfall methodologies? Don’t worry, you’re not alone. Project Management Offices (PMOs) use OnePlan to manage organizational initiatives and investments in their project portfolio, while teams manage their work in Agile planning tools including Jira.

Visualize Portfolio Dependencies in Jira

OnePlan’s Visualizer helps decision-makers understand the dependencies between different investments. Analysts can link strategic initiatives to a future state business context, using node visualizations that allow mapping across business capabilities and enterprise architecture models.

Time Tracking in Jira

  • Time tracking simplified – When things are simple, you get more done. Increase productivity and capture time on all your projects.  
  • Flexible time categories – Create and manage multiple time categories that align with your organization’s work structures.  
  • Streamlined timesheet flows – Managers can approve, reject and email timesheet updates for improved collaboration. Add notes and keep a history of timesheet updates. 
  • Centralized timesheets across all work – Bring in all timesheets across all work into one central location for simplified timesheet management and collaboration. 

Build Roadmaps in Jira

Build roadmaps that connect strategy, investments, projects and resources. Ensure the organization is on track to deliver products, technology and applications.

Gain Insights Through Reporting and BI in Jira

Get a complete view of all work to shift quickly and stay ahead of the competition. Real-time visibility into every aspect of work enables proactive decisions to protect your investments and deliver on time, on budget and within the quality standards your customers deserve. Create quick and easy to use reports and dashboards to gain insights into the data that means the most to you.

AI-Enabled Insights in Jira

  • Optimize Team Productivity – Insights on each team member’s Home Page clarify important processes that are due, as well as any issues with data completeness and quality. 
  • Performance Measurement – Plan owners receive a real time metric of compliance to the target standards of process and data management. Additional alerts provide specific actions needed to improve. 
  • Adoption & Leadership – Drive the right behaviors from your teams, with leader board compliance metrics of process and data quality standards. 

Try OnePlan Agile Portfolio Management in Jira Today