New dashboards, stronger resource-demand insights, expanded automation, and deeper integrations help portfolio leaders make faster, more informed decisions.
“Portfolio and program reviews shouldn’t start with someone spending a day building the first report,” said Scott Hebert, CEO of OnePlan. “With ready-made dashboard templates, a new Treemap view, and richer widgets across the board, this release gets executives, sponsors, and PMOs looking at the same answer instead of five different spreadsheets.”
The August release expands OnePlan's dashboard options with a new Treemap widget, available on Portfolio, Plan, Global Resource Plan, and Modeler dashboards, showing a compact, proportional view of where work, cost, or capacity concentrates. The Table widget now includes a Gantt view with independently configurable start, end, and progress fields, letting teams visualize schedules directly on a dashboard. Card widgets add support for choice, lookup, and text fields with field-level color coding, and Heatmaps gain flexible X- and Y-axis sorting alongside new color palette options.
A new downloadable library of standard dashboard templates gives organizations a fast, consistent starting point for portfolio reporting. Templates are fully editable once imported, so teams can start from a finished dashboard and configure it to their own requirements rather than building a report from scratch.
A new Resource Usage view shows work assignments at the time interval that matters most, across all work items in a plan, giving resource managers a clearer picture of how time is distributed. A new resource capacity data source is now available at the Portfolio, Plan, and Global Resource Plan levels, so teams can see capacity alongside the work itself instead of piecing that view together manually.
OnePlan now supports time-phased resource assignments during Microsoft Project schedule sync, so resource allocation carries over across specific time periods rather than as a single total. Task-level constraint types and dates now sync from Microsoft Project into OnePlan, external dependencies are preserved when syncing from Microsoft Project, and organizations can synchronize OnePlan's resource-level cost table with Microsoft Project on a per-file basis..
Plan Details can now be organized into multiple dedicated pages, letting organizations present fields for focused consumption rather than one long form. This improves the experience for plans with extensive data, while existing business rules, tables, and custom fields carry over unchanged. Plan Rollup Fields also update more quickly when related plans change, keeping portfolio-level data current.
Plan automations can now be triggered by work item summary-level fields in addition to detail-level items; expanding the range of scenarios teams can automate. Automation approval notes are now logged directly in the relevant work item comments, and the OnePlan Backup Utility now includes Global and Plan automations based on backup selections.
A new near real-time Azure DevOps integration brings supported data updates into OnePlan automatically, within minutes rather than waiting on the next scheduled sync. Organizations can opt out of automatic updates on a plan-by-plan basis, and a dedicated administration screen supports configuring and managing the feature at scale. This capability requires an Enterprise license.
OnePlan offers AI-enabled strategic portfolio, financial, resource, and work management solutions designed for the needs of modern enterprises. OnePlan empowers organizations with a single, integrated platform to plan, prioritize, and manage their full portfolio of initiatives—connecting strategy to execution across the enterprise. More than 500 companies worldwide rely on OnePlan. The company has been recognized as Microsoft Project & Portfolio Management Partner of the Year in 2019, 2020, 2021, 2022, and 2023.
