OnePlan List with Teams scaled

Drive Strategy Enterprise-wide

Translate strategy into delivery on an organization-wide, cross-functional scale with roadmaps that connect the investments, outcomes, business capabilities, milestones, technology and financials required to realize strategies.

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OnePlan Roadmap with Teams scaled

Roadmapping

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

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Portfolio Board.PNG scaled

Portfolio Boards

Visually manage work using Kanban boards with the flexibility to easily model any workflow process, regardless of complexity

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OnePlan Investment with Teams scaled

Investment Prioritization

Rank and analyze investments by business drivers and use what-if scenarios to compare options. Create an optimized portfolio to drive strategic success.

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Project Connect to OnePlan

Work Collaboration

Empower teams to execute with agility with tools they are already using. Connect with work management applications such as Microsoft Project.

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OnePlan Dashboards with Teams scaled

Gain Insights Through Reporting and BI

Provide unprecedented visibility with rich business insights. Make informed, data-driven decisions with reporting across the portfolio.

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OnePlan free Overview and Installation Guide

OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every department in the organization. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Teams and Microsoft Project for a complete view into all work across the enterprise.

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Deliver More Strategic Value

Be predictive, not reactive. Align strategy to investments and manage risk across the portfolio to effectively deliver transformational change.
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Collaborate on Work

Empower teams to execute with agility with tools they are already using. Connect with Microsoft Project for a complete view into all work.
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Insights Through Reporting

Provide unprecedented visibility with rich business insights. Make informed, data-driven decisions with reporting across the portfolio.

OnePlan free Overview Video

 Learn more about OnePlan:

Installation Guide

Before installing OnePlan

  • You need a trial or a paid Office 365 account.  Click here to get your Free Office 365 Trial
  • Optional: A trial or a paid Microsoft Project Plan 3 license.  Click here to get your Free Microsoft Project Trial

Installing OnePlan from Microsoft AppSource

Below are the instructions on how to install the OnePlan Free edition.

  1. Go to OnePlan for Portfolio Planning in Microsoft AppSource
  2. Click the “FREE TRIAL” button
  3. Accept “Term of Use” and “Privacy”
  4. Enter a Group name (i.e.Company, Department, Team, Solution name )
  5. Optional: Check the “Include sample data” check box if you want demo data.
  6. Click “Create Group” button.
  7. Register your OnePlan Group.
  8. To activate your free license, complete the registration form and enter “In It Together” in the comment field and click “Register”.

A Solution Specialist will activate your free OnePlan license and will contact you with additional set up information.

Setting up OnePlan free video

Additional Resources:

Below is a list of additional information that can help you get going with OnePlan.

  1. OnePlan User Guide
  2. OnePlan Admin Guide
  3. Installing Microsoft Project Add-in
  4. OnePlan Videos
  5. OnePlan Trial Guide (Paid Edition)
  6. About OnePlan

If you have any question or need support, please feel free to contact us.

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