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.

Deliver More Strategic Value

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

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.

Insights Through Reporting

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

OnePlan free Overview Video

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.

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

Setting up OnePlan free video

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