The OnePlan November release is live, and the biggest change is a preview of the OnePlan MCP Server. It connects AI assistants such as Microsoft Copilot and Claude to OnePlan, so you can ask questions about your plans, resources, financials, and work items in plain language and make updates to your portfolio without leaving the chat.
Introducing: OnePlan MCP Server
The OnePlan MCP Server is a connector that lets AI assistants read and update OnePlan data through the Model Context Protocol (MCP). MCP is an open standard for linking AI assistants to business systems, which means you can work with OnePlan from supported assistants such as Microsoft Copilot and Claude instead of learning a new tool.
In practice, you type a request the way you would ask a colleague. “Which plans under the customer experience program are over budget?” or “Who on the design team has capacity in March?” The assistant pulls the answer from OnePlan and shows it to you in the conversation.
Every request runs within your own OnePlan permissions.
What can you do with OnePlan from an AI assistant?
The OnePlan MCP Server covers five areas of OnePlan: portfolio, resource management, financial management, work plans, and My Work. In each one, you can look things up and, in most cases, make changes.
For portfolios, you can search plans by name, plan type, parent, or field values, and explore the hierarchy beneath a program. You can also create new plans, update fields, and move a plan to its next stage.
Resource managers can check capacity, allocations, and availability, then compare candidates side by side on availability or cost rate. When it’s time to act, you can add or edit allocations, shift them to new dates, or replace and fulfill resources. You see a preview before anything is saved, which matters when a single change can ripple across several projects.
On the financial side, you can view budget, forecast, or actuals by cost category and compare cost types to see where a plan is running over or under. You can also add or edit values for one period or a range, and move a cost category’s allocation to different months.
For work plans, the assistant can list tasks, risks, and issues with their details and dependencies, show everything beneath a phase, and tell you who is assigned to what. And through My Work, you can ask for your own assignments and post status updates on your tasks, so your team sees progress sooner.
Why does connecting OnePlan to an AI assistant matter?
The OnePlan MCP Server can cut down the time spent switching between tools and clicking through screens to find one answer. More people now use AI assistants for everyday work such as drafting emails, summarizing meetings, and preparing for reviews. Portfolio data has typically lived outside that conversation.
Picture a resource manager getting ready for a staffing discussion. Instead of opening several views to check who is free and what they cost, they can ask once, compare the options, and adjust an allocation in the same chat. A project manager can check their assignments and post updates between meetings. A finance lead can see which plans are drifting from budget before the monthly review.
The goal is speed and fewer handoffs, with the same permissions and data you already rely on.
How do you get access to the OnePlan MCP Server preview?
The OnePlan MCP Server is available now in preview. If you want to try it, contact your Customer Success Manager (CSM), who can help you get set up. Mention which assistant your team uses, such as Microsoft Copilot or Claude, so the conversation starts in the right place.
Because the MCP Server is in preview and can update data as well as read it, many teams will want to start with a small group, such as resource managers or PMO leads, and expand once they see how it fits their daily workflow.
What else is new in the November release?
The MCP Server preview is the headline, but the November release also adds a Strategic Execution Management solution template, private plans, updates to status reports and dashboards, and several security and integration changes. Here is what else is in it.
New Strategic Execution Management solution template
It is a solution template that helps you connect business strategy to execution and measurable outcomes. It gives you a structured way to define strategic objectives, align initiatives and investments to them, track goals and OKRs, and measure progress and business benefits.
Private plans for sensitive work, keeping sensitive plans private
Private plans let organizations keep sensitive plans private to their plan teams. Private plan permissions apply only inside OnePlan, so they are not enforced in external reports or integrations. If you send OnePlan data to other systems, you can filter private plans by plan type to build separate datasets, and adjust your integrations to fit your requirements.
What changed for plans and portfolios?
Copy Plan and Create Plan automations now carry over the source plan’s hierarchy. You can print roadmaps on demand from your saved views, and plan detail pages can include dashboard widgets alongside plan data. Business rules let you tailor plan detail pages, and split data now appears in more views.
Updated dashboards
Every submitted status report keeps the layout it was submitted with, even after the report design changes, which preserves a reliable historical record. Status reports also get dedicated pages, so different audiences can see the fields that matter to them. Dashboards can now pull from a plan’s associated plans.
Updates for everyday work: timesheets, costs, and work plans
Timesheets get personal and global saved views. Financial plans get a Combine Costs option for organizations that use combined cost types, and work plans are easier to search.
New language experience added: Portuguese
OnePlan Mobile moves to a new platform, and after you update, you select your region and sign in once. Portuguese language support is also new, with more coverage planned for future releases.
What changed for security and integrations?
Authentication keys now support expiry dates and granular scopes, which gives administrators more control over how integrations access OnePlan data. Existing keys are set to never expire and keep all scopes, so current integrations keep running without changes.
The Azure DevOps integration moves to the OneConnect 2.1 connector infrastructure. This changes the IP address range used to process Azure DevOps integrations, so if you restrict Azure DevOps access by IP address, open a support ticket to get the new range and update your allow list. The Microsoft Project connector also syncs calendars more efficiently.
