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.
Centralize your project portfolio and create visibility. Streamline project effort into a single source of truth for integrated and informed decision making.
Proactively allocate resources and improve execution across your entire project portfolio. Visualize resource constraints and analyze trade-offs through scenario planning.
Determine how your project and product portfolios are performing in relation to company goals. Visualize projects against specific objectives and understand costs and risks.
Prioritize portfolios to support key decisions, evaluate new portfolios to align with objectives, and identify and visualize the impact of proposals on resources, costs, and business benefits.
The OnePlan Portfolio hierarchy is customizable, but it typically includes at least three levels:
Strategic level: Projects that align with the overall strategy and vision of the organization, typically long-term with significant organizational impact.
Tactical level: Projects that support the strategic objectives, typically medium-term with a more focused impact on specific areas of the organization.
Operational level: Projects focused on day-to-day operations and maintenance.
OnePlan’s Portfolio Plan visualizes and manages the progress and interdependencies of multiple projects within a portfolio.
OnePlan Portfolio Plan includes the following elements:
OnePlan Portfolio Board visually tracks and manages the progress of plans within a portfolio. A series of columns and/or lanes represent the different stages or phases of the plan lifecycle, and can display information about each plan, such as the plan name, owner, status, budget.
Provide a clear and visual representation of the portfolio’s progress and status and help managers and stakeholders identify potential issues or delays. Portfolio boards are often used in conjunction with other project management tools and techniques, such as agile methodologies or earned value analysis, to help manage and optimize the portfolio.
Roadmapping involves creating a visual representation of an organization’s future plans and goals. OnePlan’s Roadmap includes a timeline that shows the order in which activities, projects, or initiatives will be undertaken, and communicates and aligns the organization’s efforts towards a common vision or objective.
Making decisions is nearly impossible without a complete view into all work currently in play. Leaders must be able to shift quickly and with confidence to stay ahead of the competition. OnePlan provides real-time visibility into every aspect of work so you can make proactive decisions that will protect your investments and help you 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 your data.
Sofia GPT for Portfolio Planning offers a powerful set of AI capabilities to help you optimize your project portfolio and drive better business outcomes. Whether you’re a Portfolio Manager, Strategic Planner, or Resource Manager, Sofia GPT can help you streamline portfolio planning, enhance team productivity, and achieve your strategic objectives.
OnePlan lets you run what-if scenarios to explore different combinations of projects, resources, and timelines. You can assess trade-offs in cost, capacity, and strategic impact before committing. This helps decision-makers choose the most valuable and realistic portfolio mix.
Yes. OnePlan enables prioritization based on strategic alignment, value scoring, and resource impact. You can score initiatives using customizable models to ensure the most important work rises to the top.
OnePlan offers Gantt charts, roadmaps, and resource views to show who is doing what, when. It helps you spot resource bottlenecks, plan around constraints, and proactively adjust timelines. You get a real-time view of capacity across the portfolio.
You can manage portfolios using Gantt charts, roadmaps, Kanban-style boards, and list views. Each view supports a different use case, from high-level strategy alignment to day-to-day delivery tracking. These views are configurable to suit your planning style.
Yes. OnePlan supports customizable portfolio hierarchies across strategic, tactical, and operational levels. You can group and manage plans based on your organizational structure or governance model.
OnePlan includes real-time dashboards that track budget, schedule, resource utilization, and strategic alignment. These dashboards help PMOs and leadership teams stay on top of performance and spot risks early. You can also build custom reports to fit your KPIs.
OnePlan integrates with Microsoft Project, Teams, Planner, Azure DevOps, Jira, Smartsheet, and other tools. This ensures portfolio data flows smoothly across your existing systems for unified planning and reporting.
Sofia GPT analyzes portfolio data to suggest prioritization improvements and highlight risks. It can recommend adjustments based on strategic value, resource constraints, or performance trends. This AI support helps optimize your portfolio with less manual effort.
