OnePlan – Financial Planner

Optimize Financial Investments

OnePlan connects financials from strategy to investments to detailed budget, actuals, and forecast.  Gain an understanding of project investment to value realization within capital and expense constraints.

Key Features

Robust financial capabilities in OnePlan’s Financial Plans enables project budgeting, forecasting, and tracking actuals for capital and expense across all work.

Strategy Investment

Whether creating a top down strategic plan or bottoms up project plans, balance the portfolio across growth, innovation, digital transformation, and keep the lights on.

Budgets, actuals and forecast

Effectively manage your project portfolio budget with actuals and forecasts.

Capital Planning

Plan and manage capital investment project portfolios from business case to execution, optimizing capital spend over shifts, delays, or new opportunities.

Project & Portfolio Financial Management

OnePlan’s Financial Plan provides top-down financial management for all your strategic projects. Track budget, forecast, actuals, benefits as well as defining your own custom cost types. Track costs by capital, expense, internal, external, and much more.

Strategic, capital, and investment financial planning

Bridge the gap between project management systems and financial planning processes by supporting the complete project financial management lifecycle. Provide management transparency into the state of spend across the organization including the financial impact of proposed initiatives. Anticipate how the money you spend will translate into value for the company by connecting spend to both cost center and value delivered.

Drive business value with robust portfolio analysis.

Easily model different investment scenarios to determine the best strategic path. Weigh project proposals against strategic business drivers based on objective criteria, all while considering cost and resource constraints.

Deliver new insights into your business with visual reporting & analytics

Make the right decisions with access to real-time reporting and analytics. Visually monitor utilization of your team to help with capacity planning. Slice and dice the data to personalize your view. Monitor and improve your team’s efficiency and compliance.

OnePlan Webinars

Visit the OnePlan webinar center where you will find live and on-demand webinars showcasing our project portfolio management solutions.

Our Blog

OnePlan is fused with the Microsoft User Experience

OnePlan is fused with the Microsoft User Experience

It is OnePlan’s priority to meet our customers where they are to help maximize their previous investments in work management tools. Microsoft has created powerful platforms for customers to leverage to meet their business needs. Some clients are eager to adopt the...

OnePlan named Microsoft Global Partner of the Year in 2021

OnePlan named Microsoft Global Partner of the Year in 2021

OnePlan is thrilled to be named the “Microsoft Global Partner of the Year” for Project and Portfolio Management for 2021. The OnePlan team previously won this award in 2019 and was a finalist in 2020.  Additionally, OnePlan was also named as a Finalist for the Power...

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