OnePlan – Agile Portfolio Management in Jira

A Complete Project Portfolio Management Platform for Jira

OnePlan offers a strategic portfolio, financial, resource and work management solution that fits the needs of every organization.

Key Features

The success of your deliverables relies on strong communication and visibility into your project assets. Share information with your stakeholders in a single location and ensure teams are progressing towards common goals. Real- time visibility into project performance keeps teams aligned and stakeholders in the know – allowing you to shift direction or remove barriers quickly when necessary. 

MANAGE CORPRATE STRATEGY

Define your strategy, objectives and measurable results. Link these objectives to your Portfolios and programs as you determine investment priorities. 

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AGILE PORTFOLIO MANAGEMENT

Reduce reliance on spreadsheets or manual processes and improve management of portfolios and initiatives. 

 

BUDGET & RESOURCE PLANNING

Measure financials, budgets, and ROI to stay on track with accurate key performance metrics. Provide visibility into a centralized organization-wide view of portfolio financials. 

 

Strategic Planning (OKRs) in Jira

OKRs have many levels in the enterprise. While all objectives will connect back to enterprise goals, each business unit may have a unique version, based on its customer focus. The same goes for departments within each business unit. Additionally, large organizations are typically a matrix, with additional strategies for teams such as value streams, functional groups and geographical teams which span multiple business units. OnePlan allows you to manage different levels and versions of OKRs. Whether you need a view by business unit, value stream, program or product area, OnePlan supports the many hierarchies and matrices in an enterprise.

Agile Project Portfolio Management in Jira

Keep your Agile teams aligned to strategy by connecting epics, features and to business objectives. Prioritize portfolio against objectives and key results. Identify the initiatives that bring the most value. Make decisions instantly by analyzing the impact of new ideas against the current portfolio. 

  • Powerful reporting – Data-driven decisioning to approve, manage and status the right work. 
  • Ideation – Track all requests centrally and keep a backlog of ideas to foster innovation and competitive advantage 
  • Scoring and ranking – Prioritize the initiatives that brings the most value to the business 
  • Streamline work – Manage the flow of value to move work through process step 

Project Financial Planning in Jira

OnePlan’s Financial Plan provides top-down financial management for all your strategic projects.  

  • Budget and Cost Tracking – 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 planning 
  • Bridge the gap between project management systems and financial planning processes by supporting the complete project financial management lifecycle.  
  • Financial source of truth integrations – Financial data lives everywhere. One Plan can bring in all your financial data from common financial systems including Oracle, WorkDay, QuickBooks, Dynamics 365 and more. 

Resource Planning in Jira

Manage Resources Workload and Availability across All Work – Resource Management and capacity planning to define achievable, role-based plans and balance capacity and demand  

Teams and Role-Based Planning – Proactively identify bottlenecks by role, location and other key factors to uncover issues  

Resource Negotiations and Alerts – Get timely warnings to the right people with integrated notifications of new and out-of-tolerance assignments. 

Hybrid Project Management in Jira

You’ve got a mix of both agile and waterfall methodologies? Don’t worry, you’re not alone. Often the Project Management Office (PMO) is using OnePlan to help them manage organizational initiatives and investments in their project portfolio. Yet, the teams tasked with executing against these high-level business themes manage their work in Agile planning tools including Jira. 

 

Visualize Portfolio Dependencies in Jira

OnePlan’s Visualizer helps decision-makers understand the dependencies between different investments. Through it, analysts can link strategic initiatives to a future state business context, using node visualizations that allow mapping across business capabilities and enterprise architecture models.

MIcrosoft Teams Timesheets

Time Tracking in Jira

  • Time tracking simplified – When things are simple, you can get more done. Increase productivity and capture time on all your projects.  
  • Flexible time categories – Create and manage multiple time categories that align with your organization’s work structures.  
  • Streamlined timesheet flows – Managers can approve, reject and email timesheet updates for improved timesheet collaboration. Add notes and keep a history of timesheet updates. 
  • Centralized timesheets across all work – OnePlan can bring in all timesheets across all work into one central location for simplified timesheet management and collaboration. 

Build Roadmaps in Jira

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

Insights and AI in Jira

  • Optimize Team Productivity – Align your teams on the most important data and the actions required of them. Insights on each team member’s Home Page clarify important processes that are due, as well as any issues with data completeness and quality. 
  • Performance Measurement – Plan owners receive a real time metric of their compliance to the target standards of process and data management. Additional alerts provide specific actions needed to improve. 
  • Adoption & Leadership – To drive the right behaviors from your teams, leader boards generate metrics of compliance to process and data quality standards. 

Insights and AI

  • Optimize Team Productivity – Align your teams on the most important data and the actions required of them. Insights on each team member’s Home Page clarify important processes that are due, as well as any issues with data completeness and quality. 
  • Performance Measurement – Plan owners receive a real time metric of their compliance to the target standards of process and data management. Additional alerts provide specific actions needed to improve. 
  • Adoption & Leadership – To drive the right behaviors from your teams, leader boards generate metrics of compliance to process and data quality standards. 

Because Some Things Are Just Better Together 

Empower everyone to innovate with one integrated Project Portfolio Management (PPM) platform 

Foster greater collaboration and avoid tool proliferation with a PPM solution that includes integrated solutions for simple task management, scheduling, communications, and more 

Get a fused solution you need with native Office 365, Power Apps, SharePoint, Microsoft Teams, and Azure DevOps capabilities 

OnePlan Webinars

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

Our Blog

The 4 Guardrails of Effective Strategic Portfolio Management

Strategic portfolio management is the evolution of portfolio management. Its purpose is to better connect strategy and execution across the enterprise. This article highlights 4 examples of capabilities or ‘guardrails’ you can establish in OnePlan as part of your...

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