OnePlan – Portfolio Modeler

Portfolio Prioritization and Scenario Analysis

Any successful business relies on strong prioritization of their initiatives. OnePlan Modeler determines which existing and new initiatives are aligned to corporate strategy and are making the biggest business impact.

Key Features

OnePlan Portfolio Modeler supports the collection, prioritization and assessment of all portfolio investments, and the creation and comparison of what-if scenarios.


Comparing multiple portfolio analysis scenarios

One of the most commonly asked questions in business, “Are we investing into the right initiatives?”


What-if scenario planning

Proactively allocate resources and improve execution across your entire project portfolio. Visualize resource constraints and analyze trade-offs through scenario planning.

Strategic Alignment

Determine how your project and product portfolios are performing in relation to company goals. Visualize projects against specific objectives and understand what it is costing to achieve them; drill in to identify issues.
Multiple Prioritization Methods

Leverage Multiple Prioritization Framework

Specify your prioritization drivers based on your business needs. OnePlan supports multiple portfolio prioritization methods and frameworks.

Rank and Prioritize Portfolio Initiatives

OnePlan support the ability to build prioritization models on multiple portfolio structures such as Corporate Strategy, Ideas, Projects & Epics, Products, Backlog items, Applications and more.

Portfolio Priortization
Portfolio Multiple Scenarios

Set and Maintain Multiple Portfolio Targets

Creating targeted scenarios allows you to model different investment decisions and various approaches to balancing investment demand with capacity.

Investment Prioritization

Rank and analyze investments by business drivers and use what-if scenarios to compare options. Create an optimized portfolio to drive strategic success.

Portfolio Investment Prioritzation
Portfolio Resource Capacity Planning

What-if Resource Capacity Modeling

Leverage OnePlan Portfolios what if scenarios to model approaches to re-balance resource capacity.

Manage Portfolio Dependencies

Managing dependencies across the enterprise is critical to portfolio and team planning and removes roadblocks to efficient execution.

Portfolio Dependencies
Portfolio Modeling 1

AI-Enabled Portfolio Modeling with OnePlan’s Sofia ChatGPT

One of the biggest challenges of portfolio management is ensuring that you are investing your resources in the right plans. With the OnePlan Portfolio Modeler, you can easily prioritize your plans based on their importance and the resources required to complete them.

Introducing Sofia GPT, an AI-powered chatbot that can help you streamline the prioritization process. Simply ask Sofia to prioritize your plans, and she will take care of the rest. Sofia can analyze your plans based on a variety of factors, such as their alignment with your strategic goals, their ROI potential, and their resource requirements.

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