OnePlan – Portfolio Plan

Drive Strategy Enterprise-wide

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.

Key Features

Propelling your PMO to the next level is easy when your team has the best project portfolio management software.

Top-down portfolio management

Centralize your project portfolio and create visibility. Streamline project effort into a single source of truth for integrated and informed decision making.


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.
Project Portfolio Tree

Build Element-Neutral Portfolio & Work Hierarchies

The OnePlan Portfolio hierarchy can vary depending on the specific needs and goals of the organization, but it typically includes at least three levels:

Strategic level: This is the highest level of the hierarchy, and it includes projects that are aligned with the overall strategy and vision of the organization. These projects are typically long-term in nature and have a significant impact on the organization.

Tactical level: This is the middle level of the hierarchy, and it includes projects that are designed to support the strategic objectives of the organization. These projects are typically medium-term in nature and have a more focused impact on specific areas of the organization.

Operational level: This is the lowest level of the hierarchy, and it includes projects that are focused on day-to-day operations and maintenance. These projects are typically short-term in nature and have a more narrow impact on the organization.•Focus on the highest prioritized portfolios best aligned to support key decisions.

  • Evaluate how newly proposed portfolios align to strategic themes and business objectives of the organization.
  • Identify and visualize the impact proposals have on defined business drivers, benefits, costs, and resource demand.

View Progress using a Portfolio Gantt

OnePlan’s Portfolio Plan can be used to visualize and manage the progress and interdependencies of multiple projects within a portfolio.

OnePlan Portfolio Plan includes the following elements:

  • A timeline: This is a horizontal axis that shows the duration of the projects in the portfolio, typically in days, weeks, or months.
  • Tasks: These are the individual activities or deliverables that make up the projects in the portfolio. Each task is represented by a horizontal bar on the Gantt chart, with the length of the bar representing the duration of the task.
  • Dependencies: These are the relationships between tasks, such as the order in which tasks must be completed or the resources that are required to complete them. Dependencies are typically represented by lines connecting the tasks on the Gantt chart.
  • Milestones: These are significant events or achievements within the portfolio, such as the completion of a major project or the achievement of a specific goal. Milestones are typically represented by a diamond symbol on the Gantt chart.
Adaptive Portfolio Power Apps scaled
Agile Boards in OnePlan

Visualize and manage your portfolio using Boards

OnePlan Portfolio Board is a visual tool used to track and manage the progress of plans within a portfolio. It includes a series of columns and/or lanes that represent the different stages or phases of the plan lifecycle, and it can be used to display information about each plan, such as the plan name, owner, status, budget and more.

Regardless of the type of portfolio board being used, the goal is typically to provide a clear and visual representation of the portfolio’s progress and status, and to help managers and other stakeholders identify any 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.

Build Portfolio Roadmaps to communicate and align efforts to a common vision

Roadmapping is a strategic planning technique that 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 it is used to communicate and align the organization’s efforts towards a common vision or objective.

There are several different types of roadmaps OnePlan can support, including:

  • Product roadmaps: These roadmaps focus on the development and launch of new products or features, and they typically include details about the features and benefits of the product, as well as the target market and go-to-market strategy.
  • Technology roadmaps: These roadmaps outline the technologies and capabilities that an organization plans to develop or adopt in the future, and they can be used to align technology investments with business objectives.
  • Business roadmaps: These roadmaps outline the steps that an organization will take to achieve its long-term business goals, and they can include a variety of initiatives, such as new product launches, market expansion, or process improvements.
OnePlan Roadmaps
OnePlan Power BI Portfolio Detail Report 2

Gain Insights Through Reporting and BI

Making decisions is nearly impossible without a complete view into all the work that is currently in play. In today’s world, 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 customer’s deserve. Create quick and easy to use reports and dashboards to gain insights into the data that means the most to you.

AI-Enabled Portfolio Planning with OnePlan’s Sofia ChatGPT

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 for Portfolio Planning can help you streamline portfolio planning, enhance team productivity, and achieve your strategic objectives.

OnePlan Roadmaps

OnePlan Webinars

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

Our Blog

Addressing the “Cult” of Project Management Tools

Addressing the “Cult” of Project Management Tools

Addressing the "Cult" of Project Management ToolsAccording to a recent Wall Street Journal article, most companies have at least 5 or 6 and some as many as 13 project management tools spread across multiple departments. And these tools have a cult-like following among...

Try OnePlan Today