OnePlan for Project Online 

Simplified Portfolio, Financial and Resource Planning Add-in for Project Online 

OnePlan is a Project Online add-in that simplifies portfolio planning, provides top-down resource, financial visibility, and improves tracking of investment performance across programs & portfolios – all within a modern user interface. OnePlan is comprised of three simple, yet powerful modules:

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Key Features

OnePlan adds new functionality to Project Online to enable tabular budget and cost tracking for each project, rich capacity based resource planning and additional portfolio analysis and optimization capabilities. 

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SIMPLIFY PORTFOLIO PLANNING

Easily turn strategy into an actionable plan to achieve success.

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GAIN RESOURCE & FINANCIAL VISIBILITY

View real-time reports and status for all of your team’s projects.

ENABLE COLLABORATION

Centralize communication with stakeholders while maintaining full context.

Strategic Portfolio Planning for Project Online

High level agile portfolio and strategic planning that makes execution predictable.  Make the right data-driven decisions to transform you Portfolio into business results.

  • Simple & Central Way to Capture Proposed Work 
  • High Level Portfolio Planning 
  • Capture All Budget Requests and Manage the Benefits/Expenses Through the Life of the Portfolio 
  • Status Reporting, Built-in Dashboards and Insightful Reports 

Resource Capacity Planning for Project Online

OnePlan Resource Capacity Planning is designed for managers and teams who are looking for more transparency, clarity, and visibility when planning projects. The Resource Planner provides insight into your project teams availability, as well as making scheduling resources on work a painless task. You no longer need to spend time in spreadsheets – let OnePlan do the work. 

  • Fast, Simple, Visual Resource Capacity Planning for Teams, People, and Equipment 
  • Dynamically Manage Resource Schedules with Drag & Drop 
  • Robust Portfolio Analysis 
  • Visual Reporting & Analytics 

Financial Budgeting and Planning for Project Online

OnePlan Financial Planner gives your team the power to integrate financial reporting directly into Project Online. OnePlan combines top-down project financials to provide powerful insights and empower decision making. Streamline budgeting, improve estimating, and track the performance of your investments across programs and portfolios to gain full control over your project finances through seamless integration with your project management tool. 

  • Top-Down & Bottoms-Up Project Financials 
  • Visibility Into Project, Program & Portfolio Expenditures 
  • End-to-End Capital Budgeting & Financial Planning 
  • Executive Dashboards & Reports  
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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.
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Our Blog

The 4 Guardrails of Effective Strategic Portfolio Management

The 4 Guardrails of Effective Strategic Portfolio Management

by | 19 Oct, 2022

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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