Project & Portfolio Reporting Software

Discover and visualize your critical data in real-time and produce actionable facts for better decision making in a fraction of the time. Analyze your data with compelling, high-value dashboards in weeks, not months. Our 15 years of PPM implementation experience defines industry best practices with pre-built reports to realize immediate value.

Key Features​

Monitor your portfolio, projects and work to get answers quickly and empower your team to make confident decisions

Hit the Ground Running with Pre-Built Reports

Don’t start from scratch. OnePlan has incorporated over 20 years of PPM implementation experience along with industry best practices and custom Power BI visualizations into their pre-built reports. This way, you can start realizing value right away.

Make Confident Decisions with Real Time Data Synch

Projects are dynamic. Instantly know when your projects need your attention. A real-time, flexible platform OnePlan delivers actionable intelligence that’s always in sync with the rhythm of your businesses.

Leverage Predictive Analytics & Trend Analysis to Stay Ahead

Understand if your project performance is getting better, or worse, with trending data. Take trends, behaviors & patterns even further with predictive knowledge so that you easily adapt and improve project performance.

Ideation & Work Requests

Make key decisions on project demand with full insight into project requests. Understand impacts to projects in flight and ensure your project portfolio is aligned to business strategy.

Portfolio Work Status

Gain visibility into the full lifecycle of your portfolio, projects and work to enable visibility, alignment, and improved execution across your enterprise.

Portfolio Financial Status

Track progress and report variance of project portfolio financials for planned, actuals and forecasts costs. Understand financials by capital vs. expense, hardware, software, labor vs. non-labor and much more.

Workload and Capacity Status

Balance resource capacity and demand with robust resource reporting and visualizations. Understand your resources planned hours versus actual time for improved forecasting.

Status Reports

Report on project status with ease! Access real time project information such as project health, key milestones, issues, risks and more. Drill in to the details based on highlighted exceptions or issues.

FAQs

What pre‑built reports are available?

OnePlan offers pre-built Power BI reports based on over 20 years of PPM best practices. These cover portfolio health, financials, workload, demand, capacity, and status reporting so teams can start getting value right away.

OnePlan’s reporting engine pulls live data from all connected projects and portfolios. This ensures stakeholders always have up-to-date insights without manual updates.

You can track planned vs. actual costs, capital vs. expense, labor vs. non-labor, resource capacity vs. demand, and overall portfolio performance. Dashboards show project status, milestones, risks, and key KPIs.

Reports are automatically updated with live project data. You can schedule, export, or share them through Power BI, PDFs, or embedded dashboards, making it easy to keep stakeholders informed.

Yes. Filters let you tailor reports by department, timeframe, work type, or strategic priority. This ensures each stakeholder sees only the data most relevant to them.

Yes. Predictive analytics help you spot patterns and forecast future performance. You can use these insights to improve decision-making and proactively manage risks.

Reports highlight exceptions like missed deadlines, budget overruns, or overallocated resources. This makes it easy to spot and act on risks before they escalate.

Sofia GPT can generate summaries of report data, interpret trends, and suggest where attention is needed. It helps translate raw data into meaningful insights for faster decisions.

Featured Resources

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