PMBOK Portfolio Management Software

The Project Management Institute’s PMBOK Guide 7th Edition represents a significant shift in project management thinking, moving from a process-based to a principles-based approach. As organizations adapt to this new paradigm, OnePlan’s comprehensive portfolio, program & project management platform offers robust support for implementing the guide’s key concepts.

PMBOK Portfolio Management Software

Align Your Projects with the Latest PMI Principles & Performance Domains Using OnePlan’s PMBOK Solution Template

Focus

Principle-Based Approach with a Focus on Performance Domains

Seamlessly integrate the 12 Project Management Principles into your workflows and organize your projects around the 8 Project Performance Domains for holistic project management.

Business Goals

Strategic Tailoring of Project Management Frameworks

Customize project approaches based on context and organizational needs. Integrate with popular work management tools to enable top-down portfolio management.

Productivity

Improved Outcomes & Continuous Improvement

Focus on value delivery and stakeholder satisfaction. Leverage data-driven insights and AI to refine your project management approach. Embrace adaptability to respond effectively to changing project conditions.

Strategic Portfolio Management


OnePlan’s Strategic Portfolio Management tools enable organizations to focus on high-value initiatives and make data-driven decisions about which projects to pursue:

  • Select projects that align with overall strategy and deliver the most value
  • Optimize resource allocation across the portfolio
  • Prioritize projects based on financial impact and strategic importance
  • Support strategic planning and performance measurement
  • Ensure the project portfolio is aligned with business objectives

AI-Powered Support for Project Performance Domains

OnePlan’s Sofia GPT AI supports key PMBOK principles by offering context-specific insights, data-driven analysis, enhanced decision making and facilitating adaptive planning. By leveraging AI technology, project teams can more effectively apply PMBOK principles and navigate the project performance domains, leading to improved project outcomes and value delivery.

Sofia GPT AI enhances project management capabilities across multiple performance domains:

  • Provide intelligent recommendations based on PMBOK principles
  • Assist in creating detailed project plans
  • Analyze risks and forecast outcomes
  • Streamline project management processes

PMBOK Stage Gates

OnePlan enables organizations to effectively use stage gates to evaluate projects and make informed decisions about moving forward, while tailoring the approach to their specific needs.

  • Implement defined decision points to assess project readiness between phases
  • Customize stage gates to fit the project context
  • Ensure projects meet required criteria before progressing

Build Quality into Processes & Deliverables with PMBOK Artifacts

OnePlan enables consistent use of key PMBOK artifacts like Project Charters, Scope Management Plans, and Risk Management Plans. This ensures projects follow necessary governance steps and quality processes throughout the lifecycle.

By standardizing critical project documents, OnePlan helps teams:

  • Align with PMBOK best practices
  • Maintain governance and compliance
  • Improve quality of deliverables
  • Enable consistent processes across projects


Customizable templates for core PMBOK artifacts allow organizations to tailor governance to their specific needs while adhering to project management standards.

Integration with Leading Work Management Tools

Maintain focus on project objectives while adapting to the dynamic nature of project work across multiple tools and systems by integrating with popular collaborative work management platforms like Microsoft Project, Planner, Smartsheet, Monday.com, Jira, Asana, and more.

Consolidating project data from various systems enables:

  • Integration of data from diverse tools with a holistic view of project work
  • Effective management of project processes, communications, and workflows
  • Balance competing constraints across the portfolio
  • Monitor new work and changes across integrated platforms

Centralized Resource Management

By centralizing resource data, OnePlan helps project managers build and maintain high-performing teams while adhering to PMBOK’s focus on collaborative and effective team environments.

OnePlan’s real-time resource management capability centralizes data from across the organization, enabling:

  • Effective allocation and management of resources
  • Visibility into resource availability and skills
  • Facilitation of team formation and role assignment
  • Adaptive resource planning as project needs evolve

Financial Management for Value-Driven Projects

Measure performance and focus on value throughout the project lifecycle. OnePlan integrates with financial systems to track key financial metrics and link financial data to project outcomes.

  • Real-time budget tracking and forecasting
  • Integration of actual costs across the portfolio
  • Financial health monitoring aligned with project goals

Make data-driven decisions to optimize value delivery and demonstrate the financial impact of project outcomes.

Real-Time Monitoring & Performance Measurement

Focus on continuous monitoring and adapting to deliver value throughout the project lifecycle.

OnePlan provides robust monitoring and reporting capabilities:

  • Real-time tracking of key performance metrics
  • Customizable dashboards for different stakeholder needs
  • Automated data collection and analysis
  • Data-driven decision making

By providing timely and accurate performance data, OnePlan helps project teams:

  • Identify trends and potential issues early
  • Adjust strategies based on actual performance
  • Communicate project status effectively to stakeholders

Real Success Stories: PMBOK with OnePlan

Enza Zaden

Enza Zaden Plants the Future of Project Management

Diversus Health

Diversus Health Simplifies Strategic Planning with OnePlan

ChampionX

End-to-end Solution Transforms Innovation & Enterprise Excellence Capabilities

Enhance Your Microsoft Platform Investment

Microsoft recognized OnePlan for 5 consecutive years as a Global PPM leader. Built on the Microsoft cloud, our solutions provide a seamless experience, giving you more value from your existing Microsoft investment. Streamline your user experience in a one interface with OnePlan.

OnePlan Recognized by Microsoft as a Global PPM Leader for 5 Consecutive Years

Project and Portfolio Management Award
2019 Partner
of the Year Winner
Project and Portfolio Management Award
2020 Partner
of the Year Winner
Project and Portfolio Management Award
2021 Partner
of the Year Winner
Project and Portfolio Management Award
2022 Partner
of the Year Winner
Project and Portfolio Management Award
2023 Partner
of the Year Winner

Because Some Things Are Just Better Together

With OnePlan, integration drives innovation and success.
OnePlan effortlessly connects with leading work management tools like Microsoft Teams, Microsoft Planner, Microsoft Project, Azure DevOps, Jira, Smartsheet, monday.com, Asana, Wrike, Trello, and more bringing all your project data into one powerful platform. By breaking down data silos and enhancing collaboration, OnePlan streamlines workflows, boosts efficiency, and delivers deep insights, empowering your team to work smarter, make informed decisions, and drive greater success.

An Innovator And Industry Leader

2024 and 2023 Consecutive Recognition in Peer Insights “Voice of the Customer” for Strategic Portfolio Management

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A Leader in The Forrester Wave Report: Strategic Portfolio Management

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OnePlan was cited as a top vendor in “Determine the Future of Microsoft Project in your Organization”

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