You can’t lead if you are too busy following. The less time you spend chasing down data, the more time you have for using that data to make better decisions. OnePlan status reporting means less time consolidating data and more time using visualizations that explain the leading indicators in your business – not the old news.
OnePlan’s Status Reports help you, your stakeholders, and internal team stay honest about your work, process, budgets, and issues.
Your organization may have more than one way of doing things – and multiple sources of business data. OnePlan reporting and analytics looks across methodologies and data sources to provide a complete picture.
Pursuing managers for status reports is not a good use of anyone’s time. OnePlan automation generates status when you decide. Workflows automate collaboration when different stakeholders should be consulted on approving content.
OnePlan snapshots your data so you can see patterns and trends over time – visualizations of what is likely to happen in the future. Reports can be shared in different media, enabling stakeholders to see data in their preferred format.
OnePlan’s Adaptive approach supports you in allowing different work methodologies and different sources of the truth, giving you dashboards and analytics that consolidate different work processes and systems.
Don’t spend your valuable time manually chasing down status reports; instead, set up a recurring schedule for reports to be run automatically, on a cadence of your choice.
Some of your reports may be critical enough that they need an extra pair of eyes to complete them. Or perhaps you have multiple teams represented in one report. Set up your own workflows that automate the right sequence of approvers before reports are published.
Microsoft Power Bi is our tool of choice for sharing interactive dashboards. But sometimes, you need to share information with stakeholders in certain formats. OnePlan gives you options for publishing data to suit your audience.
One challenge with traditional status reporting is understanding what has changed since the last report. Additionally, most reporting tells you what has happened, not what will happen in the future. With OnePlan, you can snapshot data periodically, seeing patterns in data build up over time. This enables visualizations of whether a project is likely to meet those budget targets or critical dates.
Our Sofia GPT AI helps you automate the process of creating and communicating status reports. You can easily generate status reports and share them with stakeholders using natural language.
Sofia GPT for Status Report Communication in OnePlan offers a powerful set of AI capabilities to help you streamline your status report communication process and ensure that stakeholders are informed and engaged. Whether you’re a Project Manager, Program Manager, or Portfolio Manager, Sofia GPT saves time and effort, enhances stakeholder communication, and improves project outcomes.
OnePlan allows you to set up recurring report schedules that generate automatically. You can choose the timing, frequency, and which data to include. This removes the need to chase down manual updates.
OnePlan pulls in data from agile, waterfall, and hybrid sources across your connected tools. It consolidates this into a single, coherent report that gives a complete picture of portfolio or project health.
Reports can include snapshots that show changes over time. Visualizations highlight patterns, risks, and forecasted results, like whether you’re on track to hit budget or timeline targets.
Yes. You can define custom workflows for report reviews and approvals. This ensures the right stakeholders validate reports.
Reports can be exported as Word or PDF files or shared via email. OnePlan also integrates with Power BI for interactive dashboard sharing.
OnePlan snapshots your data at scheduled intervals. These snapshots highlight what’s changed since the last report, making it easier to track trends and progress.
Yes. Reports can be filtered by role, department, portfolio, or any relevant attribute. This ensures each stakeholder sees the insights most relevant to them.
Sofia GPT uses AI to generate natural language summaries of your report data. It highlights key changes, risks, and performance trends, saving time and improving clarity in stakeholder communication.
