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OnePlan Solutions

OnePlan

Composite Score

7.8 /10

CX Score

8.0 /10

17 Reviews Write a Review

What is OnePlan?

OnePlan offers AI-enabled strategic portfolio, financial, resource and work management solutions that fit the needs of every organization. Connect OnePlan with Microsoft Project, Project for the web, Microsoft 365 Planner, Azure DevOps, Jira, Smartsheet, and more for a complete view into all work across the enterprise. In 2019, 2020, 2021, 2022, and now 2023 OnePlan was awarded the Global Microsoft Project and Portfolio Management Partner of the Year award and finalist for demonstrating breakthrough customer impact and solution innovation.

Company Details

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OnePlan Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

90 Likeliness to Recommend

100 Plan to Renew

81 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love OnePlan?

0% Negative

6% Neutral

94% Positive

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Feature Ratings

Average 85

Multi-Portfolio Management

Ideation and Innovation Management

Interoperability/APIs

Multi-Methodology Delivery

Investment and Financial Management

Value Tracking and Measurement

Analytics and Reporting

Lean Portfolio Management

Strategy Mapping and Roadmapping

Enterprise Architecture Management

Product Management

Vendor Capability Ratings

Average 81

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Breadth of Features

Ease of Customization

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Quality of Features

Business Value Created

Ease of Data Integration

Also Featured in...

Project Portfolio Management - Midmarket

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OnePlan Screenshots

OnePlan Videos

OnePlan Reviews

Austin W.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2025

Single source for many projects

Likeliness to Recommend

9 /10

What differentiates OnePlan from other similar products?

It’s great to have all project, financial, and resource data in one place. It has given the ability to capture intake requests and ideas via the innovation portal, which is quite useful. I feel the platform holds great scalability from a few projects to large portfolios.

What is your favorite aspect of this product?

I can view budgets and expenditures in real time. Dependencies visualization has helped us prevent hidden blockers across portfolios. We’ve reduced tool recline by bringing many work tools under OnePlan’s visibility. I trust the status reporting because of its accuracy and timeliness.

What do you dislike most about this product?

It provides a great reporting feature, but customizing those reports demands much time. The configuration of OnePlan to match our organizational portfolio hierarchy is time-consuming as well.

What recommendations would you give to someone considering this product?

If your teams use mixed methodologies, this platform will let them work how they want significantly. Also, you get better visibility into what everyone is working on, as OnePlan will centralize that view.

Pros

Performance Enhancing
Enables Productivity
Unique Features
Saves Time

Role: Information Technology
Industry: Not for Profit
Involvement: IT Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Jul 2025

Exceeded our expectations

Likeliness to Recommend

9 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Given M.

Role: Information Technology
Industry: Apparel
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jul 2025

Finally, a Tool That Supports Our Agility Vision

Likeliness to Recommend

9 /10

What differentiates OnePlan from other similar products?

For us, it was that OnePlan seamlessly integrates with Azure DevOps - which was key for our Agility vision. OnePlan is also highly configurable to support various delivery models – traditional, Agile, hybrid, or Lean Portfolio Management (LPM).

What is your favorite aspect of this product?

The Modeler - provides advanced portfolio modeling and what-if scenario planning. Also, the direct support for OKRs, Epics, PI Planning, prioritization, and Agile team structures - gave us a single view of our book of work. Lastly, the fact that you can turn modules on/off (e.g., Timesheets, Resource Planning) to suit your team maturity.

What do you dislike most about this product?

Sometimes extensive configuration is required to tailor the tool to specific frameworks (prioritization framework, PI planning board) or governance needs. Sometimes there is a lag or slowness when loading complex reports.

What recommendations would you give to someone considering this product?

If your organization is already using Azure DevOps, Microsoft Project, Teams, or Power BI, then OnePlan is a natural fit for you. Also, it is important to use a live or high-priority portfolio to test adoption (a pilot). Avoid doing only a sandbox trial — a real-world pilot gives better insights into usability, data structure needs, governance consideration, and organizational change impact.

Pros

Reliable
Enables Productivity
Efficient Service
Effective Service

Latest Research

OnePlan

What is OnePlan?

Company Details

Need Assistance?

OnePlan Ratings

90 Likeliness to Recommend

100 Plan to Renew

81 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love OnePlan?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Multi-Portfolio Management Ability to perform various modalities of portfolio management and optimization, including project, applications and asset portfolio management.

Ideation and Innovation Management Ability to facilitate innovation management processes across the organization, such as support stage gates from ideation through to approval.

Interoperability/APIs Enables seamless integration with other applications for data interoperability.

Multi-Methodology Delivery Includes the ability to plan and execute work in a way that accommodates various planning and delivery paradigms (predictive, iterative, Kanban, lean, etc.)

Investment and Financial Management Includes the ability to forecast, track, and report on financials at various levels (strategy, product, program, project, etc.).

Value Tracking and Measurement The ability to forecast, track, and measure return on investment for strategic investments including accommodations for various paradigms of value delivery.

Analytics and Reporting Access to real-time dashboards and data interpretation, which can be exported as reports in a range of formats.

Lean Portfolio Management The ability to plan and report on portfolio performance independent from task level details of product, program, or project delivery.

Strategy Mapping and Roadmapping Access to timeline views of strategies and initiatives, ability to map dependencies, market needs, funding, priorities, governance, and accountabilities.

Enterprise Architecture Management Map the structure and operation of an organization to effectively coordinate various domains i.e. business, data, application and security architecture.

Product Management Product management specific functionality, including the ability to connect product families, roadmaps, and backlogs to enterprise goals and priority, etc.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Also Featured in...

Project Portfolio Management - Midmarket

OnePlan Screenshots

Work the way you want

View Portfolio Progress using a Portfolio Gantt

Visualize and manage your portfolio using Boards

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

Gain Insights Through Reporting and BI

Increase Resource Workload Transparency

Optimize Financial Investments

Your AI-Powered Personal Assistant

Track Time On Investments

OnePlan Videos

OnePlan Introduction

OnePlan Reviews

Austin W.

Single source for many projects

Likeliness to Recommend

Pros

Exceeded our expectations

Likeliness to Recommend

Pros

Given M.

Finally, a Tool That Supports Our Agility Vision

Likeliness to Recommend

Pros

Title

Feature Ratings

Multi-Portfolio Management

Ideation and Innovation Management

Interoperability/APIs

Multi-Methodology Delivery

Investment and Financial Management

Value Tracking and Measurement

Analytics and Reporting

Lean Portfolio Management

Strategy Mapping and Roadmapping

Enterprise Architecture Management

Product Management

Vendor Capability Ratings

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Breadth of Features

Ease of Customization

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Quality of Features

Business Value Created

Ease of Data Integration