OnePlan
OnePlan offers AI-enabled strategic portfolio, financial, resource, and work management solutions designed for modern enterprises. OnePlan empowers organizations with a single, integrated platform to plan, prioritize, and manage their full portfolio of initiatives—connecting strategy to execution across the enterprise. OnePlan is used by PMOs, IT, engineering, operations, digital transformation, service delivery, R&D, and marketing teams across industries including life sciences/pharmaceutical, construction/engineering, healthcare, and energy & utilities. It is built on the Microsoft cloud and designed for organizations that need to align strategy with execution while gaining real-time visibility into resources, budgets, and portfolio performance. Typical users include PMO leaders, portfolio managers, resource managers, financial planners, and executive stakeholders (CEO/Board, CFO, CTO/CDO, VP Strategy). Core capabilities include: Idea & Request Intake – Capture and prioritize incoming requests and ideas so the highest-value initiatives rise to the top before resources are committed. Strategic Planning – Connect corporate strategy to real work, aligning initiatives to business goals so investment decisions map directly to outcomes. Portfolio Planning & Management – Drive strategy enterprise-wide with a consolidated view of every initiative, program, and project across the organization. Financial Planning – Optimize financial investments with real-time budget forecasting, actuals tracking, and governance tied to program performance. Resource Planning & Management – Increase workload transparency, model capacity, and assign the right people to the right work at the right time. Portfolio Scenario Modeling – Choose the best path forward by testing "what-if" scenarios before committing funding or resources. Work Planning / Hybrid Work Planning – Support Agile, Waterfall, and hybrid delivery methods in a single platform so every team works the way it wants to. Time & Effort Tracking – Track time on investments to improve forecast accuracy and resource utilization visibility. Strategic Visualization – See how strategy, resources, and execution connect through visual dependency and impact mapping. Reporting & Dashboards – Turn data into action with real-time, role-based dashboards for every level of the organization. Sofia AI (AI Assistant) – An embedded AI co-pilot that surfaces risks, rebalances portfolios, forecasts outcomes, and answers questions in real time. Solutions: Strategic Portfolio Management – Align strategy, funding, and execution across the enterprise. Collaborative Work Management – Help teams plan, organize, and complete work together. Strategic Execution Management – Close the strategy-execution gap with full traceability from strategy to results. Product Portfolio Management – Align product investment decisions with market opportunity. Professional Services Automation – Run client-facing engagements with greater efficiency and profitability. Agile Portfolio Management – Scale agile practices and business agility across the portfolio. Adaptive Project Portfolio Management – Support multiple methodologies (Agile/Waterfall/Hybrid) with one governance layer. Dozens of Integrations: Microsoft Teams, Microsoft Planner, Project Online, Azure DevOps – Native Microsoft 365 ecosystem integration (5x Microsoft PPM Partner of the Year). Smartsheet, Jira, monday.com, Asana, Wrike, Trello – Connects execution-layer work management tools into a single portfolio view. ServiceNow – Bridges IT service and portfolio management data.
Average Rating: 4.3/5.0
Total Reviews: 49
How Do G2 Users Rate OnePlan?
- Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.9/10)
- Planning: 8.3/10 (Category avg: 8.8/10)
- Creation & Assignment: 8.3/10 (Category avg: 8.9/10)
- Resource Allocation: 7.9/10 (Category avg: 8.4/10)
Who Is the Company Behind OnePlan?
- Seller: OnePlan Solutions
- Company Website:
- HQ Location: San Diego, US
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LinkedIn® Page: www.linkedin.com
179 employees on LinkedIn®
Who Uses This Product?
- Top Industries: Information Technology and Services
- Company Size: 59% Medium, 33% Large
What Do G2 Reviewers Say About OnePlan?
AI-generated summary from verified user reviews
Pros
- Users value the high level of customization in OnePlan, making it easy to adapt to specific organizational needs.
- Users find OnePlan to be very easy to use, with intuitive features and seamless integration for effective management.
- Users find OnePlan to be intuitive, facilitating easy adoption and streamlined management of enterprise portfolios.
- Users value the automation capabilities of OnePlan, enhancing efficiency and integration across project management tasks.
- Users value the centralized solution of OnePlan, enhancing visibility and management of complex real estate projects.
What Are Recent G2 Reviews of OnePlan?
"Seamless Microsoft Integration with Innovative Updates and Personalized Support"
Rating: 4.0/5.0 stars
— Sharon L.
"Bringing Consistency to Decentralized PMOs"
Rating: 4.0/5.0 stars
— Jennifer K.

