[ OnePlan Reviews ](https://www.g2.com/products/oneplan-solutions-oneplan/reviews) [ OnePlan Reviews ](https://www.g2.com/products/oneplan-solutions-oneplan/reviews) # OnePlan Features ##### ## Tasks (9) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Projects (35) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (8) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (4) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Portfolio Management (5) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Show More ##### ## Project Management (6) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Prepare (5) Strategy Map Create and manage maps for multiple strategies at the department or company level. Strategy Model Provide pre-defined strategy models that can be customized and combined by users Rules Define rules to assign employees and resources to various strategic plans Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Plan (8) Vision Statement Adds values, mission and vision statements to strategy plans Goals Assigns goals to strategic plans and define owners and milestones for each goal. Collaboration Allow users from multiple teams to collaborate on strategic planning and implementation. Cascade Planning Ensures that various teams, departments, and business entities are aligned with the strategy of the company. Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Project Planning Organize and schedule projects Scenario Planning Develop potential scenarios to identify risks and opportunities Activity Planning Show More ##### ## Optimize (8) Progress Tracking Monitor the progress of all activities related to strategy and identify opportunities for improvement. KPIs Include KPIs to track the status and success of strategic operations. OKR Define and monitor objectives, and key results (OKR). Status Tracking Track the status over time for a request, process, asset, or transaction Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Show More ##### ## Communication (4) 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Show More ##### ## Goal Creation (5) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Action Item Creation Allows users to create goals and takss based on action items decided in in-person meetings. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Show More ##### ## Execute (4) Performance Track the performance of strategy execution tasks and identity opportunities for improvement Communication Clearly communicate how strategy plans should be implemented accross all departments of the company Alignment Align all staheholders involved to improve collaboration, visibility, and performance Performance Track the performance of strategy execution tasks and identity opportunities for improvement Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Strategy - Project and Portfolio Management (25) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (195) Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance KPI Monitoring Tracking the status of previously identified performance measurements Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Financial Management Plan, manage, and track the financial activities of an individual or organization Budgeting/Forecasting Create budgets based on historical data and future projections Workflow Management Create, design and manage workflows for repetitive tasks Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Ad hoc Reporting Generate one-off reports that meet information requirements Data Management Ability to handle large datasets Scorecards Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Secure Data Storage Securely stores data to prevent data loss or breaches Trend/Problem Indicators Visually identify direction of development and areas that require attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Self Service Data Preparation Access, combine, transform, and store data without the help of an IT department Generative AI Use AI to generate content in the form of text, images, videos, etc. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Import/Export Import and export data to and from software applications "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Benchmarking Compare key metrics for the business against prominent players in the industry Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Data Integration Combining data from different sources and providing a unified view Predictive Analytics Predict future data based on historical data sets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Prioritization Arrange tasks based on the level of priority or urgency Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Projections Estimate or forecast of a future scenario based on the study of present trends Dashboard Creation Creation and customization of dashboards Document Management Store, manage, and track all electronic documents in a centralized location Planning Tools Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Progress Reports Document and report the progress of ongoing projects Customizable Reports Alter the layout and content of reports Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Reporting Active reporting of data and metrics Commenting/Notes Leave comments and notes on documents for others to view Template Management Create, save, and re-purpose templates for emails, forms, etc. Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Task Management Create, manage and track all task activities and progression Project Accounting Manage and track financials on a project-to-project basis Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reminders Timed notification for any upcoming task, deadline, appointment, or activity Real-Time Reporting Active reporting of data and metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Profiles Centralized storage for employee data, records, and performance metrics Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Task Progress Tracking Track the status and progress of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Prioritization Arrange tasks based on the level of priority or urgency Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Planning Organize and schedule projects Data Visualization Graphical representation of data Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Task Management Create, manage and track all task activities and progression Real-Time Updates Receive system updates as soon as any changes are made Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Progress Reports Document and report the progress of ongoing projects Single Sign On Allow users to access multiple services after entering their login credentials once Goal Management Allows employees to set and manage work or career related goals Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Dashboard Alter the layout and content of dashboards Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Configurable Workflow Configure existing workflows to meet your organization's needs Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Commenting/Notes Leave comments and notes on documents for others to view KPI Monitoring Tracking the status of previously identified performance measurements Employee Management Track employee schedules, availability, and performance across projects and tasks Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ## 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