Our end users enjoy using OnePlan for how seamlessly it integrates with the Microsoft ecosystem, including Microsoft Teams and MS Project, while still offering a user-friendly project management interface. We also appreciate OnePlan's commitment to innovation through continuous product updates that keep pace with modern management needs. On top of that, the personalized support from dedicated technical account managers stands out, as they tailor solutions to each OnePlan customer’s unique business goals and needs. They also offer Sofia, their AI chatbot, for assistance, and they recently integrated AI features to streamline project management in one of their latest releases. Performance-wise, it offers great overall value. Review collected by and hosted on G2.com.

The standard, out-of-the-box features can be quite limited, offering fewer customization options for OnePlan owner administrators. When standard capabilities do not meet current business needs, custom code is required to be done by the technical account manager; however, this custom code frequently introduces glitches and performance issues whenever new updates are released. Additionally, the pricing can be substantial, as licensing costs are quite high for users who require high-level access. Review collected by and hosted on G2.com.

The application is user friendly. It enables enterprise project intake, project governance, planning, resource management, project implementation, and portfolio reporting together in a single platform. It creates visibility into work across the organization and supports data informed decisions in project prioritization and resource allocation. It provides transparency to our health organization leaders, project teams and stakeholders by establishing a consistent, shared project lifecycle and project governance cycle across the disparate PMOs throughout our organization. Review collected by and hosted on G2.com.

The application is limited in its support of our complex projects, programs and portfolios. We have a staff of over 25,000 individuals across our health system, and the quick growth we have experienced over the last several years through mergers and acquisitions, our projects require the management of multiphased projects with a large number of workplan tasks needed to manage the project across multiple teams and a large number of resources allocated to these tasks. The system does not seem to support this complexity of work, and unfortunately, the majority of our enterprise projects are complex.

While I see value in the platform itself, the performance of the tool and aspects of the implementation have left much to be desired. Performance expectations and success criteria do not appear to have been clearly established or validated during implementation, resulting in ongoing usability and reliability challenges.

My experience with OnePlan Support has been mixed. I have had some positive interactions, but many have been frustrating. Issues are often marked as resolved without a clear root cause analysis, documented corrective action, or closing summary that can be retained for future reference. This makes it difficult to build organizational knowledge, identify recurring patterns, and maintain confidence that underlying issues have been fully addressed.

I would like to see greater transparency around performance expectations, stronger root cause analysis, and more comprehensive case closure documentation so customers can better understand what occurred, why it occurred, and how similar issues can be prevented in the future. Review collected by and hosted on G2.com.

OnePlan provides me a good overview of all the running initiatives. I like the flexibility of the configuration and the use of the tool and the ease in which we can shape it to our own needs Review collected by and hosted on G2.com.

Our users see it as a separate system for their reporting, making sure it stays updated feels for them like a choir. This is more a capability and maturity point for our Project Managers though. Review collected by and hosted on G2.com.

I like that OnePlan gives us one source of truth for our portfolio projects and helps us with capacity planning. I find it handy to estimate and track resource forecasts and project actuals, and to use the heat map to see project allocation and where resources are under or over-allocated so we can balance them. The dashboards are easy to customize, with different views and perspectives for different users, and I can see information together on one screen and use filters. I also find the yearly and quarterly totals, multi-year forecast and budget comparisons, and resource sheets for forecasts, actuals, combined costs, and budgets useful for measuring variances and improving future estimates. I like that I can configure business rules, add project steps, and change field labels and parts of the interface without writing code. It is easy to extract data for Excel, charts, and Power BI reports, and the built-in dashboards and different ways to view and shape the data are handy. I also find the modular scenario planning useful for modeling project start times and seeing the effect on resource loads. The initial setup was faster than we expected and quite efficient: the OnePlan consultants did the discovery analysis, and within a few weeks they configured what we asked for. Review collected by and hosted on G2.com.

I find the user interface could be more user-friendly at times. The work type view isn’t very friendly for project managers; I find it clumsy and think it could be streamlined. Review collected by and hosted on G2.com.

I like the user-friendliness and navigation of OnePlan, which makes it easy to use. I appreciate the dashboards that provide clear insights and the customer support that is available when needed. The portfolio management feature is particularly valuable, as it allows me to filter and report on projects at different levels - from project manager to executive. This helps me track project health, budget status, and resource allocation. The initial setup of OnePlan was extremely easy, making the onboarding process smooth. One of the things I find really useful is being able to integrate OnePlan with Dynamic 365, Teams, and Microsoft Project desktop, which fits seamlessly into our workflow. Review collected by and hosted on G2.com.

There are several things I would love to see replaced or improved in OnePlan. One in particular is within the work plan, the ability to drag and drop like in Excel or project, allowing continuous dates or to assign a resource to multiple lines without having to click to drop the resources in. In addition, I would love to have the ability to update the Resource Plan without suspending the auto import from the Work Plan. Review collected by and hosted on G2.com.

OnePlan helps us bring project, resource and portfolio information together in one place. This makes it easier to prioritize work, balance available capacity and support management decisions with reliable data instead of separate spreadsheets and disconnected tools. Review collected by and hosted on G2.com.

Some features in OnePlan are not always intuitive, and it can take time to understand how different components work together. New users may need guidance before they can fully benefit from the platform. Additionally, the initial setup took some time because we wanted the platform to support our way of working. Most of the effort was spent on defining processes and data requirements rather than the technical implementation itself. There's also room for improvement in usability overall. Review collected by and hosted on G2.com.

The integrations with different systems such as Microsoft ADO, Microsoft Planner, and ServiceNow are very helpful for us. The integrations allow the teams to work in the tools that they use every day and allows us to pull that data all into OnePlan so that we can have a consolidated view of all of our work. Review collected by and hosted on G2.com.

The integrations are very helpful but I would like to see some improvements. I would like to synch Microsoft ADO to the OnePlan schedule (rather than the backlog) and I think the reason that can't be done today is because the OnePlan scheduling engine runs on the front-end rather than in the cloud. I think migrating the scheduling engine to the cloud is in the OnePlan backlog, that enhancement would be really helpful.

I also have some issues with how OnePlan tracks % Done. The % Done calculation requires start and end dates (because it is based on duration) which we don't always have with our work items coming in from ADO. It would be helpful if OnePlan supported an alternative calculation for % Done that uses a calculation of % Done = work completed (hours) / total work estimated (hours).

It would also be helpful if the roadmap view could color code to show the time each project was in each process step. That way we could show on the roadmap we spent in Execution versus other phases (process steps).

It would also be helpful to have some documented examples of common configurations for OnePlan that you have seen work across your different customers. How do other customers handle operations vs project work? How do other customers use Programs? Some common high level config examples would be helpful.

The user interface could also use some updates. The UI doesn't refresh well when moving from a monitor to just my laptop for example. On my laptop I have to set my browser from 100% to 80% or else some menus are off screen. Review collected by and hosted on G2.com.

I like that with OnePlan I can have everything in one tool, representing the application architecture and managing the portfolio, from the initiative level down to task details. I appreciate the integration with Azure DevOps that allows connecting the backlog and handling everything related to project management. I also find the provided documentation useful and the fact that they release frequent, well-documented improvements. Additionally, I consider the integration of OnePlan with One Connect, which allows me to communicate with other tools and create an integrated toolchain, one of its strengths. Review collected by and hosted on G2.com.

Well, certainly the dashboard part can be improved, I mean the dashboard that can be implemented within OnePlan. And also the roadmap part. Which we currently cannot use. Moreover, the initial configuration was not very easy, we had to study well and read a lot of documentation, doing several tests, which made us lose a lot of time, although it was a good investment for the future. Review collected by and hosted on G2.com.

UI/UX

OnePlan takes a forward-thinking approach to enterprise work management by offering integrations with leading productivity and collaboration platforms. These integrations are easy to configure, deliver reliable and seamless performance, and simplify ongoing administration, enabling organizations to connect their tools and workflows with minimal effort.

Integrations

OnePlan is forward thinking by integrating with the top work productivity platforms making the integration set-ups easy, offering seamless performance and less, easy to set and manage.

Performance

OnePlan demonstrates strong overall performance despite significant growth in data volume and processing demands. The platform remains responsive for most day-to-day activities, including project management, portfolio planning, and reporting. While users may occasionally experience slower response times during peak processing periods, large data loads, or complex reporting operations, the system continues to reliably support business operations and scale with organizational growth.

Pricing / ROI

The platform provides good overall ROI by consolidating multiple planning and reporting functions into a single solution. As adoption and usage increase, the value gained from process automation, governance, and reporting continues to improve. Pricing remains competitive for organizations seeking enterprise portfolio management capabilities, although additional modules and integrations may increase total ownership costs.

Support / Onboarding

The onboarding experience was satisfactory and provided the necessary training and resources to get started confidently. The support team is responsive and helpful, and the Advantage Team serves as an excellent resource when tackling advanced functionality or unique business requirements. Overall, the combination of onboarding and ongoing support contributes positively to the platform's value.

AI / Intelligence

Sofia is a valuable built-in AI assistant for basic guidance and productivity support. As user maturity and complexity increase, additional capabilities may be needed to meet advanced use cases. OnePlan's integration with leading enterprise platforms helps address this need by enabling access to more powerful AI tools and richer organizational insights. Review collected by and hosted on G2.com.

OnePlan is a flexible portfolio management solution that delivers business value. Areas for improvement include occasional performance challenges with very large datasets, more advanced AI capabilities for experienced users, and continued simplification of complex administrative and reporting functions. Review collected by and hosted on G2.com.

The variety of functionality available. The ability to configure work plans, resource plans, finance plans and add various lists to a project. Review collected by and hosted on G2.com.

Features that work then stop. I have been disappointed at how the subtotals of values in the portfolio have been broken for a long time. This makes a key feature of OnePlan unusable and has resulted in a lack of confidence in the product. We have a four level hierarchy but we can no longer expand all the projects within them. And we cant filter within the hierarchy as we used to be able to do. I also think the product lacks the key ability to upload lists of information. I previously used a product called KeyedIn that would allow you to generate a template from any configured list, populate it, and upload the results. Whether that is projects, risks, WBS, etc, this would be a feature that would greatly improve OnePlan. A recent update to allow date filters on fields was great, but without being able to make the date a centrally managed variable, the feature is almost unusable. Why create 20 date-based financial fields if you have to go in and update the date every year? Having the ability to fix the absolute or relative width of columns in a view would also be helpful. And also having the product remember the view you were using in the financial plan, rather than having to reselect and expand every time you move back would improve it. Review collected by and hosted on G2.com.