OnePlan Solutions

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73 reviews
  • 1 profiles
  • 6 categories
Average star rating
4.3
Serving customers since

Profile Name

Star Rating

45
25
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1

OnePlan Solutions Reviews

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Profile Name
Star Rating
45
25
2
0
1
Joyce L.
JL
Joyce L.
Founder, Purpose Alignment Lab | Human Flourishing Researcher | Social InnovatorMid-Market (51-1000 emp.)
10/20/2026
Validated Reviewer
Review source: Organic

Powerful Portfolio Management and Capacity Planning Tool

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.
HJ
Haakon J.
Head of Development DepartmentMid-Market (51-1000 emp.)
10/14/2026
Validated Reviewer
Verified Current User
Review source: Organic

Intuitive, customizable, and actively evolving platform with extensive API

Intuitive UI, very customizable and it is being actively developed with new features. API for integrations are also rich, and onboarding and support are very helpful
Verified User in Oil & Energy
UO
Verified User in Oil & Energy
Small-Business (50 or fewer emp.)
10/13/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

All Programs and Projects in One Place

All Programs and Projects information in one site

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HQ Location:
San Diego, US

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What is OnePlan Solutions?

OnePlan is a global leader in AI-enabled Strategic Portfolio Management (SPM) and enterprise Project Portfolio Management (PPM), offering 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. Our solutions are specifically designed to work seamlessly in any Microsoft platform, leveraging the unique capabilities and UI of each to provide a complete and seamless user experience. One Interface, One Experience, OnePlan. Built on the Microsoft cloud, with a scalable, secure, and seamless experience for your users. Get more value out of your existing tools and Microsoft investment.

Details

Website
oneplan.ai