OnePlan Solutions

OnePlan

Composite Score

8.2 /10

CX Score

8.3 /10

44 Reviews Write a Review

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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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Awards & Recognition

OnePlan won the following awards in the Project Portfolio Management - Midmarket category

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9 Top Rated Capabilities

8 Top Rated Features

Latest Award, 2025

Strategy and Innovation
Product Impact

2024

4 Top Rated Capabilities

6 Top Rated Features

2024

Strategy and Innovation

2023

OnePlan Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on OnePlan.

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.

84 Likeliness to Recommend

5
Since last award

94 Plan to Renew

6
Since last award

80 Satisfaction of Cost Relative to Value

11
Since last award

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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.

+80 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?

3% Negative

13% Neutral

84% Positive

Pros

Caring
Respectful
Trustworthy
Acts with Integrity

Feature Ratings

Average 79

Project Portfolio Management

Project Management

Risk and Fraud Assessment

Resource Planning

Lifecycle Management

Document Management

Tasks and Workflow Management

What If Analysis

Timesheet Management

Analytics and Reporting

Mobile

Vendor Capability Ratings

Average 78

Ease of IT Administration

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization

Breadth of Features

Ease of Data Integration

Business Value Created

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Also Featured in...

Strategic Portfolio Management

Score 7.8

View OnePlan in this category (opens in a new tab)

OnePlan Screenshots

OnePlan Videos

OnePlan Reviews

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

Role: Operations
Industry: Machinery
Involvement: Business Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Jul 2025

Easy, Integrated Project and Portfolio Management

Likeliness to Recommend

9 /10

Pros

Helps Innovate
Continually Improving Product
Inspires Innovation
Caring

Laura B.

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

Validated Review

Verified Reviewer

Submitted Jul 2025

Very pleased so far with our experience!

Likeliness to Recommend

8 /10

What differentiates OnePlan from other similar products?

A variety of integrations that allow us to have a unified view of all projects in flight and that have been requested.

What is your favorite aspect of this product?

The strategic planning capabilities and forecasting capabilities have been game changers for our team.

What do you dislike most about this product?

Not able to account for contractor rate changes mid-project. If you change the rate, it updates historical information for that individual.

What recommendations would you give to someone considering this product?

I would highly recommend going through some training on the tool and how it works before beginning with your implementation. We struggled at the beginning because the team from OnePlan understood the tool and really tried to expedite our implementation. As we talked through the requirements, it was difficult for our team to make connections and understand how one decision would impact another.

Pros

Performance Enhancing
Respectful
Fair
Altruistic

OnePlan

What is OnePlan?

Company Details

Book a Free Demo Today!

Awards & Recognition

OnePlan Ratings

84 Likeliness to Recommend

5 Since last award

94 Plan to Renew

6 Since last award

80 Satisfaction of Cost Relative to Value

11 Since last award

Emotional Footprint Overview

+80 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

Project Portfolio Management Includes basic aspects of multi-project, multi-program oversight with comprehensive, high-level reporting on progress and costs.

Project Management Includes support for elements of individual project management such as phase, task, resource, duration and budget, with Gantt and WBS views.

Risk and Fraud Assessment Includes the ability to document, mitigate, and respond to project risk conditions across the portfolio and detect instances of potential fraudulent claims.

Resource Planning Includes the ability to see which resources have capacity, assign projects and tasks, and to level assignments according to resource schedules and shifts.

Lifecycle Management Includes change requests and management, with budget, resource, and scope implications on current project and the portfolio.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

What If Analysis Includes ability to create test scenarios to see implications of schedule or resource changes, with option to either implement or cancel all.

Timesheet Management Includes ability for resources to log hours against tasks and percentage completed in real time or post hoc.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

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

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

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.

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.

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

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.

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.

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.

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.

Also Featured in...

Strategic Portfolio Management

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

Given M.

Finally, a Tool That Supports Our Agility Vision

Likeliness to Recommend

Pros

Easy, Integrated Project and Portfolio Management

Likeliness to Recommend

Pros

Laura B.

Very pleased so far with our experience!

Likeliness to Recommend

Pros

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Feature Ratings

Project Portfolio Management

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Resource Planning

Lifecycle Management

Document Management

Tasks and Workflow Management

What If Analysis

Timesheet Management

Analytics and Reporting

Mobile

Vendor Capability Ratings

Ease of IT Administration

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization

Breadth of Features

Ease of Data Integration

Business Value Created

Quality of Features

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