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OnePlan Solutions

OnePlan

Composite Score

7.9 /10

CX Score

8.1 /10

20 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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OnePlan Ratings

Real user data aggregated to summarize the product performance and customer experience.

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.

89 Likeliness to Recommend

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

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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.

+94 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?

0% Negative

5% Neutral

95% Positive

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Feature Ratings

Average 86

Interoperability/APIs

Ideation and Innovation Management

Multi-Portfolio Management

Multi-Methodology Delivery

Investment and Financial Management

Value Tracking and Measurement

Analytics and Reporting

Lean Portfolio Management

Security and Risk Management

Strategy Mapping and Roadmapping

Enterprise Architecture Management

Vendor Capability Ratings

Average 82

Vendor Support

Product Strategy and Rate of Improvement

Breadth of Features

Availability and Quality of Training

Ease of Customization

Ease of Implementation

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Business Value Created

Ease of Data Integration

Also Featured in...

Project Portfolio Management - Midmarket

Score 8.0

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

OnePlan Screenshots

OnePlan Videos

OnePlan Reviews

Role: Information Technology
Industry: Retail
Involvement: Business Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Jun 2025

Great tool, knowledgeable team, excited customers.

Likeliness to Recommend

10 /10

Pros

Reliable
Enables Productivity
Trustworthy
Unique Features

Cons

Less Effective Service

Role: Information Technology
Industry: Food and Beverage
Involvement: Business Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Jun 2025

Sophisticated Cross-Functional PPM Tool

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Jordan G.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2025

The unified portfolio game changer

Likeliness to Recommend

9 /10

What differentiates OnePlan from other similar products?

The biggest difference I see with OnePlan compared to other Strategic Portfolio Management (SPM) tools is its unique ability to bridge strategic planning with practical execution across disparate platforms, all while leveraging the Microsoft ecosystem. Unlike tools that specialize only in a specific area, OnePlan excels at consolidating all types of work into a single, unified importfolio view for true enterprise visibility.

What is your favorite aspect of this product?

I love how OnePlan gives me one single source of truth for all my strategic initiatives across the entire portfolio. Through real-time data updates, I can make immediate, informed decisions about crucial resource allocations quickly and confidently. I genuinely appreciate how easy it is to visually align every project to our overarching corporate strategic objectives.

What do you dislike most about this product?

There is nothing that I would highlight as a dislike. I find it to be an essential and highly effective platform.

What recommendations would you give to someone considering this product?

I strongly recommend using its capacity planning tools to realistically assess. You must leverage its demand management functionality to objectively score and prioritize every single new idea against your limited resource capacity effectively.

Pros

Helps Innovate
Reliable
Performance Enhancing
Trustworthy

OnePlan

What is OnePlan?

Company Details

Need Assistance?

OnePlan Ratings

89 Likeliness to Recommend

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+94 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

Interoperability/APIs Enables seamless integration with other applications for data interoperability.

Ideation and Innovation Management Ability to facilitate innovation management processes across the organization, such as support stage gates from ideation through to approval.

Multi-Portfolio Management Ability to perform various modalities of portfolio management and optimization, including project, applications and asset portfolio management.

Multi-Methodology Delivery Includes the ability to plan and execute work in a way that accommodates various planning and delivery paradigms (predictive, iterative, Kanban, lean, etc.)

Investment and Financial Management Includes the ability to forecast, track, and report on financials at various levels (strategy, product, program, project, etc.).

Value Tracking and Measurement The ability to forecast, track, and measure return on investment for strategic investments including accommodations for various paradigms of value delivery.

Analytics and Reporting Access to real-time dashboards and data interpretation, which can be exported as reports in a range of formats.

Lean Portfolio Management The ability to plan and report on portfolio performance independent from task level details of product, program, or project delivery.

Security and Risk Management Includes the ability to identify and track enterprise risks and ensure compliance controls are met.

Strategy Mapping and Roadmapping Access to timeline views of strategies and initiatives, ability to map dependencies, market needs, funding, priorities, governance, and accountabilities.

Enterprise Architecture Management Map the structure and operation of an organization to effectively coordinate various domains i.e. business, data, application and security architecture.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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

Also Featured in...

Project Portfolio Management - Midmarket

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

Great tool, knowledgeable team, excited customers.

Likeliness to Recommend

Pros

Cons

Sophisticated Cross-Functional PPM Tool

Likeliness to Recommend

Pros

Jordan G.

The unified portfolio game changer

Likeliness to Recommend

Pros

Feature Ratings

Interoperability/APIs

Ideation and Innovation Management

Multi-Portfolio Management

Multi-Methodology Delivery

Investment and Financial Management

Value Tracking and Measurement

Analytics and Reporting

Lean Portfolio Management

Security and Risk Management

Strategy Mapping and Roadmapping

Enterprise Architecture Management

Vendor Capability Ratings

Vendor Support

Product Strategy and Rate of Improvement

Breadth of Features

Availability and Quality of Training

Ease of Customization

Ease of Implementation

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Business Value Created

Ease of Data Integration