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OnePlan Solutions

OnePlan

Composite Score

8.0 /10

CX Score

8.1 /10

60 Reviews Write a Review

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

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.

83 Likeliness to Recommend

1
Since last award

96 Plan to Renew

1
Since last award

77 Satisfaction of Cost Relative to Value

1
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.

+76 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?

2% Negative

21% Neutral

77% Positive

Pros

Respectful
Caring
Acts with Integrity
Fair

Cons

Under Delivered

Feature Ratings

Average 76

Project Portfolio Management

Project Management

Lifecycle Management

Resource Planning

Risk and Fraud Assessment

Portfolio Governance

Tasks and Workflow Management

Project Prioritization

Analytics and Reporting

What If Analysis

Timesheet Management

Vendor Capability Ratings

Average 76

Vendor Support

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Breadth of Features

Business Value Created

Ease of Data Integration

Quality of Features

Ease of Implementation

Usability and Intuitiveness

Also Featured in...

Strategic Portfolio Management

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OnePlan Screenshots

OnePlan Videos

OnePlan Reviews

Ruidan L.

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

Validated Review

Verified Reviewer

Submitted Apr 2022

Strong customization, stability to be improved.

Likeliness to Recommend

8 /10

What differentiates OnePlan from other similar products?

Complicate and useful management functions. Strong customization possibilities.

What is your favorite aspect of this product?

Strong customization possibilities.

What do you dislike most about this product?

Lack of stability. To many bugs, issues, not reliable calculations happened in work plan function.

What recommendations would you give to someone considering this product?

Professional management tool, taking effort to learn and implement, be patient with issue shooting. Nice gain once adapted to work with it.

Pros

Helps Innovate
Continually Improving Product
Unique Features
Inspires Innovation

Cons

Under Delivered

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

Validated Review

Anonymous Reviewer

Submitted Apr 2022

Great product easy to use!

Likeliness to Recommend

8 /10

Pros

Reliable
Performance Enhancing
Enables Productivity
Respectful

James S.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Solid and rapidly evolving solution

Likeliness to Recommend

9 /10

What differentiates OnePlan from other similar products?

Accessible and highly product focused leadership Leverages existing investments in Microsoft technologies (e.g. M365, PowerBI) and thus avoids functional overlaps Aggressive feature / capability growth Good value for capabilities

What is your favorite aspect of this product?

Highly configurable system with flexible integrations to other tools and systems

What do you dislike most about this product?

Opportunities to build out and standardize product educational content Opportunities to enhance product documentation

What recommendations would you give to someone considering this product?

Consider current and future state enterprise Microsoft product licensing when assessing OnePlan solution to quote and deploy

Pros

Helps Innovate
Continually Improving Product
Trustworthy
Efficient Service

Latest Research

OnePlan

What is OnePlan?

Company Details

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Awards & Recognition

OnePlan Ratings

83 Likeliness to Recommend

1 Since last award

96 Plan to Renew

1 Since last award

77 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+76 Net Emotional Footprint

How much do users love OnePlan?

Pros

Cons

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.

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

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.

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.

Portfolio Governance The framework and processes used to oversee and manage a collection of projects and programs within an organization

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

Project Prioritization The process of determining the order in which projects or tasks should be completed

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

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.

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.

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.

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.

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.

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

Ruidan L.

Strong customization, stability to be improved.

Likeliness to Recommend

Pros

Cons

Great product easy to use!

Likeliness to Recommend

Pros

James S.

Solid and rapidly evolving solution

Likeliness to Recommend

Pros

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1
Since last award

1
Since last award

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Since last award

Feature Ratings

Project Portfolio Management

Project Management

Lifecycle Management

Resource Planning

Risk and Fraud Assessment

Portfolio Governance

Tasks and Workflow Management

Project Prioritization

Analytics and Reporting

What If Analysis

Timesheet Management

Vendor Capability Ratings

Vendor Support

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Breadth of Features

Business Value Created

Ease of Data Integration

Quality of Features

Ease of Implementation

Usability and Intuitiveness