OnePlan Solutions

OnePlan

Composite Score

7.5 /10

CX Score

7.6 /10

31 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.

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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

4 Top Rated Capabilities

6 Top Rated Features

2024

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.

85 Likeliness to Recommend

4
Since last award

96 Plan to Renew

4
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.

+75 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?

4% Negative

16% Neutral

80% Positive

Pros

Caring
Respectful
Continually Improving Product
Trustworthy

Feature Ratings

Average 81

Project Portfolio Management

Project Management

Resource Planning

Risk and Fraud Assessment

Timesheet Management

Document Management

Lifecycle Management

Tasks and Workflow Management

What If Analysis

Analytics and Reporting

Mobile

Vendor Capability Ratings

Average 78

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Vendor Support

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Quality of Features

OnePlan Screenshots

OnePlan Videos

OnePlan Reviews

Ruidan L.

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

Validated Review

Verified Reviewer

Submitted Jun 2025

Fast developing. Flexible to customize.

Likeliness to Recommend

9 /10

What differentiates OnePlan from other similar products?

Flexible fields customization.

What is your favorite aspect of this product?

Portfolio, plan details, work plan, test environment

What do you dislike most about this product?

Picture, documents not available, links limited to use

What recommendations would you give to someone considering this product?

Initial setting with a long term vision. Consider all possible usage and leave opportunities in the structure to develop later.

Pros

Unique Features
Continually Improving Product
Reliable
Performance Enhancing

Cons

Less Efficient Service

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

Validated Review

Anonymous Reviewer

Submitted Jun 2025

CDMO Leveraging OnePlan

Likeliness to Recommend

9 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Carrie R.

Role: Information Technology
Industry: Finance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jun 2025

An all-in-one project management solution

Likeliness to Recommend

10 /10

What differentiates OnePlan from other similar products?

OnePlan is an excellent all-in-one portfolio and project management solution with integrated data and reports.

What is your favorite aspect of this product?

My favorite aspect is the simplicity of design and easy customization.

What do you dislike most about this product?

Fiscal periods are not easily defined as desired and does not map across the Financial Plan and Resource Plan.

What recommendations would you give to someone considering this product?

Assess early whether you wish to adopt a new tool or customize features to enable current habits.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Under Delivered

OnePlan

What is OnePlan?

Company Details

Book a Free Demo Today!

Awards & Recognition

OnePlan Ratings

85 Likeliness to Recommend

4 Since last award

96 Plan to Renew

4 Since last award

80 Satisfaction of Cost Relative to Value

11 Since last award

Emotional Footprint Overview

+75 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.

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.

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

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

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

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.

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.

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.

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.

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

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.

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 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.

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.

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.

Fast developing. Flexible to customize.

Likeliness to Recommend

Pros

Cons

CDMO Leveraging OnePlan

Likeliness to Recommend

Pros

Carrie R.

An all-in-one project management solution

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Project Portfolio Management

Project Management

Resource Planning

Risk and Fraud Assessment

Timesheet Management

Document Management

Lifecycle Management

Tasks and Workflow Management

What If Analysis

Analytics and Reporting

Mobile

Vendor Capability Ratings

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Vendor Support

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Quality of Features