Name: OnePlan
Rating: 4.3 (93 reviews)

Overview

Product Information on OnePlan

Updated 13th October 2025

What is OnePlan?

OnePlan is a software designed to support organizations in planning, executing, and managing projects, portfolios, and resources. The software offers features that enable users to create and manage work plans, track progress, allocate resources, and monitor budgets. It provides tools for aligning strategic objectives with project portfolios, supporting decision-making with analytics and reporting capabilities. OnePlan integrates with platforms such as Microsoft Project, Teams, and Azure DevOps, enabling data synchronization and collaborative planning across teams. The software addresses challenges related to visibility, resource allocation, and prioritization in project and portfolio management, aiming to improve operational efficiency and outcomes.

Overall experience with OnePlan

Director of IT

1B - 3B USD, Consumer Goods

FAVORABLE

“Integrated Portfolio Management Enhances Planning Processes and Organizational Alignment”

5.0

Oct 31, 2025

OnePlan has become a central tool for capital planning, project approvals, and portfolio management, aligning well within our organizational goals. The framework supports our integrated decision-making framework and has been integrated into broader planning processes for 2025 and 2026.

Manager, Project Management

1B - 3B USD, Software

CRITICAL

“Strong Microsoft integration and visibility, but requires thoughtful setup upfront”

3.0

Mar 10, 2026

Overall, my experience with OnePlan has been positive. It's helped bring more structure and visibility to how we manage projects and portfolios and the Microsoft integration is a big plus since it fits well with the tools we already use across teams. It took some time to set up and align with our processes but once configured it's been a helpful platform.

About Company

Company Description

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise.

Company Details

Company type

Private

Year Founded

2017

Head office location

San Diego, United States

Number of employees

51 - 200

Website

http://www.oneplan.ai

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Reviewer Insights for: OnePlan

Deciding Factors: OnePlan Vs. Market Average

Performance of OnePlan Across Market Features

OnePlan Likes & Dislikes

OnePlan has helped to standardize our project intake and approvals process, replacing multiple forms and workflows with a unified system. This has led to reduced administrative overhead and clearer project tracking.

What I like most is the integration with the Microsoft ecosystem - since our organization already uses tools like Teams and SharePoint, it fits in pretty naturally. It also helps bring projects into one place, which makes it easier to track progress and get better visibility across teams. The reporting and dashboards are helpful for leads when they want a quick snapshot of what's happening across initiatives.

I like the vast functionality of the tool as well as the quick and friendly service from support staff.

Some of our users find the interface less intuitive, especially for tasks like change requests and simple capital purchases (our custom built form). Streamlining approval workflows and improving visibility into who approved what would make things simpler.

A few of the challenges I've faced is that it can take some time to configure the platform so it aligns with the organization's processes, and some features aren't always as intuitive as they could be, so there can be a bit of a learning curve for new users. Reporting is useful, but I do find it sometimes requires extra manual setup to get what you need.

Frequent bugs (business rules not working as intended, reorganize plan type feature not functioning correctly 100% of the time) Inability to seamlessly move builds from test environment to production environment Native reporting within OnePlan is easy to construct, but not consistently reliable (pulling incomplete or incorrect data, reliance on third party BI for reporting)

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OnePlan Reviews and Ratings

Recommended Gartner Insights

1B-10B USD

Software

Review Source

Strong Microsoft integration and visibility, but requires thoughtful setup upfront

Consumer Goods

Integrated Portfolio Management Enhances Planning Processes and Organizational Alignment

50M-1B USD

Healthcare and Biotech

Frequent Bugs and Reporting Issues Highlighted Despite OnePlan’s Usability

4.0

Feb 4, 2026

Overall, OnePlan is a comprehensive and user-friendly tool.

Director of Project Management

IT Services

OnePlan Praised for Support but Faces Challenges With Program Management Features

Dec 4, 2025

The OnePlan team is always extremely helpful and responsive. We are always asking product questions and submitting recommendations for future improvements. I feel that we are heard by OnePlan technical support and our account manager. Our Account Rep is amazing and very helpful.

Engineering Manager

Manufacturing

Lots of flexibility which can lend itself to complexity for many. Service is excellent!

Dec 8, 2025

This vendor provides an excellent service as well as an excellent product