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

ENGINEER

3B - 10B USD, Hardware

FAVORABLE

“Resource Management Software: Enhancing Strategic Planning and Integration”

4.0

Nov 11, 2024

I found it a quite useful software that helps us a lot with resource management and strategic planning.

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

Performance of OnePlan Across Market Features

OnePlan Likes & Dislikes

It can be easily integrated with a Microsoft system which comes in handy for us as we work in a Microsoft environment. Our main use for the software is by the finance department. We are a new business inside the company and it is extremely crucial for us to have a strong tool for financial forecasting. Another advantage is the easy scalability, which also helps us as we are doubling are personnel every year now.

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.

OnePlan is an app that simplifies portfolio planning, provides top-down resources and financial visibility and improve tracking of investment performance across programs & portfolios

I was not part of the purchasing for the software but I heard rumors that it is quite expensive compared to other software on the market. The software can be quite slow sometimes, especially when it has to load large amounts of data on dashboards. It is also not the easiest software to use as a new user and there is quite a bit of training that goes into using the software until you become confident in using it.

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.

Not a dislike but there were a few security findings which the team closed on time.

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Peer Discussions

OnePlan Reviews and Ratings

Recommended Gartner Insights

1B-10B USD

Software

Review Source

Strong Microsoft integration and visibility, but requires thoughtful setup upfront

Hardware

Resource Management Software: Enhancing Strategic Planning and Integration

IT ASSOCIATE

10B+ USD

IT Services

OnePlan: Amplifying Financial Visibility and Resource Management

Had TPA for this product as part of onboarding and OnePlan provided good support to complete TPA.

SENIOR SOFTWARE ENGINEER

Manufacturing

Adaptive Frameworks and Intuitive Interface: The OnePlan Edge

Oct 19, 2024

OnePlan is a robust project management tool widely used within the organization for project management and reporting solutions. The tool is designed to streamline workflows, enhance collaboration, and provide real-time insights.Customizable dashboards and adaptive frameworks are used in the tool to support agile and other hybrid methodologies.

BUSINESS DEVELOPMENT ASSOCIATE

50M-1B USD

Banking

Navigate Multiple Projects Simultaneously with Ease

Oct 22, 2024

A single platform to see multiple projects and their timelines. Perfect for managing the projects efficiently.