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OnePlan

OnePlan combines hybrid work planning with portfolio governance, resource planning and financial forecasts.

By OnePlan

oneplan.ai

Access & availability

API operations and access

Supported · check conditionsBuilt in
What you can do
  • Custom Apps authenticate with OAuth 2.0 in the user and group context. Each group enables an app explicitly; public clients use PKCE. Documented endpoints manage plans, tasks, dependencies, resources, costs and status reports. Some listed endpoints have no detailed documentation; Enterprise commercial access still applies.

Overview

Roll up project status and work while teams use agile, waterfall or hybrid delivery and connected Microsoft tools. Enterprise adds Financial Plan, Resource Plan, Portfolio Modeler and what-if scenarios to the Basic work and portfolio tools. Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages. Premier is an optional Success Plan available independently of Advantage. It adds dedicated support, development and test environments, training and release previews. The published initial-response target is 2 hours, compared with 4 hours for Standard; confirm contractual clock and severity terms.
More product details

Product

Aliases
  • OnePlan Solutions
Documentation
support.oneplan.ai/hc/en-us
License Model
Proprietary
Release Notes Url
support.oneplan.ai/hc/en-us/sections/360013711432-Release-Notes
Solution Kind
Platform

Vendor · OnePlan

Contacts
  • Address
    support@oneplan.ai
    Channel
    Email
    Purpose
    Support
    Public URL
    oneplan.ai/about-us
Founded Year
2,016
Headquarters
Country
United States
Short company overview
OnePlan develops strategic portfolio management software connecting planning, financial management, resource allocation and work delivery.
Website Url
oneplan.ai

Who it is for

Organization Types
  • Business
Roles
  • Project manager
  • Portfolio manager
Use Cases
  • Project portfolio management

Before you choose

Check before choosing

  • Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages.

Features

Project Portfolio Management

Explore category

Portfolio Management

Partial supportBuilt in
What you can do
  • Roll up project status and work while teams use agile, waterfall or hybrid delivery and connected Microsoft tools.
More details & conditions: Portfolio Management
Limits to check
  • Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages.

Resource Management

Partial supportBuilt in
What you can do
  • Plan agile, waterfall and hybrid delivery, model resource capacity and assignments, and track project budget forecasts and actuals in a shared portfolio.
More details & conditions: Resource Management
Limits to check
  • Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages.

Project Planning

Partial supportBuilt in
What you can do
  • Plan agile, waterfall and hybrid delivery, model resource capacity and assignments, and track project budget forecasts and actuals in a shared portfolio.
More details & conditions: Project Planning
Limits to check
  • Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages.

Project Tracking

Partial supportBuilt in
What you can do
  • Roll up initiative status, resources and spend into a live portfolio view, including execution updates from connected Azure DevOps and Jira systems.

Workflow details

Planning
  • Resource planning
  • Portfolio planning
Constraints
  • Capacity
  • Budgets
Measurement
  • Name
    Performance measurement
    Description
    Enterprise Financial Plan compares forecasts and actuals; Basic does not include Financial Plan or Resource Plan.
Workflow boundary and exception handling
  • Enterprise supplies resource and scenario modules. Confirm how task delays from connected work tools update shared capacity, dependent-project schedules and forecast completion, including synchronization direction.

Project Management

Explore category

Resource Management

Partial supportBuilt in
What you can do
  • Plan agile, waterfall and hybrid delivery, model resource capacity and assignments, and track project budget forecasts and actuals in a shared portfolio.
More details & conditions: Resource Management
Limits to check
  • Both tiers require at least 5 users; advanced planning is Enterprise-scoped and implementation services have separate packages.

Workflow details

Planning
  • Resource planning
  • Portfolio planning
Constraints
  • Capacity
  • Budgets
Measurement
  • Name
    Performance measurement
    Description
    Enterprise Financial Plan compares forecasts and actuals; Basic does not include Financial Plan or Resource Plan.
Workflow boundary and exception handling
  • Enterprise supplies resource and scenario modules. Confirm how task delays from connected work tools update shared capacity, dependent-project schedules and forecast completion, including synchronization direction.

Pricing

Basic

10 (currency not confirmed) / user / month

Billed annually

Minimum quantity: 5

Commitment Months
12
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Basic includes Portfolio Plan, Work Plan, timesheets and Microsoft Teams integration; Resource Plan and Financial Plan require Enterprise.
  • Metric
    Price conditions
    Conditions
    The public page uses the $ symbol without confirming an ISO currency; obtain currency and complete fees in the quote.

Enterprise

Contact vendor

Billed annually

Minimum quantity: 5

Commitment Months
12
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Enterprise includes portfolio scenarios, Resource Plan, Financial Plan, Enterprise API and advanced reporting; integrations depend on the selected connectors.
  • Metric
    Price conditions
    Conditions
    The public page uses the $ symbol without confirming an ISO currency; obtain currency and complete fees in the quote.

Premier Success Plan

Access in this plan
Response SLA
  • Terms URL
    oneplan.ai/pricing
    Exclusions
    • This target covers the initial reply and does not specify resolution time. Confirm the contractual clock and severity conditions.
    Target minutes
    120
Plan details & limits
Limits
  • Metric
    Support and test environments
    Conditions
    Premier is an optional Success Plan available independently of Advantage. It adds dedicated support, development and test environments, training and release previews. The published initial-response target is 2 hours, compared with 4 hours for Standard; confirm contractual clock and severity terms.

Technical details

AI

AI usage conditions
Usage conditions
  • When Plan Data Analysis is enabled, plan data may be sent to Azure OpenAI and retained for up to 30 days for monitoring and abuse prevention, then deleted. A System Administrator enables this optional setting.
Input Modalities
  • Text
  • Structured data
Output Modalities
  • Text
Providers Models
  • Azure OpenAI
Use Cases
  • Plan summarization
  • Plan analysis
Not confirmed (1)
Prompt Retention Days
Not confirmed

Implementation

Delivery Mode
  • Vendor
  • Partner

Deployment

Delivery Models
  • Cloud (SaaS)

API

Documentation
my.oneplan.ai/ApiHelp
Protocols
  • REST

Data

Export Formats
  • PDF
  • PowerPoint presentation
  • Word document

Reliability

Service status
oneplanup.azurewebsites.net

Security

Access Models
  • Role based
Audit Events
  • Record changes

Support

Channels
  • Ticket
  • Community
  • Knowledge base
Training Formats
  • Documentation
  • Live online
  • In person

Reviews

Independent experiences, reviewed before publication.

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