Introduction to My Portfolio
Welcome to “My Portfolio”, the heart of your strategic portfolio initiatives!
Our trial showcases a conventional Portfolio/Program/Projects and Epics hierarchy. But, remember, OnePlan’s versatility means you can mold it to other corporate structures, be it New Product Development, Scaled Agile, or others.
Interactive Tour
Take a guided tour through the OnePlan My Portfolio Area using this interactive demo. Click Continue to begin!
You can also click to enter full-screen mode for a better view.
Execution Tools & Integration
Flexibility is at the core of OnePlan.
OnePlan champions the "Power to choose" your desired execution tool. This means whether you’re a fan of [Microsoft Project], [Project for the web], [Azure DevOps], [Jira], [Smartsheet] or more we've got you integrated.
Exploring Various Portfolio Displays in List View
OnePlan offers a suite of viewing options for your portfolio list:
Get a breakdown of finances by Business Unit.
Dive deep into schedules, visualized through a neat Gantt chart.
Powered by OnePlan’s Insight AI, here we spotlight plans that may be veering off course, ensuring your data remains in compliance and is up-to-date.
Keeping an eye on progress trajectories? Understand which plans are soaring and which might need attention.
Board Views & Customizations
For Lean or Scaled Agile enthusiasts, we bring you the visual delight of Boards:
Display Plans by their "State". Notice there are Budget constraints on each State, constraints allow you to do Portfolio WIP (Work In Progress) analysis.
Here is a Business Unit centric board, emphasizing plan dependencies.
Align plans with strategic goals and statuses.
Want a fresh perspective? Switch lanes easily to, say, Business Unit.
Roadmap Views & Customizations
If you like to build Roadmaps, OnePlan’s dynamic roadmap views won’t disappoint:
Visualize portfolio progress by Business Unit.
Aligning portfolio to corporate objectives? Check out the dependencies and track your trajectory.
Crafting a New Roadmap: With a few clicks, create fresh perspectives.
Dashboard for In-depth Insights
For those who seek depth through charts and visuals, OnePlan’s dashboards encapsulate portfolio insights:
For a holistic overview of the portfolio.
Delve into the monetary aspects.
Get a pulse check on the risk landscape.
Gain insights into the well-being trajectory of your portfolio.
Conclusion
With OnePlan’s “My Portfolio”, you’re not just managing; you're commanding a strategic symphony, ensuring every initiative plays its part flawlessly.