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.