Visibility into Execution Across Teams

Use Case: Portfolio managers need visibility in OnePlan into work being tracked in Businessmap by product, marketing, or design teams to ensure alignment with strategic initiatives.
Value: Keeps leadership informed on execution status without needing teams to change tools or update multiple systems.

Strategic Initiative Tracking

Use Case: Cards and boards in Businessmap once loaded into OnePlan can be mapped to specific strategic initiatives.
Value: Ensures that day-to-day activities in Businessmap are contributing to broader business goals, enabling better prioritization and resource allocation.

Cross-Team Resource Allocation

Use Case: Cards in Businessmap are linked to specific team members, and their effort is synced into OnePlan to analyze workload across multiple teams and regions.
Value: Enables portfolio leaders to balance workloads, avoid over-allocation, and plan staffing needs based on real-time execution data.

Forecasting Future Resource Needs

Use Case: Upcoming Businessmap work (cards with due dates) is used to forecast resource demand in OnePlan by skillset, team, or location.
Value: Helps PMOs and HR teams plan hiring or reallocation ahead of bottlenecks, based on actual demand signals from delivery teams.

Budget vs Actual Tracking

Use Case: Planned budgets and actuals are tracked in OnePlan for projects that are executed via Businessmap.
Value: Provides early indicators of over or under-spend and supports better financial forecasting and reallocation.

Unified Reporting and Dashboards

Use Case: Data from Businessmap is aggregated with information from other tools (like Microsoft Planner, Jira, Asana, etc.) in a single dashboard in OnePlan.
Value: Offers executives a holistic view of project progress across the organization, regardless of where the work is being tracked.

Features

The Businessmap integration supports the following features:

• Create OnePlan plans from Businessmap initiatives.
• Create Businessmap initiatives from OnePlan plans.
• Connect an existing OnePlan plan to an existing Businessmap initiative.
• Create and update OnePlan tasks from Businessmap cards.
• Create and update Businessmap cards from OnePlan tasks.
• Synchronize choice field options from Businessmap to OnePlan.
• Import and export data manually, plan by plan, using OnePlan.
• Import and export data automatically, using scheduled jobs.
• Filter the data you want to automatically synchronize.

Review the different OneConnect subscription types to determine which fits your requirements. 

To set up the integration, see the Businessmap Setup article.

Next Steps

After you installed the integration:

• Adjust the field mappings and setup scheduled jobs as required. 
• Load your data from Businessmap into OnePlan. Your Businessmap initiatives will become OnePlan plans.
• Create a portfolio of projects using the plans you loaded from Businessmap.

Mind the Gap

This integration has the following known limitations:

• Only the first level of child cards will be imported into OnePlan from Businessmap.