OnePlan Overview and Tour

Direct Answer: What Is OnePlan?

OnePlan is a connected portfolio management platform that links strategy to delivery in one place. In OnePlan, you capture and prioritize demand, plan resources and finances, and track delivery across Projects, Epics, Engagements, and other plan types. Teams can keep working in tools such as Jira, Azure DevOps, Microsoft Teams, and Microsoft Project while the portfolio view stays current. Watch the video tour below for a 20-minute walkthrough, then use this article to find the articles that go deeper on each topic.

What This Article Covers: OnePlan Overview and Tour

This article introduces OnePlan and accompanies the OnePlan Overview & Tour video. The video shows the shape of a connected portfolio rather than every screen and setting. This article summarizes each part of the tour and links to the articles where you can learn more.

What you will accomplish: By the end of this article, you will understand what OnePlan does from strategy through delivery, and you will know where to go next to learn each area.

Who This Article Is For: OnePlan Overview and Tour

New OnePlan users who want a first look at the platform.
Portfolio, program, and project leaders evaluating how OnePlan fits their process.
Finance, resource management, and executive stakeholders who want to understand how portfolio decisions are supported.
Administrators who want to see how configurable OnePlan is before they start setup.

Why This Matters: OnePlan Overview and Tour

Context: One Place to Answer “Can We Deliver This Portfolio?”

Many organizations manage their portfolio informally. Decisions are made across spreadsheets, business cases live in email, and slide decks are used for reporting. When leadership asks whether a portfolio is deliverable, nobody can answer with confidence. OnePlan brings strategy, demand, funding, resources, and delivery together so that question can be answered from one view.

Context: Work Where Your Teams Already Work

Delivery teams do not have to change tools to feed the portfolio. OnePlan synchronizes with tools such as Jira, Azure DevOps, Monday.com, Asana, Microsoft Planner, Microsoft Project, and Microsoft Teams, so the portfolio stays current without rekeying data.

Video: OnePlan Overview and Tour

The video is about 20 minutes long. It follows a single question through the platform: whether a portfolio is deliverable. It does not cover every screen, setting, or option.

OnePlan Overview & Tour

The sections below follow the order of the video. Use them to jump to the part you care about, or to read ahead before you watch.

What You Will See in the Tour: OnePlan Overview and Tour

Context: Strategy and Intake

The tour starts where work starts. In OnePlan, requests can arrive in several ways and still follow your governance standards.

Strategy board — Strategic Objectives are listed with their Key Results, the metrics that track them, and the Projects and Epics that deliver them.
Top-down intake — Executives define Objectives and Key Results, each with its own form, workflow, and associated plans.
Innovation Portal — Anyone can submit ideas with required fields, budget approvals, and strategic alignment calculations that produce a prioritization score. Ideas can be voted on and converted into a project plan.
Different plan types for different teams — Teams such as IT, application development, risk management, and professional services can use their own plan types, forms, and workflows, such as Enterprise Risks, or Accounts and Engagements.
Visualizer — Shows how plans relate to each other across multiple layers, such as an account related to an engagement, a Key Result, a product, and an application.

Learn more: Strategy in OnePlan - Overview, Visualizer Overview, and How to Manage Ideas with the Innovation App in OnePlan.

Context: Enterprise Portfolio and Prioritization

OnePlan supports an enterprise portfolio made up of programs, which are made up of Projects and Epics. Projects and Epics are the two built-in plan types in the tour. You can create any plan types and hierarchy that match your conventions. The main difference between an Epic and a waterfall Project in the tour is the workflow it follows.

In the portfolio modeler, you build models with scenarios, such as a $6 million budget and a $7 million budget. For each scenario you decide which plans are included and excluded, then compare the result by finances or by resources. You can also review plans on a runway and a roadmap, grouped by fields such as investment category, to see dependencies, completion, and which plans are off track.

Learn more: Creating and Managing Plans in the Portfolio Roadmap, Portfolio Modeler Overview.

Context: Capacity and Resource Reality

The tour shows a global view of resources and how they are allocated, whether they are assigned as generic resources or as named people. You can filter to a group of resources, find over-allocated people by month, and drill in to see their commitments. To move work, you can ask OnePlan to find a candidate, which suggests a best match based on skills, availability, department, and cost code, and then replace the resource.

Learn more: Resource Plans Overview, Use the OnePlan Resource Planner Basics and Build a Resource Plan.

Context: Reporting and Power BI

OnePlan includes built-in dashboards that you can filter and change as you work. It also integrates with Microsoft Power BI, so you can publish reports to executives and other decision makers who do not have access to OnePlan.

Learn more: the Reporting Dashboards and the Power BI Report Packs.

Context: Working in the Tools You Already Use

The portfolio view shows icons for the tools plans are linked to, including Jira, Azure DevOps, Monday.com, Asana, Microsoft Planner, and Microsoft Project. You can do the work in OnePlan, or in an external system.

Jira — A project managed in Jira keeps its backlog, schedule, and assignments there. OnePlan adds portfolio visibility and native budget management, including budget, forecast, and actual costs.
Azure DevOps — The OnePlan work log and OnePlan icon are available from within Azure DevOps.
Microsoft Teams — You can associate a SharePoint document library with a Teams channel so it becomes the document storage for a plan. You can also add OnePlan to Teams so you can work in OnePlan without leaving Teams.

Learn more: Jira Integration, Azure DevOps Integration, and How Do I Manage OnePlan in Microsoft Teams.

Context: Financials, Effort, and Timesheets

In a plan’s Financials, you can enter a budget by quarter, convert it to a forecast as people are assigned to tasks, and compare forecast to budget. Labor and non-labor costs are both supported, and the financial plan can be edited like a spreadsheet. You can also set tolerances and customized legends that show when a plan is inside or outside the range you care about.

Actuals come from the built-in timesheet system, which is linked to work logs. Users record time against tasks from OnePlan projects and from external projects such as Azure DevOps, add more tasks to their timesheet, and submit it for approval. Approved time becomes part of the actuals on the Financials tab, based on the user’s rate or cost.

Learn more: Financial Planner in OnePlan - Overview, Build a Financial Plan, and What Are Timesheets in OnePlan.

Context: AI Features and Configuration

Some fields in OnePlan are AI enabled. Select Generate with Sofia to draft text such as a business case or value statement. You can also open Sofia to ask questions about the page you are on, save prompts, or open OnePlan help.

Administrators adapt the platform themselves. The tour shows adding an approval step between planning and execution in a workflow, adding fields and sections to a form, and creating business rules that control which fields are visible. It also shows an automation that, at the planning step, requests an approval, updates the plan if it is approved, and sends a notification and stops the process if it is rejected. Power Automate actions can also be included.

Learn more: AI Tools, Automations in OnePlan - Overview, Use OnePlan Stage Gate Workflows for Process Steps, and Plan Details Forms in OnePlan - Admin Overview.

Key Takeaways: OnePlan Overview and Tour

The tour closes with three points:

Strategy connects to work that is prioritized, funded, resourced, and deliverable.
Delivery teams keep working in the tools they know while the portfolio view stays current without rekeying.
The people who own the process can adapt OnePlan themselves as the process matures.

If a colleague in your portfolio office, finance team, or leadership team would benefit, share the video with them.

Frequently Asked Questions: OnePlan Overview and Tour

Q: What is OnePlan? A: In OnePlan, you manage strategy, demand, prioritization, resource and financial planning, and delivery in one connected portfolio. It works alongside tools such as Jira, Azure DevOps, Microsoft Teams, and Microsoft Project.

Q: Does my team have to stop using Jira, Azure DevOps, or other tools to use OnePlan? A: No. In OnePlan, teams can keep doing delivery work in the tools they already use. The work synchronizes to the portfolio, where you can add portfolio capabilities such as budget management.

Q: Can I use OnePlan to prioritize ideas and projects? A: Yes. In OnePlan, plans can be scored with automatically calculated prioritization scores based on fields you choose, and you can compare scenarios by budget or by resource capacity before deciding what to deliver.

Q: Do I need Power BI to see OnePlan reports? A: In OnePlan, built-in dashboards are available in the application. OnePlan also integrates with Microsoft Power BI, which lets you publish reports to people who do not have access to OnePlan.

Q: Can I change workflows, forms, and automations without a specialist? A: Yes. In OnePlan, administrators can add workflow steps, fields, sections, business rules, and automations directly in the application.

Q: Are there different OnePlan solutions? A: Yes. OnePlan offers solution templates that start from the OnePlan platform and turn different areas on or off for a specific approach, such as strategic execution management. See OnePlan Solution Templates - Overview.

What to Do Next: OnePlan Overview and Tour

Choose how you want to start:

Learn more about an area from the tour:

Configure your environment:

Create and Manage Areas