OnePlan Trial Guide

Introduction to OnePlan Welcome to the OnePlan demo! OnePlan is a comprehensive platform tailored to cater to your Strategic Portfolio, Resource, Financials and Work Management needs. Before we dive into specific features...

Introduction to My Strategy Welcome to My Strategy, the strategic nerve center of OnePlan.  Whether you're a member of the C-suite, part of the steering committee, or involved in strategy realization, this area will be cr...

Welcome to My Enterprise Architecture Introduction to My Enterprise Architecture Portfolio demand can come from multiple sources. It can be driven by Ideas, Requests, or even your Strategy. But portfolio demand can also b...

Introduction to My Ideas/Requests Ever had an idea or received a project request and wondered where to log it for proper evaluation? Welcome to the My Ideas section! Click on My Ideas in the main navigation. This is wher...

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 versa...

Introduction to Portfolio Modeling Portfolio Models are essential to making informed decisions. Let's explore how OnePlan lets you visualize and optimize your portfolio. With OnePlan, portfolio modeling isn’t limited to j...

Introduction As a Plan Manager, you'll constantly juggle multiple tasks: locating and understanding your plan's details, navigating through work plans, managing resources, keeping track of financials, deriving insights th...

Introduction to the Global Resource Plan As a Resource or Functional Manager, managing your team's workload is paramount. OnePlan gives you a comprehensive view of all your resources, ensuring you can optimize allocations...

Introduction to My WorkAs a Team Member, staying on top of your tasks, updates, and communication is essential. OnePlan's 'My Work' module is designed to streamline this for you.Interactive TourTake a guided tour through ...

Introduction to My Timesheet Time tracking is crucial for billing and understanding one's work patterns. With OnePlan's My Timesheet module, capturing time is made simple and efficient. Interactive Tour Take a guided tour...

Introduction to My Dashboard As an Executive, it is important to have insights into how the portfolio is performing. With the OnePlan Power BI Report Pack dashboards, you have all the information you will ever need in one...