OnePlan
7/10OnePlan is a strategic portfolio and work management platform built on the Microsoft cloud for PMOs and enterprises that manage projects, resources, and budgets.
Data last updated November 2026 · Our methodology
Overview
OnePlan is a strategic portfolio management and project portfolio management platform built on the Microsoft cloud. It brings together work that teams already run in Microsoft Project, Planner, Azure DevOps, Jira, Smartsheet, and similar tools so a PMO can see portfolios, resources, and finances in one place. The Basic plan covers portfolio and work plans, a My Work view, built-in dashboards, timesheets, a Microsoft Teams integration, a mobile app, and the Insights AI and Sofia AI assistants. The Enterprise plan adds portfolio roadmaps and boards, a portfolio modeler, resource and financial plans, what-if scenarios, status reports, Power BI report packs, OData reporting, workflow automation, enterprise permissions, audit logs, and the enterprise API. Basic costs 10 US dollars per user per month, billed annually, with a minimum of five users. Enterprise is priced by quote. Extras such as the Innovation Portal demand-management module, which starts at 3,000 dollars per platform, success plans, implementation packages, and US government hosting are sold separately. The integration list is long and leans toward Microsoft: Teams, SharePoint, Power BI, Entra ID, and Dynamics 365. It also connects to Jira, Asana, monday.com, ServiceNow, Workday, and SAP, and to Zapier. OnePlan is a good fit for mid-size and large organizations that standardize on Microsoft 365 and need portfolio governance. It is a poor fit for freelancers or small teams who only need task boards. Its main limitation is that most of what makes it valuable, including roadmaps, resource and financial planning, scenarios, and automation, is only in the Enterprise tier, which has no public price. Reviewers also report quotes that ran higher than they expected and a real learning curve during setup.
Our Rating
Who OnePlan is best for
Good fit
Enterprise permissions, audit logs, financial and resource planning, and US government hosting are all aimed at large PMOs.
- Mid-Market7/10
The Basic tier at 10 dollars per user with a five-user minimum suits mid-size Microsoft shops, but the key planning features need Enterprise.
Less suited
Resource capacity and timesheets help, but the product is designed for internal portfolio governance rather than client delivery.
The five-user minimum, setup complexity, and portfolio focus make it heavy for small teams.
Pros & Cons
Pros
- The integration catalog lists more than 40 connectors, covering Microsoft Project, Planner, Azure DevOps, Jira, Smartsheet, Workday, and SAP.
- Reviewers praise how configurable the workflows and templates are, which suits PMOs whose processes keep changing.
- Capacity and resource planning with utilization views is a widely cited strength.
- Viewing OnePlan OData in Power BI does not require a OnePlan license, which lowers the cost of sharing reports.
- The Basic entry price of 10 dollars per user per month is low for portfolio software.
Cons
- Roadmaps, resource and financial planning, scenarios, automation, and audit logs are Enterprise-only, and Enterprise has no public price.
- Reviewers report final quotes well above what they first expected.
- Setup and configuration have a learning curve, and onboarding can be slow.
- Advanced report layouts often need extra Power BI work.
- Basic is billed annually only and requires at least five users.
Key Features
OnePlan Pricing
Basic
or $120/user/year
- Mobile app
- Timesheets
- Built-in dashboards
- Free trial available
- Insights AI and Sofia AI
- Microsoft Teams integration
- Billed annually, 5 or more users
- Portfolio Plan, Work Plan, My Work
Enterprise
- Everything in Basic
- What-if scenario planning
- Resource and financial plans
- Enterprise permissions and audit logs
- Portfolio roadmaps, boards, and modeler
- Workflow automations and business rules
- Advanced integrations and enterprise API
- Status reports, Power BI report packs, OData reporting
- Planner, Planner Premium, and Microsoft Project integration
Frequently Asked Questions
Basic is 10 US dollars per user per month, billed annually, with a minimum of five users. Enterprise is priced by custom quote.
Yes. The pricing page lists a free trial for the Basic plan.
No. OnePlan can provide separate login credentials, although the product is built on the Microsoft cloud and works best with Microsoft tools.
More than 40, including Microsoft Project, Planner, Teams, SharePoint, Power BI, Azure DevOps, Jira, Asana, monday.com, Smartsheet, ServiceNow, Salesforce, SAP, and Workday, plus Zapier.
No. Viewing OnePlan OData in Power BI or other reporting tools does not require a OnePlan license.
Standard support targets a 4-hour initial response. The paid Premier success plan shortens that to 2 hours and adds a dedicated support team.
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