OnePlan review
A broad budgeting and portfolio system for teams that need financial and delivery planning together.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
OnePlan is a cloud-based strategic portfolio management platform for enterprises, PMOs, finance teams, and project leaders. It brings financial planning, portfolio management, resource allocation, work planning, reporting, and integrations into one environment. Budgeting features cover budgets, forecasts, actuals, capital and operating expenses, and actual-versus-budget analysis. It also supports scenario modeling, approval workflows, dashboards, Sofia AI, mobile access, and work tracking with tasks and timesheets.
Pricing is structured across three plans. Basic costs $10 per user per month when billed annually and includes Insights AI, Portfolio Plan, Work Plan, Mobile, Microsoft Teams integration, and built-in dashboards. Professional costs $30 per user per month when billed annually and adds Status Reports, Innovation Portal, Portfolio Boards, Portfolio Roadmaps, and Resource Plan. Enterprise adds Portfolio Modeler, Advanced OData Reporting, Advanced Integrations, Workflow / Automations, and Enterprise Permissions, with custom pricing. Basic and Professional have a 3-user minimum, and free trials are offered.
The integration footprint suits organizations already coordinating work across Microsoft Project, Planner, Teams, Azure DevOps, Power BI, SharePoint, Jira, Smartsheet, monday.com, Asana, Wrike, Trello, Microsoft Dynamics, SAP, and Oracle. Web, iOS, Android, and API access support different working styles. OnePlan is a strong fit when budgeting needs to connect directly to portfolios, resources, approvals, and delivery work. Teams seeking only lightweight personal or departmental budgeting may find its portfolio and work-management scope broader than necessary, while organizations needing advanced controls will need to evaluate the higher tiers.
OnePlan pros and cons
- Where it wins
- Budgets, forecasts, actuals, and variance analysis in one environment
- Scenario modeling, approvals, resource planning, and portfolio management
- Microsoft, ERP, finance, and work-management integrations
- Where it doesn't
- No free plan is available
- Basic and Professional plans use annual billing
- Enterprise pricing is custom
OnePlan fact sheet, pricing and score →
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