OnePlan
OnePlan is an enterprise strategic portfolio and work management SaaS platform that connects strategy to execution via AI-powered portfolio, resource, financial, and work planning. Serving 500+ enterprise customers globally, it is built natively on Microsoft Azure with deep Microsoft 365 integrations and a freemium GTM motion.
- Company typePrivate
- Founded2018
- HeadquartersSan Diego, United States
- Headcount5,001–10,000
- GTM typeB2B
- OfferingSoftware
What OnePlan does
OnePlan is an enterprise strategic portfolio management (SPM) and work management software vendor that helps organizations' PMOs, IT departments, and digital transformation offices connect strategy to execution. Its platform unifies portfolio planning, financial planning, resource planning, work planning, time tracking, status reporting, and scenario modeling into a single AI-powered system supporting agile, waterfall, and hybrid delivery. The company serves more than 500 enterprise customers globally, with named logos including Microsoft, Johnson & Johnson, Paccar, Bridgestone, Molson Coors, Emory Healthcare, WinGD, Kiewit, and Novari Health, spanning manufacturing, healthcare, financial services, utilities, mining, and technology. OnePlan is privately held as OnePlan Portfolio Solutions, LLC (Delaware), headquartered in San Marcos, California, and backed by a strategic investment from Aldrich Capital Partners (July 2023).
The platform is built natively on Microsoft Azure and is deeply integrated with Microsoft 365, Microsoft Teams, Planner, Project, Azure DevOps, SharePoint, Power BI, and Power Automate. Its Sofia GPT AI assistant is powered by Azure OpenAI GPT 5.2 and supports natural language interaction, predictive analytics, automated workflows, risk assessment, and conversational task automation, with Microsoft Copilot integration for AI-driven plan creation. In January 2026, OnePlan acquired smart360, extending the platform into Enterprise Architecture Management and Application Portfolio Management. The company maintains SOC 2 Type II and ISO 27001 certifications and operates five regional data tenants across Australia, the United States, Canada, the Netherlands, and GCC.
OnePlan operates a freemium SaaS model combining a free tier (OnePlan Free) with a paid enterprise tier (OnePlan Paid), plus per-user annual subscriptions, professional services (implementation, advisory, training, and OnePlan Academy), and premium integrations and accelerators (Power Apps, SharePoint, Azure DevOps, Dynamics 365, ServiceNow, Salesforce, SAP, and PeopleSoft connectors). Premier Product Success support is priced at 20% of subscription fees. Distribution combines direct enterprise field sales, product-led growth through the free tier, Microsoft AppSource co-selling, mobile apps (iOS and Android), and a certified partner network. OnePlan has been recognized as Microsoft Project and Portfolio Management Partner of the Year for five consecutive years (2019-2023), as a Leader in The Forrester Wave for Strategic Portfolio Management, and in Gartner Peer Insights Voice of the Customer for two consecutive years (2023-2024).
OnePlan firmographics
Firmographics- Name
- OnePlan
- Legal name
- OnePlan Portfolio Solutions, LLC
- Website
- https://oneplan.ai
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- OnePlan is an enterprise strategic portfolio and work management SaaS platform that connects strategy to execution via AI-powered portfolio, resource, financial, and work planning. Serving 500+ enterprise customers globally, it is built natively on Microsoft Azure with deep Microsoft 365 integrations and a freemium GTM motion.
- Ownership category
- akta.pro rank
OnePlan industry classification
Industry- Product category
- Project Portfolio Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
Keywords
Where OnePlan is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
OnePlan business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription Licensing: OnePlan operates as a SaaS platform with annual subscription fees based on user accounts and feature tiers. Annual recurring fees are invoiced in advance on an annual basis. The platform offers a free tier (OnePlan Free) with limited capabilities and a paid tier (OnePlan Paid) with full portfolio, resource, financial, and work planning capabilities. Additional paid features include Jira, Aha, Power Apps, SharePoint, Dynamics 365, ServiceNow, Salesforce, SAP, and PeopleSoft connectors, as well as the OneAnalytics platform and Private Cloud Connector.
- Professional Services: OnePlan generates revenue through implementation services, advisory services, training services (OnePlan Academy), and product support packages. Services include Kickstart Services Packages (100 hours), Premier Product Success (20% of software subscription fees), and standard instructor-led training courses.
- Enterprise Integrations and Accelerators: Additional paid integrations and platform accelerators including Microsoft Power Apps Platform Accelerator, Microsoft SharePoint Platform Accelerator, Microsoft Azure DevOps Accelerator, and various ERP connectors (SAP, PeopleSoft) are offered as premium add-ons.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Free | Free tier with limited portfolio, resource, financial, and work planning capabilities plus Microsoft Teams integration |
| Subscription | Annual | Full-featured enterprise platform covering all portfolio, resource, financial, work planning and reporting capabilities |
| Subscription | Annual | NextGen PPM migration solution for organizations transitioning from Microsoft Project Online |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
OnePlan product offering
Product offeringCore offering
OnePlan is an AI-powered Strategic Portfolio and Work Management SaaS platform that helps organizations align strategy to execution. It unifies portfolio planning, financial planning, resource planning, work planning, time tracking, and status reporting into a single platform, enhanced by the Sofia GPT AI assistant. The platform is built natively on Microsoft Azure with deep integrations across Microsoft 365, Teams, Planner, Project, Azure DevOps, Power BI, and Power Automate, and includes enterprise architecture management capabilities through the acquired smart360 brand.
Product overview
OnePlan is a Strategic Portfolio and Work Management Platform that provides a unified, AI-powered solution for organizations to align strategy to execution. The platform consists of core modules including Portfolio Plan (for strategic prioritization), Financial Plan (for budget tracking and forecasting), Resource Plan (for capacity modeling), Work Plan (supporting agile, waterfall, and hybrid delivery), Time Tracking, Status Reports, and Portfolio Modeler (for scenario modeling). The platform is enhanced by Sofia GPT, an AI-powered assistant that provides natural language interactions, predictive analytics, and workflow automation. Following the January 2026 acquisition of smart360, OnePlan expanded to include Enterprise Architecture Management and Application Portfolio Management capabilities. The platform offers a free tier with basic features and a paid tier with full module access, integrations, and enterprise capabilities. Specialized solutions include OnePlan NextGen PPM for Microsoft Project Online migrations, OneConnect for integrations, OneAnalytics for advanced reporting, and mobile applications for iOS and Android.
Differentiator
Problem solved
Functional benefit
Brands
- smart360: Enterprise Architecture Management and Application Portfolio Management solution acquired by OnePlan in January 2026.
Products and services
- OnePlan Strategic Portfolio Management Platform AI-powered Strategic Portfolio and Work Management Platform that connects strategy to execution. Helps organizations align work with business goals, optimize resources, control financials, and accelerate delivery across a single unified platform. Includes portfolio planning, financial planning, resource planning, work planning, time tracking, status reports, and reporting capabilities.
- OnePlan NextGen PPM Migration solution designed for organizations transitioning from Microsoft Project Online before its retirement on September 30, 2026. Promises complete migration in under twelve weeks using automation, expert guidance, and structured sprints covering setup, validation, testing, and production deployment.
- Sofia GPT AI Assistant AI-powered personal assistant embedded directly into OnePlan, using Azure OpenAI GPT 5.2. Provides natural language understanding, predictive analytics, automated workflows, risk assessment, and conversational task automation for portfolio management. Includes Microsoft Copilot integration for AI-driven plan creation.
- smart360 Enterprise Architecture Management Enterprise Architecture Management and Application Portfolio Management solutions acquired by OnePlan in January 2026. Enables organizations to view and manage enterprise architecture from strategy to business capabilities, application portfolios, and technology, supporting technology rationalization and modernization alignment.
- OneConnect Integration Platform OnePlan's proprietary connector platform for mapping project elements, resources, schedules, financials, and site data directly into OnePlan. Used for migrations and integrations with Microsoft, Jira, and other leading work management tools, bringing project data into one unified portfolio management view without requiring teams to change existing workflows.
- OneAnalytics Analytics and business intelligence add-on for OnePlan, available on the paid tier for enhanced data analysis and reporting capabilities across the portfolio.
- OnePlan Mobile App Mobile application available on iOS (Apple App Store) and Android (Google Play Store) for accessing OnePlan strategic portfolio management capabilities on mobile devices.
- OnePlan Academy Training and learning platform for OnePlan users, including instructor-led bootcamps, webinars, user guides, and community resources. Offers PMI Professional Development Units (PDUs) and digital badges. Includes Premier Product Success support at 20% of subscription fees.
Quantifiable outcome
- Over 500 companies worldwide rely on OnePlan's platform for strategic portfolio management
- +4 more outcomes
Companies that use OnePlan
Customer profileNamed customers16 records
Segments9 records
Ideal customer profiles4 records
OnePlan technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability5 records
Feature6 records
OnePlan partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- smart360coreOnePlan acquired smart360, a provider of Enterprise Architecture Management and Application Portfolio Management solutions, on January 21, 2026 at the OnePlan Empower Conference in Las Vegas. The acquisition combined OnePlan's strategic portfolio management platform with smart360's enterprise architecture and application portfolio management capabilities to create a unified solution connecting strategic intent, application portfolio health, business capabilities, and project execution. The integrated offering helps enterprises rationalize technology landscapes, reduce costs, and align modernization initiatives with strategic goals.
- MicrosoftcoreOnePlan is a 5-time Microsoft Project and Portfolio Management Partner of the Year (2019-2023) and the co-creator, alongside Microsoft Engineering, of the Microsoft Planner Accelerator. As Microsoft's recommended solution for Project Online retirement, OnePlan is built natively on Azure cloud with deep integration across Microsoft 365, Teams, Planner, Project, Azure DevOps, SharePoint, Power BI, and Power Automate. The partnership involves ongoing co-development, co-selling, and joint go-to-market activities within the Microsoft ecosystem.
Scale indicators6 records
Recent moves6 records
Expansion highlights8 records
OnePlan competitors and assessment
Company assessmentDirect peers
- Atlassian (Jira Align / Jira): Atlassian's Jira Align and Atlassian Compass provide enterprise agile portfolio management that maps directly to OnePlan's adaptive and agile portfolio offerings, and Jira is a primary integration partner for OnePlan — making Atlassian both a complement and direct competitor.
- Wrike: Wrike (now part of Citrix) is a work management platform with portfolio-style capabilities, and is a listed OnePlan integration partner. It targets enterprise PMO and marketing organizations with project, resource, and reporting features that overlap with OnePlan's Work Plan and Status Reports modules.
- Asana: Asana is a work management platform that integrates with OnePlan via OneConnect and competes for project and portfolio visibility in mid-market and enterprise accounts. Its portfolio and goals features increasingly overlap with OnePlan's OKR and status reporting capabilities.
- Planview: Planview is the closest direct competitor in Strategic Portfolio Management, offering a portfolio management platform that connects strategy, capacity, demand, and delivery — directly overlapping OnePlan's SPM positioning and target buyer (enterprise PMOs and IT).
- monday.com: monday.com is a work management platform that increasingly moves up-market into portfolio and resource management use cases, and is a listed OnePlan integration partner. It targets similar mid-market and enterprise customers with project and portfolio visibility, often overlapping with OnePlan's work planning modules.
- Adobe Workfront: Adobe Workfront is an enterprise work management platform that competes in project, resource, and portfolio management — particularly for marketing, creative, and PMO use cases — and is frequently evaluated alongside OnePlan for enterprise portfolio visibility.
- Smartsheet: Smartsheet is a direct work and project management competitor that also integrates with OnePlan via OneConnect. It targets similar enterprise customers with collaborative work management, resource management, and portfolio-style dashboards, and increasingly overlaps with OnePlan's adaptive portfolio positioning.
Broad incumbents
- Broadcom Clarity PPM: Broadcom's Clarity PPM is a long-standing incumbent in enterprise project and portfolio management, particularly in large IT and engineering organizations. It overlaps with OnePlan's portfolio, resource, and financial planning capabilities, often appearing in the same competitive evaluations for enterprise SPM deals.
- ServiceNow (Strategic Portfolio Management): ServiceNow offers SPM as part of its broader enterprise workflow platform, providing portfolio management, demand management, and resource planning on the Now Platform. It is a broad incumbent rather than a pure-play SPM specialist, but increasingly competes head-to-head with OnePlan in enterprise PMO accounts.
- Microsoft (Project, Planner, Dynamics 365 Project Operations): Microsoft is simultaneously OnePlan's most strategic partner and a broad incumbent in adjacent SPM/PPM territory through Microsoft Project, Planner (with Copilot), Azure DevOps, and Dynamics 365 Project Operations. As Microsoft invests in native AI-driven planning, it remains both OnePlan's biggest tailwind and biggest competitive threat.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
OnePlan social profiles
Digital presenceOnePlan compliance and trust
Trust signalCompliance2 records
OnePlan financial estimates
Financial estimateRevenue estimate
Valuation estimate
OnePlan leadership team
Management profileNumber of profiles
Profiles2 records
OnePlan subsidiaries and ownership
Company hierarchySubsidiaries1 record
OnePlan funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OnePlan M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OnePlan
What does OnePlan do?
OnePlan is an AI-powered Strategic Portfolio and Work Management SaaS platform that helps organizations align strategy to execution. It unifies portfolio planning, financial planning, resource planning, work planning, time tracking, and status reporting into a single platform, enhanced by the Sofia GPT AI assistant. The platform is built natively on Microsoft Azure with deep integrations across Microsoft 365, Teams, Planner, Project, Azure DevOps, Power BI, and Power Automate, and includes enterprise architecture management capabilities through the acquired smart360 brand.
Is OnePlan a public or private company?
OnePlan is a private company. It is classified as venture growth investor backed and is currently operating.
When was OnePlan founded?
OnePlan was founded in 2018. It employs 5,001 to 10,000 people.
Where is OnePlan based?
OnePlan is headquartered in San Diego, United States, in the North America region.
How does OnePlan make money?
Three revenue lines are on record. SaaS Subscription Licensing is the primary driver. The others are professional Services and enterprise Integrations and Accelerators.
Who are OnePlan's main competitors?
Direct peers on record are Atlassian (Jira Align / Jira), Wrike, Asana, Planview, monday.com, Adobe Workfront and Smartsheet. Broad incumbents are Broadcom Clarity PPM, ServiceNow (Strategic Portfolio Management) and Microsoft (Project, Planner, Dynamics 365 Project Operations).
Does OnePlan have an API?
No public API is recorded for OnePlan.
What industry is OnePlan in?
OnePlan's product category is Project Portfolio Management Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects). Its NAICS code is 5132 and its SIC code is 7372.