Step 1: Get familiar with OnePlan Technology

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The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft Office 365 platform, with the intent to leverage technology that our customers have already invested in. This also aids in adoption as a familiar application that is heavily incorporated into people’s day to day activities.

OnePlan Overview

OnePlan’s Office 365 / Azure application will serve as the engine for portfolio management, including capabilities for managing portfolios, projects, programs, time, and resource management. The app is installed in your Microsoft work management cloud experience. It uses the standard O365 app model. This means that authentication is all handled through your AD / AAD and follows all your policies inherently. For more information, please refer to OnePlan Administration.

OnePlan has four different solutions to enable business agility for your organization.

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