Recent updates
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View Reports and Dashboards
Updated onArticleMonitor your portfolio, projects and work to get answers quickly and empower your team to make confident decisions
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Project Management - Project Manager
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Manage Corporate Strategy
Updated onArticleConnect long-term business strategy, goals/OKRs and results to adapt & thrive
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Strategy - Steering Committee
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OnePlan Trial Overview Video
Updated onArticleThis article contains the overview video for your trial of OnePlan. This is the same video you can access via the Help Menu to the Getting Started page from within OnePlan.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide OnePlan Trial Intro
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Welcome to your OnePlan Trial!
Updated onArticleWelcome!! This article explains the flow of this Trial Guide and gets your started with how to access your OnePlan trial site and the main navigation icons and menus in OnePlan.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide OnePlan Trial Intro
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Setting up your OnePlan Trial
Updated onArticleOnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide OnePlan Trial Intro
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Setting up OnePlan Power BI Reports
Updated onArticleOnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide OnePlan Trial Intro
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Portfolio Prioritization for Strategic Portfolio Management
Updated onArticleIn order to accurately forecast your portfolio, you have to consider all work across the organization and it’s alignment to strategic objectives. Prioritize the right work and ensure you have the resources and funding you need to execute on your strategy. If your demand outweighs your capacity, you’ll have the tools you need to make the best decisions for the business.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Portfolio Managements - Portfolio Manager
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Project Execution for Strategic Portfolio Management
Updated onArticleWhether your projects are managed via Agile, traditional or within a simple to do list, OnePlan consolidates work to harness the power of project management disciplines such as cost management, resource management and schedule management across all work for delivery excellence throughout the enterprise.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Project Management - Project Manager
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Objectives and Key Results for Strategic Portfolio Management
Updated onArticleOKRs have many levels in the enterprise. While all objectives will connect back to enterprise goals, each business unit may have a unique version, based on its customer focus. OnePlan allows you to manage different levels and versions of OKRs. Whether you need a view by business unit, value stream, program or product area, OnePlan supports the many hierarchies and matrices in an enterprise.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Strategy - Steering Committee
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Manage Enterprise Architecture
Updated onArticleOnePlan's Enterprise Architecture module clarifies the connection between your organizations work and technology, enabling IT and business leaders to make informed decisions to meet the needs of new technologies.
OnePlan Trial Guide Manuals Strategic Portfolio Management Trial Guide Enterprise Architecture - IT Management