OnePlan
Home care agency management software
Project, portfolio & program management software
Strategic portfolio management software
Health care software
Ambulatory software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$10 per user per month
Free TrialFree version
Small
Medium
Large
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What is OnePlan
OnePlan is a strategic portfolio management platform used to plan, prioritize, and govern portfolios of work across projects and products. It supports portfolio intake, roadmapping, capacity and financial planning, and reporting for PMOs and business leaders. The product commonly integrates with work management and collaboration tools to align execution data with portfolio-level decisions. It is designed for organizations that need portfolio governance and scenario planning rather than operational scheduling for field-based care delivery.
Portfolio-level planning and governance
OnePlan focuses on portfolio intake, prioritization, and governance workflows that help standardize how initiatives are proposed and approved. It supports portfolio roadmaps and cross-portfolio views to connect strategy to funded work. This emphasis fits organizations that need executive-level visibility and decision support beyond day-to-day task tracking.
Scenario and capacity planning
The platform includes capacity planning and what-if analysis to evaluate tradeoffs across demand, staffing, and timelines. These capabilities help teams compare alternative portfolio plans and understand constraints before committing. This is typically more developed than tools that concentrate primarily on operational scheduling or visit management.
Integrations with execution tools
OnePlan is commonly deployed alongside delivery systems and work management tools, using integrations to bring execution status into portfolio reporting. This approach helps reduce duplicate data entry and keeps portfolio dashboards closer to real delivery signals. It also supports organizations that already have established delivery tooling but need portfolio governance on top.
Not home care operations software
Despite being used in many industries, OnePlan does not primarily address home care agency workflows such as EVV, caregiver scheduling, visit verification, clinical documentation, or billing. Organizations evaluating it for home health or personal care operations typically still require a dedicated care delivery platform. As a result, it may not replace systems focused on patient-centric workflows.
Implementation and data modeling effort
Portfolio tools often require configuration of taxonomies (portfolios, programs, products), intake forms, financial structures, and reporting standards. Achieving consistent portfolio reporting depends on data quality and governance across teams. This can extend time-to-value compared with simpler project tracking tools.
Best fit for mature PMOs
The product’s value increases when an organization has defined portfolio processes and stakeholders who use governance cadences. Smaller teams or groups without formal portfolio management may find the feature set more than they need. In those cases, adoption can be uneven if portfolio discipline is not enforced.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 per month (Max 1 user) | Insights AI, Portfolio Plan, Work Plan, My Work, Mobile, Microsoft Teams Integration (base feature set) |
| Basic | $10 per user/month (amounts shown are per month and billed annually); requires 3+ users | Includes Free features plus Built-in Dashboards, Timesheets, Sofia GPT |
| Professional | $30 per user/month (amounts shown are per month and billed annually); requires 3+ users | Includes Basic features plus Status Reports, Innovation Portal, Strategy Plan, Portfolio Plan Boards & Roadmaps, Resource Plan, Financial Plan, Enterprise Architecture, Microsoft Project / Planner integrations |
| Enterprise | Custom pricing — Contact OnePlan | Enterprise features, volume-based pricing, multi-year discounts and implementation services (contact sales) |
Seller details
OnePlan Solutions
Unsure
Private
https://www.oneplan.ai/
https://x.com/oneplan
https://www.linkedin.com/company/oneplan/
