OnePlan for Microsoft Teams Review: Streamline Complex Projects and Portfolio Management 

OnePlan is an award-winning platform that connects with Microsoft Project, Azure DevOps and Teams

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OnePlan for Microsoft Teams Review: Streamline Complex Projects and Portfolio Management
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Published: February 1, 2023

Jonny Wills

Senior Editor

Inside OnePlan for Microsoft Teams is a strategic portfolio, resource, and work management company based in the US. The company provides an end-to-end platform that can integrate with business apps like Microsoft Project, Azure DevOps, Teams, Jira, and more to give business leaders end-to-end visibility on past, ongoing and future work across the enterprise.  

Importantly, OnePlan has an extreme Microsoft specialisation, winning several key awards and recognitions in the last few years. For 2021 and 2022, OnePlan was named Microsoft Partner of the Year in Project & Portfolio Management and a finalist for the Power Apps and Power Automate award in 2021. OnePlan also held the title of Microsoft Partner of the Year in Project & Portfolio Management in 2019.  

The OnePlan integration on Microsoft Teams is a business intelligence and strategic project management app that gives enterprises holistic views on multiple concurrent projects in a large organisation. It connects preoperational aspects like business goals, OKRs, and resource metrics to help better plan and execute the Gold partner; OnePlan provides an almost native app experience inside Teams without a steep learning curve.  

Let’s now dive deep into its features.  

Inside the OnePlan App for Teams  

To install OnePlan, navigate the Microsoft Teams app store from the left navigation pane on Teams. Search for the OnePlan app and install it. This makes the integration readily available from the Teams apps section, connecting with Microsoft Project (web or desktop) as an Azure DevOps account. Project data from these accounts will now be available to users on Teams.  

This allows enterprises to gain from the following key features:  

  • Portfolio view: This is the flagship feature enabled by the OnePlan app in Teams. It gives managers an end-to-end view of ongoing projects, accessible as a dashboard of snapshots or granular details. They will be able to analyse project details such as state of health, financial status, cumulative costs, resource capability, resource plan vs capacity and more. OnePlan allows users to filter projects so they can focus on what’s relevant.  
  • Project and activity planning through Kanban boards: When users view an ongoing project as a list, its component activities will be mentioned right underneath. They can click on the move to further drill down into its sub-tasks, which are visualised in the Kanban board format. The app also supports Gantt charts if users want to monitor project completion.  
  • Stakeholder assignment: Managers can view all the stakeholders associated with a project from Teams, with their colleagues’ images next to activities and sub-tasks. Whenever a project is updated using Azure DevOps or the Microsoft Project platform, stakeholder changes will automatically be reflected in the OnePlan app. Users can also assign project items to team members directly from the Teams interface.  
  • Comments and collaboration: With a Kanban chart, Teams users can select specific action items and add their comments. This helps to conduct detailed discussions around action items already underway, using Teams’ collaboration capabilities entirely.  
  • Calendar-based scheduling: The OnePlan app includes a scheduler where all user’s tasks and project items appear in a calendar format. They can drag and drop items, moving them around on their calendar to modify and finetune schedules.  

Why the OnePlan App Makes a Difference  

For companies with large volumes of information records receding in Azure DevOps or Microsoft Project, OnePlan is a game-changer. It combines full-feature project and portfolio management with intuitive collaboration. It makes it possible to visualise concise and actionable data, with helpful snapshots and summaries where necessary.  

As Teams gradually transcend the collaboration category to become productivity and growth-enabler, apps like OnePlan make a significant difference. Large enterprises with distributed teams, multiple concurring projects of a complex nature, and elaborate financial calculations can gain from the platform — mainly when used alongside the Teams interface.  

What We Think  

OnePlan was recognised as the Microsoft Global “Partner of the Year” in 2021 for a reason. It significantly elevates the outcomes users can achieve with Teams without causing any information clutter or complex data visualisations. Whether software development or supply chain management, human resources or managed services, OnePlan can help simplify various use cases. Enterprises and organisations can download the app here and look at OnePlan’s webinar on how to leverage the Teams integration for robust outcomes.  

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