Migrating Beyond Project Online-Why OnePlan Is Microsoft’s Recommended Solution

Migrating Beyond Project Online: Why OnePlan Is Microsoft’s Recommended Solution

1. Migrating Beyond Project Online:
Why OnePlan Is Microsoft’s
Recommended Solution
Jim Patterson
[email protected]

2. Microsoft Direction for PPM
•Microsoft announced in late 2018 a plan
to re-imagine Project and the end of
investments in Project Online
•In the fall of 2019, they launched Project
for the web
•Their vision going forward is to provide
project management capabilities
leveraging the M365 platform.

3. Microsoft Announces Retirement of Project Online
•On September 5, 2025,
Microsoft announced Project
Online will officially retire on
September 30, 2026
•Sales of Project Online-only
SKUs for new customers will
end on October 1, 2025
•Their vision going forward is to
provide work management
capabilities leveraging the M365
platform and Planner for
scheduling.
https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558

4. With Project Online retiring, Microsoft recommends OnePlan as the trusted
replacement—built in partnership with Microsoft to deliver secure, scalable, and
advanced Strategic Portfolio Management.
5x Microsoft PPM
Partner of the Year
Recognized consistently by Microsoft for
leadership and innovation in Project Portfolio
Management.
Co-Created Planner
Accelerator
Jointly developed the Planner Accelerator
with Microsoft Engineers, the foundation of
Microsoft’s reimagined PPM solution.
Extends Planner into
Full SPM Capabilities
The only solution that transforms Planner into
a complete enterprise-grade Strategic
Portfolio Management platform.
Runs Securely on
Microsoft Azure
Built on Microsoft’s secure cloud with SOC II,
ISO 27001, and ISO 27701 certifications.
Deep Microsoft 365
Integration
Seamlessly connects with Teams, Power BI,
Azure DevOps, and the broader Microsoft
ecosystem.
Future-Proof
Migration Path
Provides a smooth transition from Project
Online with proven migration tools and
customer success stories.
The Future of Strategic Portfolio Management, Built on Microsoft
Microsoft Recommends OnePlan as the Project Online Replacement

5. Project Online
Capabilities
OnePlan
Capabilities
Project Online…plus
OnePlan Capabilities
OnePlan is the result of 15
years of steady investment
and feature innovation,
delivering everything
Project Online does . . .
plus

6. OnePlan Capabilities That Go Beyond Project Online & Planner
Strategy to Execution
Alignment
Link objectives, OKRs, and outcomes directly
to portfolios and investments.
Resource Capacity
Planning
Optimize staffing and balance demand
across distributed, hybrid teams.
Financial Budgeting &
Forecasting
Manage budgets, CapEx/OpEx, and track
actuals in real time.
Portfolio Prioritization &
What-If Modeling
Test scenarios, model trade-offs, and fund the
most valuable initiatives.
Work Management
Freedom
Continue using Project Desktop, Planner,
Azure DevOps, Jira, Smartsheet, Asana,
Wrike, and more — all roll up into OnePlan’s
single portfolio view.
Advanced Governance
& Reporting
Standardize processes with stage gates,
compliance tracking, and AI-powered
reporting dashboards.
OnePlan goes beyond simply replacing Project Online — it provides a modern,
connected Strategic Portfolio Management platform built with Microsoft.
AND MUCH MORE…

7. Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Demand
TimesheetsMy Work
Stakeholders
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Products, Applications,
Capabilities, Solution Areas,
Execution Analysis
What-if Scenario Modeling
•Products
•Services
•Applications
Capacity Planning
IssuesRisksChanges
•Business Value
•Benefits
Realization
Strategy
End-to-End Capabilities

8. IT R&D Product Operations
Build Your Own Solution
Portfolio
Plan
Resource
Plan
Financial
Plan
Portfolio
Modeler
Work
Plan
Time
Tracking
Strategic
Plan
Strategy
PMO
Work Management Application Development Ideation Service Management Financial Management
OneConnect/OneAnalytics
Reporting
Status
Reports
Innovation
Portal
Capabilities
Solution
Areas
Integrations
Extensibility
Enterprise Platform
Demand Planning Execution AnalysisGovernance

9. OnePlan helps unify your tech stack by integrating with the tools your teams already use. Whether it's Jira,
Smartsheet, Salesforce, or custom systems, OnePlan creates a connected portfolio ecosystem.
Open Integration Hub
Connect with Jira, Smartsheet, ServiceNow,
Salesforce, and more.
Automated Data Sync
Keep project data consistent across systems
without manual effort.
Bi-Directional APIs
Enable real-time updates between OnePlan
and external platforms.
Cross-System Intelligence
Use AI and insights across integrated toolsets
for smarter decisions.
See OnePlan in action!
Connect the Tools Your Teams Already Use

10. OnePlan helps you make faster, smarter decisions with built-in AI powered by Sofia. From plan generation to
real-time recommendations, Sofia enhances productivity, improves decision-making, and reduces manual
effort..
Generate Plans with Prompts
Use natural language to generate project,
work, or financial plans instantly.
Summarize Updates & Status
Automatically summarize plan health,
progress, and risks for executives and
stakeholders.
Identify Risks & Anomalies
Leverage AI to flag potential issues based on
data trends and inconsistencies.
Context-Aware Assistance
Get in-app suggestions and automation
tailored to your specific work context.
See OnePlan in action!
AI-Driven Intelligence (Sofia GPT)

11. OnePlan helps extend the power of Microsoft 365 for strategic portfolio management. It
seamlessly connects with Teams, Project, Planner, Power BI, and more.
Native Microsoft Ecosystem Support
Connect with Teams, Power BI, Project,
Planner, and Azure DevOps.
Two-Way Sync
Push and pull data between OnePlan and
Microsoft tools seamlessly
Use Microsoft Teams for Collaboration
Manage work, hold meetings, and update
plans directly in Teams.
Enterprise-Grade Security
Compliant with Microsoft standards and
certified for enterprise use.
One Platform. One Vision. OnePlan.
Extend the Power of Microsoft 365

12. OnePlan in Azure DevOpsOnePlan in TeamsOnePlan in Power Apps
OnePlan in Dynamics 365
Built For The Microsoft Cloud
With a Fused User Experience
OnePlan in SharePoint OnePlan in JIRA
Fused UI - Stay working in the tools that you use in everyday.

13. Pre-Built Connector and Migration Tools
OnePlan Connector
for Project Online
OnePlan Migration
Tool and Services
Expert migrations that are seamless, and minimize disruption
Vast experience with
hundreds of Project
Online
implementations
Successful
customers with
OnePlan integrations
and full migrations
from Project Online
Ongoing synchronization of
Project Online data with
OnePlan
Automates full transition to
OnePlan

14. OnePlan Can Be Your Complete Project Online Replacement
Modern Solution With Additional Capabilities You’ve Been Asking For
OnePlan provides full PPM/SPM capabilities
Beyond Project Online
•Advanced Portfolio Management
•Strategic Alignment
•Intake/Ideation Portal
•Advanced Scheduling & Agile/Hybrid Planning
•Resource Capacity
•Budgeting/Financials
•Scenario Modeling
•AI Assistant Sofia GPT
•And More…

15. Other Offerings

16. Solutions Meet You Where You Are
Crawl
Walk
Run

17. All Planner Projects in Dataverse
Dataverse
Add Power Apps Solutions

18. Accelerator Solution with Power Apps
(aka “Planner Accelerator”, Project Accelerator, PPM Accelerator. PMO Accelerator)
Developed for Microsoft by OnePlan
Pre-built Power Apps solution for use with
Planner (formerly Project for the web).
Reports
Project
Requests
Programs
ProjectsResources
Note: Does not provide full feature parity with Project Online

19. Planner Accelerator in Power Apps
Project Requests
Programs
IssuesRisks Changes
KPIs
Reports and Dashboards
Status Reports Governance
Projects
Tasks
•Preconfigured solution offered via
Microsoft
•Power Apps tables
–Replace Project Online SharePoint lists
–Replace Project Center and PDPs
•No time-phased data for:
–Resource plans
–Financials
•No timesheets
•Only Planner Premium Plans
•Does not provide full feature parity with Project Online or Project Desktop

20. Other 3
rd
Party Power Apps Offerings
•Consider carefully
•Not the Microsoft offered Accelerator
•Collections of individual capability widgets
•Power BI reports positioned as functional capabilities
•Multiple interconnected points of potential failure
•Various responsibilities for supporting components
•Vulnerable to Microsoft technology changes

21. OnePlan
Portfolio Management

22. Complete OnePlan Solution in the Planner Accelerator
Full SPM/PPM capabilities, including native time-phased data
Resource Capacity Financial Plans
Scenario Modeling Timesheets

23. Extend Microsoft Planner and Accelerator into Full Strategic PPM
Objectives and Key Results

24. Projects
Tasks
Extend Microsoft with OnePlan for Advanced PPM
•Complete, all-in-one solution
•Project Desktop supported
•Fully supported by OnePlan
•Native time-phased data
•Not reliant on widgets
•No reporting posing as capabilities
•Not subscribing to a 3
rd
party Power
Apps configuration
Strategy Project Requests
Advanced Portfolio Programs
Projects
Tasks
IssuesRisks Changes
Status ReportsGovernance KPIs
Prioritization/
Scenarios
Financials Capacity
My Work Timesheet

25. Extend with OnePlan Connectors for Full Strategic/Adaptive PPM
Strategy Project Requests
Portfolio Programs
Projects
Tasks
IssuesRisks Changes
Status ReportsGovernance KPIs
Prioritization/
Scenarios
Financials Capacity
My Work Timesheet
…more
•Productized connectors
•Choice of execution tools
•Mixed methodologies
–Waterfall
–Agile
–Hybrid
•Enhanced Adaptive PPM

26. OnePlan as a Solution Hub for All Your PPM Data
And Fully Synchronized With Your Power Apps and Dataverse
•OnePlan data available in
Dataverse
•Same technology used by
Microsoft Planner for
Premium Plans
OnePlan Connector
for Power Apps
Dataverse

27. OnePlan Provides The
Most Complete SolutionCapability Project Online
Planner
w/Accelerator OnePlan
Demand and Portfolio Management
Requests and Ideation ✔️ ✔️ ✔️
Strategy Management and Alignment ✔️
Portfolio Management ✔️ ✔️ ✔️
Advanced Portfolio Management ✔️
Schedule Program Management ✔️ ✔️
Advanced Program Management ✔️
Stage Gates ✔️ ✔️ ✔️
Resource Capacity Management ✔️ ✔️
Real-time Capacity Projection, Modeling and Adjustment ✔️
Financial Management ✔️ ✔️ ✔️
Annual, Multi-year, Category-based Financial Planning ✔️
Business Case Capture ✔️ ✔️ ✔️
Agile Portfolio Board Planning ✔️
Project Investment Optimization ✔️ ✔️
Prioritization / What-If Scenario Modeling ✔️
Project Management
Advanced Scheduling ✔️ ✔️
Risks, Issues, Changes ✔️ ✔️ ✔️
Schedule Integrated Risks, Issues, Changes ✔️
Status Reports ✔️ ✔️ ✔️
Status Report History and Trending ✔️
Timesheets ✔️ ✔️
Integrations
Microsoft Project Desktop ✔️ ✔️
Microsoft Planner ✔️
Microsoft Planner with Premium Plans ✔️ ✔️
Azure DevOps ✔️
Microsoft Teams ✔️ ✔️
Popular Non-Microsoft Project Management Tools ✔️
Other
AI Assistant ✔️ ✔️
Power BI Reports and Dashboards ✔️ ✔️ ✔️
Real-time Reports and Dashboards ✔️
•Capabilities for even the most
complex and mature
scenarios
•Scales and tailors to specific
roles
•Meet you where you are at, but
enough head-room for growth

28. Sprint 0 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Post-Launch
Migration
Workshop
OnePlan
Configuration
Test Migration in
DEV
Production
Migration
Go-Live, Adoption,
Hypercare
Additional
capabilities and
refinement
•Tech readiness
•User stories
•Migration planning
•Change and
adoption plan
•Base configuration
•Setup OnePlan,
OneConnect, and
migration tool
•Test sample data
migration from plans
of various size and
complexity
•Validate data and
completeness of
migration
•OOB Power BI
reports
•Adjust configuration
and mappings as
needed
•Full migration
•Configuration and
report adjustments
•UAT training
•UAT execution
•Cut over
•System launch
•User training
•Lessons learned
•Hypercare
•Support
•Additional
enhancements and
adjustments
•Capture backlog for
possible future
phases
As-Is Migration Process – Project Online to OnePlan
Thoughtful planning, plus streamlined, automated data migration

29. oneplan.ai/empower
Why Attend OnePlan Empower?
Your best path forward from Project Online
•Hear from Microsoft Experts
Get the inside view on Microsoft’s retirement of Project Online
and the roadmap for modern PPM with Microsoft 365.
•Learn from Peers Who’ve Done It
Customers will share real-world migration stories —
challenges, lessons learned, and the benefits they’re realizing
today.
•Partner Expertise at Your Fingertips
Top Microsoft partners will showcase proven
approaches to ensure a smooth migration and long-
term success.
•Future-Proof Your PPM
Discover how OnePlan extends Microsoft Planner and
Power Platform into a full Strategic Portfolio
Management solution.
•Accelerate Your Migration Strategy
Walk away with practical guidance and a clear plan to
move from Project Online with confidence.

30. Demonstration

31. Summary & Next Steps

32. Industry Recognitions
Secured Platform
Strategic Partnership
at a Glance
Private Equity Partner

33. Customer Testimonials
"OnePlan has brought
transparency, adaptability, and real
strategic alignment to our project
portfolio—it's truly invaluable."
“OnePlan helped us go from 20% to
92% adoption by enabling
standardization, transparency, and
governance."
"OnePlan became our single source
of truth —it helped us standardize
processes, scale efficiently, and
deliver real-time data to our
leadership."
"OnePlan gives us the tools to
track, plan, and report on major
initiatives —helping our teams stay
focused and aligned on what
matters most.
"OnePlan gives us one source of
truth to manage multiple portfolios,
drive innovation, and make better
business decisions."
“OnePlan has been a game
changer for visibility and
alignment across the
organization.”
"OnePlan brought us global
visibility and helped us manage
strategic projects in a way we never
could before.”
See More OnePlan Customer Testimonials
Watch the Testimonial Watch the Testimonial Watch the Testimonial
Watch the Testimonial Watch the Testimonial Watch the Testimonial Watch the Testimonial
""OnePlan brought everything into
one place, streamlined our
reporting, and really took our PMO
to the next level."
Watch the Testimonial

34. IMPLEMENTATION
SERVICES
ONE-STOP-SHOP FOR BUSINESS TRANSFORMATION
Technical Consulting & Advisory Services
Your dedicated partner in maximizing work productivity and creating the shortest path to value
EDUCATION AND
TRAINING
CUSTOMER SUCCESS
AND SUPPORT
ADVISORY
SERVICES
Dedicated to creating the
shortest path to value
Training how you want it,
when you need it
Peace of mind with 24/7
customer support
Drive and support
continuous improvement
FastTrack
KickStart Package
Select Package
Online University
Role-based Learning Paths
Instructor Led Courses
Access to Experts
Community
Knowledge Library
Business Strategy Workshop
Advisory Consulting
Staffing

35. Free Migration Workshop and OnePlan POC
Ready to Start Your Transition?
Let’s talk about your path forward. Our Microsoft
certified experts are ready to help you navigate
this transition with confidence and ensure your
PMO emerges stronger than ever.
https://oneplan.ai/microsoft-project-online-end-of-life/

36. Our Next Webinars
https://oneplan.ai/webinars/
•Frequent webinars on a variety of topics
•Register for new webinars
•Library of recorded, on-demand webinars

37. Next Steps
•FREE – Migration/Transition Workshop
•FREE – POC Trial & Support
•Personalized 1:1 demo for your organization
•[email protected]
•www.oneplan.ai

38. www.oneplan.ai
Jim Patterson
[email protected]