OnePlan’s Executive and Portfolio Manager training is designed to help organization decision makers get the most out of OnePlan’s powerful visualization and top-down planning tools.
Your Guided Journey to OnePlan Mastery
Training Pathways are expertly curated learning tracks designed to give OnePlan users a complete, end-to-end understanding of the platform. Each pathway breaks down complex topics into manageable, role-specific courses—so you can build confidence and competence, one step at a time.
New to OnePlan? Start here. These pathways are the perfect launchpad to get up to speed quickly and effectively.
Executive Basics Training Pathway
Focused Learning, On Your Terms
Need a quick refresher or want to dive deeper into a specific OnePlan feature? Our individual courses break down each component into short, targeted lessons—perfect for sharpening your skills anytime. Already familiar with OnePlan? These bite-sized trainings are a great way to stay sharp and explore advanced functionality at your own pace.
Portfolio Modeling with OnePlan Course
Learn how to plan smarter and optimize strategic decisions by creating, analyzing, and collaborating on portfolio models and scenarios using OnePlan Portfolio Modeler.
Reporting Dashboards Course
This course introduces OnePlan Reporting Dashboards for plan managers and report consumers. Learn how they differ from Power BI, explore built-in features, and discover how to configure and use your own dashboards effectively.
Status Reports Course
This course is for project managers and planners using OnePlan to create and manage status reports. Learn to generate, update, submit, recall, and export reports, and integrate status reporting into your workflow for clear project tracking.
Innovation Portfolio Course
This course introduces the Innovation Portfolio—what it is, how it works, and its role in driving innovation. Whether submitting ideas or managing projects, you’ll gain tools and knowledge to contribute effectively to innovation efforts.
Plans Course
Power BI Reporting Basics Course
Unlock the power of data with this beginner-friendly course designed to help you build insightful reports and dashboards using Power BI within the OnePlan platform. Learn how to connect your data, create visualizations, and share interactive insig…
Intro to the Plan Level Resource Plan Course
Intro to the Financial Plan Course
Learn the basics of OnePlan Financial Planner—track budgets, forecasts, and actuals, model investment scenarios, and align financial planning with strategic goals to maximize portfolio value.