For PMO-led program organizations

The PMO platform for regulated programs

Demand intake, stage-gate governance, resource capacity, earned value and an audit trail, built for the aerospace, government, financial services, energy and pharma PMOs that plan in Microsoft Project. Bring your plans in free before you commit to anything.

Proposals move through staged gates with multi-reviewer approvals and weighted scoring, then become projects on approval.
How the practice on this page runs day to day, from intake through staged gates to delivery.

Built for PMOs that answer to someone

Six kinds of organization run the practice on this page. If yours reports to an auditor, a regulator, a board or a minister, it belongs here.

Aerospace & defense

Multi-year programs with contractual milestones, earned value reporting to the customer and formal change control on every baseline.

In Onplana: Baselines and variance, EVM (CPI, SPI, S-curve), Change Control Board, audit trail on every transition.

Government & public sector

Capital and IT programs under public accountability: procurement rules, freedom-of-information exposure, audit obligations.

In Onplana: Stage gates with reviewer quorum, audit export, purchase through the Microsoft commercial marketplace, SSO and SCIM from Entra ID.

Banking, financial services & insurance

Change portfolios under SOX-style control: segregation of duties, evidence behind every decision, retention measured in years.

In Onplana: Multi-reviewer gates, designated reviewers who never need admin rights, retention presets for FINRA and SOC 2.

Energy & utilities

Owner-side capital programs: long schedules, contractor dependencies, regulator and board reporting on a fixed cadence.

In Onplana: Critical path with an AI narrative, resource capacity by week, portfolio RAG health, cross-project reports.

Pharma & med-tech

Phase-gated development programs where every transition needs a named reviewer, a score and a record that survives inspection.

In Onplana: Weighted evaluation criteria per gate, on-hold preservation, HIPAA retention preset, evidence export.

Healthcare & telecom IT PMOs

Large IT change portfolios: many small projects, shared specialists, and a Microsoft 365 estate everything has to fit into.

In Onplana: Intake forms, the Teams app, Outlook and To Do sync, custom dashboards per steering group.

The practice, end to end

Four things every PMO does every quarter, and what each one looks like when the platform was built around it.

Demand to decision

Intake PRO, gates ENTERPRISE

Intake forms feed proposals. Proposals move through staged gates with designated reviewer panels and quorum logic, scored against weighted criteria you configure per gate. An approved proposal becomes the project automatically, business case attached, sponsor notified.

Capacity and commitments

PRO

Capacity per person, working calendars with holidays and exceptions, utilization by week and by month, a four-week forecast. Over-allocation shows before a commitment is made, with the heatmap the steering committee can read without a walkthrough.

Control in flight

Baselines and EVM on every plan, CCB ENTERPRISE

Capture a baseline, read variance and the critical path, and route scope, schedule and budget changes through the Change Control Board with its own reviewer panel and status trail. Earned value (CPI, SPI, S-curve) comes from imported costs or rate cards, whichever your estate carries.

Report upward

Portfolios BUSINESS, scenarios ENTERPRISE

Portfolio RAG health rolled up from the projects, cross-project reports that normalize mixed currencies, scenario what-ifs before the steering committee meets, and dashboards assembled from 23 widget types for each audience that asks.

Plan tiers, plainly

  • Every plan, including Free: The import, Gantt with critical path, baselines and variance, earned value, cross-project reports, milestones, working calendars, the AI assistant.
  • PRO: Intake forms, resource capacity and timesheets, custom dashboards, workflow automation.
  • BUSINESS: Portfolios with RAG rollup, goals and OKRs, advanced AI (risk detection, portfolio insights), webhooks and integrations.
  • ENTERPRISE: The 12-stage proposal pipeline, gate reviewers and criteria, the Change Control Board, scenario planning, project classification, audit logs and evidence export, SSO and SCIM, IP allowlisting.
  • ENTERPRISE_PLUS: A dedicated deployment that Onplana sets up and runs in your own Azure subscription, with the encryption keys there too.

Per-seat prices and the full matrix are on the pricing page.

Moving from Microsoft Project in three steps

The first step costs nothing and commits you to nothing. Most PMOs learn more from it than from a month of inventory spreadsheets.

1

Analyse what you exported, free

What you exported is untouched: our file import reads the bytes of a .mpp or MSPDI file and never contacts Microsoft, so it tells you what you have, with dependencies, custom fields and costs. Nothing is created in Onplana until you import.

Analyse an exported file
2

Import what you decide to keep

.MPP files and MSPDI XML import with typed dependencies and lag, custom fields, planned, fixed and baseline costs, the project currency, and resources matched to your people by email. Anything unmatched is a warning on the report, never a phantom account.

Moving from Microsoft Project
3

Cut over on a plan, not a hope

The Migration from MS Project template ships in the product: inventory and audit, data prep and field mapping, staging import, reconciliation of counts and totals, UAT with pilot project managers, production cutover, read-only decommission.

See the cutover template

Step 1 needs no account: the file-based Migration Preview and Schedule Health Check analyse one exported .MPP at a time with no sign-up. The step-by-step import guide lives on docs.onplana.com.

Procurement, identity and evidence

The questions your IT, security and procurement teams ask before anyone looks at a Gantt chart.

Buy through Microsoft

Onplana is a transactable SaaS offer on the Microsoft commercial marketplace, so procurement runs through your Microsoft agreement and lands on the consolidated Azure invoice. Activation lands straight in your workspace.

Marketplace purchase

Identity your IT team already runs

SAML and OIDC single sign-on, SCIM provisioning from Entra ID, two-factor enforcement, session policies, per-device revocation, and a personal-access-token scope reserved for external auditors.

Entra SSO setup guide

Evidence on demand

Every governance transition, role change and agent action writes an audit row with the actor, the timestamp and the client it came from. Export to CSV or JSON; retention presets for GDPR, HIPAA, FINRA and SOC 2.

Security and compliance posture

Where your people already work

A Microsoft Teams app for the project tabs on every plan, Outlook mail and calendar inside the project, and on Business and above, two-way To Do sync for every assignee and SharePoint documents attached to tasks.

The Teams app

Data processing terms are at /dpa, the subprocessor list at /subprocessors, and the SCIM setup guide at /docs/scim-entra.

5.0 / 5

“Enterprise-Grade Project Management with a Modern AI-Powered Collaborative Edge”

It combines enterprise-grade project management features like Gantt charts, dependencies, and portfolio management with a modern AI-powered and collaborative experience. It feels like a strong modern alternative for organizations moving away from Microsoft Project.

Waheed H.

Manager · Small Business (50 or fewer employees)

via G2, May 7, 2026

Map your governance model before you commit

Bring your current gate structure, reviewer roles and reporting cadence. We walk it onto the 12-stage pipeline, the Change Control Board and the portfolio views on a call, so the decision is made against your process rather than a demo script.

Sponsors, reviewers and guests work in the plan without a licence each: see the team collaboration guide.

The questions PMOs ask us

Straight answers, including the ones that name a plan tier.

Why look at Onplana instead of Planner Premium?▾
Planner Premium is a capable task board. A PMO that runs stage gates, resource capacity, baselines and earned value needs those to be first-class, and in Onplana they are: a 12-stage proposal pipeline with reviewer quorum, a Change Control Board, capacity planning with working calendars, earned value in the Finance tab, and an audit trail behind all of it. The import also keeps what a task-board migration drops: typed dependencies with lag, custom fields and costs. The feature-by-feature comparison is at onplana.com/compare/onplana-vs-microsoft-planner.
Our advisors quoted up to 20 weeks for a migration. Is that realistic?▾
It is realistic for a migration that starts from a blank inventory. Your exports shorten that phase: the Migration Preview reads each exported .mpp or Project XML file in seconds and reports what comes across, so you know which projects move as they are, which need cleanup first, and which can simply be archived. From there the in-product cutover template sequences audit, staging import, reconciliation, UAT and production. Most of the calendar time in a migration is decision time, and reading the files first front-loads the decisions.
What survives the import, exactly?▾
Project name and dates, the task hierarchy, milestones, durations and work, percent complete, priority, start and finish dates, typed dependencies (FS, SS, FF, SF) with lag, supported constraints and deadlines, planned, fixed and baseline costs with the project currency, task-scoped custom fields (enterprise fields become custom field definitions with their values), and resources matched to your people by email. Anything the importer cannot map is listed as a warning on the import report rather than dropped in silence. Imported into a new project, a file's baseline comes across as a baseline in Onplana. Working calendars do not: the project takes your organization's working calendar.
Does the import change the files we exported?▾
No. The import reads the bytes of each .mpp or MSPDI XML file and never modifies it, so the files you archived stay your fallback copy. Nothing is created in Onplana until you choose to import, the Migration Preview creates nothing at all, and both run on every plan including Free.
Can we buy through our Microsoft agreement?▾
Yes. Onplana is a transactable SaaS offer on the Microsoft commercial marketplace. Your procurement team buys it the way it buys Azure services, on the consolidated Azure invoice, and activation lands the subscription in your Onplana workspace. Card billing through Stripe remains available for teams that prefer it.
Which plan does a PMO need?▾
ENTERPRISE for the governance layer: the proposal pipeline, gate reviewers and criteria, the Change Control Board, scenario planning, audit logs and SSO with SCIM. Portfolios and advanced AI arrive at BUSINESS; intake forms, resource capacity and custom dashboards at PRO. The import, the Gantt with critical path, baselines, earned value and cross-project reports run on every plan including Free, so the evaluation costs nothing. ENTERPRISE_PLUS adds a dedicated deployment in your own Azure subscription.

Start with what you exported.

A free account, the import, and the plans you already have, with their dependencies, custom fields and costs intact. Then a walkthrough if you want one.

Already have an account? Open the migration wizard and upload your Microsoft Project file.