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OnePlan

Trust level
Listed
Unverified

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OnePlan is SOC 2 Type II compliant. OnePlan also holds ISO 27001, and ISO 27701.

Framework
Auditor
Last report
Renewal
View official trust center ↗

About

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization. OnePlan connects with Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet and more for a complete view into all work across the enterprise.

Compliance & infrastructure

Hosting
Azure
Data handled
Customer personally identifiable informationEmployee personally identifiable informationCredit card informationPersonal health information

Subprocessors

3
  • M
    Microsoft Azure · Cloud provider
  • A
    Azure DevOps · Version control
  • O
    Office 365 · office

Compliance leadership

The person who leads OnePlan's SOC 2 isn't listed yet. Claim this profile to add it.

Penetration test

Unknown. OnePlan's penetration test vendor isn't listed yet.

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Recent updates

Compliance & Security UpdateDec 2025

We’re pleased to announce that OnePlan Portfolio Solutions has successfully received its updated SOC 2 Type II, ISO/IEC 27001, and ISO/IEC 27701 certifications. These renewals reaffirm our ongoing commitment to the highest standards of information security, privacy protection, and operational integrity. Maintaining these certifications reflects our continued investment in safeguarding customer data and meeting globally recognized compliance requirements. The latest certification reports and supporting documentation have been uploaded to our Trust Center under Resources → Current Certifications. If you have any questions or need additional information, please reach out to our team—we’re happy to help.

SOC II Type II Certification for 2024-2025Jan 2025

We are thrilled to announce that OnePlan Portfolio Solutions has successfully renewed its SOC II Type II certification! This achievement reaffirms our dedication to maintaining the highest standards of data security, availability, and confidentiality for our clients. SOC II Type II is a rigorous auditing process, and this renewal underscores our ongoing commitment to protecting your data and providing reliable solutions you can trust. Your trust drives us to meet and exceed industry standards, ensuring our platform remains a secure and dependable resource for all your project management needs. Thank you for your continued partnership and confidence in OnePlan.

We're Now ISO 27001 & 27701 Certified!Nov 2024

We’re excited to share a significant milestone in our commitment to safeguarding your data and privacy: OnePlan Portfolio Solutions is now officially certified for ISO 27001 (Information Security Management) and ISO 27701 (Privacy Information Management). These globally recognized certifications demonstrate our dedication to implementing the highest standards for: - Information Security: Ensuring the confidentiality, integrity, and availability of your data. - Privacy Management: Upholding robust privacy practices to manage and protect personal data. This achievement reflects our ongoing efforts to provide you with the security and trust you deserve. If you have any questions about our certifications or would like more details about our security practices, please don’t hesitate to reach out.

OnePlan to achieve ISO 27001 and ISO 27701 certification!Oct 2024

We are pleased to announce that our organization is on track to achieve ISO 27001 and ISO 27701 certification by the end of this year! 🎉 These certifications underscore our commitment to upholding the highest standards of information security (ISO 27001) and privacy management (ISO 27701). By achieving these certifications, we’re taking our dedication to protecting your data and privacy to the next level. Thank you to our team and stakeholders who have worked tirelessly toward this goal. Stay tuned for more updates as we reach this exciting milestone!

OnePlan's SOC II Type II is now AvailableDec 2023

As of October 16, 2023, we are thrilled to announce that OnePlan has officially achieved the SOC 2 Type II cortication through Vanta! A SOC 2 Type II report is a Service Organization Control (SOC) audit on how a cloud-based service provider (OnePlan) handles sensitive information. It covers both the suitability of a company's controls and its operating effectiveness. The report covers a total of five trust service principles (TSPs): security, availability, processing integrity, confidentiality, and privacy.

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Frequently asked

Is OnePlan SOC 2 compliant?
OnePlan is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is OnePlan ISO 27001 certified?
According to OnePlan's public trust center, OnePlan is ISO 27001 certified. On SOC2C this listing is Listed.
Is OnePlan ISO 27701 certified?
According to OnePlan's public trust center, OnePlan is ISO 27701 certified. On SOC2C this listing is Listed.
Is OnePlan SOC 2 Type I or Type II?
OnePlan is SOC 2 Type II compliant. A Type II report covers how security controls operated over a period (typically 3 to 12 months), a stronger signal than a point-in-time Type I.
Can I use OnePlan's SOC 2 for a vendor risk assessment?
Yes. OnePlan's SOC 2 status, frameworks, auditor, and renewal timing are on SOC2C for vendor risk and security reviews. Request the underlying report through SOC2C to complete your third-party risk file.

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