# Compare Smartsheet vs Portfolio Manager 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Smartsheet and Portfolio Manager based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/79104-82678/Smartsheet-vs-LiquidPlanner --- # Smartsheet vs Portfolio Manager Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: SmartsheetPortfolio Manager2/4 selected [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/) [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/) [## Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[4.5 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting Price $12.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.3 Customer Service 4.3 Reviews Sentiment Based on [3,479 reviews](#user-reviews) Positive 3,208 Neutral 224 Negative 47 [## Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/) Starting Price $15.00/month Value-for-Money 4 Functionality 4.1 Ease of Use 4 Customer Service 4.4 Reviews Sentiment Based on [669 reviews](#user-reviews) Positive 593 Neutral 64 Negative 12 What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 32,873 reviews from project management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 82%Fit High performer Feature ratings Task Management 4.5 Multiple Projects 4.5 Project Planning/Scheduling 4.6 Commenting/Notes 4.6 Activity Dashboard 4.4 72%Fit Not enough reviews Feature ratings Task Management 4.5 Multiple Projects 4.7 Project Planning/Scheduling 4.7 Commenting/Notes 4.7 Activity Dashboard \-- User satisfaction User satisfaction 4.5 User reviews[3,479](https://www.capterra.com/p/79104/Smartsheet/reviews/) Ease of use 4.3 Functionality 4.3 Value for money 4.4 Customer support 4.3 User satisfaction 4.3 User reviews[669](https://www.capterra.com/p/82678/LiquidPlanner/reviews/) Ease of use 4.0 Functionality 4.1 Value for money 4.0 Customer support 4.4 Price starts from Price starts from $12Per User, Per Month - Free version - Free trial Price starts from $15Per User, Per Month - Free version - Free trial Best for Best for Marketing, creative operations, IT portfolio management, higher education, construction, healthcare and life sciences, government, financial services, and technology organizations. Best for Project managers, IT departments, engineering teams, and consulting firms. ## User reviews Pros & cons CH Carnell H. Owner > "It allows you to roll out standardized project templates at scale. If you need to change a process across 100 active projects, you can do it once in the..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085487) LW Laura W. Marketing Coordinator > "It has a steep learning curve which can be frustrating to the new hires during the onboarding process and the mobile app has a habit of freezing when we..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7085089) AR Anitha R. Senior Technical Specialist > "You can create sheets to track projects, approvals, internal requests or operational calendars, and everything remains clear and easy to follow." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889) SS Sarah S. Land Acquisition Admin > "We need to manually sort them or right-click and reset the sorting filters each time. While automated sorting has the potential to cause issues while working..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737) KT Kenneth T. Creative Director > "Specifically, I want to adjust its current layout and sync it seamlessly with my iOS devices, such as my iPhone or iPad, to ensure I can access my financial..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) AR Anitha R. Senior Technical Specialist > "At times, certain alerts can get mixed in with other notifications, which can reduce visibility on the genuinely urgent matters." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7092889) AG Ana G. Marketing Coordinator > "These facilities have improved the quality of my work life: I have been able to establish effective workflows using these templates, which is fantastic...." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6820741) SE Stephanie E. Talent Attraction Specialist > "Text formatting and navigating the Smartsheet for tasks can be time-consuming if not experienced with it." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068619) SH Sarah H. Group Show Director > "It's a dynamic excel sheet, that's collaborative for team workflows, and beyond sheets there are forms, reports and dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6836746) KS Keith S. Co-Founder and Chief Executive Officer > "When I’m working on a bunch of stuff at once and they’re all quite busy, if I don’t tidy up after myself my sheets start to feel cluttered." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7100400) MW Marcus W. Research Scientist > "They have also made many of the Pros such as collaboration paid only features, greatly limiting the capability of free users/collaborators and hence made a lot..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) DA Daniel A. IT Project Manager > "We had a level 3 developer work with us to resolve the issues, but new ones keep popping up with no end user/admin intervention." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494) VR Verified Reviewer President > "It's also made information gathering a much more streamlined process with it's ability to integrate with webforms." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7061484) TH Tabatha H. Director of Human Resources > "The files are not ours. When an employee leaves and did not get the change to transfer the files it was difficult to gain access to the files and attachments" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6797907) BB Brendan B. Operations Lead > "It allows us to make sure internal tool access is not deactivated for those who need it." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7044172) TS Todd S. VP of Sales and Marketing > "It can be a bit confusing initially to try and figure out how to access the various locations where the documents can be stored, which is dependent upon how..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6853114) EB Euler B. Board Observer > "I like the layouts and its simplicity,the fact that it has an option to create forms and use it offline in mobile app is awesome plus maintaining large data is..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6310714) MW Marcus W. Research Scientist > "It's shady and unethical use of the "Negative Option Rule" in its renewal process, which has already been outlawed by the FCC in 2025 but still included in old..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) EN Edmond N. Research Project Support Coordinator > "The platform facilitated the generation of real-time reports, offering valuable insights into the advancement of projects, allocation of resources, and..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6446749) JB Jennifer B. Operations Coordinator > "Sometimes updates come in an untimely manner; especially not useful when working with live inventory" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7108341) HV Humashankar V. Project Manager > "The automated reporting and notification features have saved us countless hours and reduced errors. Plus, the mobile app allows us to stay connected and..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6237066) EB Ellie B. Business Operations and HR Support > "Smartsheet has recently changed its licensing and is now really quite expensive for the amount of users required, who don't necessarily need the full..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6822091) Shilpa R. QA > "Great tool for listing, documentation, project collaboration, task management and ease to use with microsoft 365" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068508) MB Mark B. VP of Sales and Estimating > "It can feel less intuitive for team members who aren’t comfortable with structured planning tools ." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7081747) AT Aniruddha T. Operations Support > "I have been using it since 2020 for my project tracking, daily tasks, monitor reports and so many other things and it provides a great visibility to me, my..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6488207) Roger A. Owner > "Some bugs and issues can appear with complex sheets." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7082814) KT Kenneth T. Creative Director > "Your guidance on how to proceed would be immensely valuable, as it would help streamline my workflow and enhance my productivity in tracking and managing my..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) DA Daniel A. IT Project Manager > "The new licensing model greatly reduces the value of the product." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7075494) KF Kayla F. Coordinator > "I really enjoy using Smartsheet's since it collaberates a lot and makes it so much easier to communicate in a professional way." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7054745) SN Sarah N. Academic Programs Coordinator > "Other high automation capabilities are time-consuming to set up and are not necessarily user friendly." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7070791) ML Mor L. Senior Presales Engineer > "The interface is amazing, the AI ​​features for generating formulas are great, the approval and documentation management is smooth and enhances transparency." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570) MJ Michael J. Digital Marketer > "UI feels a bit plain at first, and key features like dashboards or workflows need a paid plan." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6806619) JF Jennifer F. Project Manager > "It is helpful whenever I get stuck or need a little extra help figuring out a way to create charts for my dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7028844) VR Verified Reviewer Client Success Manager > "There’s a noticeable learning curve, especially for users who aren’t comfortable with spreadsheets." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7068086) BB Britta B. Coordinator > "There are numerous options to help organize to-do lists, projects, or any other task you need to track in an orderly manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6843773) TA Tim A. Strategic Operations Director > "Sometimes, people on a team can’t get to sheets I thought they had, or receive edit access when they should not." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849) Victoria H. HR Director > "I use it for a lot of project management as well as to do task and it keeps me on track." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7076731) RG Roman G. Information Technology Audit > "Could become a bit costly if you start to add additional ad-ons (for example time tracking)" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6771415) MB Manish B. Chartered Accountant > "It helps us track progress, identify bottlenecks, and collaborate effectively, leading to better project outcomes and increased productivity." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6595921) JD Jagar D. Information technology analyst > "Smartsheet can possibly lag in its performance while working with huge datasets or complex formulas." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6283868) VR Verified Reviewer Project Coordinator > "Using Smartsheet was an excellent way to think through the various tasks of a project, set deadlines / goals, and loop in teammates to better collaborate on..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6592092) KT Kenneth T. Creative Director > "However, it seems that this feature, which I find crucial, is not available for Apple users like myself at the moment." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) VR Verified Reviewer HR recruiter > "The software helps to keep the data at one stage and can be easily accessible on various devices by the users also helps to manage the record" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6244676) EG Elvison G. Business Architecture Supervisor > "At first it was a little difficult for me to adapt and to be able to see the changes that other people make you have to refresh since it is not updated in real..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6559141) DL DONIA L. Project Manager > "The Gantt timeline actually assists me to monitor dependencies and dates become dynamic when tasks are moved." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6847096) LV Leah V. Senior Client Service Rep > "I find the form functions are not user friendly for mobile users. And I do find it to glitch out quite a bit or go down." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6630070) Julieann L. Office Manager Project Assistant > "Smartsheet takes all the benefits of Excel and creates an intuitive and super-simple to use platform." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7097130) Otilde R. Product Designer > "Availability features of allocating various resources do not incorporate part-time availability well enough." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515852) PB Phoebe B. Payroll Manager > "I like the real-time updates and feature to collaborate with other coworkers." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7058344) PK Paulette K. Credit Risk Analyst > "It can get expensive if you need access to premium features thus affecting its viability for small teams." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6517857) SN Sharon N. Payroll and Billing > "It helps that each sheet can be easily viewed in a few different ways." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7064906) AB Alanna B. Rebate Programs > "Users can accidentally input work and forget to save leading to lost worktime and need for double checking." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6515301) JA Jacqueline A. Quality Assurance Specialist > "The greatest highlight of using Smartsheet is the software's ability to swiftly transport data entered into an organized spreadsheet." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471) TA Tim A. Strategic Operations Director > "The permissions system can be a bit cumbersome." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6855849) FP Fernando P. Administrative > "The user-friendly interface and customizable templates make Smartsheet a top choice for organizing and collaborating on complex projects." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6540372) JA Jacqueline A. Quality Assurance Specialist > "This format caused delays, was time consuming, caused email congestion, and were difficult to address in a timely manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6535471) ZA Zafar A. Country HSE manager > "Using it as tracking tool for actions makes it very easy to use and in a recognizable platform that you won’t find it hard to learn" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7112515) RC Ripon C. IT Executive > "Some users have noted that the reporting functionality within Smartsheet is limited, which may make it difficult to get an overall view of project progress or..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___4801437) JA Jon A. Chief Executive Officer > "It has been phenomenal at taking purchasing requests from 10 sales reps and over 300 vendors and communicate this down to a simple system for our Planner. " [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6339124) MB Mark B. IT Manager > "Before its implementation, middle managers used to waste a lot of time performing routine tasks and operational activities of low value to the company." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6729489) Samuel K. owner > "It’s like a smart spreadsheet where I can track projects and tasks, and it’s great for working with my team and sharing files." [See full review](https://www.capterra.com/p/79104/Smartsheet/#GetApp___6435564) CTAS Cornelius Tian Andi S. owner > "it will get slow if work with large data" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6793306) JL Jonathan L. Clinical Quality Assurance Manager > "creating reports using filters and specific criteria is super helpful in seeing what employees are spending their time on and for getting prompt feedback about..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6454692) JL Jianming L. Senior program officer > "I'm not sure if it is a Smartsheet function or my Email intake system, but the way the notifications are sent, it's all in a single email rather than separate..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6114926) ML Mor L. Senior Presales Engineer > "Smartsheet dashboards are very advanced, I loved the ease of customization and linking them to multiple data sources to display metrics in an organized manner." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570) OA Onome A. Operation Manager > "Areas of improvement encompass a learning curve, potential costs, compatibility challenges, limited support, feature overload, and customization limitations,..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___4914716) Roger A. Owner > "It is good for task management and tracking progress." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7082814) SS Sarah S. Land Acquisition Admin > "Sometimes the functionality seems limited." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737) ME Madison E. Quality Improvement Consultant > "I like the ease of collaborating with colleagues and sharing protected documents for projects and meetings" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7024140) NR Nuria R. Community Manager > "Sharing still my disapoint part." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7049651) VR Verified Reviewer Student > "It helps me keep up with requests, updates and dates for past and ongoing projects!" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6882138) EP Eleni P. Project Manager > "You also can't track resourcing that changes over time." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6579669) MW Marcus W. Research Scientist > "It also was similar to use to Excel with conditional formatting, formulas, and a similar layout which made learning quick." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) SE Samuel E. Database Administrator > "Effective for project management, but lacks some deep customization." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6577140) IL Ira L. Manager - Sales > "Great for secure collaboration with a global team, located Singapore, UK, Bulgaria, US and Canada and met organizations standards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6856497) AW Angela W. Research Analyst > "Setting up complex workflows is not that straightforward and requires advanced technical knowledge and expertise." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6579533) PK Paulette K. Credit Risk Analyst > "I like its automation capabilities that reduce the manual tracking of tasks and help streamline project execution." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6517857) MW Mark W. Project Manager > "Some basic functionality is missing, as verified by a few searches on user forums." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6449117) SS Samantha S. Program Manager > "I really like the automation features which sets alerts and reminders so we do not have to keep manually following up with people." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6523203) TR Tanya R. Founder > "It has so much less functionality that other project management tools such as Asana or Trello." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6649560) [View Reviews](https://www.capterra.com/p/79104/Smartsheet/reviews/) JK Jackline K. Agribusiness Coordinator > "I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7006787) JW Josh W. Project Management > "Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs,..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7073382) JW Josh W. Project Management > "What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7073382) SO Solomon O. Production of Wiring Harness > "I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6626031) JL Jonathan L. Chief Operations Officer > "LiquidPlanner automates over 87% of manual task and project management procedures which saves time and improve productivity." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6535926) AO Adewale O. Sales Funnel and Marketing Automation Expert > "Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6617599) JK Jackline K. Agribusiness Coordinator > "The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7006787) KK Katherine K. IT Application Director > "I also struggled with limitations around requiring information and adding fields for task/project tracking that meant I had to always use..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) IK Ibrahim K. Grants Writer > "LiquidPlanner streamlines project and task management procedures by automating workflow in real-time." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6456906) TH Thomas H. Operations Manager > "The Gant chart for individual and the overall project portfolio is very basic cannot be exported as a report. When changing priorities the..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4255485) Jose S. Project Manager > "I'm binding together detailing and streamlining errand administration for a number of ventures and endeavors, Liquidplanner moreover makes a..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4807586) AC Addison C. Solution Architect > "The only issue is lack of iOS mobile application." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6060406) RO Ronald O. Project Officer > "Impressive architecture and web-user-interface as well as GUI design." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6290081) KK Katherine K. IT Application Director > "I liked LP for a long time but the notes section is awful so there was always a hole and required the use of other tools to manage design and..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) AO Adewale O. Sales Funnel and Marketing Automation Expert > "I like how it makes it super easy to plan, track and manage projects and tasks automatically." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6617599) KK Katherine K. IT Application Director > "The refresh on the kanban board has also gotten buggier over time so using it in meetings when you are quickly moving from task to task has..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) MT Marek T. CEO > "Moreover, the integrated time tracking and reporting features provided valuable insights into project performance and resource utilization." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4809985) OS Oluwadamilola S. Operations Manager > "The cost of the software can be quite expensive for a small business, and the learning curve can be quite steep for new users." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4533181) MS Mikaela S. Assistant Manager > "I love how easy it is to navigate!" [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6767424) LA Lisa A. Software Engineer > "Additionally, this software doesn't work with the user-friendly mode and thus, at times users find it hard to manage it." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533) Tichaona Redemptor R. Chief information officer > "liked that LiquidPlanner was a cloud-based project management solution that adapted to change and uncertainty." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6179266) KK Katherine K. IT Application Director > "LP does not have enough flexibility to really meet the needs of a small team working on lots of things at the same time." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) MT Marek T. CEO > "One of the things I liked most about LiquidPlanner was its robust project management features." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4809985) KK Katherine K. IT Application Director > "There is a lack of flexibility when looking at projects and tasks together. " [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) BS Betsy S. Business Architect > "LiquidPlanner has been very helpful for me to understand everything that my team is working on, help me prioritize their work so it is clear,..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4030272) WH Wes H. Project Coordinator > "We have struggled to provide accurate schedules to clients in the past." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4329427) AC Addison C. Solution Architect > "Task and project management automation is another great aspect." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___6060406) LA Lisa A. Software Engineer > "The most unwanted feature of this tool is the complex system." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533) VR Verified Reviewer Marketing Communications Manager > "LiquidPlanner is a powerful online tool for managing activities, workloads, and plans." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3661520) LA Lisa A. Software Engineer > "Thus, users find it hard to understand and operate the tool." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533) LA Lisa A. Software Engineer > "This software provides you with a helpful guide about the format and structure that you should follow for projects." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533) KH Kimberly H. Intake Specialist > "Some new users on the team tend to find it difficult to use." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3684576) AM Ahmed M. Better Home Group > "LiquidPlanner enabled us to create more exact project plans and executable work plans, allowing us to better track the implementation process..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3362777) RY Robbin Y. Accountant > "The program is not user friendly and difficult to navigate, it would take a lot of training or constant use to be able to work the program..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2406420) KH Katie H. Evaluator > "We are able to see if we have capacity for new projects many quarters or even years in advance." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4287251) DB Daniel B. Founder > "Though there are work-arounds, it is sometimes frustrating that task dependencies are tedious to enter." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2448548) LA Lisa A. Software Engineer > "Thus, it is the better option to choose for storing significant data in one place." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3549533) KY Krishna Y. Mobile Learning Specialist > "It is a very expensive tool and I wish they are more multiple plug inns and make it more user friendly." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2222603) JO Jason O. Sr Director, Ops > "In this regards, it is easy to set up clients, projects, and tasks, and from there, to log our efforts to those tasks." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4269934) RY Robbin Y. Accountant > "I did not like the layout at all, its unpleasant to look at and overwhelming. " [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2406420) [View Reviews](https://www.capterra.com/p/82678/LiquidPlanner/reviews/) ## User interface 4.49 (3,479) [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) 4.31 (669) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important Agile Methodologies 120 Important Smartsheet Top features 41/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/79104/Smartsheet/#features) Portfolio Manager 30/50 - Access Controls/Permissions - Activity Dashboard - Agile Methodologies - AI Copilot - Alerts/Notifications - API - Availability Management - Billing & Invoicing - Budget Management - Calendar Management - Client Portal - Collaboration Tools - Commenting/Notes - Customizable Fields - Customizable Templates - Data Import/Export - Document Management - Drag & Drop - Feedback Management - File Sharing - Forecasting - Gantt/Timeline View - Generative AI - Idea Management - Issue Management - Kanban Board - Key Performance Indicators - Milestone Tracking - Mobile App - Multi-Channel Communication - Multiple Projects - Portfolio Management - Predictive Analytics - Prioritization - Productivity Analysis - Project Planning/Scheduling - Recurring Tasks - Remote Support - Reporting/Project Tracking - Resource Management - Risk Management - Tagging - Task Management - Testing/QA Management - Third-Party Integrations - Time & Expense Tracking - Traditional Methodologies - User Management - Version Control - Workflow Management [See all features](https://www.capterra.com/p/82678/LiquidPlanner/#features) ### Recognition No recognitions have been awarded to Smartsheet No recognitions have been awarded to Portfolio Manager ### Deployment & support Smartsheet Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Portfolio Manager Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Smartsheet - By Smartsheet - Located in United States - Founded in 2012 Portfolio Manager - By Tempo - Located in United States - Founded in 2006 ## 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