# 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 June 15th, 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 (3,526)](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 (3,526)](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 [3,526 reviews](#user-reviews) Positive 3,251 Neutral 226 Negative 49 [## 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 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 37,359 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 Workflow Management 4.5 80%Fit High performer Feature ratings Task Management 4.5 Multiple Projects 4.7 Project Planning/Scheduling 4.7 Commenting/Notes 4.7 Workflow Management 4.0 User satisfaction User satisfaction 4.5 User reviews[3,526](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 MB Matt B. Group Technology Director > "Smartsheet supports a wide range of use cases, from workflow automation and reporting to governance, compliance, project management, and client-facing..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7162550) 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) 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) NR Nikole R. Permit Technician > "The biggest downside of Smartsheet is that it can feel complex and not very intuitive, especially when building advanced workflows or dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) Daniel R. COO > "I used it for project tracking, surveys, dashboards, and automations, and it gave me a flexible way to organize a lot of different work in one place." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769) 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) SP Sandy P. Virtual ASsistant > "I like that Smartsheet supports different ways of managing work, including task tracking, automated alerts, shared sheets, dashboards, and project..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153636) MT Michael T. Assistant Director of Academic Support and Accessibility Services > "The customization of dashboard takes a lot of time and permission management gets messy when handling large organization." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165142) VR Verified Reviewer Advocate > "Features like automatic requests, updates, alerts, and moving information between sheets help cut down on a lot of manual administrative work and save..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147738) VR Verified Reviewer PRESIDENT > "not as functional as excel, lacks advanced formulas, flexibility, and complex data analysis capabilities" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153602) Daniel R. COO > "It gave me one place to organize a lot of moving pieces, keep people updated, and make the information easy to understand without having to build a..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769) Daniel R. COO > "My main concerns were the cost and a few limitations that could make copying or reusing projects more cumbersome than expected." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7172769) 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) MG Madison G. Software Engineer > "The interface is not very modern and building more advanced or complex sheets and reports takes some time." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7170045) VR Verified Reviewer Advocate > "I really like the easy-to-use spreadsheet style setup, along with tools like Gantt charts and Kanban boards that help keep projects organized and on..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147738) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6842737) Basel E. IT Operations Specialist > "Smartsheet is very strong for organizing projects, tracking tasks, and keeping teams aligned without needing a complicated project management system." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) 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) SK Sheniga K. Compensation consultant > "The ability to create dashboards and automate workflows helps improve visibility and reduces manual follow‑ups." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153891) 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) SL Sai L. Assistantship > "It serves as a centralized source of truth that successfully streamlines project tracking, resource management, and data collection." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7166532) DC Daniel C. Benefits and Compliance Manager > "I also thought some of the platform support offerings/services were leaning too much into AI as currently formated." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165042) NR Nikole R. Permit Technician > "It’s highly flexible and great for organizing complex processes, tracking tasks, and building reporting dashboards." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6853114) VR Verified Reviewer Small Business owner > "It makes it simple to plan, track, and collaborate on work in real time, while also offering strong automation and integration options." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7149330) Basel E. IT Operations Specialist > "The interface can feel a bit overwhelming at first, especially for users who are not used to project management tools." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) HR Haley R. registrar > "I love how you can customize your sheets to fit different projects, and the automation features have saved us a ton of time." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713) NB Nicholas B. Owner > "Costly and Restrictive Pricing: Smartsheet does not offer a free plan (only a 30-day trial)." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143502) NR Nikole R. Permit Technician > "It’s great for automating processes, tracking projects, and keeping teams aligned in one platform." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143057) 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) Basel E. IT Operations Specialist > "It is a reliable platform for project collaboration, task tracking, approvals, and process management." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) 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) SK Sheniga K. Compensation consultant > "It is particularly useful for tracking tasks, timelines, and ownership in a clear and visible format." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7153891) Roger A. Owner > "Some bugs and issues can appear with complex sheets." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7082814) HR Haley R. registrar > "I can set up workflows, track projects, and collaborate with my team without getting overwhelmed by complex tools." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7124713) 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) Basel E. IT Operations Specialist > "The biggest value comes when it is set up properly with clear ownership, standardized templates, and automation rules." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) 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) VR Verified Reviewer Assistant Trainee > "It makes tracking tasks, deadlines and projects easy and everything stays clear and well-managed in one place." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7125565) 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) Basel E. IT Operations Specialist > "For teams that need visibility, accountability, and structured workflows, Smartsheet is a strong option." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7143525) AS Adam S. Head of Transformation Planning > "Neutral - good for a project manager but not great for portfolio management or PMO type organisations." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7147254) SL Sai L. Assistantship > "Smartsheet excels at bridging the gap between traditional spreadsheets and robust project management software." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7166532) JC Juan C. Manger > "What I like the least about smartsheet is the fact that it’s very expensive for small businesses to have." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128854) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#SoftwareAdvice___6810723) DL Drew L. SR SYS Admin > "I think that the backend administration features can be a bit confusing at first." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7128061) 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) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6797907) 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) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6824305) 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,..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6488207) 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) GBL Georgia Belletti L. Addetto alle vendite > "The app has versatile automation capabilities that helps us handle diverse tasks" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7174553) VR Verified Reviewer Sr Architect > "Spreadsheet-style UI can be confusing initially" [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7127970) MA Mohammad A. Senior Claims adjuster > "It works like a spreadsheet but with better tracking for tasks and deadlines." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6559141) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6637570) 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) MG Madison G. Software Engineer > "Reporting and dashboard features are very useful, I can see project data in single view." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7170045) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___6592092) 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) JR Joe R. Client Advisor > "Regardless if they are an office MS user or Google suite user, smartsheet allows us to collaborate." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7165644) 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) ZM Zain M. CEO > "The best thing is its dashboards, very helpful for getting an overview of project status." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7169292) 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) 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) 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) 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) 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) 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) 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) 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) MA Mohammad A. Senior Claims adjuster > "At the beginning, it was a bit confusing to understand all the features." [See full review](https://www.capterra.com/p/79104/Smartsheet/#Capterra___7132464) 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) 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) [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 making..." [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, and..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___7073382) 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) 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) 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) 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) 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) 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) 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) 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 > "I also struggled with limitations around requiring information and adding fields for task/project tracking that meant I had to always use tools..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3560883) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 > "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 like..." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___2406420) 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) 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) MZ Mike Z. VP Learning Development > "The money it has saved us internally well pays for the cost of using the tool compared to others." [See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___4296774) 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 (3,526) [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 Smartsheet is recognized as a top-rated tool in 4 Capterra Shortlist reports Portfolio Manager Best Value Project ManagementSoftware (2025)  ### 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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