# Compare Portfolio Manager vs monday.com 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare monday.com and Portfolio Manager based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/82678-147657/LiquidPlanner-vs-monday-com

---

# monday.com vs Portfolio Manager Features and Cost Comparison

Last updated May 6th, 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:

monday.comPortfolio Manager2/4 selected

[monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,048)](https://www.capterra.com/p/147657/monday-com/reviews/)

[Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)[4.3 (669)](https://www.capterra.com/p/82678/LiquidPlanner/reviews/)

[## monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,048)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$9.00/month

Value-for-Money

4.3

Functionality

4.5

Ease of Use

4.5

Customer Service

4.4

Reviews Sentiment

Based on [6,048 reviews](#user-reviews)

Positive

5,661

Neutral

315

Negative

72

[## 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

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## Summary

* * *

Key features rated by users

Features selected based on 36,797 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

84%Fit

High performer

Feature ratings

Task Management

4.6

Multiple Projects

4.6

Project Planning/Scheduling

4.6

Commenting/Notes

4.3

Workflow Management

4.6

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

4.6

User reviews[6,048](https://www.capterra.com/p/147657/monday-com/reviews/)

Ease of use

4.5

Functionality

4.5

Value for money

4.3

Customer support

4.4

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

$9Per User, Per Month

-   Free version
-   Free trial

Price starts from

$15Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

A multitude of teams, big, small, and cross-functional, in a variety of industries worldwide. Its intuitive interface and customization capabilities makes it suitable for any project and business.

Best for

Project managers, IT departments, engineering teams, and consulting firms.

## User reviews

Pros & cons

LK

Lokesh K.

Application Developer

> "The AI integrations have been a game-changer for me, specifically for summarizing complex technical documentation and generating SEO-ready marketing content, which has significantly compressed our project..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142007)

CG

Ciaran G.

Operations Manager

> "Additionally, certain views and reporting tools lack depth compared to more specialised project management software, making it harder to extract detailed insights without extra setup or external tools."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141849)

CH

Corey H.

Senior Manager

> "Boards, columns, automations, and views can be tailored to suit different teams and workflows, allowing us to manage everything from day‑to‑day tasks to more complex operational processes in one platform."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139801)

ES

Eden S.

Brand Manager

> "In Asana, you can link multiple boards (or projects) quite easily, whereas in Monday, the process feels more complicated than it needs to be. While I understand that it is possible to connect boards, it requires..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141605)

ZB

Zion B.

Commercialization Sr. Associate

> "The ability to connect board - track multiple projects in one dashboard and the portfolio solution in enterprise are all amazing additions to company project tracking and workflow management."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316)

YS

Yashraj S.

Senior specialist

> "Mobile App Limitations: While the mobile app is functional, it lacks the full depth of the desktop version, making complex board management difficult on the go."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

AH

Amber H.

CEO Owner

> "As someone who builds automated operational systems for various service trades, I find the ability to customize boards for everything from high-level project management to granular lead tracking essential."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7149944)

AM

Aqiral M.

Project Management Solution for Growing

> "Also, the pricing structure becomes expensive if you need many seats or advanced features, and some important functions (like time tracking or certain automation) are only available in higher-paid plans — which..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7057168)

MD

Megha D.

Sr. Project Manager

> "The platform is user-friendly, visually intuitive, and adaptable to different workflows, which makes it easy to manage multiple projects efficiently. While there are some limitations in terms of pricing and..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140787)

JP

Jonathan P.

Digital Content Specialist

> "I wish the reporting can be more in depth which I need for complex business and while handling large dataset the performance gets a bit compromised."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7160359)

AW

Ashley W.

Property

> "The customisation options are strong, allowing you to tailor boards to suit your business needs, and the integrations make it easy to connect with other tools we already use."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139794)

LD

Lochlan D.

Director

> "Plenty of small businesses would benefit and don't, purely because of that barrier. And there's constant noise — non-native add-ons being pushed, AI features being promoted — when I just want to get on with..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142332)

JC

Jack C.

Manager

> "Monday.com is excellent for teams that need flexible workflows, visual project management, and strong collaboration within larger organizations willing to invest in scalable tools with automation and integration..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680)

YS

Yashraj S.

Senior specialist

> "Notification Overload: The default notification settings can be overwhelming; if not carefully managed, users can easily lose important updates in a sea of "pings.""

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

KW

Keye W.

Chief of Staff

> "Overall, monday.com has been a valuable tool in helping us centralize workflows and improve operational efficiency. As we continue building out structured processes and integrating it with other systems, it is..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7145848)

KV

Kerri V.

Social Media Coordinator

> "If the number of active workspace is great than the notifications gets overwhelm to handle and the large board become bit hard to navigate through the project."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7163012)

LT

Luciano T.

Customer Management

> "The platform offers a high level of customisation, allowing teams to tailor workflows to their specific needs, which enhances productivity and collaboration."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7148415)

JT

Jody T.

Communications and Development

> "We have been with Monday.com for almost three years and just over a year ago we ran into a billing and platform upgrade simultaneously, this caused a problem for us to log in and we had to step back to the legacy..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139875)

AF

Andreia F.

Head of Operations and Growth

> "What I like most about monday.com is the integration between CRM and work management — when a deal closes, the information automatically flows from one side to the other, which saves time, reduces manual work,..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144053)

MH

Michael H.

Sales and Support

> "Honestly, I dislike very little. But the two things would be notifications (tend to be overwhelming in quantity and hard to curate properly) and search (I'm not always able to search as targetted as I'd like to..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7099759)

AH

Amber H.

CEO Owner

> "The automation engine is a game-changer; it allows me to create "hands-off" workflows that ensure nothing falls through the cracks, which is vital when managing multiple business entities simultaneously."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7149944)

VR

Verified Reviewer

Area Sales Manager

> "Monday com interface is very much cluttered and there is too many active boards and sometimes it gets difficult to find a item during a busy period or when you're under pressure to get something done."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7071680)

Diego G.

Project Manager

> "For a roll-out project involving multiple locations, the ability to automate status changes and instant notifications is invaluable; it significantly reduces manual work and ensures all stakeholders are aligned."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140495)

CH

Colton H.

Director of Product Development

> "That said, the cost feels high relative to how we use it—particularly for sales staff who primarily rely on it just to submit order forms, rather than leveraging its full capabilities."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139487)

JC

Jack C.

Manager

> "It offers highly customizable boards, workflows, and multiple viewing options (Kanban, Timeline, Gantt or Calendar) with built-in automation that lets you reduce repetitive tasks and streamline workflows."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680)

ZB

Zion B.

Commercialization Sr. Associate

> "For example, layered automations are not a thing, which can be very limiting, and the inability to automate based on formulas and text is frustrating."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316)

JS

Justin S.

Digital Marketing and Content Executive

> "I enjoy collaborating across Monday.com because it allows me to work in a way to work best with each stakeholder, with every user having a tailored experience and only have the relevant information to them, in..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139706)

LS

Leigh S.

Legal Services Manager

> "The requirement to subscribe with a minimum number of users made it less flexible, particularly for smaller teams or more tailored use cases."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034)

RS

Radha S.

Legal Assistant

> "Once set up, it made collaboration much easier by clearly showing ownership, deadlines, and status updates in one place. While there is a bit of a learning curve at the beginning due to the many customization..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7135547)

AL

Ashley L.

HR and Systems Manager

> "Workflows are of course better, but when everything we've built is in automatons we have to essentially do a complete rebuild while still trying to run a business and use the product which doesn't make things..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140768)

Enish S.

Operations

> "Task management is where it really shines; assigning owners, setting deadlines, and leaving update threads directly on tasks means we've cut our email back-and-forth by a lot."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7152385)

LS

Ludmila S.

Manager

> "Monday's per-seat pricing model gets expensive fast — especially when you want to bring in cross-functional contributors (design, sales, support) who only need occasional access."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503)

Rene M.

IT Manager

> "Integrations with tools like Slack, Google Drive, and GitHub, along with robust automation, make it ideal for remote and offshore teams."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346)

CL

Chantel L.

Head of PMO

> "People might start using it, but without clear guidance, they often use it inconsistently or don’t use the AI features effectively. If too much is introduced at once, it can feel overwhelming, and teams end up..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139919)

Don M.

Asst. Manager

> "What I liked most about monday.com is its intuitive and visually appealing interface combined with powerful workflow automation, making it easy for teams to manage projects and collaborate efficiently."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7125727)

RK

Rob K.

Owner and Chiropractor

> "per month seems like overkill for something that does what other systems like a google document, shared apple notes, skylight, etc"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7095419)

VR

Verified Reviewer

Operations Manager

> "Being able to see all our projects in one place with color coded statuses, timelines, and dashboards made a huge difference for our team's workflow."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7122678)

GB

Giselle B.

Product Manager

> "Sometimes it’s not very easy to customize the columns for each subitem, which can make more detailed task breakdowns less flexible than expected."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139404)

JPR

John Paul R.

Operations Support Manager

> "The versatility of the boards allows us to customize our operations exactly how we need them, making it a very powerful tool for business management."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139394)

AA

Anja A.

Head of Support

> "I wish I could sort it by groups and have a calendar with all my tasks next to it so I can move it to the right time. But thats not a big relevant thing."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140355)

CS

Crystal S.

Chief Operating Officer

> "The ability to see the status of multiple tasks or projects at once is really helpful, and now they have expanded their templates and integrated AI so it is even easier and more effective for basic users"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139410)

JR

Jemma R.

Admin

> "The per-user cost adds up, and because of the way the plans are structured, you often end up paying for more seats or features than you actually need."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139828)

VR

Verified Reviewer

Accountant

> "You can customize Monday.com however you want allowing for automizations and systems to be utilized according to your needs making it very powerful."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7085297)

JL

Joe L.

IT Administrator

> "for example if multiple people are editing the same field it takes too long to update and the other person editing might add the same information twice."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7113635)

AV

Alyssa V.

Office Manager and Project Coordinator

> "The automation features significantly reduce manual follow-up, and the platform integrates well with our daily task tracking and accountability systems."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139297)

DC

Daphnie C.

Operations Manager

> "Some features (like charts or reporting) are not as straightforward as you would expect, and sometimes it takes a bit of trial and error to get things right."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139347)

VR

Verified Reviewer

Solution Deployment Manager

> "The "Battery Widget" and Gantt views are incredibly helpful for "client health" reporting as they provide an immediate, visual sense of progress that builds trust."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144326)

CE

Conor E.

IT Manager

> "Sometimes it becomes clear that the system has sections in Beta mode, and as a result you may notice slowing or crashing, or the AI just not working as it should."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142069)

GP

Gissett P.

Project Manager - Admin

> "Automations (like status updates, reminders, or notifications) save a lot of manual follow-up, which is useful when managing multiple jobs or vendors."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139321)

NK

Nathan K.

Owner

> "There are so many times where I need the results of a formula column or integration with subitems and it is just not supported by monday"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141147)

PC

Patrick C.

VP Strategy

> "I've used Monday.com to help manage several marketing projects and it is a very modern looking way to track progress, store vital information, and work togehter."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7151920)

AS

Abby S.

Marketing Manager

> "The main challenge is that linking items and automation can be a bit difficult and sometimes feels less intuitive than the rest of the platform."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140027)

LS

Ludmila S.

Manager

> "From auto-generating task summaries to writing update drafts and surfacing blockers, the AI integration feels purposeful rather than bolted on — which is rare in this category."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503)

VR

Verified Reviewer

Digital Marketing Manager

> "However, it has serious limitations compared to, say, Jira, or another platform used to manage intricate projects spanning multiple teams."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856)

David F.

Business Manager

> "I like that it allows enough customization to track projects in detail, along with owners of each task with a project."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7092823)

BK

Blerta K.

Language Instructor

> "There have been inconsistencies in some automation behaviors and there are a few template structures that did not behave the way they were previewed to behave."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7138878)

GT

Giulia T.

Marketing and communication coordinator

> "I like Monday because it brings a sense of structure and fresh momentum to my week. When it comes to value for money, Monday offers a lot through its robust set of tools that help me stay organized and efficient..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139972)

AF

Alex F.

Marketing Specialist

> "I don't like how it's not automatic to have an item's properties visible once you click on it - you have to add this via customisation and add "item card" and "subitem" widgets."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865576)

VR

Verified Reviewer

DISTRIBUTION CENTER MANAGER

> "As someone with a background in logistics management, the ability to customize boards to track complex supply chain workflows is a game-changer."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7148068)

VR

Verified Reviewer

Director marketing and communications Student Housing and Dining Srevices

> "Biggest con is that their is a learning curve to learn the software and it to make it work for you there is a lot of per-conversation that needs to happen about not only how workflow is currently working but how..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7134475)

LS

Leigh S.

Legal Services Manager

> "From a client services perspective, it supported file reviews, document tracking, and identifying outstanding items seamlessly."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034)

RM

Rachelle M.

Manager

> "The Monday app has several bugs and limited functionality, which hopefully is being worked on as field workers tend to use tablets."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139691)

TR

Tuya R.

Senior Project Manager

> "It’s a powerful tool for managing workflows and staying aligned, especially for cross-functional teams. While there are some limitations and cost considerations, the benefits in efficiency and collaboration make..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140812)

AM

Account M.

Account manager

> "Not very flexible for more complex or specific needs, and it often feels like you need to upgrade or pay more to unlock basic functionality."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140077)

PW

Pari W.

CRC

> "It makes project tracking straightforward with customizable boards, timelines, and automation features that reduce manual work"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139401)

DS

David S.

VP of Technology

> "Discounted one star as sometime the interface feels too dumbed down and it takes some time to figure out where to see/find/add an option we need for a particular project."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7063837)

NN

Nicholas N.

Quality Assurance Manager

> "It simplifies task management and subsequent tracking of progress during projects plus it has some templates that needed very little alterations to use"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7143269)

KJD

Klaas Jan D.

ceo

> "One significant drawback is that automatic email sending through Outlook is not available when using a personal Microsoft account."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139393)

AL

Amanda L.

Advancement Lead

> "We’ve used it for intake processes, project tracking, and internal coordination, and it has significantly improved efficiency."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139676)

ES

Emily S.

Executive Assistant

> "A bit overwhelming to start due to the large number of options/custom fields if you're just starting out with a CRM/project management software."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139434)

TK

Tyler K.

Marketing Manager, Growth And Operations

> "You can create custom dashboards that integrate with automated workflows to display your data in real time."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139361)

KT

Kelli T.

Director of Marketing

> "I do wish there was a bit more of a visual option to see how things are getting done, the build vibe view didn't work well for me."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139433)

YS

Yashraj S.

Senior specialist

> "Centralized Communication: It effectively eliminates "email silos" by keeping all task-related discussions, files, and updates in one centralized location."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

Rene M.

IT Manager

> "Some advanced capabilities are restricted to higher pricing tiers, and boards can become cluttered if not organized carefully."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346)

Elena T.

Email Marketer

> "What I liked the most about Monday.com is that I can open different spaces for different clients and use It as my main operacional tool (Content plan, feedback,...)."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7105147)

MP

Mel P.

Project Manager

> "Updates seem to be mainly focused on AI at the moment, which can be frustrating, especially when features the community has been asking for for a long time continue to get pushed."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139885)

LK

Laura K.

JFC

> "The automations help ensure nothing drops through the cracks - which is huge in a fast-paced work environment where a large part of our admin works remotely."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139384)

PL

Pam L.

Design Director

> "Reporting across multiple projects that are not of the same template can get a bit complicated"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141882)

VR

Verified Reviewer

Digital Marketing Manager

> "The colors, branding, interface, and instructional information provided within the interface are very inviting and non-intimidating for non-technical people."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856)

MB

Matt B.

Founder

> "Sometimes the AI offers you solutions it can't live up to, for example scraping your emails for actions."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142507)

[View Reviews](https://www.capterra.com/p/147657/monday-com/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)

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)

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)

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)

AM

Ahmed M.

Better Home Group

> "I was also able to communicate more efficiently and effectively with my team members because I have a list of tasks to complete on a priority..."

[See full review](https://www.capterra.com/p/82678/LiquidPlanner/#Capterra___3362777)

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

4.57 (6,048)

[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

monday.com

Top features

44/50

-   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/147657/monday-com/#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

monday.com is recognized as a top-rated tool in 5 Capterra Shortlist reports

Portfolio Manager

Best Value Project ManagementSoftware (2025) 

### Deployment & support

monday.com

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

monday.com

-   By monday.com
-   Located in Israel
-   Founded in 2014

Portfolio Manager

-   By Tempo
-   Located in United States
-   Founded in 2006

## Popular Comparisons

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[monday.com](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,048)](https://www.capterra.com/p/147657/monday-com/reviews/)

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