# Portfolio Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Portfolio Manager the right Project Management solution for you? Explore 669 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/82678/LiquidPlanner/reviews --- Portfolio Manager 4.3 (669) [View alternatives](https://www.capterra.com/p/82678/LiquidPlanner/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Portfolio Manager Ease of use 4.0 Customer Service 4.4 ## Pros and Cons in Reviews JK Jackline K Agribusiness CoordinatorFarming, 51 - 200 employeesUsed the software for: 6-12 months. “I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for making updates so I spend less time managing multiple projects.“ September 11, 2025 JW Josh W Project ManagementGraphic Design, 11 - 50 employeesUsed the software for: I used a free trial. “Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs, and sometimes lacks real-time updates or advanced customisation unless you’re using a premium version.“ January 5, 2026 JW Josh W Project ManagementGraphic Design, 11 - 50 employeesUsed the software for: I used a free trial. “What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place.“ January 5, 2026 SO Solomon O Production of Wiring HarnessAutomotive, 201 - 500 employeesUsed the software for: More than 2 years. “I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv.“ December 16, 2024 JL Jonathan L Chief Operations OfficerRetail, 11 - 50 employeesUsed the software for: More than 2 years. “LiquidPlanner automates over 87% of manual task and project management procedures which saves time and improve productivity.“ October 10, 2024 AO Adewale O Sales Funnel and Marketing Automation ExpertInternet, 2 - 10 employeesUsed the software for: More than 2 years. “Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner.“ December 10, 2024 JK Jackline K Agribusiness CoordinatorFarming, 51 - 200 employeesUsed the software for: 6-12 months. “The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed.“ September 11, 2025 kk katherine k IT Application DirectorHospital & Health Care, 10,001+ employeesUsed the software for: More than 2 years. “I also struggled with limitations around requiring information and adding fields for task/project tracking that meant I had to always use tools outside of LP to communicate with other teams involve in a project, business sponsors and IT leadership. “ June 6, 2022 ## Showing most helpful reviews Showing 1-25 of 669 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Juan D. Manpower affairs Support team Staffing and Recruiting Used the software for: 1-2 years ### "LIQUIDPLANNER is the perfect tool for a realistic time lines for Plan projects, very dynamic and within budget!" January 16, 2025 5.0 Our experienced with Liquid Planner is so overwhelming and thrilling! And We are still excited to discover more of its functionalities that challenges our expectations by providing excellent insight and results, progress and updates available. Pros How and what we liked about Liquid Planner is that it is made as SaaS (Software-as-a-Service) platform which definitely satisfied our expectations providing us asn AI Algorithm that is so predictive ans secure analysis of data with high standards and an interface so affluent to new design and tools. Cons The lack of transparency challenged our expectations so far, it is validated as well performing tool. Review Source JK Jackline K. Agribusiness Coordinator Farming Used the software for: 6-12 months ### "Direct to high project clarity with Portfolio Manager" September 11, 2025 5.0 I find great benefit in using Portfolio Manager as it gives me flexibility in assigning activities and it holds everyone accountable for making updates so I spend less time managing multiple projects. Pros The tagging feature work easy when I am tagging colleagues to tasks where their intervention is needed. Cons Some dashboard sections were a build it myself model, but this isn’t mostly a negative as it created a consistent experience. Switched from [Planview AdaptiveWork](https://www.capterra.com/p/75768/Clarizen/) Executive reporting and user-friendliness of Portfolio Manager. Review Source JO Jason O. Sr Director, Ops Computer Software Used the software for: 2+ years ### "\[LiquidPlanner Classic\] Decent product, feels dated" November 25, 2022 3.0 Overall, LiquidPlanner does very well in a very limited capacity. However, as our company grows, we are beginning to feel that we have outgrown the platform. Pros We use LiquidPlanner to track ongoing tasks and client budgets/burn rates. In this regards, it is easy to set up clients, projects, and tasks, and from there, to log our efforts to those tasks. Cons Given that prioritization works by the 'higher' a task is in the list, the greater priority it is given, prioritization has been difficult as we list projects alphabetically. That means that all tasks in project "A" will be prioritized over project "Z". We've had to create separate packages for prioritization, which leads to a lot of overhead.We have a lot of 'retainer' type clients, who have monthly budgets. We need to track ongoing work, as well as remaing budgets. In order to calculate how much is remaining in some of our reports, we have had to create tasks with assigned roles (such as "Sr Consultant" or "Jr Consultant") to 'hold' time on accounts for specific skills sets, and then, on a daily basis, go and update those 'holding' tasks. We have validated with LP support and they felt this was the easiest approach, but again, leads to a lot of overhead.The platform has not really changed since I have been using it (the last 6 years). A new version of LiquidPlanner is rolling out, but would require a full migration in order to benefit from new features. We have seen some other platforms that appear to offer significant upgrades in certain areas. Review Source KK Kelvin K. Web Developer Design Used the software for: 2+ years ### "K.Kaganjo 5+ Years LiquidPlanner Experience" March 9, 2025 4.0 Pros LiquidPlanner streamlines project and task management procedures by automating workflow which improves productivity and in turn leads to high ROI. Cons Unfortunately, LiquidPlanner highly depends on the internet connection due to lack of offline access. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/)[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) LiquidPlanner is not complicated to use unlike most alternatives. Review Source SU Saad U. Strategy Analyst Management Consulting Used the software for: 2+ years ### "My Great Journey with LiquidPlanner" March 2, 2025 4.0 Time and expense tracking. Team collaboration. Resource management. Pros LiquidPlanner allows me to automate project and task management processes which saves time leading to high productivity. Cons Unfortunately, LiquidPlanner does not have advanced features unlike other alternatives. Switched from [Hive](https://www.capterra.com/p/150991/Hive/) LiquidPlanner is way too easy to use than Hive. Review Source TH Thomas H. Operations Manager Construction Used the software for: Less than 6 months ### "Liquid planner bridges the gap between manufacturing and construction. " November 22, 2022 5.0 We sit between manufacturing and construction, this system bridges the gap between a resource planner and project management tool. It is the only system we have found that makes intuitive changes to project dates based on changes to resource or changes to projects and assigned personnel. Pros The software is intuitive combining both resource planning and project management, both systems influencing each other, giving accurate predictions based on real time information and updates. Cons The Gant chart for individual and the overall project portfolio is very basic cannot be exported as a report. When changing priorities the effect of the change cannot be demonstrated against the previous expected finish dates as the previous dates are lost. It would be good if you could mock run a change of the project priority and the system showed the previous finish dates dates against the new dates, demonstrating the effect the priority change has on the project finish.Sending an email on significant project milestones would be a good feature. Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Portfolio Manager As stated above Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Monday only predicts in half days task could only be calculated in days. Resources had no effect on finish dates of projects. Finish dates didn't change, the system only flags resource clashes but does not calculate the effect. Review Source MC Matthew C. Senior Software Engineer Biotechnology Used the software for: 2+ years ### "LiquidPlanner Project Management that Works!" September 7, 2021 5.0 We consolidated a variety of tools (spreadsheets, Microsoft Project, email) into a single project management system used by the entire company. This streamlined our training and minimized our project management overhead. LiquidPlanner did a great job at what it claimed to do - project management. Pros The product was simple to use. It was easy to for remote access since it is a SAAS. It did a great job keeping track of project tasks. Each task was simple to enter and simple to manage. Task attachments and checklists were nice features that gave additional information to the person doing the task and the project manager. Cons The software has a specific mentality about project management. If you follow that mentality, the software is amazing. If you decide you know better, it will lead to lots of lost time in trying to gain metrics from LiquidPlanner. Our team was trained on the former, but decided to do it their own way for about 16 months. It was a long hard battle to get our management team to switch to the LP mentality. When they finally did, the tool just worked with minimal effort and overhead. So, more our issue than LPs, but LP could be more flexible. Alternatives considered [Jama Connect](https://www.capterra.com/p/80432/Jama/)[Cognition Cockpit](https://www.capterra.com/p/92072/Cognition-Cockpit/) Reason for choosing Portfolio Manager Team input and ease of use. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) SAAS plus SSO features and consolidation of tools. Review Source Brandon M. VP and GM Information Technology and Services Used the software for: 2+ years ### "Happy Customer" January 11, 2021 5.0 The product itself is great and we rarely need assistance from the LP team to get the most out of the platform. Our reporting and ability to manage multiple projects has greatly improved since implementing LiquidPlanner into our operations. Pros The ability to dynamically update your entire portfolio based resource availability or task completion helps our small team set the right expectation and understand the impact each project produces across our customer base. Cons Its built for enterprise integration, so in our industry the lack of integration into our CRM systems was limited. Alternatives considered [Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) Reason for choosing Portfolio Manager This platform solved our exact need for our IT project management focused on a FIFO approach. Switched from [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) ConnectWise's project management module is not user friendly and lacks any type of coherent portfolio management. When we run 30-50 projects at a time, we need a tool that can easily handle the dynamic nature of that many projects and keep the team on track. Review Source JW Josh W. Project Management Graphic Design Used the software for: I used a free trial ### "Efficient and Insightful Investment Management Tool" January 5, 2026 4.0 Overall, my experience with a portfolio manager has been positive. It simplifies tracking and managing investments, helps make informed financial decisions, and provides a clear overview of performance, even though it can be a bit complex for newcomers and occasionally limited in real-time features. Pros What I liked most about the portfolio manager is how it gives a clear, consolidated view of investments in one place. It makes tracking performance, balancing risk, and making informed decisions easier by presenting data in an organised and easy-to-understand way. Cons Some drawbacks of a portfolio manager are that it can feel complex or overwhelming for beginners, may rely heavily on accurate data inputs, and sometimes lacks real-time updates or advanced customisation unless you’re using a premium version. Review Source AO Adewale O. Sales Funnel and Marketing Automation Expert Internet Used the software for: 2+ years ### "My Expertise with LiquidPlanner" December 10, 2024 4.0 Pros I occasionally use LiquidPlanner in my current organization. I like how it makes it super easy to plan, track and manage projects and tasks automatically. Cons Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner. Review Source OO Oyekanmi O. Asset Manager Machinery Used the software for: 2+ years ### "My Experience with LiquidPlanner" January 16, 2025 4.0 Pros LiquidPlanner enables me to save time by automating workflow such as project and task management. Cons Ever since I started using LiquidPlanner, I have never experienced any flaw apart from lack of robust PPM features unlike alternatives such as Teamwork.com. Review Source LG Linet G. Accounts Payable Specialist Automotive Used the software for: 1-2 years ### "L.Gakii LiquidPlanner Review" October 21, 2024 4.0 Pros It is straightforward to plan and predict uncertainties with LiquidPlanner. This is the main reason why I like LiquidPlanner since it is the only PPM tool with such capabilities. Cons Ultimate plan is way too expensive compared to alternative platforms. Review Source AG Asnath G. Assistant Projects Manager Information Technology and Services Used the software for: 2+ years ### "LiquidPlanner in IT&S Industry " April 30, 2024 4.0 Pros LiquidPlanner makes a breeze to manage, plan and track projects in one place. Cons I do not like the fact that I must be connected to the internet to use LiquidPlanner. Review Source KK Kevin K. President Management Consulting Used the software for: 2+ years ### "LiquidPlanner's Superpowers and its Impact on Your Profits" November 10, 2022 5.0 We wanted to increase On time Percentage of our Engineer to Order process to over 90% to get more business, which we did, increasing profits, along with the ability to take on more work and reduce chaos on the manufacturing plant floor. Basically a lever for profit making. Pros The most basic difference between this software and others is a simple acceptance that task times vary. However, no other tools account for that, which leads to an unseen paradox. If you are estimating a project to be finished by using the average length of each task, then the predicted lead time will always be wrong! LiquidPlanner can be used as part of the Theory of Constraints Critical Chain Project Management process, which I have used to get OTP consistently over 95%. Cons At this time, Critical Path is not available in the new version but is offered in the Classic version. Review Source AC Addison C. Solution Architect Financial Services Used the software for: 2+ years ### "Addison LiquidPlanner Experience" December 4, 2023 4.0 Pros Ease of deployment and utilization. Task and project management automation is another great aspect. Cons The only issue is lack of iOS mobile application. Review Source AN Alex N. Program Manager Construction Used the software for: 2+ years ### "RMM & PPM Program of All Times" May 1, 2024 4.0 Pros LiquidPlanner automates workflow which saves time on project portfolio & remote monitoring and management processes. Cons LiquidPlanner is pricey and lack robust features such as file sharing and web design but it integrates with external apps. Review Source VR Verified Reviewer Director Enterprise Solutions Computer Software Used the software for: 2+ years ### "Manager's view" August 17, 2018 4.0 It's a great improvement over our prior way of working, but after a few years we still haven't perfected our system to get exactly what we needed. Ideally, the only manual steps would be timely tracking of work on tasks and revised estimates, but to get our needs met we've needed more manual work. Pros Prior to Liquid Planner, all of our client projects were in individual Microsoft Project files - which isn't ideal when you have shared resources. Now that we've used LP for a few years, we have much better visibility to work coming down the pike as well as potential conflicts/overbookings. However, the tool is only as good as the team's willingness to use it in a timely and accurate manner. Cons The nature of our business and projects is much more complicated than what is featured in the sales process. Clients have a role in the process, and delays on their part push out all our deliverables. This is hard to capture/manage in LP without additional manual updates by the project manager. Also, we've had to devise a bit of a workaround workflow to allow us to properly prioritize individual tasks across multiple projects - again, requires some manual management/movement of tasks. When any of the manual work falls by the wayside, the quality of the projections in LP is diminished greatly. Review Source VR Verified Reviewer Project Manager Hospital & Health Care Used the software for: 1-2 years ### "Simple Project Management" August 14, 2018 4.0 We have been using LiquidPlanner for almost two years now. It is a good web solution that is relatively easy to use. We have had success in logging employee time against tasks, projects, and clients. It is a more robust tool than some of the basic project management tools on the market (or excel sheets). It does have some limitations that may or may not impact certain project management needs. Pros LiquidPlanner is a good tool for tracking employee time against tasks and projects. We use this LiquidPlanner for tracking time associated with specific projects and clients. Cons With any tool, there are some limitations. LiquidPlanner does a decent job of reporting and dashboarding by project. For our organization, reporting and dashboarding by client and/or by month is more important. Unfortunately, there is not a good solution in LiquidPlanner to help us with this. The solutions that exist are clunky and/or partial. LiquidPlanner has the ability to create shared tasks which is a great feature. This allows multiple employees to be on the same task. Unfortunately, schedule timelines and priorities do not calculate well when using shared tasks. It's better for every employee to be on their own task for schedule timelines and priorities to calculate properly. Review Source Ann D. Application Development Manager Used the software for: 2+ years ### "Great project management software even though it doesn't fit our needs 100% of the time." August 17, 2017 4.0 I couldn't do my work every day without Liquid Planner. I am constantly referencing it and using it throughout the day. Pros I like the way we can use this as a project management, time tracking, and a scheduling platform. So many other tools I've used only address one of these vital areas. The timers on each task are one of my favorite features of Liquid Planner. It makes it so easy to track time and see how accurate estimates really are on a given task or set of tasks. You can easily view progress, see overruns and areas of concern (there's a red fire icon), and put as many details in the actual task as you need. You can link tasks together, create dependencies, and perform other actions to get a realistic view of a project. Cons Sometimes it is difficult to set up scheduling the way our company needs it to be represented. However Liquid Planner always seems to be putting out new features and their support team is very helpful in trying to help their clients find solutions. Review Source VR Verified Reviewer Digital Initiatives and Database Manager Publishing Used the software for: 2+ years ### "Great project manager software" September 25, 2018 5.0 Pros We are an academic publisher. Our company has used LiquidPlanner for over 3 years to manage the progress of publishing a book from acquisition to publication and beyond. It is feature rich and would be of great use to those who need granular management of multiple projects with multiple team members. We did not need many of the advanced features but have still found the core application to be incredibly useful in our daily workflow. Gone are the days of inter-departmental memos and back and forth email threads. Cons The learning curve was a bit steep for our employees. To be fair, this was their first exposure to an online project management system. Once we were able to pare the numerous features down to the very basics, they were able to intuit how the system worked without being overwhelmed by the multitude of features that were not useful to our workflow. Review Source KH Katie H. Evaluator Education Management Used the software for: 1-2 years ### "Useful scheduling and tracking tool, would benefit from basic financial data features" November 29, 2022 4.0 LiquidPlanner gives us real time information on our project load. We are able to see if we have capacity for new projects many quarters or even years in advance. Pros New LiquidPlanner is very user friendly and intuitive. They provide excellent training materials that get you up and running very quickly. The ability to save project templates helps us to build and schedule new projects with ease. Cons New LiquidPlanner lacks basic financial features that would allow us to know if our project is on time AND on budget. Classic LP included financial features that are sorely missed. Review Source AM Aaron M. Director of Instructional Design E-Learning Used the software for: 2+ years ### "LP - Aaron" December 12, 2019 5.0 We implemented this software three years ago as our project management solution for the department. We do instructional design in the higher Ed space Pros I like the predictive functionality, ease of commenting with email notifications, and the analytics tab. Makes it easy to allocate department resources and understand at a glance where bottlenecks exist. Cons I would like to have more custom fields. I would like a filter that allows me to view all of the projects that I own regardless of who owns the tasks. It’s hard for me to only see \*only\* the projects that I own because i’m on at least one task within every project of the department so every project shows up. It would also be great to have the ability to set certain tasks, for example ones with zero expected effort allocated, to be impervious to flames. Those are basically check boxes, reminders. We like having people assigned but we don’t like the fact that they can flame entire projects predictively. It would be great to have a view on the projects tab or the person tab that is a simple line graph showing expected/past effort/hours logged by day, by month etc: hours on the Y axis and days/months on the X axis. Reason for choosing Portfolio Manager Value, reporting, customer roll up Review Source BM Ben M. Head of Development Technologies Internet Used the software for: 2+ years ### "There are cheaper and more full-featured solutions, but " May 23, 2017 4.0 Liquid Planner is offering our business both a more consolidated approach to project management, as well as some features and functionality we didn't have before. Overall, I think it is helping our productivity. Pros It does a lot of things well. It offers a lot of advanced scheduling functionality for project managers. The Projects tab is incredibly powerful. Time tracking works well. Tagging people in comments is a useful feature. Cons Liquid Planner's interface is kind of slow for us (we have a lot of projects). The Home and My Work tabs aren't very useful to me--they never seem to show me the right subset of tasks, which is possibly due to the way we're organizing projects and tasks, which causes most people to use the Projects tab, which is powerful, but advanced and cluttered. API integrations work well enough, but the Zapier integration, in particular, is lacking much useful functionality in my opinion. For example, what if someone wanted to send a Slack notification to a particular person every time a task was assigned to them? Currently, either not possible or at least much more difficult than it could be. Review Source KB Kristen B. Senior Training Associate Philanthropy Used the software for: 2+ years ### "LiquidPlanner - expensive, but with PM software, you get what you pay for." December 14, 2017 4.0 Over the course of my career I have used a lot of PM software. I have used Project, Jira, Basecamp, Asana, and Trello in addition to LiquidPlanner. Out of all of them, LiquidPlanner is my PM software of choice. Pros LiquidPlanner is a powerful project management tool. It can be used to track tasks, projects, employee capacity, schedules, deliverables, and hours. I find that the most important and helpful feature of LiquidPlanner is its ability to track employee capacity and move estimated completion dates back if someone is overloaded. This is crucial if you are working in an environment with multiple projects going on at the same time who are obliged to share certain resources (2D artists, programmers, video editors, etc.) Cons At most I can think of only two cons related to LiquidPlanner 1. Setting up a project in LiquidPlanner is definitely time-consuming. Project managers will need to dedicate several hours to transforming their WBS information to something that works in LP. However, this is just a drain on PMs and not project team members. 2. In some environments it can be difficult to get employees to "buy-in" to LiquidPlanner and consistently update their hours and tasks. It's a behavior change and culture shift that must be encouraged and re-enforced regularly. Review Source AL Antoine L. Founder Internet Used the software for: 2+ years ### "Awesome project management tool with time tracking and more" August 24, 2017 5.0 Full PM tool, time tracking, billing. Pros We've been using Liquid Planner for the last 5 years now and I can say that we are now managing 100% of our projects with it. Building a platform like Potion is a lot of work in product design, marketing, development and customer support but Liquid Planner has been a huge help when it comes to managing our projects. Whether it's dealing with our internal or customer projects, Liquid Planner (my guys call it LP) has been a huge help. We're using only part of the tools provided by LP, such as packages, tasks, attributions, deadlines, time tracking, resource planning and scheduling, but it's already bringing a huge providing us with both flexibility and structure. The help resources are really thorough also and help us get the information we need to use it in an even better way. Finally, and I think it's certainly one of the biggest strength of Liquid Planner, its support team is tremendous. All of our requests are always answered with concise and clear replies that push us forward. Cons As any PM tool, there is a learning curve and you need to get the team using it in the good way. Thankfully, the help resources are great. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.