---
title: "Portfolio Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Portfolio Manager the right Project Management solution for you? Explore 670 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/82678/LiquidPlanner/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-10-19"
---

Portfolio Manager

4.3 (670)

[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 October 19th, 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

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

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

AO

Adewale O

Sales Funnel and Marketing Automation ExpertInternet, 2 - 10 employeesUsed the software for: More than 2 years.

“I like how it makes it super easy to plan, track and manage projects and tasks automatically.“

December 10, 2024

TH

Thomas H

Operations ManagerConstruction, 11 - 50 employeesUsed the software for: Less than 6 months.

“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.“

November 22, 2022

## Showing most helpful reviews

Showing 1-25 of 670 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

Melissa R.  
Real estate coordinator  
Real Estate  
Used the software for: 6-12 months

### "Streamlined Task Tracking and Great User Interface"

August 17, 2026

4.0

It is a reliable platform for managing tasks across a small team. The layout keeps our deadlines in view and simplifies cross-team collaboration.

Pros

The clean user interface makes tracking project progression incredibly straightforward. The project and task management features help keep team collaboration organized and transparent.

Cons

The initial setup and learning curve take a bit of time. It would also be helpful to see more automated reporting features to save manual entry time.

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 AI Work Platform](https://www.capterra.com/p/147657/monday-com/)

Reason for choosing Portfolio Manager

As stated above

Switched from

[monday AI Work Platform](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

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

DKM

DENNIS KUBAI M.  
Head of Operations  
Financial Services  
Used the software for: 1-2 years

### "Project Tracking Evolved,Time and Expenses Management Simplified"

May 6, 2024

5.0

Harnessing an excellent and robust cloud project management and related activities. Task scheduling and rescheduling. Team collaboration and productivity optimisation.

Pros

Ease of tracking project's progress,time and expense. Multi-project management and monitoring. Online project budgeting and planning. Tasks scheduling, planning, editing and updating. Online proofing and file sharing. Internal team communication via BIM persistent thread chats.

Cons

LiquidPlanner software over delivers all in its performance, I crown it.

Review Source

BS

Betsy S.  
Business Architect  
Information Technology and Services  
Used the software for: 2+ years

### "Very Helpful Product"

October 18, 2022

5.0

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, and also understand when projects will be completed.

Pros

I like 2 things most about this software: 1. The top-down scheduling engine2. The ability to use a "package" to pull tasks from different projects and prioritize them amongst themselves for any given week. This helps our resources who work on multiple small projects understand the priority of the tasks against everything they are working on.

Cons

Understanding what pushes a resource load color coding to red. Sometimes it's obvious why a resource is overloaded. Other times, not so much.

Review Source

AM

Ahmed M.  
Better Home Group  
Construction  
Used the software for: 2+ years

### "Outstanding innovation in project management, while ensuring best visual representation of updates"

February 15, 2022

5.0

LiquidPlanner enabled us to create more exact project plans and executable work plans, allowing us to better track the implementation process and make changes as needed. Its collaboration features and adaptability are outstanding. The software streamlined the team's work schedules and guaranteed that everyone used it and took timely notes, which helped keep the project on track.

Pros

LiquidPlanner is easy to use and automates my routines, which saves me time. LiquidPlanner's use of Gantt charts to manage tasks and project progress provides a unique representation of the realities of a project's business, eliminating the need to manually update, recalculating deadlines and completion dates. 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 basis. Apart from that, it offers task management capabilities to store project documents, tables, and data in one place for all team members, making it easy to have everyone on the same page in terms of conversations and planning, and makes integrations straightforward.

Cons

Positives outnumber negatives in LiquidPlanner. It is a low-cost, easy-to-use project management application. The LiquidPlanner user interface is appealing, adaptable, and easy to understand. The notification system is excellent.

Review Source

LA

Lisa A.  
Software Engineer  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Feature-rich Project Management Software!"

May 31, 2022

4.0

LiquidPlanner provides the best-customized data and special reports. Moreover, you can grant multiple permission letters to more than a hundred people. Additionally, with this premium software, you can record the daily working hours in your project. You can simply administer your activities and sort out them accordingly.

Pros

LiquidPlanner works with a 3P strategy. Thus, this software works to plan, predict, and perform which is impeccable. So, it helps in aligning and managing your business in better ways. The LiquidPlanner has a better scheduling network and works by providing the best features for marketing trends. Additionally, you can also enjoy the free accounts here. LiquidPlanner is a highly productive tool. This software provides you with a helpful guide about the format and structure that you should follow for projects. Additionally, LiquidPlanner properly saves all your files and important documents without consuming much space. Thus, it is the better option to choose for storing significant data in one place. You should use the premium version to unlock other features.

Cons

The most unwanted feature of this tool is the complex system. Thus, users find it hard to understand and operate the tool. So, there is a need for qualified skills to use its dashboard and further operations. LiquidPlanner only works for the basic features and doesn't provide any tested list opportunities. Additionally, this software doesn't work with the user-friendly mode and thus, at times users find it hard to manage it.

Review Source

MZ

Mike Z.  
VP Learning Development  
E-Learning  
Used the software for: 2+ years

### "LP Review"

December 1, 2022

5.0

It has raised us to next level in our production and efficiencies. The ability to see exactly what is happening within projects has greatly reduced production times. The money it has saved us internally well pays for the cost of using the tool compared to others.

Pros

The automatic resource allocation, and automatic scheduling. Their customer support has been amazing from the LP team.

Cons

Has been difficult for building internal dashboards to track all our revenue data. This is greatly improving and look forward to the new enhancements.

Reason for choosing Portfolio Manager

Its overall ease of use, and the power and speed of the resource allocation, with big picture view within the dashboards for our customers to have insight to their projects.

Review Source

JL

Jonathan L.  
Chief Operations Officer  
Retail  
Used the software for: 2+ years

### "LiquidPlanner Review by COO "

October 10, 2024

5.0

Pros

LiquidPlanner automates over 87% of manual task and project management procedures which saves time and improve productivity.

Cons

I do not like that LiquidPlanner lack some capabilities such as instant messaging and internal communications.

Review Source

VR

Verified Reviewer  
Product Project Coordinator  
Food Production  
Used the software for: 1-2 years

### "A versatile tool, adaptable to any project or process type. "

August 14, 2018

4.0

Overall my experience has been good, but frustrating. It took a lot of effort and time to build out the templates I needed, and getting the team to adapt it has been a roller coaster. There are a lot of functionalities I haven't gotten to explore yet, because most of my time has been spent on maintenance of projects. That is just for my situation though, and I don't have a ton of extra time to devote to expanding my usage of reports and dashboards. I would really like to set up dashboards, I just haven't had time.

Pros

I like that it allows me to make templates for projects, it really makes it a lot easier to start a project off. I also love that I can make custom fields, it really helps me to capture all of the important data for our type of process. Plus, everybody can choose which fields they see on their project dashboard, it helps to make sure each person only sees what is important to them and nothing superfluous.

Cons

I really wish there was the capability to collaborate on documents - that really would make this the perfect tool. I have asked multiple times about that, but I don't think it is in the plan to add anytime soon. You can add a link to a cloud based shared file, but nothing on internal servers. Just adds an additional step to complete work.

Review Source

RM

Riel M.  
CTO/CIO  
  
Used the software for:

### "The best project management tool for teams"

March 12, 2010

5.0

Through thoughtful design, LiquidPlanner has made a project management application that is a perfect fit for dynamic and collaborative teams. It could replace your current project, task, time management tools and company blog by integrating them all in a natural way. Liquid Planner has a transparent way of making you be mindful of exactly how the team is using its precious time. Our company president pleaded with me to get it set up so that he could use it as a tool to help the partners understand the team's capacity. He wanted a convincing way to show why more projects could not be taken on without an increase in staff. Liquid Planner allowed me to do this within a day. I feel like the Liquid Planner designers traveled into my mind to design the perfect project/task/time manager.

Pros

Having used many project management tools over many years, it's hard to not fall in love with LiquidPlanner. It feels like I've traveled to bizarro world where everything goes right. I can now put together comprehensive projects faster than I can plan them in my mind. I've never had this experience (including with Excel). Simply put, I don't feel the interface slowing me down. It feels like all "busy work" has been removed. I never thought I'd have a real-time schedule because of the requirements to maintain it, but LiquidPlanner delivers on this promise. Thank you. I'm embarrassed to say that "what if" scenarios are so easy and fast to do, I've developed stronger intuitive scheduling techniques without understanding exactly why they work. Am I now smarter or dumber? If you are not the type to love the clock-in/out button on each task, you might be the type to get hooked on adding a few notes when you complete each task because your notes are shared in the team's "blog."

Cons

Introducing a new company-wide system is always hard, but you you can use Liquid Planner to replace your project management tools, time-tracking tools and company blog so that should help reduce the total number of systems. Currently companies that need a fully-featured document library should stick with what they have. There is an API and the company has been aggressively releasing new features so maybe someday. If you haven't experienced a lot of project management tools, you may not be as passionate about it as I am. Part of it's appeal is that it does what any other project management tool integrated with a company portal can do, but it does it fast and easy enough that it's actually worth using.

Review Source

DH

Dave H.  
Director  
Higher Education  
Used the software for: 2+ years

### "LiquidPlanner review"

December 6, 2019

4.0

We are using LiquidPlanner to capture, track, and manage our department's projects and tasks.

Pros

LiquidPlanner allows our teams to track thousands of tasks across hundreds of projects. Features critical to us include the ability to effectively view hundreds of projects, define sub-folders (ie. summary tasks) more than one level deep, and define filter views (to limit on screen content) are critical features.

Cons

No ability to create private projects and tasks. No ability to create more than one workspace. No ability to assign or limit personnel access per project (only per your single workspace). The very limited functionality of the mobile application make it effectively useless.

Reason for choosing Portfolio Manager

At the time no other solution we tested provided the critical features we required. Other solutions are now beginning to offer competitive solutions that provide these features as well as those desired features that LiquidPlanner doesn't. We have enjoyed using LiquidPlanner over the years and would prefer the solution be updated with these features rather than having to go elsewhere.

Review Source

KH

Kerry H.  
Design Engineering Manager  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Great but room to improve"

December 6, 2019

5.0

Liquid Planner has helped us be more organized and has helped us manage several projects at once. Being able to see expected project completion dates and expected hours to complete is helpful. Overall I am very pleased with Liquid Planner but wish it was better in the areas I mentioned.

Pros

I like sevaral things about Liquid Planner. Here are just a few. I like the project management in general. I like the range of hours for tasks. This helps improve overall project scheduling. I like being able to add custom fields to tasks and projects. I like the ability to do ASAP Tasks.

Cons

While great, Liquid Planner is not perfect. I wish the reports and analytics worked a bit more intuitively. There are several things that I have tried to do that I have not been able to figure out. Some I have been able to resolve with customer support. Others I found were things that are not possible. Although Liquid Planner is set up great for tracking time for projects it doesn't work well for projects that are firm fixed priced. Most of the projects we work on here are firm fixed priced. I am aware of the baseline feature, but frankly it just isn't very good, nor are the graphs for tracking to plan. There are a few other things that I'm not remembering at the moment.

Review Source

AO

Avery O.  
Senior Program Manager  
Computer Games  
Used the software for: 2+ years

### "Really powerful for project managers, less good for other users"

August 14, 2018

4.0

Pros

Really powerful, the gantt chart overview was really useful while our estimates were kept up to date. Project-focused organization allows us to keep a broad view of a complex project and tagging and export features are able to generate a variety of views of our data in an organized way.

Cons

Our executive team and eventually our developers stopped using it. Primary interface of the projects tab was too overwhelming & complex. No way to give teams a link that included the filters down to what they actually care about or give people a link to the exact view & set of filters that I was sharing during screen sharing. Not enough integration with external services (github, perforce, JIRA, bug tracking). Quite expensive. Overwhelming interface meant users didn't update tasks, which meant our data got out of date. Gantt chart stopped being accurate or useful and just got overwhelming. Dashboards could be made for visibility but didn't offer the teams opportunities to modify a limited view. Not easy enough to link to a specific task, or generate a new ticket in the right place with a simple link to a user-speakable identifier like a ticket-based system. Still great for people who are technically minded and want the big picture, not great for people who want a limited view of a subset of the project or are too busy to learn how to use the tool effectively.

Review Source

MB

Matthew B.  
Stress Engineer  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "LiquidPlanner Makes Planning Easy"

November 18, 2022

4.0

Pros

It's so easy to assign tasks to individuals and groups alike. The level of functionality is as much or as little as you want. We can track ballpark revenue vs expenses at a glance, allocate projects based on existing workload.

Cons

It's unfortunate that you can't assign fixed labor costs, or add non-labor expenses to tasks and projects. This could allow for more accurate tracking of total billing vs total expenses at a glance without resorting to using additional software. Being able to generate invoices would also be a great benefit that would negate the need for additional software.

Review Source

GH

George H.  
Technical Data Analyst  
Higher Education  
Used the software for: 1-2 years

### "LiquidPlanner - built for people who are not PMs"

October 26, 2019

4.0

We needed an application to organize projects for our IT team. This was the easiest to use and implement. Pricing was also reasonable at the time.

Pros

We were able to set up Liquidplanner (LP) within a few hours. We fine tuned it in the weeks/months to come. But it worked for our team. We were able to easily enter our projects and tasks. Other PM sofware require multiple fields to be entered before your data can be tracked. I as the manager can then track the amount of hours, work pending for the various projects. I can show upper managment nice reports of the work we accomplished and work pending. If I ran into an issue with LP, I call support and they were able to quickly help me. The training videos also helped.

Cons

There really no much I can complain of. When we transitioned to another PM software, we called LP and they help me dump all of our data. That was very nice of them. The new PM software we transitioned to was not so nice. It was hard to use, just seemed like trying to put a square peg in a round while. To update a task you have to go through 5 screens and udpate 10 fields. I wished we stayed with LP.

Reason for choosing Portfolio Manager

Friendly workflow, easy to use, pricing.

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

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