# Page 2 | Portfolio Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Portfolio Manager

## Showing most helpful reviews

Showing 26-50 of 669 Reviews

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Rating

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Reviewer's Role

Length of Use

Frequency of Use

IK

Ibrahim K.  
Grants Writer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "LiquidPlanner: Asana Alternative of 2024"

August 24, 2024

4.0

Pros

LiquidPlanner streamlines project and task management procedures by automating workflow in real-time.

Cons

Unfortunately, LiquidPlanner has steep learning curve and it lacks offline access.

Review Source

MS

Mikaela S.  
Assistant Manager  
Consumer Goods  
Used the software for: Less than 6 months

### "Portfolio Manager is great! "

March 30, 2026

5.0

Portfolio Manager is a super handy platform to have. I love using this platform and would recommend to others!

Pros

Portfolio Manager is great and efficient! Keeps everything organized and easy to access! I enjoy using it.

Cons

I have no complaints when it comes to Portfolio Manager. It’s been a great platform to use and I haven’t had any issues.

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

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

Tichaona Redemptor R.  
Chief information officer  
Information Technology and Services  
Used the software for: I used a free trial

### "LIquidplanner task manager of online cooperations"

February 22, 2024

5.0

Very educational in every way i did not think possible

Pros

liked that LiquidPlanner was a cloud-based project management solution that adapted to change and uncertainty. It offered advanced features such as dynamic scheduling, resource management, real-time data, business process automation, and calendar management.

Cons

There is not much that I dislike about LiquidPlanner, but if I had to choose something, I would say that it can be a bit complex and overwhelming at first. Some users might find it hard to learn how to use all the features and functionalities of the software, especially if they are new to project management.

Alternatives considered

[Nifty](https://www.capterra.com/p/172519/Nifty/)[TeamGantt](https://www.capterra.com/p/144808/TeamGantt/)

Review Source

Jose S.  
Project Manager  
Chemicals  
Used the software for: 2+ years

### "Great project management tool, flexible and efficient to organize your workflow."

May 22, 2023

5.0

We utilize Liquidplanner to oversee different extend demands over the company, this device permits us to remain in touch with the venture ask, track which bunches are searching for work, and give reports. I'm binding together detailing and streamlining errand administration for a number of ventures and endeavors, Liquidplanner moreover makes a difference us superior oversee and apportion company assets. LiquidPlanner gives everybody in our office a centralized store to see what employments are within the line, what's coming up and what everybody is working on, it's important especially when somebody is out of town or debilitated and somebody else has to get things done. one or two assignments.

Pros

LiquidPlanner client interface permits for a awesome bargain of customization, making it simple to collaborate with various inner groups and share data between divisions, we will track different ventures with LiquidPlanner insights. Ready to see the asked ventures, relegate them to the proper individual and meet the due date to guarantee all errands are done, I adore that LiquidPlanner is so adaptable in its applications, we will share records, communicate with clients and keep track of employments open and closed. 

Cons

I wish the involvement for clients (entry visitors, in specialized phrasing) would be more in tune with that of directors so that we seem more effortlessly taught clients in route, and so they have more adaptability in route. Not continuously client inviting and can be troublesome for amateur clients to handle the strategy, there's no settled list alternative on the input frame, fair a dropdown. A few highlights proposed by clients and on back gatherings never show up on the item guide or take a long time to execute.

Review Source

Gordon W H.  
Digital Project Manager  
Design  
Used the software for: 1-2 years

### "Powerful and Flexible Project and Resource Planning, But Falls Short When Applied To Agencies"

February 6, 2019

4.0

This tool is extremely powerful and robust, but like any other tool, the quality of the data which comes out of it is only as good as the data that is put into it. We attempted over the course of 12 mos. to integrate this tool into our small agency (<25 users). While simple to use, the biggest challenge was buy-in from other department captains in using the tool to its full potential.

Pros

I was very happy with the ease of use this product provided compared to some of the tools we used previously. It is built in a contemporary look and feel and is easy to navigate and manipulate data points in order to determine trends and better inform decisions. If you have the time and resources to dedicate to making sure the latest project data is always available, that is, due dates, estimated levels of effort remaining and hours logged are all kept up to date in a real-time basis, this tool has the potential to truly provide a wholistic and accurate view of the workload within an organization, along with any potential risks. The way the data are refreshed using the forecasting algorithms is a great feature which allows project managers to shift tasks around to determine how resources are affected.

Cons

Despite the name of "Liquid" Planner, there were some decidedly "unliquid" principals in which the software was built upon which power the accuracy and overall value of the product. If more then 25% of these principals are not known or regularly updated, the entire product grinds to a halt and the value it provides is completely lost. It's not a fault of how the product was built. I never encountered a time where the service/software was down or unavailable and each time I reached out to the support team they were courteous and prompt with their response. Overall, I felt frustrated by the amount of data the tool needs (and how that data need to be structured) in order for the tool to be valuable and viable. More often than not, I felt myself and the team responsible for the tool were spending more time administering the tool itself rather than using the information coming out of the tool to better our projects.

Review Source

kK

katherine K.  
IT Application Director  
Hospital & Health Care  
Used the software for: 2+ years

### "Not flexible enough to be an all-in-one project and task management software"

June 6, 2022

4.0

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 long lists of action items for a task. 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 been frustrating. 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. I have moved all of my real tracking into Notion where I have complete control over all of this and it has improved my team's productivity immeasurably! I will likely move completely away from LP in the future because it just is too rigid and inefficient.

Pros

I like the conversation that LP forces around how much time something will take and the idea that building out a list of smaller to-do's will help you identify how much time a task will take to complete. I like LP so much more than a traditional project management tool.

Cons

There is a lack of flexibility when looking at projects and tasks together. In Notion, I am much more able to plan out task due dates across multiple projects and tasks that are in-flight at the same time. LP does not have enough flexibility to really meet the needs of a small team working on lots of things at the same time. It is too siloed.

Reason for choosing Portfolio Manager

We went with the recommendation of a team member and did not look at any other options.

Review Source

Response from Tempo

June 15, 2022

Katherine Thank you for your candid and thorough feedback. We value customer feedback and incorporate it into our product development. We are so glad that LiquidPlanner helps your team estimate timelines more accurately. Ranged estimation is one of our core product features unique to other project management tools. We are sorry to hear that you are struggling to plan projects across your team's portfolio. Please reach out to me. We believe our team of experts can help your team solve any portfolio management problems. We also wanted to inform you that we completely rebuilt our tool based on feedback like yours last year. We invite you to try out our NEW LiquidPlanner product as we think it will solve the communication challenges you have been experiencing with the Classic product. Reach out to us anytime if you are experiencing problems. We are always here to help make your team as efficient as possible! - Ted Hawksford, CEO

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

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

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

RS

Rebecca S.  
Research Assistant  
Education Management  
Used the software for: 6-12 months

### "Powerful Project Management Software "

November 23, 2022

5.0

Overall experience is extremely positive. The customer service team and professional services team at LiquidPlanner, specifically \[sensitive content hidden\], have been amazing at helping my company to utilize the software and maximize our efficiency.

Pros

The thing that I like most about LiquidPlanner is the ability to schedule projects and tasks far out, and the accuracy of the scheduling algorithm related to the work that you should be doing in relation to the deadlines you have.

Cons

The thing that I like the least is that the software currently doesn't have as many capabilities for calculations and financial tracking. I wish there was more abilities to track expenses and project costs in relation to the work you have tracked.

Reason for choosing Portfolio Manager

We did not consider any other products.

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

Chuck J.  
Principal System Engineer  
Biotechnology  
Used the software for: 2+ years

### "Liquid Planner is a Very Effective Tool for Project Planning and Management."

April 26, 2019

5.0

Our team is fairly small (~50 users across the company) so we do not have dedicated resources to just maintain the information in Liquid Planer. However, Liquid planner is accessible and intuitive so we can have several team members contribute to the maintenance of project schedules as part of their duties. We use Liquid Planner to manage the temporal aspects of project management. The tool is very good for what it is designed to do. There are a rich set of reporting tools that allow for customization to meet our needs. It has done this job for us very well. The support provided has been timely and effective.

Pros

The product is well designed so that it is a relatively low bar to learn how to use it effectively. It is easy for team members to interact with the software and to enter the information according to each users project role. When used as intended, the software does an excellent job providing the necessary views into project status. The software definitely lives up to its name as modifying project plans and priorities is easy and the impacts of such changes are essentially instantly available. The numerous but intuitive ways to manage project subtleties such as available time, delays, etc. make it straightforward to create realistic project schedules.

Cons

I do not have any specific negatives with respect to Liquid Planner. Like any software of this class, It does take some training and experience to get the most out of it. My best advice is to spend some time to understand how the designers intended the product to be used use it accordingly. LP has a rich set of features and if used properly will contribute positively to project management.

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

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

Steven L.  
Principal  
Marketing and Advertising  
Used the software for: 2+ years

### "I am a fan, though our use is just scratching the surface"

October 12, 2018

5.0

Because of the lack of integrations, I have been looking for something to replace Liquid Planner with, and after seeing them, I could not stand to stop using Liquid Planner. I think that alone speaks volumes. I think you would be foolish to not look at their product. And there you have it.

Pros

As a web development agency, I can tell you the one feature that has prevented me from using another product, that is their task estimating feature. Why nobody else does this is beyond me (full disclosure: a lot of things are beyond me) :) When setting up a task you can actually estimate the time it will take the same way real people estimate tasks, with a time range. Who in the world ever hits their single estimate time targets all the time? NOBODY. With Liquid Planner you enter a range, 3 - 6 hours, 1-2 hours, etc. THAT IS A LIFESAVER FOR US. Another concept of theirs called "packages" is also brilliant. There you can take tasks and bundle them up into "folders" that make sense to you, so you can look at your projects

Cons

The thing that I dislike the most is there are not many integrations with third party time keepers for tasks and billing programs. Harvest would be an example, as would many others. They have their own time tracker, but to use it you ahve to have the app open. Lose internet, forget about it. Working in a car or on the train without internet? Forget about it. Also, their mobile app is not really of much value.

Review Source

OS

Oluwadamilola S.  
Operations Manager  
Financial Services  
Used the software for: 1-2 years

### "An In-Depth Review of LiquidPlanner"

January 28, 2023

5.0

Overall, LiquidPlanner is a great tool for managing projects. It has an intuitive user interface and powerful features that help users plan, track, and manage projects with ease. The cost can be a bit steep for some, but it is definitely worth it for those who need a comprehensive project management solution.

Pros

LiquidPlanner is an incredibly powerful project management tool that helps users plan and manage projects with ease. It provides an intuitive user interface to help users easily navigate through the software, allowing them to quickly understand the process and get started. With LiquidPlanner, users can easily manage tasks and resources, track progress, collaborate with team members, and make sure that deadlines are met.

Cons

While LiquidPlanner is a great tool, there are a few drawbacks. The cost of the software can be quite expensive for a small business, and the learning curve can be quite steep for new users. Additionally, the customer support could be improved, as sometimes it can take a while for them to respond to inquiries.

Switched from

[Freedcamp](https://www.capterra.com/p/132230/Freedcamp/)

LiquidPlanner stands out from its competitors due to its intuitive user interface and powerful features. It allows users to easily plan, track, and manage projects, collaborate with team members, and make sure that deadlines are met. Additionally, LiquidPlanner provides users with a comprehensive project management solution that is tailored to their specific needs. It is a great tool for those who need a powerful and user-friendly project management solution.

Review Source

MT

Marek T.  
CEO  
Financial Services  
Used the software for: 6-12 months

### "LiquidPlanner Review"

May 23, 2023

5.0

My experience with LiquidPlanner was positive. The platform provided a comprehensive set of project management tools that allowed me to effectively plan, track, and collaborate on my projects. The dynamic scheduling, resource management, and real-time tracking features helped me stay organized and deliver projects on time. While there was a learning curve initially, the platform proved to be powerful and reliable in managing complex projects. The ability to track time, generate insightful reports, and collaborate with team members significantly improved my overall project management efficiency.

Pros

One of the things I liked most about LiquidPlanner was its robust project management features. The platform offered advanced scheduling and resource management capabilities, allowing me to efficiently plan and track my projects. The dynamic Gantt chart and priority-based scheduling helped me visualize project timelines and dependencies effectively. The ability to assign tasks, collaborate with team members, and track progress in real-time was highly beneficial. Moreover, the integrated time tracking and reporting features provided valuable insights into project performance and resource utilization.

Cons

While LiquidPlanner had many strengths, one aspect I liked least was the initial complexity of the platform. It required some time and effort to fully grasp its functionalities and configure projects according to my specific needs. The learning curve might be steeper for users who are new to project management software. Additionally, the user interface could be improved to enhance ease of use and navigation. Despite these minor drawbacks, once I became familiar with the system, I found it highly effective for managing complex projects.

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

CJ

Calvin J.  
Engineer  
Food & Beverages  
Used the software for: 2+ years

### "Prioritized Management Strategies "

April 14, 2023

4.0

Right scheduling and perfect planning

Pros

Capabilities of planning cores according to their priorities. Accessibility of all relevant information only to relevant people at right time.

Cons

For the time I used tool no main downside I can record.

Review Source

Jackson K.  
Account Project Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "The Perfect Project Management Tool"

February 14, 2019

5.0

LiquidPlanner (or LP) is our time tracking and project management solution that allows us to plan and forecast, as well as look back at tracked data to become better. Overall, we are not looking to change any time soon as this tool is so embedded in the way we run our business.

Pros

This software helps our agency thrive and manage a lot of work with ease. We have out entire in house team as well as select contractors set up in this tool for our time tracking and project management of tasks and projects. It offers tons of flexibility and allows us to follow a hybrid waterfall/agile approach to managing work. Schedules are easy to create and export on the fly, reassigning team members and forecasting are easy, etc. It's also very easy to prioritize project work and escalate accordingly and look out and plan months in advance.

Cons

Might be a little outdated feeling in that there isn't a Trello-style board to drag and drop projects/tasks/people, though there is a similar functionality still built in to the tool. It's also not really designed to allow external project teams (your clients) into the system, but there are workarounds.

Review Source

James P. D.  
Managing Director, Sales Effectiveness and Process Optimization  
Management Consulting  
Used the software for: Less than 6 months

### "Powerful, adaptive, and flexible project management solution"

January 15, 2018

5.0

Pros

The blend of waterfall and agile capabilities, with a solid Kanban. It is an excellent planning solution for large waterfall based projects and equally capable for agile with scrum projects. For waterfall: It is far easier to use than MS Project or other such solutions that require manual control over dates. The priority based scheduling engine schedules based on priority of the task in the system's hierarchical order. While this is not always the most flexible, they provide numerous ways to control the prioritization with resource splitting, work caps, delayed starts, and dependencies. The time-tracking capabilities are impressive, and it easily integrates time, notes, and work items. The mobile solution is slick and works well. For agile with scrum: Liquid Planner can be configured with fields to capture stories, acceptance criteria, and other elements related to stories. The kanban boards can be configured with a variety of stages.

Cons

While I agree with the priority based scheduling concept, and its implementation, I'd like a bit more flexibility to control my daily task list rather than having to rigidly follow what the schedule dictates I should be doing. Right now, the My Work section allows the user only to see their tasks in order of master schedule priority, which is not always the most logical order in which to work on a specific day. They do permit workarounds with the ASAP prioritization - which works well. My other suggestions for improvement are: - more granular control over alerts and feeds - synchronization with Google/Outlook calendar (right now it requires manual calendar synchronization) - Better reporting on agile with scrum, kanbans.

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

Samuel S.  
Product Manager  
Airlines/Aviation  
Used the software for: 6-12 months

### "Project Management and Not Much Else"

August 21, 2018

3.0

I do like the tool. It's fairly simple to learn. Menu structure and feature overload are intimidating at first, but you get over that (to an extent). iOS app is important to my team - quick reference to projects running is very good to have and many other products like LP don't have a mobile app at all. Overall, it's just not for me and my team. If there are better connections with development tools (Jira, BitBucket, Slack etc.) in the future, we may reconsider.

Pros

It's easy to set up hierarchy and control a project using LiquidPlanner. Feature set is very good and there are few gaps. For project planners, it's a great tool because it allows you to assign tasks, add time, and see a Gantt chart in a few clicks.

Cons

It's not for me. I'm in Product Management and my team was looking for a tool that will integrate with (or be less friction) with our current development tools. We currently use Atlassian (Jira, BitBucket) products for development and Google Sheets for our sprint management. The cons of LiquidPlanner is that it's a PROJECT tool, not a Product tool. I know LP probably doesn't plan on filling that need for a Product tool but there is a gap in that market and providing integrations with products like Atlassian could allow for LP to expand into a completely new market. All the features are there, just need to engineer some more automated and simplified ways of managing products, rather than large scale projects with LP.

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