# Page 3 | Portfolio Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Portfolio Manager ## Showing most helpful reviews Showing 51-75 of 669 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 Jayna R. Creative Services Manager Religious Institutions Used the software for: 2+ years ### "LP" April 18, 2019 4.0 I use LP every day to manage our department's projects. We do not use all of the features for our smaller in-house team, but the project list, assigning owners, comments feature, file sharing and flexible prioritization features keep our workflow more streamlined and efficient. I also like that we can add freelance contractors to our workspace so the whole team can collaborate in one space. Again, it takes a little more time getting people acquainted with the system, so it would save me time if the UI and navigation were easier to understand. Pros LiquidPlanner helps us stay organized and keeps all of our team's communications in a centralized place. I like that the scheduling and prioritization of projects is flexible. And I like that we can adjust the number of seats each month as the size of out team and freelance staff changes. Cons It seems difficult for people to catch on to the UI quickly. Most of our staff took a while to adjust to the way LP works and how to most effectively use the software. It might be worth looking into more user testing to find ways to make the navigation and data entry more intuitive. 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 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 David F. Director of Academic Services and Technology Higher Education Used the software for: 2+ years ### "Cloud-based Project and Department Resources Management Tool of Choice" December 6, 2019 5.0 The customer support from LiquidPlanner has been excellent! We recently had some very helpful web conferences with the customer support team and found some new features we were previously unaware of. Pros LiquidPlanner has been our project management software application since 2016. We manage hundreds of projects for six different clients and internal projects. With an agile team of 11 employees, this tool has allowed us to balance employee workloads, better predict time-to-market, and analyze our department efficiency and cost-effectiveness. Cons It took nearly a year to real 'dial-in' the software to our unique use case. There was a lot of trial-and-error in the beginning and a number of hours spent with tech support from LiquidPlanner. However, we have the tool running very well for our processes now and find new areas of our business where the data from LiquidPlanner has been beneficial to decision-making. 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 RL Rebekah L. Communications Specialist Higher Education Used the software for: 2+ years ### "LiquidPlanner review" November 10, 2021 5.0 Pros I have lots of projects going on at the same time, all the time. LiquidPlanner is SO helpful in keeping each project straight, and all the folders and projects within each project. I'm never working alone, so being able to see where my teammates are at in their projects helps me gauge where we're at overall. There are so many features about LiquidPlanner that I love and it's incredibly hard to pick just one to talk about! Cons It has taken our team quite a bit of time to use LiquidPlanner to its more full potential. I know even now, we aren't using it to its full capacity. We have so much going on that we don't have the time to slow down and pick apart the features. It's a lot of trial by error and "I didn't know we could do that with LP!" is said pretty often -- which is a good thing! Review Source Smith D. Project Engineer Construction Used the software for: 1-2 years ### "Great Task Progress Tracking and Automation Platform." July 14, 2023 5.0 Planning and easy project progress tracking, easy managing content and the collaboration on various project team members and files management LiquidPlanner is effective product. Pros LiquidPlanner features are flexible and the easy management of multiple project operations while generating accurate and real time data reports is simple and its tracking features are very powerful. Cons Incredible resource management product and for me LiquidPlanner was the easiest tool to implement with minimum technical help. 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 VR Verified Reviewer Marketing Communications Manager Marketing and Advertising Used the software for: 2+ years ### "Powerful project management tool" July 15, 2022 4.0 Pros LiquidPlanner is a powerful online tool for managing activities, workloads, and plans. This can automatically and dynamically schedule work for your entire team even when circumstances change. Cons Setting up projects and learning to use them requires a lot of time. There is no interactive Gantt chart and no attachments other than images or milestones. 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 BM Ben M. Head of Development Technologies Internet Used the software for: 2+ years ### "Expensive, complex, and extremely powerful." March 31, 2018 4.0 Pros LiquidPlanner is quite customizable with different ways to view tasks and many different screens to visualize things in alternative contexts. For a project manager on the business side, it allows for very powerful organization of multiple projects and teams, and many possibilities for scheduling and prioritizing tasks. It allows for flexible time tracking using range estimates and a simple time entry view. Cons It's easy to lose track of how many hours were actually approved for a task if you want to take advantage of the ability to re-estimate things on the fly. It can be slow to load and cumbersome to use. It can be difficult to find things in the overly complex Projects view. Search filters get reset every time you click a task link from someone else that doesn't match your existing filters. It's not always intuitive how to find things using the available search options (for example, unless you put the project name in every task title, searching for the project name doesn't do much good). Time entry takes a lot of clicks with recent updates if you need to add notes to each item. The API is complex to use (though powerful). 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 VR Verified Reviewer LiquidPlanner Higher Education Used the software for: 2+ years ### "Effective Project Management Solution that can Adapt to Your Needs" August 20, 2019 5.0 The product and support are great. If you put the time and effort into learning the tool and you have complete buy-in from your team, you'll be successful with it. Pros The solution is very flexible and, with internal discussion and buy-in, can effectively meet the needs of most organizations. Cons The solution is built on the idea of priority-based work. Everything is essentially given a top-down rank of importance, with items either moving up or down the stack as needed. The system then adds resource capacity to predict when items will reach completion. We have enough projects, work efforts, tickets, etc. in motion concurrently that managing priority this way is more laborious than I'd like. Review Source Myriam L. Gestionnaire de Projets Electrical/Electronic Manufacturing Used the software for: 6-12 months ### " LiquidPlanner" August 27, 2018 3.0 Liquid Planner is a great tool to manage small demand/task on a daily basis, but it's difficult to follow big project within the same workspace. Pros Dynamic tool and Manages overall priorities Cons \- When there is a change in a project, everything else changes without notice. I don't know that the dates on my project were moved, why and by whom. - Multiple Assignment: I would like to have the possibility to decide if the remaining time is cumulative or specific to each one. In other words, if total = 20 hours, 4 assignee's, I would like to have the availability to identify if the Remaining time is per person or will be redistributed to the 4 assignee's. - Filter by tags is using only "OR" logic... It would be useful to be able to filter also by "AND". - Limit of 100 lines in Dashboard - When I create a Favorite View, it would be useful to have the possibility to share it with another person. -"+" sign should show only when there is something inside the project / Sub Project / Package. 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 VR Verified Reviewer Human Resource Intern. Hospitality Used the software for: 2+ years ### "Great and superb platform for project management." September 25, 2020 5.0 I would recommend LP to organizations which want their teams to stay on track and,also be able to manage projects and tasks. Pros It proves a comprehensive breakdown of projects and tasks,analysis and tracking. It's flexibility is also what that makes it the unique standout among all other products. Cons At times it's UI is a little tough to navigate.Also the interface is a bit dated and could probably need a refreshing because it is so customizable and data heavy. Review Source LC Lorna C. BUYER Mechanical or Industrial Engineering Used the software for: 2+ years ### "LiquidPlanner Review" November 18, 2022 4.0 the ability to assign tasks to specific employees and have the employee log the time spent on the task. Pros The ability to track time for projects to give adequate quotes for other projects Cons The ability to duplicate a template based on the limited number of tasks needed to be duplicated Review Source David M. Sr. Compensation Analyst Biotechnology Used the software for: 2+ years ### "LiquidPlanner - excellent for repeating processes" February 19, 2023 5.0 Made repeating processes very easy to manage, and email notifications let you know when it is time to start working on an assigned task. Pros LiquidPlanner is excellent for coordinating on repeating projects/processes. In my previous employer, which was a consulting firm, we used this software to manage our client engagements. Every time a new engagement began, we would apply the correct template, customize dates, and immediately begin working as a team. It saves a lot of time. Cons I would not use LiquidPlanner for large complex projects that are not repeating. In those instances, it would take too much time to set up the projects. I recommend JIRA for those kinds of projects. Review Source CS Chris S. COO Internet Used the software for: 2+ years ### "Great for PM/OPs, bad for Devs & Creatives" March 9, 2017 4.0 I love it, however, our devs and creatives find it frustrating to use despite large amounts of training and personalisation. There are a number of tools that would make this more helpful and less painful to the "doers". Our business needs are well met, though there are other aspects that don't accomplish our requirements. Kanban, for example, as well as cross-team/project sprint planning whilst maintaining a weekly outlook. Finally, with the latest price hikes it doesn't feel "good value" and I'm now faced with justifying the expense when before it was self explanatory. This is compounded by exchange rates. Pros I have recommended. I like the meld of planning and projection. I love the hi/lo estimations and the detail I can provide clients Cons Useability for doers, especially timesheets Lack of integrations with SCM. Poor connectivity/communication for my clients; their portals don't show custom fields, board views or timelines for tickets/tasks. True Kanban is not feasible Sprint-based planning for cross-team/project resource is not possible alongside weekly overviews A desktop app would be great; especially for devs etc The mobile app hasn't changed since we started using this in 2012 and is highly impractical. Doesn't work well on ipads Review Source EG Eric G. Student Worker Fund-Raising Used the software for: 1-2 years ### "Good communication but enough features to be awkward" December 6, 2019 3.0 Like many project management software solutions, LiquidPlanner wants to be everything to everybody. That's great in the robust features it offers but than can come with a learning curve. What is nice about the software is that it allows us to maintain project information and progression even when the project is delayed--perhaps by several months--which is frequent for us. The ability to consolidate progress reports, working files and samples in one place allows us to pick up easily where we left off. Pros It allows for multi-platform communication between teams that are separated by distance and also time. Since project statuses are sent to email, I can respond through my email back to the software to offer updates and answers when I am away from my desk. The drag and drop capability of including word, spreadsheeet and pdf files allows for information to be posted to the project entry allowing us to maintain project oversight at all times. Cons It can be complicated to new users. The interface isn't immediately clear for helping a new user understand what the product can offer. While I can respond to a email sent to me from the software, I cannot email the project directly for status updates. Review Source DF Dan F. Project Manager Non-Profit Organization Management Used the software for: 2+ years ### "Best Project Management Tool" November 18, 2022 5.0 Liquid Planner affords us to keep up with projects and assures us of ways to work on a project from beginning to end. Pros The ease of putting everything into LP to the completion of a project is so easy with LP. The flow of work dealing with a project is simplified to the point that the work is effortless. Cons The only drawback that I witness with LP is the fact that it is designed for huge organizations and we are a small organization. Still small organizations can groom it to fit their specific needs. Reason for choosing Portfolio Manager Hive and Quickbase Review Source Firoz K. Digital marketing manager Marketing and Advertising Used the software for: 1-2 years ### "Streamline your Project management processes with Liquid planner in a easy way" January 20, 2023 4.0 Pros This unique project management tool can adapt to the dynamic organizational environment, making it a great asset for business success. We've been using it for a few months now and it has helped us plan, predict, and perform with confidence. It's made our lives so much easier. Cons It's a powerful tool that can help me manage my projects more efficiently. However, I have to admit that it can be quite complex to use, especially for those who are new to project management tools. But once you get the hang of it, you'll find that it's worth the effort! Review Source JQ Julian Q. Engineering Manager Automotive Used the software for: 2+ years ### "Flexible and User Friendly" December 12, 2019 5.0 We have prevented primary resources from being over allocated. This shows where the bottle necks are and allows us to apply another resource to a particular task or project if needed. Pros We enjoy the user friendly interface. It's easy to add\\move tasks and adjust project plans. Calendar view is also great for reviewing the team's work load on a weekly or monthly basis. This provides a clear direction for all members of the team. Cons It can become difficult to manage a work space with many projects (50+). Details can get lost and it can be overwhelming to users. Reason for choosing Portfolio Manager Easy of use. Top down priority with easy adjustments. Prevent resource over allocation. Switched from [Hydra](https://www.capterra.com/p/129408/Hydra/) Wanted a more flexible, resource driven project management tool. Review Source VR Verified Reviewer Sr. Web Developer Information Technology and Services Used the software for: 2+ years ### "Mid Level Employee using softwar" December 13, 2018 4.0 Pros I like that i can put all my things on a ticket and keep track of them through the prcess of developmente. I can send things to other team mebers on them and keep all the information in one place Cons It is hard to keep my baord clean. Say there are two developers on one ticket my status is in devleopmentt but I get doen I can't chagne the status on the ticket to be code review cause they are still working and it needs to be in devleopment for htem now I have two tickets in developmtn. Review Source Similar Products Featured