# Page 9 | Portfolio Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Portfolio Manager ## Showing most helpful reviews Showing 201-225 of 669 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Paul S. Real Estate Agent Real Estate Used the software for: 6-12 months ### "Organized" March 14, 2019 4.0 Pros Being Able to start projects and give people responsibilities has been a great feature for this, the timelines and completion dates are great as well. it has kept our company as a whole very on top of things. I would recommend this to people that work a lot together. in other words if you are in a business. Cons There is a pretty big learning curve when it comes to this, I really hope that they can make it more user friendly so that you don't have to spend a bit just learning how things work. Maybe im just a slow learner though. Review Source JR Jonathan R. PMO Manager Financial Services Used the software for: Less than 6 months ### "Brilliant Solution that is Methodology-agnostic" April 6, 2017 5.0 The experience I have had with LiquidPlanner has been unparalleled compared to every other major Portfolio & Project Management (PPM) tool on the market. LiquidPlanner offers my organization a truly out-of-the-box scalable solution that is highly adaptive and intuitive to the way my organization's PMO is developed and to the way we manage projects across our highly diverse lines of business. LiquidPlanner is our one-stop-shop for everything project related as well as every other administrative or sales related task across our enterprise. Whether it is storing Project Artifacts, costing and budgeting projects or internal development cycles, identifying risk or periods of time where a staff augmentation would be necessary or just to have status updates via comments, LiquidPlanner covers all bases. My background is both from a PMBOK-aligned infrastructure Project Manager and a Scrum Coach for an applications development shop - and LiquidPlanner successfully caters to those methodologies without having to "fake the funk" or bend our processes to fit in the tool. The success of our PMO and of all of our projects is in no small part thanks to LiquidPlanner. Pros Methodology-agnostic and high scalability Cons Lacks the ability to assign dependencies in imported projects, will not export certain project hierarchy cleanly and lacks a way to interface with QuickBooks Online Review Source VR Verified Reviewer Senior Structural Engineer Oil & Energy Used the software for: 6-12 months ### "Liquid planner is great" August 14, 2018 5.0 Pros I like the work load feature it allows me to see who is busy and who could use a little more work Cons I wish it were possible to assign hours to individual check list items within tasks Review Source MJ Mandy J. Project Manager Marketing and Advertising Used the software for: 6-12 months ### "Complicated to Learn, But Glad To Have it!" November 5, 2020 5.0 Over all I would say my experience with LiquidPlanner is good, though the learning curve was REALLY steep. Pros Liquid planner gives me a constant way to track and manage my 50+ projects. It also allows me to coordinate what needs to be completed with my design, development, and writing team. Cons There are so many ways to miss something that impacts the flow of the project. You have to be REALLY meticulous in order to use this software. Review Source MM Mark M. Marketing Manager Automotive Used the software for: 2+ years ### "Amazing!" December 6, 2019 5.0 LiquidPlanner helps keep my projects organized and allows my team with work with me every step of the way. The ease of use with the platform makes my job easier, especially working remotely. Pros Ease of use and help with productivity!! Cons I have no issues with liquidplanner besides the mobile application. Review Source VR Verified Reviewer Software Engineer Computer Games Used the software for: 2+ years ### "liquid planner" August 14, 2018 2.0 I do everything I can to avoid pulling up LP, it's a huge time sink every time I need to actually go in and find something I'm looking for. It's such a pain to use that our planning sessions consist of the PM for the team working in LP with all the engineers watching through screencasting because it is so difficult to give everyone else the same view of the work. Pros LP has a pretty impressive solver given who's working on what and how long each thing is going to take. I enjoy watching someone hit the recalculate button and watching it redraw the gantt view. Cons Every action including reading a task, expanding a folder of tasks, and unexpanding a folder takes several seconds of loading. Review Source DK Dave K. Director of Services Computer Software Used the software for: 2+ years ### "Good Software but needs some additions" March 13, 2017 4.0 All in all the software does the job but could use some improvements. It needs and issues section to track issues either at the task level or project level. Time entry major issue, if someone makes a mistake in entering time it takes it away from the estimated time but when corrected it does not put it back. The time issue of not putting back the incorrect time causes extra work because you now need to go back and correct the estimated time as well. Pros Ease of use and flexibility of scheduling Cons Time entry errors and what you need to do to correct it. Review Source MAG Mary Anne G. Vice President - ENterprise Payment Solutions Computer Software Used the software for: 2+ years ### "LiquidPlanner" December 16, 2019 4.0 Small project management works well in Liquid Planner. Pros Easy of Use, ability to copy projects and move them. Adding users is easy. Email notifications are helpful Cons Would like some kind of ability to color code titles. It can take a long time to move projects/tasks. Review Source BB Ben B. Sr Operations Manager Information Technology and Services Used the software for: 2+ years ### "Loaded with features and very intuitive" December 12, 2019 5.0 We are able to track all pieces of a project and report on status very easily. Pros Very feature rich, accessibility via web and mobile and analytics reporting are some of the big pros. Cons It is a bit pricy compared to some of the other options, but the value is there if you are using it regularly. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Wrike](https://www.capterra.com/p/76113/Wrike/) Reason for choosing Portfolio Manager Great customer support and constantly adding new features to make the software more flexible and easy to use. Review Source VR Verified Reviewer Director of Operations Information Technology and Services Used the software for: 6-12 months ### "Value Enhancer " April 15, 2019 5.0 Great tool, value add to any business looking to track projects and prioritize work. Pros LiquidPlanner brings organization, time management, and ROI to life. This is a great tool to track progress and revenue as well as keep the team on task. Cons LP takes some time to learn but is worth the investment. Review Source MN Mike N. Network Consultant Information Technology and Services Used the software for: 2+ years ### "Good for Projects less so for Services" April 11, 2019 4.0 Pros Offers a lot of options and features, and does track project based tasks and issues well Cons Doesn't offer a way to manage calendars or organize individual tickets by time of day, and ticket tracking for service related tasks is a bit clumsy. Review Source SH Stephanie H. LiquidPlanner Admin Used the software for: 2+ years ### "Difficulties of using LP" March 9, 2017 2.0 Difficulties: -Extracting information that is in the system without working in the open API -Difficult UI for project teams and clients. Only people with extensive training and frequent use understand it. -Too hierarchal for our type of work (we work in simultaneous work streams), so a lot of the mandatory features are difficult (i.e. flags/flames, priority, etc.) -Custom fields to calculate specific items on the platform. Currently need to export to Excel frequently Pros \-Ability to pull timesheets Cons \-See review on previous page Review Source EO Erica O. Project Manager/Application Administrator Packaging and Containers Used the software for: 6-12 months ### "Great flexible tool with a quick learning curve!" December 13, 2018 4.0 So far this has been a tremendous improvement over the program we were using previously. We'd love to see LiquidPlanner take our feedback and make some improvements, but it's been really simple to use and we've actually had very fast adoption from our overall team. Pros Love the flexibility and ease of use. This is a very intuitive program and my team was able to pick it up relatively quickly. We especially love the collaboration features and have found it really cuts down on the emails, which is a serious bonus! Cons There is some missing functionality in just a few areas that could be solved with allowing more options. For example, the ability to chose if a resource marked on overdrive is effected by an event. Another example is allowing more column options on the "My Work" view. Review Source AR Andrew R. Director of Business Intelligence Used the software for: 2+ years ### "Great project management tool, with a feature set to wow your team / clients" May 14, 2018 4.0 Pros Customization of dashboard views for clients is very helpful to tailor the view to what they want to see. Tracking hours based on project / client is very easy, as is project planning. It's very quick to see what is currently being worked on, and what tasks are still outstanding. The communication piece is well done on how it tracks the conversations. Cons Timeline view is tough to read when you have multiple people / projects running all at once. If you don't respond to the email comments from LiquidPlanner, your reply email doesn't get added to the chain. Review Source VM Vicki M. Principal Project Manager Used the software for: 2+ years ### "Great project planning software!" August 1, 2018 5.0 Makes scheduling, estimating, and tracking projects very easy. Pros Easy to use. Easy to reschedule. Continuous improvement and updates. Very reliable. Great customer support. Cons Would like more robust reporting and filtering. Would like the ability to export more than 50 records at one time. Would like the ability to edit more characteristics for multiple tasks at one time (such as setting a common dependency for multiple tasks) Review Source DS Deon S. Designer Design Used the software for: 2+ years ### "Designer" November 15, 2018 4.0 Frustrating to fined out how much work is remains. We are a engineering / manufacturing company there is no option on your list for us. Pros Essay to use if you have a simple setup. Not really doing what we want. Cons Difficult to get and indication of hours left on a task if you use casual labor. We want to book hours worked to individual people. We want to allocate hour to a task and not a person that way it will be easy to move people around. Review Source RB Rebecca B. Project Manager Events Services Used the software for: 1-2 years ### "Useful features" December 12, 2019 4.0 Better tracking my miscellaneous tasks related to client work Pros I like the ease of replicating projects --it makes it much easier to carry over previous steps and processes. The search function is also critically helpful! Cons Some buttons are not the most intuitive (e.g. I always have to catch myself before clicking the yellow filter button as I think it's a "pin" function) Review Source PB Preston B. Jr. Web Developer Marketing and Advertising Used the software for: 1-2 years ### "Liquid Planner" August 14, 2018 5.0 Pros I always have all of my work organized and ready for me to get started every morning without losing my place. I can easily track down where I was and how much time I've spent doing all of my work. Cons I've only heard stories from coworkers about the customer service but it seems that my coworkers know more about how it works than the customer support staff. Review Source VR Verified Reviewer Lead Scholar - Sciences Education Management Used the software for: 1-2 years ### "Liquid Planner Reviewed" January 10, 2019 4.0 Pros This product includes a wide array of project management tools designed especially for small teams. It also has a detailed file/task assortment feature that is not often seen in competing solutions. Cons The user interface has a very "old school" feel to it. It does not aesthetically appear and act like a 2019 product. Review Source Eric W. Associate Director - Customer Success Computer Software Used the software for: 2+ years ### "Works okay " August 14, 2018 3.0 Pros Dashboard is useful to communicate project stats to execs Cons No/limited mobile access No scheduling with dependency tasks (pushing task dates with schedule changes) Review Source MS Michael S. Lead Web Developer Design Used the software for: 1-2 years ### "Fantastic software for developers" August 14, 2018 5.0 Pros I love the my work tab so I can get a snapshot of my day, and the ability to see whether or not projects will be hurt by changing priorities. Cons The only thing I don't like about the software is the timesheet area. I wish there was a way to filter all your tasks in case you decide to work ahead from that page, instead of having to go to the task itself. Review Source OD Olof D. CEO Media Production Used the software for: 2+ years ### "Planning when changes are common" March 9, 2017 4.0 We handle a lot of small tasks and projects and need a workflow where we can change priority fast and easy. Liquid Planner can do this for us. There are things that can be better like emails to customers when tasks are finished but in total LP is doing a great job. Pros The easy way to change priority on projects and analyze data. Cons I think that the search engine could be better. It's difficult to find tasks when you look for something done in the history. Review Source James C. Freelance Graphic Designer Design Used the software for: 6-12 months ### "A great tool for any company with complex projects" November 6, 2018 4.0 I have used LiquidPlanner for 1 year and it has definitely helped my team and I with our project management. Pros Find Liquid Planner extremely easy to use. Within just a few hours of owning Liquid Planner I had already been able to familiarise myself with it's intuitive and well presented interface. The software is also easy to maintain with regular automatic updates. Cons Unfortunately Liquid Planner offers little to no customisation options when it comes to the look and feel of the platform. Review Source Michael M. Business Intelligence Developer III Retail Used the software for: 6-12 months ### "A sweet time sheet barbecue with awesome sauce." March 8, 2017 4.0 A great way to collaboratively manage your time and projects from anywhere. Easy to use and clean interface. Pros Easy to use Cons Meh, no complaints. Review Source JF Joel F. Sr Project Manager Packaging and Containers Used the software for: 6-12 months ### "Good PM tool for team environments. " December 14, 2018 4.0 My team moved from using Brightworks in SharePoint and synching to a MS project plan. We have found this to be a significant improvement due to its ease of use, ability to add comments through email, and overall being much more user friendly. Pros Liquid Planner is easy to learn and becomes intuitive in a short period of time. My team runs multiple projects and the tool has helped us to coordinate shared resources effectively. We are also less reliant on email as we now communicate with stakeholders through LP in the comments section. Cons Building and editing a schedule in LP is less efficient compared to working in MS Project. It would be nice to have more drag and drop functionality in the gantt chart and for dependencies to be visually linked. Review Source Similar Products Featured