Portfolio Manager 2026: Benefits, Features & Pricing

Wondering if Portfolio Manager is right for your organization?

Our Project Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Portfolio Manager

4.3

(669)

Pricing

Starting at $15.00 per month

About Portfolio Manager

Portfolio Manager is a project management platform that helps teams plan, predict, and perform on their projects. It is designed for organizations across various industries that need to manage multiple complex projects simultaneously.

The platform uses sophisticated simulations to generate realistic finish dates for projects, allowing teams to plan with confidence. It automatically balances workloads across concurrent projects to ensure resources are utilized efficiently. The real-time scenario modeling keeps plans up-to-date, enabling strategic prioritization as priorities shift.

Portfolio Manager integrates with tools like Slack and Jira to streamline communication and collaboration, creating a centralized hub for all project-related activities. The platform dynamically adapts to changes in resources, priorities, and scope, preventing missed deadlines and keeping projects on track.

Portfolio Manager Screenshots

Portfolio Manager Pricing and Plans

Starting price: $15.00 per month

Free Trial

Free Version

Essentials

$15.00

per user, per month

Plan includes:

5000 Max Tasks
Personal Work Views
Alerts & Insights
Automatic Resource Leveling
Availability Management
Board Views
Built-in Learning Academy
Change Tracking
Custom Filing and Task Status
Dependencies

Professional

$28.00

per user, per month

Plan includes:

50000 Max Tasks
Alerts & Insights
Automatic Resource Leveling
Availability Management
Board Views
Built-in Learning Academy
Change Tracking
Custom Filing and Task Status
Customization
Dependencies

Ultimate

$42.00

per user, per month

Plan includes:

Unlimited Max Tasks
Alerts & Insights
Automatic Resource Leveling
Availability Management
Board Views
Built-in Learning Academy
Change Tracking
Custom Filing and Task Status
Customization
Dependencies

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Portfolio Manager Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of Portfolio Manager
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Assignment Management
Audit Trail
Budgeting/Forecasting
Business Process Automation
Calendar Management
Capacity Management
Change Management
Collaboration Tools
Commenting/Notes
Communication Management
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Drag & Drop
Due Date Tracking
Employee Activity Monitoring
Forecasting
Issue Tracking
Modeling & Simulation
Monitoring
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Product Lifecycle Management
Product Roadmapping
Progress Reports
Progress Tracking
Projections
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Real-time Alerts
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Release Planning
Reminders
Remote Support
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Allocation & Planning
Resource Scheduling
Risk Management
Role-Based Permissions
Scenario Planning
Search/Filter
Single Sign On
Status Tracking
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Testing/QA Management
Third-Party Integrations
Timesheet Management
To-Do List
Traditional Methodologies
Utilization Reporting
Visual Analytics
Visualization
"What If" Scenarios
Workflow Configuration
Workflow Management

Portfolio Manager Integrations

Slack

Jira

Portfolio Manager User Reviews

Overall Rating

4.3

Ratings Breakdown

45%

44%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

4.4

Functionality

4.1

Juan D.

Verified reviewer

Staffing and Recruiting

5001-10000 employees

Used weekly for less than 2 years

Review source

Reviewed January 2025

LIQUIDPLANNER is the perfect tool for a realistic time lines for Plan projects, very dynamic and within budget!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jackline K.

Verified reviewer

Farming

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Direct to high project clarity with Portfolio Manager

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Portfolio Manager

Executive reporting and user-friendliness of Portfolio Manager.

Heather O.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2019

LiquidPlanner - The Best Option for Managing Projects

I think it is a fabulous product and I am happy we chose it for our business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it is so simple to track milestones and plan out projects from implementation to closure.

Cons:

I don't have any cons. It is a very useful software that helps to facilitate team involvement in completing projects.

Jason O.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

[LiquidPlanner Classic] Decent product, feels dated

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Kelvin K.

Verified reviewer

Design

Self-Employed

Used daily for more than 2 years

Review source

Reviewed March 2025

K.Kaganjo 5+ Years LiquidPlanner Experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Portfolio Manager

LiquidPlanner is not complicated to use unlike most alternatives.

Saad U.

Verified reviewer

Management Consulting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

My Great Journey with LiquidPlanner

Time and expense tracking. Team collaboration. Resource management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Portfolio Manager

LiquidPlanner is way too easy to use than Hive.

Adewale O.

Verified reviewer

Internet

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

My Expertise with LiquidPlanner

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I occasionally use LiquidPlanner in my current organization. I like how it makes it super easy to plan, track and manage projects and tasks automatically.

Cons:

Apart from lack of offline access, I do not have any other issue attached to LiquidPlanner.

Oyekanmi O.

Verified reviewer

Machinery

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed January 2025

My Experience with LiquidPlanner

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jonathan L.

Verified reviewer

Retail

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2024

LiquidPlanner Review by COO