Portfolio Manager 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

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

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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

Brandon M.

Verified reviewer

Information Technology and Services

11-50 employees

Used other for more than 2 years

Review source

Reviewed January 2021

Happy Customer

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Portfolio Manager

This platform solved our exact need for our IT project management focused on a FIFO approach.

Reasons for switching to Portfolio Manager

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.

Thomas H.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2022

Liquid planner bridges the gap between manufacturing and construction.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Portfolio Manager

As stated above

Reasons for switching to Portfolio Manager

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.

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.

Matthew C.

Verified reviewer

Biotechnology

201-500 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

LiquidPlanner Project Management that Works!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Portfolio Manager

Team input and ease of use.

Reasons for switching to Portfolio Manager

SAAS plus SSO features and consolidation of tools.

Oluwadamilola S.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2023

An In-Depth Review of LiquidPlanner

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Portfolio Manager

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.

Julian Q.

Verified reviewer

Automotive

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2019

Flexible and User Friendly

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Portfolio Manager

Easy of use. Top down priority with easy adjustments. Prevent resource over allocation.

Reasons for switching to Portfolio Manager

Wanted a more flexible, resource driven project management tool.

Jonathan B.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 12 months

Review source

Reviewed November 2019

Great platform, but you need to use it a lot to understand it

It was difficult to understand the platform at the beginning, but when you understand it, I really liked it. The thing is : I invested a lot of time just to understand it and you put the expensive price on top of that, at the end it costs me a lot more that it save in first 6 months.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

I really like that you can do a lot to help with your project management and team management. All the informations is in one place (you need to create a structure that represent your company and your staff) and everybody can find what he wants. It's easy to do follow-ups with clients. The best thing is that you don't need a few platforms to see the time left, the budget and the tasks.

Cons:

It took a lot of time to find LiquidPlanner easy to use and to find a structure that represent the company and our employees . The interface (or UX) is not simple. The price is a bit expensive if you have a small team.

Reasons for switching to Portfolio Manager

It is cheaper than LP, the UX is way better, easier to learn and you can ad expenses, quotes and invoices in the same platform.

Daniel L.

Verified reviewer

Medical Devices

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed December 2019

LiquidPlanner

Im 100 % satisfied with LiquidPlanner love the ease of use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

LiquidPlanner is my preferred online project management software quickly set up projects run analytics and provide real time updates to customers.

Cons:

There are very few issues I have but I’m not a fan of the limited ability to provide a quick giant chart back to my customers.

Reasons for choosing Portfolio Manager

LiquidPlanner is a true project management software

Daniel B.

Verified reviewer

Mechanical or Industrial Engineering

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed October 2020

Liquid Planner stands apart

I have used LiquidPlanner for managing R&D labs, New Product Development programs, and smaller project management efforts. It is easy to train others on and is great for tracking project progress and actual effort.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Liquid Planner provides a real-to-life approach to project management. I love the way that they use a 3-point estimate for likely remaining effort for each task. This rolls up into a very useful, and dynamic estimate of project completion.

Cons:

Though there are work-arounds, it is sometimes frustrating that task dependencies are tedious to enter.

Reasons for switching to Portfolio Manager

Easier to use and projects stay current without much effort compared to MS Project.

William C.

Verified reviewer

Internet

2-10 employees

Used other for more than 2 years

Review source

Reviewed December 2019

Cumbersome & More Expensive Than Most

- Like the Flexibility - Swifted Away from LiquidPlanner to a More Time-Efficent Application, But Gave Up Several Advance Features in the Trade-Off - Too Expensive for Multiple Users on the Same Team - Adoption Process for New Team Members Extremely Time Consuming

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Customizable (To a Degree) - Reporting Capabilities - Excellent Interface with Our Client Invoicing Application

Cons:

- Extremely Time Consuming to Set Up & Deploy - Frequent Software Changes Requires Extra Time to Maintain & Reconfigure - Expensive Relative to Similar Application Alternatives

Reasons for choosing Portfolio Manager

Eventurally Returned to Teamwork, but Maintained a Single LiquidPlanner Account to Access Historical Archive Data

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