--- title: "Portfolio Manager Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Portfolio Manager. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Portfolio Manager is a good fit for you!" source_url: "https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Project Management Software](https://www.softwareadvice.com/project-management/) / [Portfolio Manager](https://www.softwareadvice.com/project-management/liquidplanner-profile/) / Portfolio Manager Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/project-management/liquidplanner-profile/) Reviews [Alternatives](https://www.softwareadvice.com/project-management/liquidplanner-profile/alternatives/) # Portfolio Manager User Reviews ## Reviews summary - Overall rating: 4.3/5 - Total reviews: 670 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 4.4/5 - Value for money: 4.0/5 - Functionality: 4.1/5 ### Rating distribution - 5 stars: 304 reviews (45%) - 4 stars: 290 reviews (43%) - 3 stars: 64 reviews (10%) - 2 stars: 7 reviews (1%) - 1 star: 5 reviews (1%) ### Most mentioned pros - It simplifies tracking and managing investments, helps make informed financial decisions, and provides a clear overview of performance, even though it can be a bit complex for newcomers and occasionally limited in real-time features. - 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. - LiquidPlanner allows me to automate project and task management processes which saves time leading to high productivity. ### Most mentioned cons - I do not like that LiquidPlanner lack some capabilities such as instant messaging and internal communications. - LiquidPlanner is pricey and lack robust features such as file sharing and web design but it integrates with external apps. - Unfortunately, LiquidPlanner does not have advanced features unlike other alternatives. ## Portfolio Manager customer reviews Showing reviews 1-25 of 670 (page 1). ### Portfolio Manager is great! - Overall rating: 5/5 - Reviewer: Mikaela S. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Portfolio Manager is a super handy platform to have. I love using this platform and would recommend to others! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### An In-Depth Review of LiquidPlanner - Overall rating: 5/5 - Reviewer: Oluwadamilola S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### LiquidPlanner - The Best Option for Managing Projects - Overall rating: 5/5 - Reviewer: Heather O. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This review was submitted organically. No incentive was offered I think it is a fabulous product and I am happy we chose it for our business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Flexible and User Friendly - Overall rating: 5/5 - Reviewer: Julian Q. - Verified reviewer: Yes - Industry: Automotive - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great platform, but you need to use it a lot to understand it - Overall rating: 4/5 - Reviewer: Jonathan B. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: November 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Functionality: 5/5 #### 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. --- ### LiquidPlanner - Overall rating: 5/5 - Reviewer: Daniel L. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Im 100 % satisfied with LiquidPlanner love the ease of use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Liquid Planner stands apart - Overall rating: 5/5 - Reviewer: Daniel B. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Cumbersome & More Expensive Than Most - Overall rating: 3/5 - Reviewer: William C. - Verified reviewer: Yes - Industry: Internet - Company size: 2-10 employees - Product usage: Used other for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. - 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: 2/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 3/5 #### 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 --- ### Loaded with features and very intuitive - Overall rating: 5/5 - Reviewer: Ben B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are able to track all pieces of a project and report on status very easily. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing Portfolio Manager Great customer support and constantly adding new features to make the software more flexible and easy to use. --- ### LIquidplanner task manager of online cooperations - Overall rating: 5/5 - Reviewer: Tichaona Redemptor R. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used weekly for free trial - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered Very educational in every way i did not think possible #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### My Expertise with LiquidPlanner - Overall rating: 4/5 - Reviewer: Adewale O. - Verified reviewer: Yes - Industry: Internet - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### L.Gakii LiquidPlanner Review - Overall rating: 4/5 - Reviewer: Linet G. - Verified reviewer: Yes - Industry: Automotive - Company size: 201-500 employees - Product usage: Used weekly for less than 2 years - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is straightforward to plan and predict uncertainties with LiquidPlanner. This is the main reason why I like LiquidPlanner since it is the only PPM tool with such capabilities. #### Cons Ultimate plan is way too expensive compared to alternative platforms. --- ### Not flexible enough to be an all-in-one project and task management software - Overall rating: 4/5 - Reviewer: katherine k. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: June 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### 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. #### Reasons for choosing Portfolio Manager We went with the recommendation of a team member and did not look at any other options. #### Reasons for switching to Portfolio Manager Trac was inadequate and did not have any functionality to see and manage tasks and project. #### Vendor response 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 Replied June 2022 --- ### Powerful Project Management Software - Overall rating: 5/5 - Reviewer: Rebecca S. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. #### Reasons for choosing Portfolio Manager We did not consider any other products. --- ### Evolving Exceptional Online Project Tracking - Overall rating: 5/5 - Reviewer: Ronald O. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Prioritizing task in order of their urgency. Tasks editing and updating. Collaboration of tasks and project. Cloud invoicing and billing. Time ,expense (budgeting) and activity tracking. Impressive architecture and web-user-interface as well as GUI design. #### Cons Considering its Incredibility, nothing to regret. --- ### LiquidPlanner Review - Overall rating: 5/5 - Reviewer: Marek T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Prioritized Management Strategies - Overall rating: 4/5 - Reviewer: Calvin J. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2023 - Review source details: This review was submitted organically. No incentive was offered Right scheduling and perfect planning #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### A versatile tool, adaptable to any project or process type. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Food Production - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### The best project management tool for teams - Overall rating: 5/5 - Reviewer: Riel M. - Product usage: Used unspecified for unspecified - Reviewed: March 2010 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### 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. --- ### LiquidPlanner review - Overall rating: 4/5 - Reviewer: Dave H. - Verified reviewer: Yes - Industry: Higher Education - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are using LiquidPlanner to capture, track, and manage our department's projects and tasks. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros LiquidPlanner allows our teams to track thousands of tasks across hundreds of projects. Features critical to us include the ability to effectively view hundreds of projects, define sub-folders (ie. summary tasks) more than one level deep, and define filter views (to limit on screen content) are critical features. #### Cons No ability to create private projects and tasks. No ability to create more than one workspace. No ability to assign or limit personnel access per project (only per your single workspace). The very limited functionality of the mobile application make it effectively useless. #### Reasons for choosing Portfolio Manager At the time no other solution we tested provided the critical features we required. Other solutions are now beginning to offer competitive solutions that provide these features as well as those desired features that LiquidPlanner doesn't. We have enjoyed using LiquidPlanner over the years and would prefer the solution be updated with these features rather than having to go elsewhere. #### Reasons for switching to Portfolio Manager LiquidPlanner allows us more effectively manage hundreds of projects. The filtering capability is critical. --- ### Great but room to improve - Overall rating: 5/5 - Reviewer: Kerry H. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Really powerful for project managers, less good for other users - Overall rating: 4/5 - Reviewer: Avery O. - Industry: Computer Games - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### LiquidPlanner Makes Planning Easy - Overall rating: 4/5 - Reviewer: Matthew B. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Functionality: 4/5 #### 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. --- ### LiquidPlanner - built for people who are not PMs - Overall rating: 4/5 - Reviewer: George H. - Verified reviewer: Yes - Industry: Higher Education - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Reasons for choosing Portfolio Manager Friendly workflow, easy to use, pricing. --- ### Awesome project management tool with time tracking and more - Overall rating: 5/5 - Reviewer: Antoine L. - Industry: Internet - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2017 - Review source details: This review was submitted organically. No incentive was offered Full PM tool, time tracking, billing. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We've been using Liquid Planner for the last 5 years now and I can say that we are now managing 100% of our projects with it. Building a platform like Potion is a lot of work in product design, marketing, development and customer support but Liquid Planner has been a huge help when it comes to managing our projects. Whether it's dealing with our internal or customer projects, Liquid Planner (my guys call it LP) has been a huge help. We're using only part of the tools provided by LP, such as packages, tasks, attributions, deadlines, time tracking, resource planning and scheduling, but it's already bringing a huge providing us with both flexibility and structure. The help resources are really thorough also and help us get the information we need to use it in an even better way. Finally, and I think it's certainly one of the biggest strength of Liquid Planner, its support team is tremendous. All of our requests are always answered with concise and clear replies that push us forward. #### Cons As any PM tool, there is a learning curve and you need to get the team using it in the good way. Thankfully, the help resources are great. ## More reviews [Next reviews](https://www.softwareadvice.com/project-management/liquidplanner-profile/reviews/?page=2) --- Portfolio Manager Reviews, Pros and Cons - 2026 Software Advice