Portfolio Manager reviews

Happy Customer

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

Its built for enterprise integration, so in our industry the lack of integration into our CRM systems was limited.

Liquid planner bridges the gap between manufacturing and construction.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Project Management and Not Much Else

Opmerkingen: I do like the tool. It's fairly simple to learn. Menu structure and feature overload are intimidating at first, but you get over that (to an extent). iOS app is important to my team - quick reference to projects running is very good to have and many other products like LP don't have a mobile app at all. Overall, it's just not for me and my team. If there are better connections with development tools (Jira, BitBucket, Slack etc.) in the future, we may reconsider.

Pluspunten:

It's easy to set up hierarchy and control a project using LiquidPlanner. Feature set is very good and there are few gaps. For project planners, it's a great tool because it allows you to assign tasks, add time, and see a Gantt chart in a few clicks.

Minpunten:

It's not for me. I'm in Product Management and my team was looking for a tool that will integrate with (or be less friction) with our current development tools. We currently use Atlassian (Jira, BitBucket) products for development and Google Sheets for our sprint management. The cons of LiquidPlanner is that it's a PROJECT tool, not a Product tool. I know LP probably doesn't plan on filling that need for a Product tool but there is a gap in that market and providing integrations with products like Atlassian could allow for LP to expand into a completely new market. All the features are there, just need to engineer some more automated and simplified ways of managing products, rather than large scale projects with LP.

Sophisticated Tool for PPM: LiquidPlanner

Pluspunten:

LiquidPlanner allocates a wide range of features in one single integrated repository such as TM, PM and RMM.

Minpunten:

I slightly dislike that LiquidPlanner lack offline access unlike alternatives such as Daptiv.

LiquidPlanner Project Management that Works!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

An In-Depth Review of LiquidPlanner

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Flexible and User Friendly

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

It can become difficult to manage a work space with many projects (50+). Details can get lost and it can be overwhelming to users.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

LiquidPlanner

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

Pluspunten:

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

Minpunten:

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.

Liquid Planner stands apart

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

LiquidPlanner Review

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Very Helpful Product

Opmerkingen: LiquidPlanner has been very helpful for me to understand everything that my team is working on, help me prioritize their work so it is clear, and also understand when projects will be completed.

Pluspunten:

I like 2 things most about this software: 1. The top-down scheduling engine2. The ability to use a "package" to pull tasks from different projects and prioritize them amongst themselves for any given week. This helps our resources who work on multiple small projects understand the priority of the tasks against everything they are working on.

Minpunten:

Understanding what pushes a resource load color coding to red. Sometimes it's obvious why a resource is overloaded. Other times, not so much.

Outstanding innovation in project management, while ensuring best visual representation of updates

Opmerkingen: LiquidPlanner enabled us to create more exact project plans and executable work plans, allowing us to better track the implementation process and make changes as needed. Its collaboration features and adaptability are outstanding. The software streamlined the team's work schedules and guaranteed that everyone used it and took timely notes, which helped keep the project on track.

Pluspunten:

LiquidPlanner is easy to use and automates my routines, which saves me time. LiquidPlanner's use of Gantt charts to manage tasks and project progress provides a unique representation of the realities of a project's business, eliminating the need to manually update, recalculating deadlines and completion dates. I was also able to communicate more efficiently and effectively with my team members because I have a list of tasks to complete on a priority basis. Apart from that, it offers task management capabilities to store project documents, tables, and data in one place for all team members, making it easy to have everyone on the same page in terms of conversations and planning, and makes integrations straightforward.

Minpunten:

Positives outnumber negatives in LiquidPlanner. It is a low-cost, easy-to-use project management application. The LiquidPlanner user interface is appealing, adaptable, and easy to understand. The notification system is excellent.

LP Review

Opmerkingen: It has raised us to next level in our production and efficiencies. The ability to see exactly what is happening within projects has greatly reduced production times. The money it has saved us internally well pays for the cost of using the tool compared to others.

Pluspunten:

The automatic resource allocation, and automatic scheduling. Their customer support has been amazing from the LP team.

Minpunten:

Has been difficult for building internal dashboards to track all our revenue data. This is greatly improving and look forward to the new enhancements.

The Perfect Project Management Tool

Opmerkingen: LiquidPlanner (or LP) is our time tracking and project management solution that allows us to plan and forecast, as well as look back at tracked data to become better. Overall, we are not looking to change any time soon as this tool is so embedded in the way we run our business.

Pluspunten:

This software helps our agency thrive and manage a lot of work with ease. We have out entire in house team as well as select contractors set up in this tool for our time tracking and project management of tasks and projects. It offers tons of flexibility and allows us to follow a hybrid waterfall/agile approach to managing work. Schedules are easy to create and export on the fly, reassigning team members and forecasting are easy, etc. It's also very easy to prioritize project work and escalate accordingly and look out and plan months in advance.

Minpunten:

Might be a little outdated feeling in that there isn't a Trello-style board to drag and drop projects/tasks/people, though there is a similar functionality still built in to the tool. It's also not really designed to allow external project teams (your clients) into the system, but there are workarounds.

A versatile tool, adaptable to any project or process type.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great project management software even though it doesn't fit our needs 100% of the time.

Opmerkingen: I couldn't do my work every day without Liquid Planner. I am constantly referencing it and using it throughout the day.

Pluspunten:

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.

Minpunten:

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.

Cloud-based Project and Department Resources Management Tool of Choice

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

LiquidPlanner review

Pluspunten:

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!

Minpunten:

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!

Powerful project management tool

Pluspunten:

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.

Minpunten:

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.

Expensive, complex, and extremely powerful.

Pluspunten:

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.

Minpunten:

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).

Effective Project Management Solution that can Adapt to Your Needs

Opmerkingen: 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.

Pluspunten:

The solution is very flexible and, with internal discussion and buy-in, can effectively meet the needs of most organizations.

Minpunten:

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.

Great and superb platform for project management.

Opmerkingen: I would recommend LP to organizations which want their teams to stay on track and,also be able to manage projects and tasks.

Pluspunten:

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.

Minpunten:

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.

LiquidPlanner - excellent for repeating processes

Opmerkingen: Made repeating processes very easy to manage, and email notifications let you know when it is time to start working on an assigned task.

Pluspunten:

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.

Minpunten:

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.

Best Project Management Tool

Opmerkingen: Liquid Planner affords us to keep up with projects and assures us of ways to work on a project from beginning to end.

Pluspunten:

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.

Minpunten:

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.