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Portfolio Manager (LiquidPlanner) Product Pricing

Portfolio Manager (LiquidPlanner) Pricing

Essentials

Affordable Capacity for medium-sized portfolios and teams.

$15

user / month

with annual billing

This plan includes:

  • Predictive Scheduling Engine

  • Scenario Modeling

  • Multi-Project Resource Planning

  • Interactive Project & Portfolio Views

  • Integrated Time Tracking

  • Automatic Resource Leveling

  • Availability Management

  • Project Templates & Archives

  • Customizable Reports & Dashboards

  • Dashboard Guest Access

  • Intake Forms & Task Import Templates

  • Slack Integration

  • Jira Integration

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Recommended Option

Professional

More features for powerful planning.

$28

user / month

with annual billing

Everything in Essentials, plus

  • Custom Data Fields

  • Custom Filtering

  • Customizable Cost Codes

  • Rate Sheets

  • Timesheet Review, Locking & Export

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Ultimate

Ultimate features, service, API and enterprise pricing.

$42

user / month

with annual billing

Everything in Professional, plus

  • Enterprise Pricing & Support

  • Multiple Workspaces

  • Member & Resource Groups

  • Group Workload Views

  • Group Board Views

  • Access Roles

  • Project Access Controls

  • SSO

  • Open API

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Portfolio Manager (LiquidPlanner) Features

planning intelligence
FeatureDescriptionEssentialsProfessionalUltimate
Predictive Scheduling
Forecast when work will be done with a scheduling engine that dynamically adapts to change.
Scenario Modeling
Forecast multiple project outcomes and deadlines, to make informed decisions for project success.
Automatic Resource Leveling
Eliminate overload & improve utilization with automatic resource-leveling across projects, ensuring resources are not utilized beyond 100%.
Priority-based Planning
Align everyone around what matters most with priority-based planning and manage concurrent projects.
Ranged Estimation
Capture uncertainty in your schedule through best case – worst case estimation.
Integrated Time Tracking
Logging progress instantly updates the schedule so you can see where time goes.
Smart Schedule Bars
See the range of finish dates from the most likely date to the latest finish calculated from best case - worst case estimates.
Built-in Learning Academy
Experience integrated courses and lessons to achieve maximum potential in Portfolio Manager.
portfolio & project management
FeatureDescriptionEssentialsProfessionalUltimate
Real Time Alerts & Insights
Schedule risk in is shown in real-time with actionable information to help you resolve scope and resourcing issues.
Schedule Insights
Leverage data-driven insights to improve project performance.
Change Tracking
Rich change tracking and "Undelete" make it easy for teams to work together.
Target Start & Target Finish Deadlines
Use target dates to guide predictive scheduling and see if you can meet your deadlines.
File uploads
Store your documents alongside project work in a central location. Upload files to plan items, access them easily on Edit Panel & Search view
Discussions
Provide status updates, share important details, and use @ mentions so everyone on the project team stays connected.
Dependencies
Sequence work with Finish-to-start dependencies on plan items and work breakdown structure.
Task Import Template & Intake Forms
Use a pre-defined import template to create the work breakdown structure. Set up forms to ensure uniform set up.
Slack Integration
Stay informed of assignments and changes to your existing work with our built-in Slack Integration.
Single Sign-On
Portfolio Manager provides a centrally managed Single Sign-On (SSO) configuration that integrates Portfolio Manager with your corporate SSO solution.
workload management
FeatureDescriptionEssentialsProfessionalUltimate
Project & Portfolio Workload Views
See and manage how work is distributed across individual projects and the entire portfolio
Team Member Workload Views
See and manage workload for people and resources across projects and teams
Availability Management
Account for company holidays, vacations and individual availability within the schedule for accurate planning
Jira Integration
Import your Jira epics and items into Portfolio Manager.
Group Workload Views
See and manage workload for groups across projects.
Access Roles
Determine what users can see and do with unique access roles.
Project Access Controls
Set private or shared access for specific projects and packages of work.
Member Groups
Members can belong to multiple Groups to model teams or departments and to set Access Controls.
time management
FeatureDescriptionEssentialsProfessionalUltimate
Personal Workload Views & Timesheet
Team members get a personalized Workload, Board, and Timesheet View to keep them focused on the right work.
Timesheet Review, Locking & Export
Manage timesheets across projects and teams. Export for analysis or upload to other systems.
Rate Sheets
Apply Billing and Pay Rates to projects for project accounting and financial reporting
Custom Cost Codes
Associate Cost Codes with assignments and tracking to categorize how time is spent and define rates
reports & data customization
FeatureDescriptionEssentialsProfessionalUltimate
Custom Task Status
Customize Task Statuses to model workflows & guide scheduling with settings for Active, On-Hold & Done.
Dashboards with Guest Access
Share progress with team members and stakeholders through customized dynamic widgets
Downloadable Reports
View in app or export to other systems
Custom Data Fields
Enriched categorization & analysis through custom properties associated with resources and work
Open API
Integrate work metrics and custom data into your digital ecosystem.
limits
FeatureDescriptionEssentialsProfessionalUltimate
Unlimited Placeholders
Have unlimited placeholders to assign work to that does not need to be scheduled or tracked.
Modeling Resources
2 resources are included with every license purchased. Plan, schedule and track work for non-users or machines.
Unlimited Workspaces
Plan work for different departments, subsidiary companies or projects you'd like in separate instances.
Minimum Users
You can purchase any paid plan with 1 or more user licenses.
111
Maximum Users
The maximum number of users than can be invited to collaborate.
UnlimitedUnlimitedUnlimited
Maximum Tasks
The maximum number of tasks that can be created and managed by plan.
500050000Unlimited
Maximum Projects
The maximum number of projects that can be created and managed by plan.
50500Unlimited

Frequently Asked Questions

Couldn't find what you need?Go to ourHelp Center

Portfolio Manager is a comprehensive project management platform designed to automatically schedule tasks across your team, adapt to changes in real-time, and prevent missed deadlines. It uses predictive scheduling to provide accurate project timelines and optimize resource allocation, ensuring teams can rapidly adapt to any changes.

New users have access to a range of support options, including detailed guides, video tutorials, and customer support teams. For organizations requiring additional help, expert consultation services are available to ensure a smooth transition and optimal use of the platform. You can also email us at support@liquidplanner.com

You can begin by clicking "Start a Free Trial" on the website. For more personalized assistance or if you have specific questions, the "Talk to an Expert" button is available to connect you with our team.

Yes, Portfolio Manager is ideal for large organizations managing multiple projects and large teams. Its ability to automate scheduling, balance workloads, and prioritize tasks strategically makes it a powerful tool for large-scale project management.

Unlike traditional tools that rely on static planning and manual date entry, Portfolio Manager's dynamic scheduling engine and predictive capabilities provide more accurate forecasts and adapt in real-time to changes. This reduces uncertainty and increases project success rates.

It offers collaboration tools like task assignments, file sharing, and real-time comments, significantly reducing the reliance on emails. With native integration with Slack, it streamlines communication across teams and the entire organization, enhancing clarity and accountability.

Absolutely. Portfolio Manager is built to adapt to changes in scope, schedule, and cost, providing updated forecasts in real time. Whether it's project scope changes, unexpected team disruptions, or shifts in priority, the platform adjusts project plans and constraints to keep things on track.

The platform shows real-time team bandwidth and capacity, allowing for automatic resource leveling. It aligns team demand with capacity and adjusts schedules as necessary to prevent overload and burnout, promoting a balanced workload.

Yes, Portfolio Manager is specifically designed to manage and organize concurrent complex projects with ease. Its project prioritization feature aligns global priorities across teams, ensuring everyone works on the right tasks at the right time. This helps in preventing conflicting priorities and wasted resources.

Portfolio Manager utilizes a dynamic and predictive scheduling engine, incorporating sophisticated Monte Carlo simulations. This approach factors in project priorities, team capacities, and ranged estimates to forecast start and finish dates with a 90% confidence level, without the need for manual date entry.

Connect with the software you use every day

Tempo integrates with tools your organization already uses, right out of the box.

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What our customers think about us

Marielle Henon

Jira User

"The app works like a charm and the setup is fast and simple."