Portfolio Manager

4.3 (676)
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Software for automatically managing and scheduling projects

About Portfolio Manager

Portfolio Manager is a comprehensive project management platform designed to automatically schedule tasks across teams, adapt to changes in real-time, and prevent missed deadlines. It utilizes a dynamic and predictive scheduling engine that incorporates sophisticated Monte Carlo simulations to forecast start and finish dates, without the need for manual date entry.

The platform is specifically built 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. Portfolio Manager also provides real-time visibility on all projects and offers collaboration tools such as task assignments, file sharing, and real-time comments, significantly reducing the reliance on emails and enhancing communication and transparency across the organization.

Unlike traditional tools that rely on static planning, Portfolio Manager's dynamic scheduling engine and predictive capabilities provide more accurate forecasts and adapt in real-time to changes in scope, schedule, and cost. This reduces uncertainty and increases project success rates. The platform also features automatic resource leveling to prevent team overload and burnout, as well as integrations with Slack and Jira for comprehensive project management.


Key benefits of Portfolio Manager

  • Predictive scheduling provides realistic finish dates for projects through sophisticated simulations.
  • Balances workload by managing and organizing complex, concurrent projects with dependencies.
  • Enables strategic prioritization through real-time scenario modeling that updates plans with changes.
  • Creates a communication-centric culture with visibility, task assignments, file sharing and comments.
  • Breaks through siloed teams with support for complex processes and dependencies.
  • More than basic task management, automates scheduling and data entry.
  • Informed status through dynamic visualizations of project and team performance.
  • Transform projects from uncertain to unstoppable with workload predictions and prioritization.
  • Risk prevention by spotting overload and bottlenecks early to eliminate them.

  • Images

    Portfolio Manager Software - Portfolio Manager scheduled activities
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    Portfolio Manager Software - Portfolio Manager main dashboard

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    Reviews

    Overall rating

    4.3 /5
    (676)
    Value for Money
    4.0/5
    Features
    4.1/5
    Ease of Use
    4.0/5
    Customer Support
    4.4/5

    Already have Portfolio Manager?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 676
    Jose
    Jose
    Overall rating
    • Industry: Chemicals
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great project management tool, flexible and efficient to organize your workflow.

    Reviewed on 22/5/2023

    We utilize Liquidplanner to oversee different extend demands over the company, this device permits...

    We utilize Liquidplanner to oversee different extend demands over the company, this device permits us to remain in touch with the venture ask, track which bunches are searching for work, and give reports. I'm binding together detailing and streamlining errand administration for a number of ventures and endeavors, Liquidplanner moreover makes a difference us superior oversee and apportion company assets. LiquidPlanner gives everybody in our office a centralized store to see what employments are within the line, what's coming up and what everybody is working on, it's important especially when somebody is out of town or debilitated and somebody else has to get things done. one or two assignments.

    Pros

    LiquidPlanner client interface permits for a awesome bargain of customization, making it simple to collaborate with various inner groups and share data between divisions, we will track different ventures with LiquidPlanner insights. Ready to see the asked ventures, relegate them to the proper individual and meet the due date to guarantee all errands are done, I adore that LiquidPlanner is so adaptable in its applications, we will share records, communicate with clients and keep track of employments open and closed.

    Cons

    I wish the involvement for clients (entry visitors, in specialized phrasing) would be more in tune with that of directors so that we seem more effortlessly taught clients in route, and so they have more adaptability in route. Not continuously client inviting and can be troublesome for amateur clients to handle the strategy, there's no settled list alternative on the input frame, fair a dropdown. A few highlights proposed by clients and on back gatherings never show up on the item guide or take a long time to execute.

    Ben
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 501–1,000 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Loaded with features and very intuitive

    Reviewed on 12/12/2019

    We are able to track all pieces of a project and report on status very easily.

    We are able to track all pieces of a project and report on status very easily.

    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.

    Alternatives Considered

    Zoho CRM and Wrike

    Reasons for Switching to Portfolio Manager

    Great customer support and constantly adding new features to make the software more flexible and easy to use.
    Myriam
    Myriam
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 1,001–5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    LiquidPlanner

    Reviewed on 27/8/2018

    Liquid Planner is a great tool to manage small demand/task on a daily basis, but it's difficult to...

    Liquid Planner is a great tool to manage small demand/task on a daily basis, but it's difficult to follow big project within the same workspace.

    Pros

    Dynamic tool and Manages overall priorities

    Cons

    - When there is a change in a project, everything else changes without notice. I don't know that the dates on my project were moved, why and by whom.
    - Multiple Assignment: I would like to have the possibility to decide if the remaining time is cumulative or specific to each one. In other words, if total = 20 hours, 4 assignee's, I would like to have the availability to identify if the Remaining time is per person or will be redistributed to the 4 assignee's.
    - Filter by tags is using only "OR" logic... It would be useful to be able to filter also by "AND".
    - Limit of 100 lines in Dashboard
    - When I create a Favorite View, it would be useful to have the possibility to share it with another person.
    -"+" sign should show only when there is something inside the project / Sub Project / Package.

    Alex
    Overall rating
    • Industry: Construction
    • Company size: 201–500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    RMM & PPM Program of All Times

    Reviewed on 1/5/2024

    Pros

    LiquidPlanner automates workflow which saves time on project portfolio & remote monitoring and management processes.

    Cons

    LiquidPlanner is pricey and lack robust features such as file sharing and web design but it integrates with external apps.

    Ibrahim
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 201–500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    LiquidPlanner: Asana Alternative of 2024

    Reviewed on 24/8/2024

    Pros

    LiquidPlanner streamlines project and task management procedures by automating workflow in real-time.

    Cons

    Unfortunately, LiquidPlanner has steep learning curve and it lacks offline access.

    Showing 5 reviews of 676 Read all reviews

    Portfolio Manager FAQs

    Below are some frequently asked questions for Portfolio Manager.

    Portfolio Manager offers the following pricing plans:

    • Starting from: US$15.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    ESSENTIALS: $15 user/month (billed annually) PROFESSIONAL: $25 user/month (billed annually) ULTIMATE: $35* user/month (billed annually) *call for volume pricing

    Portfolio Manager has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Portfolio Manager supports the following languages:

    English

    Portfolio Manager supports the following devices:

    Portfolio Manager integrates with the following applications:

    Jira, Slack

    Portfolio Manager offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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