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Portfolio Manager

Software for automatically managing and scheduling projects

Table of Contents

Is this product right for your business?

Find out with a

Portfolio Manager - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Portfolio Manager overview

Based on 669 verified user reviews

What is Portfolio Manager?

Reviews for Portfolio Manager come from a wide variety of industries, including marketing and advertising (14% of reviewers), computer software (10%), and information technology and services (9%). The most frequent use case for Portfolio Manager cited by reviewers is project management (77% of reviewers).

What do users say about Portfolio Manager pricing?

Some reviewers find Portfolio Manager expensive, especially for small teams or nonprofits, and they cite minimum seat requirements and lack of flexible pricing as drawbacks. However, some reviewers feel it delivers strong value with regular use and efficiency gains.

Starting price

15per user /
per month

Alternatives

with better value for money

Pros & Cons

Project Tracking

Project and Task Management

Project Management

Mobile Access

Limited access and integration controls

High and inflexible pricing

Portfolio Manager’s user interface

Ease of use rating:

4.3

(669)

Portfolio Manager pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(12)

3-4(353)

5(304)

What do users say about Portfolio Manager?

Select to learn more

Who uses Portfolio Manager?

Based on 669 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Information Technology and Services

Marketing and Advertising

Consumer Goods

Graphic Design

Others

Use cases

Strategic Planning

Project Planning

Project Management

Remote Work

Workflow Management

Portfolio Manager's key features

Most critical features, based on insights from Portfolio Manager users:

Kanban board

5.0

(5)

Gantt/Timeline view

4.0

(2)

Resource management

5.0

(1)

Time & expense tracking

4.3

(9)

Prioritization

4.4

(20)

Multiple projects

4.7

(15)

Issue management

3.5

(2)

All Portfolio Manager features

Features rating:

4.1

(669)

Access controls/permissions

4.9

(7)

Activity dashboard

(0)

Activity tracking

4.0

(5)

Agile methodologies

5.0

(1)

Alerts/Notifications

(0)

Assignment management

5.0

(1)

Audit trail

(0)

Budgeting/Forecasting

4.6

(8)

Business process automation

3.0

(3)

Calendar management

4.6

(5)

Capacity management

4.6

(5)

Change management

(0)

Collaboration tools

4.6

(21)

Commenting/Notes

4.7

(6)

Communication management

4.8

(5)

Customizable dashboard

3.7

(3)

Customizable fields

4.9

(9)

Customizable reports

5.0

(2)

Customizable templates

5.0

(1)

Dashboard

5.0

(5)

Dashboard creation

(0)

Data import/export

(0)

Data visualization

(0)

Deadline management

5.0

(1)

Drag & drop

(0)

Due date tracking

4.8

(10)

Employee activity monitoring

(0)

File sharing

(0)

Forecasting

4.3

(3)

Gantt/Timeline view

4.0

(2)

Issue management

3.5

(2)

Issue tracking

4.5

(2)

Kanban board

5.0

(5)

Modeling & simulation

5.0

(1)

Monitoring

(0)

Multiple projects

4.7

(15)

Percent-Complete tracking

5.0

(1)

Performance metrics

(0)

Planning Tools

(0)

Portfolio management

4.9

(9)

Prioritization

4.4

(20)

Product lifecycle management

(0)

Product roadmapping

5.0

(3)

Progress reports

(0)

Progress tracking

4.6

(14)

Projections

(0)

Project management

(0)

Project planning

4.6

(14)

Project planning/scheduling

4.7

(25)

Project templates

(0)

Project time tracking

4.8

(6)

Project tracking

(0)

Project workflow

5.0

(3)

Real-time alerts

5.0

(1)

Real-Time data

4.9

(7)

Real-Time notifications

5.0

(6)

Real-Time reporting

(0)

Real-Time updates

3.0

(3)

Release planning

(0)

Reminders

(0)

Remote support

(0)

Reporting/Analytics

(0)

Reporting/Project tracking

4.1

(18)

Reporting & statistics

(0)

Resource allocation & planning

(0)

Resource management

5.0

(1)

Resource scheduling

4.8

(9)

Risk management

(0)

Role-Based permissions

(0)

Scenario planning

5.0

(5)

Search/Filter

5.0

(5)

Single sign on

(0)

Status tracking

4.0

(1)

Task management

4.5

(37)

Task Planning

(0)

Task progress tracking

4.4

(18)

Task scheduling

4.5

(18)

Team management

(0)

Template management

5.0

(3)

Testing/QA management

(0)

Third-Party integrations

5.0

(4)

Time & expense tracking

4.3

(9)

Timesheet management

4.5

(2)

To-Do list

(0)

Traditional methodologies

(0)

Utilization reporting

(0)

Visual analytics

(0)

Visualization

5.0

(2)

"What if" scenarios

(0)

Workflow configuration

4.1

(7)

Workflow management

4.0

(10)

Portfolio Manager alternatives

Portfolio Manager

4.3

(669)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.1

Value for Money

4.0

Customer Support

4.4

Clockify

4.8

(9.2K)

learn more

Starting from

4.99

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.6

Value for Money

4.7

Customer Support

4.6

Jira

4.4

(15.3K)

visit website

Starting from

7.91

/user

Per month

Free trial

Free version

Ease of Use

4.1

Features

4.4

Value for Money

4.3

Customer Support

4.2

Asana

4.5

(13.5K)

visit website

Starting from

10.99

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.4

Customer Support

4.3

Portfolio Manager pricing

Value for money rating:

4.0

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Essentials

/user

Per month

Features included:

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
Grid Views
Integrated Time Tracking
Modeling Resources
Portfolio Views
Portfolio-Wide Search
Predictive Scheduling
Priority-Based Planning
Project and Member Workload Views
Project Dashboards
Project Views
Ranged Estimation
Schedule Insights
Slack Integration
Smart Schedule Bars
Smart Widgets for Dashboards
Target Start & Finish (Deadlines)
Task Export and Import
Task Management
Unlimited Placeholders

Professional

/user

Per month

Features included:

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
Grid Views
Integrated Time Tracking
Modeling Resources
Personal Work Views
Portfolio Views
Portfolio-Wide Search
Predictive Scheduling
Priority-Based Planning
Project and Member Workload Views
Project Dashboards
Project Views
Ranged Estimation
Rate Sheets
Schedule Insights
Slack Integration
Smart Schedule Bars
Smart Widgets for Dashboards
Target Start & Finish (Deadlines)
Task Export and Import
Task Management
Unlimited Placeholders

Ultimate

/user

Per month

Features included:

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
Grid Views
Integrated Time Tracking
Modeling Resources
Personal Work Views
Portfolio Views
Portfolio-Wide Search
Predictive Scheduling
Priority-Based Planning
Project and Member Workload Views
Project Dashboards
Project Views
Ranged Estimation
Rate Sheets
Schedule Insights
Slack Integration
Smart Schedule Bars
Smart Widgets for Dashboards
Target Start & Finish (Deadlines)
Task Export and Import
Task Management
Unlimited Placeholders
Unlimited Workspaces
Single Sign-On

User opinions about Portfolio Manager price and value

Value for money rating:

4.0

(669)

To see what individual users think of Portfolio Manager's price and value, check out the review snippets below.

“It makes tracking performance, balancing risk, and making informed decisions easier by presenting data in an organised and easy-to-understand way.”

Josh W.

Project Management

“LiquidPlanner streamlines project and task management procedures by automating workflow which improves productivity and in turn leads to high ROI.”

Kelvin K.

Web Developer

Portfolio Manager integrations (2)

Integrations rated by users

We looked at 669 user reviews to identify which products are mentioned as Portfolio Manager integrations and how users feel about them.

Slack

Integration rating: 4.4 (9)

“Useful to get updates”

Aryan K.

CEO

Jira

Integration rating: 5.0 (3)

Microsoft Outlook

Integration rating: 5.0 (1)

PayPal

Integration rating: 5.0 (1)

Zapier

Integration rating: 5.0 (1)

“Overall really strong, a few quirks but it keeps getting better and more useful.”

Garrett C.

Owner

Google Workspace

Integration rating: 5.0 (1)

Portfolio Manager customer support

What do users say about Portfolio Manager customer support?

Customer support rating:

4.4

We analyzed verified user reviews to identify positive and negative aspects of Portfolio Manager customer support.

Widespread user sentiment highlights fast, knowledgeable, and friendly customer support that resolves issues efficiently.

A significant portion of users appreciate the excellent onboarding, training resources, and easy access to support channels.

A minority of users report slow response times and inconsistent support quality, suggesting room for improvement.

Support options

Knowledge base

Chat

Faqs/forum

Email/help desk

Phone support

Training options

Live online

Videos

Documentation

Webinars

In person

Portfolio Manager FAQs

Q. What is Portfolio Manager used for?

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.

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