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Portfolio Manager Logo

Software for automatically managing and scheduling projects

Table of Contents

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Portfolio Manager - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: January 2026

Portfolio Manager overview

What is 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.

Who uses 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 feel that Portfolio Manager offers good value for money for those needing comprehensive features, and they find the free version adequate for basic tasks. However, many users report that it is expensive, especially after recent price hikes, and they indicate the pricing structure is not ideal for small teams or organizations.

Starting price

15per user /
per month

Alternatives

with better value for money


Pros & Cons

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Prioritization

Monitoring

Versatility

Onboarding

Navigation

Affordability

Portfolio Manager’s user interface

Ease of use rating:

Portfolio Manager pros, cons and reviews insights

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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?

Reviewers indicate Portfolio Manager offers robust project and task management, dynamic scheduling, and comprehensive tracking features that help teams prioritize, forecast, and adjust workloads efficiently. They value its flexibility, customization options, and real-time collaboration, noting it streamlines complex workflows and provides useful insights for resource allocation and project progress. Many appreciate the ease of accessing the platform remotely and the visibility it gives into multiple projects.

Users report a steep learning curve and say onboarding can be challenging, especially for new users or those unfamiliar with project management tools. They find the interface sometimes unintuitive and mention that navigating advanced features requires training. Some feel the price is high and note limitations in integrations and offline access.

Select to learn more


Who uses Portfolio Manager?

Based on 669 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Marketing and Advertising
Computer Software
Information Technology and Services
Design
Others

Use cases

Project Management
Project Planning
Workflow Management
Online Project Management
Project Tracking

Portfolio Manager's key features

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

Project planning
Budgeting/Forecasting
Project time tracking
Real-Time notifications
Communication management
Search/Filter

All Portfolio Manager features

Features rating:

Dashboard
Project planning/scheduling
Timesheet management
Time & expense tracking
Scenario planning
Due date tracking
Template management
Product roadmapping
Forecasting
Gantt/Timeline view
Task scheduling
Issue tracking
Kanban board
Modeling & simulation
Percent-Complete tracking
Status tracking
Task management
Portfolio management
Reporting/Analytics
Access controls/permissions
Workflow configuration
Activity tracking
Agile methodologies
Visualization
Resource management
Real-Time data
Calendar management
Capacity management
Real-time alerts
Resource scheduling
Project workflow
Customizable dashboard
Customizable fields
Customizable reports
Customizable templates
Task progress tracking
Prioritization
Reporting/Project tracking
Multiple projects
Progress tracking
Workflow management
Collaboration tools
Commenting/Notes
Real-Time updates
Business process automation
Third-Party integrations
"What if" scenarios
Visual analytics
Resource allocation & planning
Utilization reporting
Traditional methodologies
Risk management
Role-Based permissions
To-Do list
Testing/QA management
Single sign on
Team management
Task Planning
Activity dashboard
Alerts/Notifications
Assignment management
Audit trail
Change management
Dashboard creation
Data import/export
Data visualization
Deadline management
Drag & drop
Employee activity monitoring
File sharing
Issue management
Monitoring
Performance metrics
Planning Tools
Product lifecycle management
Progress reports
Project management
Project templates
Project tracking
Projections
Real-Time reporting
Release planning
Reminders
Remote support
Reporting & statistics

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Portfolio Manager pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essentials

15

/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

28

/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

42

/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:

Of 33 reviews that provide robust commentary on Portfolio Manager's price and value, 36% mention it in a positive light.

Some reviewers feel that LiquidPlanner offers good value for money, especially for those who need a comprehensive project management solution. They find the software powerful and worth the cost, despite it being higher than some alternatives. Some users say the free version is adequate for basic tasks, and the tool's cloud-based nature saves setup time. However, many users report that LiquidPlanner is quite expensive, particularly for small teams or businesses. They indicate that recent price hikes and the discontinuation of the Small Team option have made it less appealing. Some reviewers also find the pricing structure not well-suited for smaller organizations.

, and

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

“It is a bit pricy compared to some of the other options, but the value is there if you are using it regularly.”
BB

Ben B.

Sr Operations Manager

“The money it has saved us internally well pays for the cost of using the tool compared to others.”
MZ

Mike Z.

VP Learning Development

“Finally, with the latest price hikes it doesn't feel "good value" and I'm now faced with justifying the expense when before it was self explanatory. ”
CS

Chris S.

COO

Portfolio Manager integrations (20)

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 logo
Slack

Integration rating: 4.4 (8)

Definitely slack and LIQUIDPLANNER improves its collaboration primarily for communication reference tool. Also, the centralization of workflow increased its productivity when this 2 product integrates.

The slack integration is important to be notified of changes to projects and tasks, without cluttering up our email with notifications.

Verified reviewer profile picture

Juan D.

Manpower affairs Support team

1/2
Jira logo
Jira

Integration rating: 5.0 (2)

Portfolio Manager customer support

What do users say about Portfolio Manager customer support?

Customer support rating:

We analyzed 39 verified user reviews to identify positive and negative aspects of Portfolio Manager customer support.

Widely noted by reviewers, customer support is fast, responsive, and provides thorough assistance when issues arise.

A significant portion of users highlight knowledgeable, courteous staff and helpful onboarding and training resources.

Certain users mention slow response times or unhelpful interactions, suggesting inconsistency in support quality.

Support options

Knowledge base
Chat
Faqs/forum
Email/help desk
Phone support

Training options

Live online
Videos
Documentation
Webinars
In person

To see what individual users say about Portfolio Manager's customer support, check out the review snippets below.

“The online support is such that I can direct new users to it for needed training, and the response we've gotten for any support calls or tickets we've submitted has been very fast and helpful.”

BH

Bill H.

“The customer service is perfect, every time I asked for help it was there immediately with a very good system in order to see exactly your problem.”

ST

Spyros T.

Architect

“Additionally, the customer support could be improved, as sometimes it can take a while for them to respond to inquiries.”

OS

Oluwadamilola S.

Operations Manager

Portfolio Manager FAQs

Q. What type of pricing plans does Portfolio Manager offer?

Portfolio Manager has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. What are the benefits of using Portfolio Manager?

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


Q. Who are the typical users of Portfolio Manager?

Portfolio Manager has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does Portfolio Manager support?

Portfolio Manager supports the following languages:
English


Q. Does Portfolio Manager offer an API?

Yes, Portfolio Manager has an API available for use.


Q. What other apps does Portfolio Manager integrate with?

Portfolio Manager integrates with the following applications:
Jira, Slack


Q. What level of support does Portfolio Manager offer?

Portfolio Manager offers the following support options:
Knowledge Base, Chat, FAQs/Forum, Email/Help Desk, Phone Support

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