Portfolio Manager (LiquidPlanner) Pricing
Essentials
Affordable Capacity for medium-sized portfolios and teams.
user / month
with annual billing
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
Professional
More features for powerful planning.
user / month
with annual billing
Custom Data Fields
Custom Filtering
Customizable Cost Codes
Rate Sheets
Timesheet Review, Locking & Export
Ultimate
Ultimate features, service, API and enterprise pricing.
user / month
with annual billing
Enterprise Pricing & Support
Multiple Workspaces
Member & Resource Groups
Group Workload Views
Group Board Views
Access Roles
Project Access Controls
SSO
Open API
Portfolio Manager (LiquidPlanner) Features
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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. |
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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. |
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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. |
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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 |
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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. |
Feature | Description | Essentials | Professional | Ultimate |
---|---|---|---|---|
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. | 1 | 1 | 1 |
Maximum Users | The maximum number of users than can be invited to collaborate. | Unlimited | Unlimited | Unlimited |
Maximum Tasks | The maximum number of tasks that can be created and managed by plan. | 5000 | 50000 | Unlimited |
Maximum Projects | The maximum number of projects that can be created and managed by plan. | 50 | 500 | Unlimited |