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LiquidPlanner

LiquidPlanner

Overview

What is LiquidPlanner?

LiquidPlanner is a cloud based predictive project management solution. Some key features include: Dynamic Timeline View, Workload View, and Real-Time Activity Stream.

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Recent Reviews

TrustRadius Insights

LiquidPlanner is a valuable tool for project-based businesses with multiple ongoing projects and teams working on different tasks. Users …
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LiquidPlanner

9 out of 10
February 18, 2022
Incentivized
We used LiquidPlanner for the scheduling of our different projects, as well as organizing the work load (specially through the use of …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Team Collaboration (11)
    8.9
    89%
  • Scheduling (10)
    8.8
    88%
  • Task Management (11)
    8.7
    87%
  • Email integration (14)
    7.9
    79%
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Pricing

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Free

$0

Cloud
per month per user

Essentials

$15.00

Cloud
per month per user

Professional

$25

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.liquidplanner.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

DEMO Traction Boston: LiquidPlanner on-stage presentation

YouTube

LiquidPlanner Crash Course

YouTube
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

8.1
Avg 7.5

Professional Services Automation

Features that support professional services organizations

8.3
Avg 7.4
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Product Details

What is LiquidPlanner?

LiquidPlanner is a portfolio project & resource management solution for teams that want to plan and predict. It provides a way to align people, projects and priorities to ensure the right people are working on the right things at the right time.

Predictive scheduling dynamically adapts to change and manages uncertainty, so the user knows in real-time when work will be done. It offers automatic resource leveling and priority-based planning across multiple projects and dependencies. When changes to priorities occur, drag and drop projects are used to adjust project plans automatically.

With Planning Intelligence, LiquidPlanner enables teams to deliver and optimize projects, helping teams to prioritize tasks, predict outcomes, and perform. LiquidPlanner offers a free trial.

LiquidPlanner Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Timesheet Tracking
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Project & financial reporting

Additional Features

  • Supported: Predictive Scheduling Engine
  • Supported: Forecasting & Scenario Planning
  • Supported: Uncertainty Estimation
  • Supported: Automatic Resource Leveling
  • Supported: Maintain Balanced Workloads
  • Supported: Real-Time Project Analytics & Reporting
  • Supported: Project Scheduling & Organization
  • Supported: Integrated Time Tracking & Custom Cost Codes
  • Supported: Priority-Driven Scheduling
  • Supported: Planning Intelligence

LiquidPlanner Screenshots

Screenshot of Project Dashboards allow users to build high-level views that help visualize data.Screenshot of Workload Views allow users to see an entire team's workload at once and make resource adjustments in stride.Screenshot of Time Sheets keep track of hours per task and automatically update project estimates.Screenshot of Project View allows users to view any project in detail, assign tasks, set their priority, and access schedule risk.Screenshot of My Work View is a personalized view of all work to always know what to work on next.

LiquidPlanner Videos

LiquidPlanner Integrations

LiquidPlanner Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America, South America, Europe, Oceania, Asia, Africa
Supported LanguagesEnglish

Frequently Asked Questions

LiquidPlanner is a cloud based predictive project management solution. Some key features include: Dynamic Timeline View, Workload View, and Real-Time Activity Stream.

LiquidPlanner starts at $0.

ClickUp, Microsoft Project, and Wrike are common alternatives for LiquidPlanner.

Reviewers rate Document Management highest, with a score of 9.9.

The most common users of LiquidPlanner are from Small Businesses (1-50 employees).

LiquidPlanner Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)60%
Enterprises (more than 500 employees)20%
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Comparisons

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Reviews and Ratings

(33)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

LiquidPlanner is a valuable tool for project-based businesses with multiple ongoing projects and teams working on different tasks. Users have found it essential in coordinating efforts, tracking progress, and identifying remaining tasks. The software acts as a project organizer, allowing teams such as design, development, and writing to structure and coordinate tasks effectively.

One of the key problems that LiquidPlanner addresses is the lack of a cohesive system for tracking projects and tasks together. With this software, users can monitor project goals, track progress, and improve collaboration efficiency. It proves particularly useful in managing complex projects with dependencies and changing priorities.

LiquidPlanner provides an end-to-end solution for managing individual activities, project tasks, and collaboration between teams. It facilitates project tracking, resource utilization, and real-time task tracking. Users appreciate its intuitive dashboard for collaboration and customizable reporting features. Additionally, it aids in scheduling projects, tracking time, and providing a big picture view of ongoing and upcoming work.

The software's versatility extends to various industries, including marketing plans, project assets, time budgets, employee time sheets, and even software implementation projects. It has been praised for its effectiveness in managing in-house projects and offering detailed status overviews.

Integration with popular calendars and applications like Google Drive, Dropbox, and Box is possible, enhancing workflow organization even further.

Users have acted as advocates for LiquidPlanner within their organizations to encourage more usage. Gradually being adopted by businesses, this tool has proven its worth in managing multiple projects seamlessly while addressing the need for improved time management and prioritization of tasks.

Powerful and Flexible Project Management: Many users have praised LiquidPlanner for its powerful and flexible project management capabilities. They appreciate the ability to create packages, folders, sub-packages, and tasks, which helps them keep projects organized and prevent tasks from getting out of order.

Dependent Actions: The feature of setting up dependent actions has been highly valued by users. This feature allows users to assign tasks to team members but ensures that they only see the task once the preceding task is marked as done. Users find this helpful in maintaining order and ensuring that tasks are completed in the correct sequence.

Task Assignment with Estimated Hours: Users have found great benefit in being able to assign tasks with estimated hours in LiquidPlanner. This feature helps them track how much work they have assigned to a team or individual, preventing them from overloading them with more work than they can handle in a week. It also allows users to ensure that everyone has a manageable workload.

Search Function Frustrating: Many users have expressed frustration with the search function in LiquidPlanner. They have mentioned that once an item is clicked on, it does not allow them to expand it for further details or actions.

Difficult for New Users: Numerous reviewers have found LiquidPlanner to be overwhelming and challenging, especially for new users or those who do not frequently use the software. They feel that there is a steep learning curve associated with understanding and effectively using the platform.

Glitches and Instability: Several users have reported experiencing glitches and instability while using LiquidPlanner. These technical issues have resulted in them losing unsaved work, causing inconvenience and frustration.

Users commonly recommend the following when using Liquid Planner:

  1. Assess Your Organization's Needs: It is important to assess your organization's needs when considering Liquid Planner. Users suggest testing the software and gradually adding more tasks and details to ensure it aligns with your requirements. They also recommend taking the tutorials and playing around with the software to get a better understanding of its capabilities.

  2. Change Mindset and Embrace Transparency: Users mention that using Liquid Planner requires a change in mindset, particularly in unlearning Gantt Charts and understanding the use of Schedule bars. They advise considering the assignment of tasks to individuals rather than skillsets or resource types. Despite finding the user interface intimidating, users appreciate the data provided by Liquid Planner and highlight its ability to facilitate transparency in work across teams.

  3. Consider Specific Use Cases: Users suggest that Liquid Planner is most valuable for companies with specific needs. They emphasize considering whether the software aligns with your organization's requirements before adopting it. While they acknowledge its excellence as a project management tool, they advise evaluating if it addresses your unique challenges effectively.

Overall, users find Liquid Planner to be an intuitive system for organizing projects and highly recommend its usage.

Attribute Ratings

Reviews

(1-11 of 11)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use LiquidPlanner as the project organizer where we structure each project and the specific tasks that need to be completed by the various teams. LiquidPlanner helps us to organize all of the small details and tasks that need to be taken care of in a specific order for the products we make to be completed correctly. We have a design team, development team and a writing team that all have to coordinate their efforts to create the marketing materials we produce. LiquidPlanner helps us coordinate where everyone is at with their specific tasks and allows us to see what still needs to be done. We are much more organized because we have a clear "map" of what work has happened and what work still needs to happen on a project. LiquidPlanner is something we use daily and something we need to keep our projects moving between teams.
  • LiquidPlanner lets you organize to an insane degree, you can create packages, folders, packages, sub-packages and tasks and even more things to organize projects.
  • LiquidPlanner allows you to set up dependent actions meaning a task can be assigned to someone but they won't see it until a task the needs to be done first is marked as done. This allows you to keep things in order so tasks don't get out of order of when they need to be completed.
  • LiquidPlanner lets you assign tasks with a certain amount of hours it's expected to take. This is super helpful because it helps you keep track of how much you've assigned a team or specific person so you don't assign them more than then could do in a week. We are able to track how many hours tasks take and to make sure everyone has a healthy work load.
  • One thing that can be frustrating with LiquidPlanner is the search function. The search area will populate with results, but once you click on a task, project or folder, it won't let you expand the item if there is more underneath it. This is frustrating because sometimes you want to see what is included in a project, but you have to search and then clear the search bar before it lets you look more into something.
  • LiquidPlanner is so expansive and has so much potential that is can be overwhelming to a new user or to someone who doesn't use it often. This is hard because it take a lot of training to get someone familiar with the software-- the up side it that once they are familiar with it, it is really helpful to use.
  • Sometimes the software can get glitchy and jump around or kick you out of an active task you are editing. This is frustrating if you haven't saved your work because it will lose all the work you've added. I've seen this improve over the last few years I've used the software, but it comes up every now and again.
LiquidPlanner is amazing for any time of project management scenario where you have to manage several teams and details. Running a project through LiquidPlanner is so easy because it lets you break down the project into sections and folders and small tasks that you can assign to specific people. With a small to medium size team-- LiquidPlanner is amazing for organizing and tracking details. If you have a huge team or not a ton of details to track LiquidPlanner might not be right for you because it is a software that requires some good training to learn and has tons of functions that can be utilized so it seems better suited to be used by a smaller group looking to coordinate or for people who have lots of details that can be difficult to track.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Liquid Planner to manage the in-house projects. The tool is very good for what it is designed to do. It has the greatest asset of set reporting information that allows for customization to meet our needs. It has done this job for us very well. The support provided has been timely and effective. LiquidPlanner helped with capacity planning, tracking and utilization. The dashboard was quite simple and intuitive and made our collaboration fun
  • Ease of use
  • Great Tech support
  • Dynamic scheduling of work
  • Reports can be exported in CSV format
  • Integration with Drive ,Dropbox
  • Need a training to use it effectively
  • Little expensive
  • Its helpful only for Project Management
  • Reports can't be exported in PDF
  • accessing LP on mobile is tiresome
  • Some link mostly external doesn't open
Its good for small team and where you have ample time to get started . Due to cost can't used can be used only for customersManages a huge amount of information related to projects and tasks.Offers different views and search options to get the information you're looking for.Estimation and time tracking work well and help keep everyone on the same page.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use it for project tracking in terms of understanding how resources are being utilised and what capacity is remaining to allocate. Also used to track project tasks all in one place and pipeline projects. We like how the tool is collaborative to enable staff to input information and give management a shared understanding of project progress.
  • Reporting feature with multiple views of resources.
  • Reminder function.
  • Visualisation of project data.
  • Task allocation and tracking.
  • Difficult to use on a phone.
  • Interface is busy and not easy to navigate.
  • Reporting can be difficult to hack.
The tool is well suited for various project management needs. For example, the tool enables time estimating to understand project duration which feeds into our budget plans. The tool is also well suited for following the progress of projects through Gannt chart visualisations and the creation of task dependencies. Though the tool is less useful when you have overlapping time spent on tasks.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
LP is used to manage the execution of complex marketing plans and determine available resources for requested projects. Implementation is by a core team of project managers, but all individuals working on projects managed through LP use the platform to track progress, time spent and upload collateral and email conversations. The email integration is especially nice.
  • Email integration is really nice.
  • It has nice dashboard features for quick views and an understanding of where resources are being spent.
  • Not good for both tracking human resource availability and project management simultaneously. Setting up to do one, makes it hard to do the other.
  • Feels clunky and not very user-friendly.
If you have a large project and all of the people working on it are assigned to a particular tactic from idea, to creation, to review, to execution. Putting everything in one tactic and having checklist items that everyone can see is really useful. However, once a tactic or project is marked done, it is hard to find assets and history if you want to build on that tactic for future project work. Personally, I don't like the user experience with the software. It feels clunky and not intuitive.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our entire organization uses LiquidPlanner to manage projects and tasks. Our Production department uses it primarily, while our Marketing department has been using it to interact with the Production department on their tasks, and also has been starting to track their own tasks. It addresses the problem of not having a cohesive system for tracking various projects and tasks together. It does an effective job of managing an entire company's tasks.
  • Manages a huge amount of information related to projects and tasks.
  • Offers different views and search options to get the information you're looking for.
  • Estimation and time tracking work well and help keep everyone on the same page.
  • The interface is messy and cluttered. The best way to find things and see what you actually want to see is the main Projects view which is also the most cluttered and hardest to maneuver in.
  • Clicking an external link someone posted in a comment or task description doesn't open in a new window by default, so we are constantly having to go back to get to LiquidPlanner again.
  • The way that the interface saves your state globally (rather than per tab instance) means that if you click a link from someone else to a task that's not yours, then it adjusts your filters on the Projects page. Then if you refresh another LiquidPlanner window where you were on the Projects tab, suddenly all of its filters are updated and what you were looking at may no longer be there.
  • It might just be the way that we use the system, but the Home and My Work tabs are fairly useless for us. They typically don't show the tasks we're actually looking for.
It is suited well if the whole company is on-board and if you take the time and effort to train everyone and to use LiquidPlanner as it was designed. Used in such a scenario, I think it could be a very effective project management and task tracking tool. If you have custom needs and need a solution that will bend to support almost any scenario, you might end up fighting with the system to get it to do what you want.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our entire company uses LiquidPlanner to schedule projects across all team members and track time. It's great for tracking time and it also really helps us see the big picture of what we're currently working on as well as what's in the pipeline. It allows our sales team to better predict how soon a new project can get on the schedule, and it also helps us better support our existing customers by budgeting hours each week to address any concerns or new items that pop-up on the schedule.
  • Time tracking
  • Gantt chart views of scheduling
  • Multi-user collaboration
  • Steep learning curve
  • High per-seat price point
  • You can use it to manage projects but I find other tools work better for that need
It is great for large companies or small -- basically any company where you want to be able to get both a high-level overview and a granular look at your current and future workload. It's also great for time tracking, particularly if you want/need to track on a granular and/or task level.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
LiquidPlanner is used organization-wide to manage client projects, time budgets, deadlines, project assets and employee time sheets. It keeps all of our projects focused and on track for timely on-budget completion with easy collaboration between team members.
  • Prioritize projects and deadlines.
  • Allow multi-user tasks and set contingencies.
  • Create simple to use working calendar for each user.
  • Assigning projects from 'Inbox' to actual clients is cumbersome.
  • No direct link to calendar view from main navigation.
  • Drag & drop functionality on calendar view would be helpful.
  • When logging time from a timer, the task disappears from the drop-down. This is an inconvenience if you need to mark the project finished.
It is well suited for companies with multiple divisions/clients and numerous projects. It would be overkill for small companies managing fewer than 25 projects at a time. It is well-suited for those managing teams with multiple members, especially when they're working on the same projects at the same time and/or if their projects are contingent upon each other. LiquidPlanner is highly suited for deadline specific project management.
Mike McQuery | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
LiquidPlanner is the primary software used by Redapt, Inc. for project scheduling and resource allocation. LP allows us to track and assign project tasks in real-time, creating an integrated experience for team members and management. We are able to evaluate the utilization of resources and make educated decisions on resource allocation through the Analytics module.
  • The ability to organize projects into packages and easily move projects between ownership makes the tool quite useful.
  • Creating templates provides the ability to quickly and easily create new projects with similar tasks.
  • The reporting features allow for a multitude of views into the productivity of resources and project completion.
  • Reporting can be somewhat difficult to manage without some trial and error.
LiquidPlanner is quite useful for multiple small projects that are shared across a large number of users. The web-based interface allows for quick updates across the enterprise. I would not recommend using this tool for projects that contain a large number of dynamic tasks. The web interface can be somewhat slow in making changes to project structure.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I used LiquidPlanner to create the Gantt chart for following progress and milestones for a project. You can visualize when deadlines are and when you want to start working on a milestone. You also get reminders about starting something or when a task is due. It helps make the responsible person and project manager accountable for tasks.
  • Visualize tasks and milestones. It was very easy to create tasks and relations between tasks. Nice to be able to export them for others to see.
  • Reminders for tasks and milestones. This really helped keep everyone on task for their responsibilities.
  • Create reports. These were very useful for meetings and showing others about project progress.
  • It was very difficult to have any overlap between tasks that needed to be worked on at the same time. The schedule would not allow it.
  • The task/milestone list was listed in order of priority as opposed to the order that you want them. It was difficult to see relatedness between tasks.
Liquid Planner is well suited for situations where you want to make sure every hour is accountable and scheduled. It is less appropriate when the times that you work on certain tasks overlap and are less strictly defined.
Score 5 out of 10
Vetted Review
Verified User
We use Liquid Planner to manage tasks across our organization. It took me a bit of getting used to, but now I wonder why I hadn't used it sooner. Right from managing individual activities, to managing project tasks between teams, LiquidPlanner offers an end to end solution for project managers and team leads.
  • Resource management
  • Task allocation
  • Tracking deadlines
  • Better control of team inbox to help filter sensitive project information
It is especially great for managing large teams, or long-term projects. I used it with a small team and found it to be useful, but I think the benefits of the app will be amplified in a larger organizational setting.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use LiquidPlanner for to manage software implementation projects for new customers and customers that upgrade or add on new modules. In the past, we used NetSuite to try to manage projects, but since that wasn't a true project management software things were easily lost or buried. LiquidPlanner provides a detailed look at projects' status and provides a quick snapshot of who is working with each customer.
  • Ease of use
  • Notifications - emails members when tasks are assigned or updated, and you can follow tasks that are not yours so that you can keep track of their status.
  • Well designed UI
  • Unique mail addressees for each task to keep track of correspondence
  • Reporting - sometimes I can't filter on the fields I need to report on
  • Personal reporting - without administrative access users cannot easily export a list of all tasks they have outstanding
  • Not responsive - hard to view on phone/tablet
If you have complex projects with many steps and many people working on them, or if you have a desire to report on many small aspects of a project, LiquidPlanner might not be the best fit. If you have smaller scale projects and are ok with doing some manipulation of project data outside of LiquidPlanner, it's a great software.
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