LiquidPlanner

Pros

The ability to dynamically update your entire portfolio based resource availability or task completion helps our small team set the right expectation and understand the impact each project produces across our customer base.

Cons

Its built for enterprise integration, so in our industry the lack of integration into our CRM systems was limited.

Alternatives Considered

Reasons for Choosing LiquidPlanner

Switched From

Reasons for Switching to LiquidPlanner

Pros

LiquidPlanner is an incredibly powerful project management tool that helps users plan and manage projects with ease. It provides an intuitive user interface to help users easily navigate through the software, allowing them to quickly understand the process and get started. With LiquidPlanner, users can easily manage tasks and resources, track progress, collaborate with team members, and make sure that deadlines are met.

Cons

While LiquidPlanner is a great tool, there are a few drawbacks. The cost of the software can be quite expensive for a small business, and the learning curve can be quite steep for new users. Additionally, the customer support could be improved, as sometimes it can take a while for them to respond to inquiries.

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.

Pros

We use LiquidPlanner to track ongoing tasks and client budgets/burn rates. In this regards, it is easy to set up clients, projects, and tasks, and from there, to log our efforts to those tasks.

Cons

Given that prioritization works by the 'higher' a task is in the list, the greater priority it is given, prioritization has been difficult as we list projects alphabetically. That means that all tasks in project "A" will be prioritized over project "Z". We've had to create separate packages for prioritization, which leads to a lot of overhead.We have a lot of 'retainer' type clients, who have monthly budgets. We need to track ongoing work, as well as remaing budgets. In order to calculate how much is remaining in some of our reports, we have had to create tasks with assigned roles (such as "Sr Consultant" or "Jr Consultant") to 'hold' time on accounts for specific skills sets, and then, on a daily basis, go and update those 'holding' tasks. We have validated with LP support and they felt this was the easiest approach, but again, leads to a lot of overhead.The platform has not really changed since I have been using it (the last 6 years). A new version of LiquidPlanner is rolling out, but would require a full migration in order to benefit from new features. We have seen some other platforms that appear to offer significant upgrades in certain areas.

Pros

The software is intuitive combining both resource planning and project management, both systems influencing each other, giving accurate predictions based on real time information and updates.

Cons

The Gant chart for individual and the overall project portfolio is very basic cannot be exported as a report. When changing priorities the effect of the change cannot be demonstrated against the previous expected finish dates as the previous dates are lost. It would be good if you could mock run a change of the project priority and the system showed the previous finish dates dates against the new dates, demonstrating the effect the priority change has on the project finish.Sending an email on significant project milestones would be a good feature.

Alternatives Considered

Reasons for Choosing LiquidPlanner

Switched From

Reasons for Switching to LiquidPlanner