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Portfolio Manager (formerly LiquidPlanner): Use-Cases, Insights and Reviews | 2026 Cuspera

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Portfolio Management Software

Portfolio Manager (formerly LiquidPlanner) Overview

Tempo's Portfolio Manager stands out with its predictive scheduling capabilities, a unique feature in the project management space. This software automatically optimizes team capacity across projects, ensuring efficient resource allocation and project execution. Its integration with Jira enhances workflow management, making it a valuable tool for organizations seeking to streamline operations. The platform's focus on communication-centric culture supports better collaboration and transparency. A notable case study is its impact on BHS Robotics, where it transformed chaotic project environments into structured and manageable workflows. With enterprise-grade security and strategic roadmaps, Tempo's Portfolio Manager is positioned as a strategic asset for businesses aiming to improve project predictability and ROI.

Use Cases

Customers recommend Collaboration, Social Media Analytics, Workflow Management, as the business use cases that they have been most satisfied with while using Portfolio Manager (formerly LiquidPlanner).

Other use cases:

Helpdesk Management
Forecasting
Training & Onboarding
Conference Call Management
Category Management
Knowledge Management
Communication Management

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Business Priorities

Manage Risk and Acquire Customers are the most popular business priorities that customers and associates have achieved using Portfolio Manager (formerly LiquidPlanner).

Other priorities:

Improve ROI
Scale Best Practices
Improve Internal Communications
Enhance Customer Relationships
Improve Visibility
Grow Market Share
Improve Consistency
Enter New Markets Internationally Or Locally
Shorten Ramp Up Time
Improve Digital And Social Presence

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Portfolio Manager (formerly LiquidPlanner) Use-Cases and Business Priorities: Customer Satisfaction Data

Portfolio Manager (formerly LiquidPlanner) works with different mediums / channels such as Offline. User Generated Content. Blogs etc.

Portfolio Manager (formerly LiquidPlanner)'s features include Dashboard, Personalization, Alerts: Popups & Notifications, etc. and Portfolio Manager (formerly LiquidPlanner) support capabilities include Phone Support, Chat Support, Email Support, etc. also Portfolio Manager (formerly LiquidPlanner) analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Forecasting new projects and ability to estimate a projects time spent...." Peer review by Nick S, Salesforce Developer, Construction

Peer review evidence (same sources as the product rating summary)

"...It really is easy to use though and is a good tool for teams to collaborate with. ...." Peer review by Skylar D., Senior Developer, Human Resources

"...Reporting and analytics could be much better ......" Peer review by Kathleen Phiiips

"...We handle a lot of small tasks and projects and need a workflow where we can change priority fast and easy...." Peer review by Olof D., CEO, Media Production

Portfolio Manager (formerly LiquidPlanner), Prism PPM (formerly WorkOtter), TeamGantt, ClickUp, MeisterTask, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

LiquidPlanner is a project management solution that uses predictive scheduling to optimize team performance and manage uncertainty. It offers features like workload views, time tracking, and data-driven insights for better decision-making.

Popular Business Setting

for Portfolio Manager (formerly LiquidPlanner)

Top Industries

Marketing and Advertising
Computer Software
Information Technology and Services

Popular in

Small Business
Mid Market
Enterprise

Portfolio Manager (formerly LiquidPlanner) is popular in Marketing And Advertising, Computer Software, and Information Technology And Services and is widely used by Small Business, Mid Market, and Enterprise.

Portfolio Manager (formerly LiquidPlanner) Customer wins, Customer success stories, Case studies

How does Portfolio Manager (formerly LiquidPlanner) address your Collaboration Challenges?

LiquidPlanner is a project management and scheduling tool that facilitates team collaboration. It enables teams to plan, track, and analyze projects in real time, promoting efficient workflow and task completion. However, LiquidPlanner lacks the ability to directly collaborate on documents.

"...It really is easy to use though and is a good tool for teams to collaborate with. ...." Peer review by Skylar D., Senior Developer, Human Resources

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How does Portfolio Manager (formerly LiquidPlanner) address your Workflow Management Challenges?

LiquidPlanner streamlines project management by allowing for the creation of templatized workflows, time tracking, reporting, and resource allocation. It facilitates efficient collaboration and project prioritization, offering clear visualization of complex workflows. LiquidPlanner is best suited for larger teams, as its extensive features and cost may not be necessary for smaller companies.

"...We handle a lot of small tasks and projects and need a workflow where we can change priority fast and easy...." Peer review by Olof D., CEO, Media Production

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What makes Portfolio Manager (formerly LiquidPlanner) ideal for Helpdesk Management?

What benefits does Portfolio Manager (formerly LiquidPlanner) offer for Forecasting?

11 buyers and buying teams have used Cuspera to assess how well Portfolio Manager (formerly LiquidPlanner) solved their Project Management needs. Cuspera uses 2280 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

CARFAX - Automotive

Roadmunk helped CARFAX move from Excel-based roadmapping to a more efficient, collaborative platform. CARFAX product and project managers now use Roadmunk to manage individual and portfolio roadmaps.... The tool makes it easy to update plans and align teams with company strategy. Meetings are more productive, and leadership can see real-time progress. Roadmunk supports CARFAX’s culture of transparency and trust.

Clearview Federal Credit Union - Financial Services

Roadmunk helped Clearview Federal Credit Union move from Excel sheets to a centralized roadmapping tool. The team can now update project roadmaps quickly and keep all project details in one place. Ro...admunk's activity and comment features let them track project history without searching emails. Sharing roadmaps is easy and secure, giving leadership real-time project updates. This has streamlined work and improved project visibility for the whole team.

Dell - Computer Hardware

Roadmunk helped Dell's global technical marketing team manage hundreds of projects at once. Before Roadmunk, Dell used complex spreadsheets and manual tracking, which caused bottlenecks. With Roadmun...k, team members now manage their own roadmaps and lines of business. The tool improved efficiency, transparency, and team motivation. Dell's leaders use Roadmunk to proactively manage distributed teams and make better decisions.

Echo360 - Education

Roadmunk helped Echo360 keep their product roadmap flexible during the pandemic. The team used Roadmunk to communicate strategy and feature priorities to executives and customers. Roadmunk's swimlane... views made it easy to balance work across teams. The tool allowed Echo360 to quickly adjust plans and share updates in real time. Echo360 found Roadmunk easy to use and valuable for both internal planning and customer engagement.

Pega - Information Technology And Services

Roadmunk helps Pega manage product roadmaps with ease. The team moved from manual tracking to a user-friendly, visual tool. Roadmunk lets them sync roadmaps, manage backlogs, and present clear update...s to leadership. The tool improves transparency, resource allocation, and project visibility. Other teams at Pega quickly adopted Roadmunk after seeing its benefits.

Staples - Retail

Roadmunk helped Staples improve product management. Lauren Kaeppner, a product team leader, needed a better tool than Excel for roadmapping. She found Roadmunk and quickly got her team to use it. Roa...dmunk made it easy to share roadmaps and show product strategy to stakeholders. The executive team liked the tool and encouraged other departments to use it. Now, many teams at Staples use Roadmunk to align on plans and strategy.

More Portfolio Manager (formerly LiquidPlanner) Customer Stories...

Feature Tip #17: Ensure Accurate Hours With Timesheet Locking

Frequently Asked Questions (FAQ)

What buyers ask before choosing Portfolio Manager (formerly LiquidPlanner)

What is Portfolio Manager (formerly LiquidPlanner)?

LiquidPlanner is a project management solution that uses predictive scheduling to build plans that can be trusted. LiquidPlanner uses intelligent, resource-driven scheduling technology to help teams do their best work and achieve their goals with confidence.

LiquidPlanner ensures the right people are working on the right things at the right time. Collaborates to get things done and track where time is spent. Manage uncertainty through ranged estimation to mitigate risk from project start to finish. Forecast the work done with a predictive scheduling engine. Eliminates overload and improves utilization and leverages data-driven insights to improve performance and support key decisions.

Its features include an integrated project portfolio, workload views to manage dependencies that are critical to optimizing performance, schedule views by prioritization, assignments, and estimates, board views for managing daily work, fully integrated time tracking with the planning experience and more.

What is Portfolio Manager (formerly LiquidPlanner) used for?

Portfolio Manager (formerly LiquidPlanner) is a Project Management Software mainly used by its customers to Manage Risk and Acquire Customers by Collaboration, Social Media Analytics and Workflow Management .

What are the top features of Portfolio Manager (formerly LiquidPlanner)?

Dashboard, Personalization and Alerts: popups & Notifications are some of the top features of Portfolio Manager (formerly LiquidPlanner).

Who uses Portfolio Manager (formerly LiquidPlanner)?

Portfolio Manager (formerly LiquidPlanner) is used by Marketing And Advertising, Computer Software and Information Technology And Services among other industries.

What are Portfolio Manager (formerly LiquidPlanner) alternatives?

Prism PPM (Formerly WorkOtter), TeamGantt, ClickUp and MeisterTask are popular alternatives for Portfolio Manager (formerly LiquidPlanner).

Where is Portfolio Manager (formerly LiquidPlanner) located?

Portfolio Manager (formerly LiquidPlanner) is headquartered at 48 Ontario St N, Kitchener, Ontario N2H 4Y4, CA.

Peers used Portfolio Manager (formerly LiquidPlanner) for collaboration and social media analytics

Portfolio Manager (formerly LiquidPlanner) Competitors

More Portfolio Manager (formerly LiquidPlanner) Alternatives...

Portfolio Manager (formerly LiquidPlanner) Features

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FEATURE	RATINGS AND REVIEWS
AI Powered	3.23/5 ★ Read Reviews (1)
Analytics	4.72/5 ★ Read Reviews (112)
Custom Reports	3.82/5 ★ Read Reviews (461)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.23/5 ★ Read Reviews (1)
Analytics	4.72/5 ★ Read Reviews (112)
Custom Reports	3.82/5 ★ Read Reviews (461)

Portfolio Manager (formerly LiquidPlanner) Integrations

Portfolio Manager (formerly LiquidPlanner) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.12/5 ★

Read Reviews (245)

Data Import

3.91/5 ★

Read Reviews (329)

Software Failure Risk Guidance

for Portfolio Manager (formerly LiquidPlanner)

Overall Risk Meter

Low Medium High

Top Failure Risks for Portfolio Manager (formerly LiquidPlanner)

Tempo Profile

Company Name

Tempo

Company Website

https://www.tempo.io/

HQ Location

48 Ontario St N, Kitchener, Ontario N2H 4Y4, CA

Employees

101-250

Social

Financials

SEED