Liquid Planner is a Very Effective Tool for Project Planning and Management.
Our team is fairly small (~50 users across the company) so we do not have dedicated resources to just maintain the information in Liquid Planer. However, Liquid planner is accessible and intuitive so we can have several team members contribute to the maintenance of project schedules as part of their duties.
We use Liquid Planner to manage the temporal aspects of project management. The tool is very good for what it is designed to do. There are a rich set of reporting tools that allow for customization to meet our needs. It has done this job for us very well. The support provided has been timely and effective.
The product is well designed so that it is a relatively low bar to learn how to use it effectively. It is easy for team members to interact with the software and to enter the information according to each users project role. When used as intended, the software does an excellent job providing the necessary views into project status. The software definitely lives up to its name as modifying project plans and priorities is easy and the impacts of such changes are essentially instantly available. The numerous but intuitive ways to manage project subtleties such as available time, delays, etc. make it straightforward to create realistic project schedules.
I do not have any specific negatives with respect to Liquid Planner. Like any software of this class, It does take some training and experience to get the most out of it. My best advice is to spend some time to understand how the designers intended the product to be used use it accordingly. LP has a rich set of features and if used properly will contribute positively to project management.
Powerful and Flexible Project and Resource Planning, But Falls Short When Applied To Agencies
This tool is extremely powerful and robust, but like any other tool, the quality of the data which comes out of it is only as good as the data that is put into it. We attempted over the course of 12 mos. to integrate this tool into our small agency (<25 users). While simple to use, the biggest challenge was buy-in from other department captains in using the tool to its full potential.
I was very happy with the ease of use this product provided compared to some of the tools we used previously. It is built in a contemporary look and feel and is easy to navigate and manipulate data points in order to determine trends and better inform decisions. If you have the time and resources to dedicate to making sure the latest project data is always available, that is, due dates, estimated levels of effort remaining and hours logged are all kept up to date in a real-time basis, this tool has the potential to truly provide a wholistic and accurate view of the workload within an organization, along with any potential risks. The way the data are refreshed using the forecasting algorithms is a great feature which allows project managers to shift tasks around to determine how resources are affected.
Despite the name of "Liquid" Planner, there were some decidedly "unliquid" principals in which the software was built upon which power the accuracy and overall value of the product. If more then 25% of these principals are not known or regularly updated, the entire product grinds to a halt and the value it provides is completely lost. It's not a fault of how the product was built. I never encountered a time where the service/software was down or unavailable and each time I reached out to the support team they were courteous and prompt with their response. Overall, I felt frustrated by the amount of data the tool needs (and how that data need to be structured) in order for the tool to be valuable and viable. More often than not, I felt myself and the team responsible for the tool were spending more time administering the tool itself rather than using the information coming out of the tool to better our projects.
I am a fan, though our use is just scratching the surface
Because of the lack of integrations, I have been looking for something to replace Liquid Planner with, and after seeing them, I could not stand to stop using Liquid Planner. I think that alone speaks volumes.
I think you would be foolish to not look at their product. And there you have it.
As a web development agency, I can tell you the one feature that has prevented me from using another product, that is their task estimating feature. Why nobody else does this is beyond me (full disclosure: a lot of things are beyond me) :)
When setting up a task you can actually estimate the time it will take the same way real people estimate tasks, with a time range. Who in the world ever hits their single estimate time targets all the time? NOBODY. With Liquid Planner you enter a range, 3 - 6 hours, 1-2 hours, etc. THAT IS A LIFESAVER FOR US.
Another concept of theirs called "packages" is also brilliant. There you can take tasks and bundle them up into "folders" that make sense to you, so you can look at your projects
The thing that I dislike the most is there are not many integrations with third party time keepers for tasks and billing programs. Harvest would be an example, as would many others. They have their own time tracker, but to use it you ahve to have the app open. Lose internet, forget about it. Working in a car or on the train without internet? Forget about it.
Also, their mobile app is not really of much value.
The best project management tool for teams
Through thoughtful design, LiquidPlanner has made a project management application that is a perfect fit for dynamic and collaborative teams. It could replace your current project, task, time management tools and company blog by integrating them all in a natural way.
Liquid Planner has a transparent way of making you be mindful of exactly how the team is using its precious time. Our company president pleaded with me to get it set up so that he could use it as a tool to help the partners understand the team's capacity. He wanted a convincing way to show why more projects could not be taken on without an increase in staff. Liquid Planner allowed me to do this within a day.
I feel like the Liquid Planner designers traveled into my mind to design the perfect project/task/time manager.
Having used many project management tools over many years, it's hard to not fall in love with LiquidPlanner. It feels like I've traveled to bizarro world where everything goes right.
I can now put together comprehensive projects faster than I can plan them in my mind. I've never had this experience (including with Excel). Simply put, I don't feel the interface slowing me down. It feels like all "busy work" has been removed.
I never thought I'd have a real-time schedule because of the requirements to maintain it, but LiquidPlanner delivers on this promise. Thank you. I'm embarrassed to say that "what if" scenarios are so easy and fast to do, I've developed stronger intuitive scheduling techniques without understanding exactly why they work. Am I now smarter or dumber?
If you are not the type to love the clock-in/out button on each task, you might be the type to get hooked on adding a few notes when you complete each task because your notes are shared in the team's "blog."
Introducing a new company-wide system is always hard, but you you can use Liquid Planner to replace your project management tools, time-tracking tools and company blog so that should help reduce the total number of systems.
Currently companies that need a fully-featured document library should stick with what they have. There is an API and the company has been aggressively releasing new features so maybe someday.
If you haven't experienced a lot of project management tools, you may not be as passionate about it as I am. Part of it's appeal is that it does what any other project management tool integrated with a company portal can do, but it does it fast and easy enough that it's actually worth using.
Really powerful for project managers, less good for other users
Really powerful, the gantt chart overview was really useful while our estimates were kept up to date. Project-focused organization allows us to keep a broad view of a complex project and tagging and export features are able to generate a variety of views of our data in an organized way.
Our executive team and eventually our developers stopped using it. Primary interface of the projects tab was too overwhelming & complex. No way to give teams a link that included the filters down to what they actually care about or give people a link to the exact view & set of filters that I was sharing during screen sharing. Not enough integration with external services (github, perforce, JIRA, bug tracking). Quite expensive. Overwhelming interface meant users didn't update tasks, which meant our data got out of date. Gantt chart stopped being accurate or useful and just got overwhelming. Dashboards could be made for visibility but didn't offer the teams opportunities to modify a limited view. Not easy enough to link to a specific task, or generate a new ticket in the right place with a simple link to a user-speakable identifier like a ticket-based system. Still great for people who are technically minded and want the big picture, not great for people who want a limited view of a subset of the project or are too busy to learn how to use the tool effectively.
Getting more projects completed with a lean team
We have not only found this tool valuable in managing projects as they progress and helping us meet client deadlines, but we have greatly benefited from the analysis tools on the back-end of projects. We study our previous year's projects every winter and determine changes that need to be made in both how we use LiquidPlanner, but also in how we estimate the effort and resources needed to complete projects going foward. Additionally, we have utilized project data from LiquidPlanner to justify the expansion of our team going forward by clearly demonstrating the areas where additional hires will benefit the bottom line of our company.
This project management software has revolutionized the way our academic services department works through project plans. Working with 6-8 clients on dozens of various projects simultaneously is a challenge for a department with 8 full-time employees and 6 part-time contract employees is a huge challenge. There are dozens of hand-offs from one team to another team. LiquidPlanner has provided us with an agile tool that facilitates these handoffs and predicts where our bottlenecks could potentially appear months into the future.
LiquidPlanner has a pretty steep learning curve when you first approach the application. The features themselves are relatively easy and intuitive, but the conceptualization of how the product works and how to use it with your own department is the challenge.
Hard to get over the preconceived notions, but worth it
I am very much a fan of this software. I think the limitations for how it can help is more around people understanding what it does differently than Project or similar tools than with the tool itself. One of my most recent experiences tells the story well. When we were discussing the pros and cons an individual with a lot of influence was complaining that dates in the tool move if someone is sick and not getting to their tasks. I had a hard time understanding a perspective that a plan with a date should be static regardless of what people do. This tool is about understanding your progress based on what people do, not a static planning tool that people never look at or influence by there actions and therefore allows us to pretend that finish dates don't change regardless of peoples actions or issues that can arise.
My overall opinion is the tool is limited more by peoples perspective than anything else and if you want better tracking, predictability, and ability to influence results you need to invest 30% of your time on the tool and 70% of your time getting people to wrap their heads around what this is doing and not what it might replace.
It helps to organize the tasks and get people the right information to work on.
It helps to prioritize what needs to happen and forecast how long it takes.
It does a great job of managing hand offs within a team.
It provides more tools than a typical user will ever need. The deeper you go the more value you can get.
It can be difficult to get people to understand that this is not typical planning software.
A more robust tutorial and a better description of what this tool is would help get teams to start faster.
LiquidPlanner - expensive, but with PM software, you get what you pay for.
Over the course of my career I have used a lot of PM software. I have used Project, Jira, Basecamp, Asana, and Trello in addition to LiquidPlanner. Out of all of them, LiquidPlanner is my PM software of choice.
LiquidPlanner is a powerful project management tool. It can be used to track tasks, projects, employee capacity, schedules, deliverables, and hours. I find that the most important and helpful feature of LiquidPlanner is its ability to track employee capacity and move estimated completion dates back if someone is overloaded. This is crucial if you are working in an environment with multiple projects going on at the same time who are obliged to share certain resources (2D artists, programmers, video editors, etc.)
At most I can think of only two cons related to LiquidPlanner
1. Setting up a project in LiquidPlanner is definitely time-consuming. Project managers will need to dedicate several hours to transforming their WBS information to something that works in LP. However, this is just a drain on PMs and not project team members.
2. In some environments it can be difficult to get employees to "buy-in" to LiquidPlanner and consistently update their hours and tasks. It's a behavior change and culture shift that must be encouraged and re-enforced regularly.
It's a great improvement over our prior way of working, but after a few years we still haven't perfected our system to get exactly what we needed. Ideally, the only manual steps would be timely tracking of work on tasks and revised estimates, but to get our needs met we've needed more manual work.
Prior to Liquid Planner, all of our client projects were in individual Microsoft Project files - which isn't ideal when you have shared resources. Now that we've used LP for a few years, we have much better visibility to work coming down the pike as well as potential conflicts/overbookings. However, the tool is only as good as the team's willingness to use it in a timely and accurate manner.
The nature of our business and projects is much more complicated than what is featured in the sales process. Clients have a role in the process, and delays on their part push out all our deliverables. This is hard to capture/manage in LP without additional manual updates by the project manager. Also, we've had to devise a bit of a workaround workflow to allow us to properly prioritize individual tasks across multiple projects - again, requires some manual management/movement of tasks. When any of the manual work falls by the wayside, the quality of the projections in LP is diminished greatly.
Awesome project management tool with time tracking and more
Full PM tool, time tracking, billing.
We've been using Liquid Planner for the last 5 years now and I can say that we are now managing 100% of our projects with it.
Building a platform like Potion is a lot of work in product design, marketing, development and customer support but Liquid Planner has been a huge help when it comes to managing our projects.
Whether it's dealing with our internal or customer projects, Liquid Planner (my guys call it LP) has been a huge help. We're using only part of the tools provided by LP, such as packages, tasks, attributions, deadlines, time tracking, resource planning and scheduling, but it's already bringing a huge providing us with both flexibility and structure.
The help resources are really thorough also and help us get the information we need to use it in an even better way.
Finally, and I think it's certainly one of the biggest strength of Liquid Planner, its support team is tremendous. All of our requests are always answered with concise and clear replies that push us forward.
As any PM tool, there is a learning curve and you need to get the team using it in the good way. Thankfully, the help resources are great.
Great platform, but you need to use it a lot to understand it
It was difficult to understand the platform at the beginning, but when you understand it, I really liked it. The thing is : I invested a lot of time just to understand it and you put the expensive price on top of that, at the end it costs me a lot more that it save in first 6 months.
I really like that you can do a lot to help with your project management and team management. All the informations is in one place (you need to create a structure that represent your company and your staff) and everybody can find what he wants. It's easy to do follow-ups with clients. The best thing is that you don't need a few platforms to see the time left, the budget and the tasks.
It took a lot of time to find LiquidPlanner easy to use and to find a structure that represent the company and our employees . The interface (or UX) is not simple. The price is a bit expensive if you have a small team.
Expensive, complex, and extremely powerful.
LiquidPlanner is quite customizable with different ways to view tasks and many different screens to visualize things in alternative contexts. For a project manager on the business side, it allows for very powerful organization of multiple projects and teams, and many possibilities for scheduling and prioritizing tasks. It allows for flexible time tracking using range estimates and a simple time entry view.
It's easy to lose track of how many hours were actually approved for a task if you want to take advantage of the ability to re-estimate things on the fly. It can be slow to load and cumbersome to use. It can be difficult to find things in the overly complex Projects view. Search filters get reset every time you click a task link from someone else that doesn't match your existing filters. It's not always intuitive how to find things using the available search options (for example, unless you put the project name in every task title, searching for the project name doesn't do much good). Time entry takes a lot of clicks with recent updates if you need to add notes to each item. The API is complex to use (though powerful).
Great for PM/OPs, bad for Devs & Creatives
I love it, however, our devs and creatives find it frustrating to use despite large amounts of training and personalisation. There are a number of tools that would make this more helpful and less painful to the "doers".
Our business needs are well met, though there are other aspects that don't accomplish our requirements. Kanban, for example, as well as cross-team/project sprint planning whilst maintaining a weekly outlook.
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. This is compounded by exchange rates.
I have recommended.
I like the meld of planning and projection.
I love the hi/lo estimations and the detail I can provide clients
Useability for doers, especially timesheets
Lack of integrations with SCM.
Poor connectivity/communication for my clients; their portals don't show custom fields, board views or timelines for tickets/tasks.
True Kanban is not feasible
Sprint-based planning for cross-team/project resource is not possible alongside weekly overviews
A desktop app would be great; especially for devs etc
The mobile app hasn't changed since we started using this in 2012 and is highly impractical.
Doesn't work well on ipads
The Perfect Project Management Tool
LiquidPlanner (or LP) is our time tracking and project management solution that allows us to plan and forecast, as well as look back at tracked data to become better. Overall, we are not looking to change any time soon as this tool is so embedded in the way we run our business.
This software helps our agency thrive and manage a lot of work with ease. We have out entire in house team as well as select contractors set up in this tool for our time tracking and project management of tasks and projects. It offers tons of flexibility and allows us to follow a hybrid waterfall/agile approach to managing work. Schedules are easy to create and export on the fly, reassigning team members and forecasting are easy, etc. It's also very easy to prioritize project work and escalate accordingly and look out and plan months in advance.
Might be a little outdated feeling in that there isn't a Trello-style board to drag and drop projects/tasks/people, though there is a similar functionality still built in to the tool. It's also not really designed to allow external project teams (your clients) into the system, but there are workarounds.
Powerful, adaptive, and flexible project management solution
The blend of waterfall and agile capabilities, with a solid Kanban. It is an excellent planning solution for large waterfall based projects and equally capable for agile with scrum projects.
For waterfall: It is far easier to use than MS Project or other such solutions that require manual control over dates. The priority based scheduling engine schedules based on priority of the task in the system's hierarchical order. While this is not always the most flexible, they provide numerous ways to control the prioritization with resource splitting, work caps, delayed starts, and dependencies. The time-tracking capabilities are impressive, and it easily integrates time, notes, and work items. The mobile solution is slick and works well.
For agile with scrum: Liquid Planner can be configured with fields to capture stories, acceptance criteria, and other elements related to stories. The kanban boards can be configured with a variety of stages.
While I agree with the priority based scheduling concept, and its implementation, I'd like a bit more flexibility to control my daily task list rather than having to rigidly follow what the schedule dictates I should be doing. Right now, the My Work section allows the user only to see their tasks in order of master schedule priority, which is not always the most logical order in which to work on a specific day. They do permit workarounds with the ASAP prioritization - which works well.
My other suggestions for improvement are:
- more granular control over alerts and feeds
- synchronization with Google/Outlook calendar (right now it requires manual calendar synchronization)
- Better reporting on agile with scrum, kanbans.
There are cheaper and more full-featured solutions, but
Liquid Planner is offering our business both a more consolidated approach to project management, as well as some features and functionality we didn't have before. Overall, I think it is helping our productivity.
It does a lot of things well. It offers a lot of advanced scheduling functionality for project managers. The Projects tab is incredibly powerful. Time tracking works well. Tagging people in comments is a useful feature.
Liquid Planner's interface is kind of slow for us (we have a lot of projects). The Home and My Work tabs aren't very useful to me--they never seem to show me the right subset of tasks, which is possibly due to the way we're organizing projects and tasks, which causes most people to use the Projects tab, which is powerful, but advanced and cluttered. API integrations work well enough, but the Zapier integration, in particular, is lacking much useful functionality in my opinion. For example, what if someone wanted to send a Slack notification to a particular person every time a task was assigned to them? Currently, either not possible or at least much more difficult than it could be.
LiquidPlanner - built for people who are not PMs
We needed an application to organize projects for our IT team. This was the easiest to use and implement. Pricing was also reasonable at the time.
We were able to set up Liquidplanner (LP) within a few hours. We fine tuned it in the weeks/months to come. But it worked for our team. We were able to easily enter our projects and tasks. Other PM sofware require multiple fields to be entered before your data can be tracked. I as the manager can then track the amount of hours, work pending for the various projects. I can show upper managment nice reports of the work we accomplished and work pending. If I ran into an issue with LP, I call support and they were able to quickly help me. The training videos also helped.
There really no much I can complain of. When we transitioned to another PM software, we called LP and they help me dump all of our data. That was very nice of them. The new PM software we transitioned to was not so nice. It was hard to use, just seemed like trying to put a square peg in a round while. To update a task you have to go through 5 screens and udpate 10 fields. I wished we stayed with LP.
Simple Project Management
We have been using LiquidPlanner for almost two years now. It is a good web solution that is relatively easy to use. We have had success in logging employee time against tasks, projects, and clients. It is a more robust tool than some of the basic project management tools on the market (or excel sheets). It does have some limitations that may or may not impact certain project management needs.
LiquidPlanner is a good tool for tracking employee time against tasks and projects. We use this LiquidPlanner for tracking time associated with specific projects and clients.
With any tool, there are some limitations. LiquidPlanner does a decent job of reporting and dashboarding by project. For our organization, reporting and dashboarding by client and/or by month is more important. Unfortunately, there is not a good solution in LiquidPlanner to help us with this. The solutions that exist are clunky and/or partial. LiquidPlanner has the ability to create shared tasks which is a great feature. This allows multiple employees to be on the same task. Unfortunately, schedule timelines and priorities do not calculate well when using shared tasks. It's better for every employee to be on their own task for schedule timelines and priorities to calculate properly.
A versatile tool, adaptable to any project or process type.
Overall my experience has been good, but frustrating. It took a lot of effort and time to build out the templates I needed, and getting the team to adapt it has been a roller coaster. There are a lot of functionalities I haven't gotten to explore yet, because most of my time has been spent on maintenance of projects. That is just for my situation though, and I don't have a ton of extra time to devote to expanding my usage of reports and dashboards. I would really like to set up dashboards, I just haven't had time.
I like that it allows me to make templates for projects, it really makes it a lot easier to start a project off.
I also love that I can make custom fields, it really helps me to capture all of the important data for our type of process.
Plus, everybody can choose which fields they see on their project dashboard, it helps to make sure each person only sees what is important to them and nothing superfluous.
I really wish there was the capability to collaborate on documents - that really would make this the perfect tool. I have asked multiple times about that, but I don't think it is in the plan to add anytime soon. You can add a link to a cloud based shared file, but nothing on internal servers. Just adds an additional step to complete work.
I use LP every day to manage our department's projects. We do not use all of the features for our smaller in-house team, but the project list, assigning owners, comments feature, file sharing and flexible prioritization features keep our workflow more streamlined and efficient. I also like that we can add freelance contractors to our workspace so the whole team can collaborate in one space. Again, it takes a little more time getting people acquainted with the system, so it would save me time if the UI and navigation were easier to understand.
LiquidPlanner helps us stay organized and keeps all of our team's communications in a centralized place. I like that the scheduling and prioritization of projects is flexible. And I like that we can adjust the number of seats each month as the size of out team and freelance staff changes.
It seems difficult for people to catch on to the UI quickly. Most of our staff took a while to adjust to the way LP works and how to most effectively use the software. It might be worth looking into more user testing to find ways to make the navigation and data entry more intuitive.
Awesome Project Planning Tool
In my organization, we have a shared pool of resources and several project managers. Using Liquid Planner lets all the PMs see the whole picture in a very interactive way. No secrets here! This tool really helps us to schedule in a collaborative way which is much more productive than arm wrestling for resources.
Very easy to use, but also robust project planner. The priority-driven schedule makes getting a snapshot of your overall project a breeze. Not making your dates? Rearranging the priorities of tasks simply by drag and drop to see the outcome. Reporting is easy and offers many options and the dashboards are very helpful.
I do wish there were more reporting options to allow greater customization. I know they have an API for this sort of thing, but I don't want to dig into that. Just a few more fields, options and customization opportunities would be nice. I do have to say that their support team is always very interested in hearing about customer wants and needs, so to be fair, I have not actually requested any of these reporting wish list items yet.
Great project management software even though it doesn't fit our needs 100% of the time.
I couldn't do my work every day without Liquid Planner. I am constantly referencing it and using it throughout the day.
I like the way we can use this as a project management, time tracking, and a scheduling platform. So many other tools I've used only address one of these vital areas.
The timers on each task are one of my favorite features of Liquid Planner. It makes it so easy to track time and see how accurate estimates really are on a given task or set of tasks. You can easily view progress, see overruns and areas of concern (there's a red fire icon), and put as many details in the actual task as you need. You can link tasks together, create dependencies, and perform other actions to get a realistic view of a project.
Sometimes it is difficult to set up scheduling the way our company needs it to be represented. However Liquid Planner always seems to be putting out new features and their support team is very helpful in trying to help their clients find solutions.
More visibility into shared resources
We use LP to manage multiple concurrent client projects. With several project managers sharing resources, it is vital to have visibility into resource availability and potential schedule conflicts. Because of the extremely long duration of our projects (with heavy work in the beginning, then intermittently for months to years afterwards), it took us some time to develop a workflow that would allow for prioritization of individual tasks rather than projects as a whole. But we've come a long way from using stand alone MS project files! Time tracking directly on the task has also been very beneficial for more accurate tracking and billing of work.
Flexibility, ability to manage multiple concurrent projects
Our need for prioritization by task (rather than project) can make it challenging to get tentative timelines in front of a client that are still reasonably accurate. Would love to see a 'timekeeper only' user license option, would like to be able to track time against checklist item
Robust and Flexible
We use LiquidPlanner for all of out time-tracking, project-planning, and task management. It took us a while to get to a point where we were using it to its fullest potential, but it was worth the effort to do so. I definitely recommend it.
Liquid Planner has many robust features and is incredibly flexible. There are so many different ways to find and view tasks that anyone will be able to configure their setup to work for them. Everyone on our team uses LiquidPlanner in the way that works best for them. We have users that use the "My Work" view, users that live in the projects timeline, and users who do all their work in the "card" view. The flexibility of LiquidPlanner is really the best feature.
LiquidPlanner does a LOT of things, so it can have a pretty steep learning curve. My company has used the software for nearly 5 years and we still don't use it to its full capacity. It's well worth learning the software because the payoff is huge once you have it configured.
Expensive but the Features are Worth It
I used this product for myself, because the firm I work for uses Microsoft Planner (free) which is crap. Liquid Planner isn't perfect, but it's one of the best out there. I like that it schedules my time for me. My main complaint is that you cannot assign clients to tasks like you can for projects. It is obviously optimized for companies that work on very large, involved projects, whereas, I do many short, discrete projects - like writing a NR or a newsletter. I set these up as tasks because it isn't worth the time to set up a project. Then, I have to nest them inside a project folder to assign them to a client. Frustrating
Excellent time tracking and scheduling features, bonuses like setting dependencies, and comprehensive analysis and reporting features.
Optimized for large, involved projects and as a result the Task designation isn't as helpful as it might be. Needs richer functionality in Tasks for short projects where it isn't worth setting up a project folder.