Product Tour

Project Scheduling & Organization

Priority-based schedules that update automatically

Priority-based schedules that update automatically

Never dread having to rebuild your schedule because a new project has become a top priority. Only LiquidPlanner calculates schedules automatically based on priorities, so you can instantly see the impact of changes in your business. Simply prioritize work for your team and get a realistic picture of when it will get done.

Best case/worst case estimates

Best case/worst case estimates

Every project involves some amount of uncertainty. Only LiquidPlanner lets you capture it. Just estimate a realistic range of time to complete tasks, say 2-4 hours, and LiquidPlanner calculates when you’re likely to complete your work. It takes your availability, vacations and priorities into account, so you can trust your schedule.

Portfolio-level planning

Portfolio-level planning

LiquidPlanner’s flexible structure allows you to organize and prioritize hundreds of projects and tasks in a single view. From high-level, long-range planning to up-to-the-minute execution, LiquidPlanner has you covered. Build and manage a pipeline of pending, approved and active projects, and analyze your portfolio to get deep insight into resource requirements, costs and profits.

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Team Planning & Coordination

Manage your resources like a pro

Manage your resources like a pro

Ensuring that everyone on your team has just the right amount of work isn’t always easy. LiquidPlanner’s cutting-edge scheduling engine always respects availability, so it’s impossible to overbook people. (This means you get more realistic schedules.) Vacations, events and dependencies are automatically factored into schedules.

A shared inbox

A shared inbox

What if all of your team’s tasks could first be captured in a unified inbox? That’s precisely what LiquidPlanner does. New work is automatically funneled into a central, shared team inbox. Tasks can be assigned, estimated and prioritized as part of an existing (or improved!) business process for managing work distribution.

Checklists for tracking

Checklists for tracking

Use checklists to track all of the steps that need input or sign-off by other team members in order to complete a task. You can assign checklist items, reorder them with drag-n-drop and copy the entire list to use in a similar task. It’s like embedding a quality-control function into your projects’ to-do lists.

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Built-In Project Collaboration

Connected conversation threads

Connected conversation threads

All conversations in LiquidPlanner are connected to tasks, because collaboration is more useful in context. Your homepage displays recent conversations grouped by tasks so you can keep up to date with what’s going on with your team. You can follow the tasks that you care about most or filter the comment stream down to your biggest project.

Seamless file-sharing

Seamless file-sharing

You can upload and easily share virtually any type of file in your LiquidPlanner workspace. Photos, documents and PDFs can be uploaded from your hard-drive or popular third-party cloud storage service like Dropbox, Box and Google. Files are always attached to a plan item, meaning less time scouring through email to find what you’re looking for.

Email + calendar integration

Email + calendar integration

Use the tools you already know and love. Create tasks in seconds by simply sending email to your LiquidPlanner inbox, and reply to comments directly from email (your replies are captured automatically in LiquidPlanner). View tasks in your Outlook or Google calendar to keep on top of commitments and changing priorities.

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Time Tracking & Approval

Smarter timesheets

Smarter timesheets

LiquidPlanner timesheets are prepopulated with the work you are assigned to for the week, so there’s no need to re-enter that data. If your tasks change, no problem—LiquidPlanner will automatically update your timesheet for you. Avoid the double entry of hours—just update your timesheet and your project plan is updated automatically.

Task timers

Task timers

Remembering how much time you spent on a task is often the most challenging part of tracking time. Our integrated timer tracks actual time spent on tasks, so your time entries are more accurate than after-the-fact guesses. Click on the timer when you start a task, then click again when you finish.

Full timesheet workflow

Full timesheet workflow

Completing a timesheet is just the first in a series of steps for most organizations. When a team member submits a timesheet, managers can review, approve and export the timesheet for use with their billing system. Custom activity fields for tracking make reporting and invoicing a breeze.

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Project Analytics & Reporting

Custom report-builder & dashboard reports

Custom report-builder & dashboard reports

Your project workspace holds a wealth of business intelligence that can help you to make more informed business decisions. Find answers about your team’s past work to plan better for the future. LiquidPlanner analytics lets you create roll-up reports across any dimension of your data. Dashboard reports provide project status, workload summaries, and trend information.

Full plan and timesheet export

Full plan and timesheet export

Data from projects feeds many other critical business functions like accounting and HR. Getting that source data from LiquidPlanner is a snap. For invoicing, payroll or analysis, authorized users can export timesheets to XML, CSV or QuickBooks. You can also export your project schedule as a PDF or CSV file.

Baseline your progress

Baseline your progress

Like a time machine for your project portfolio, LiquidPlanner automatically snaps a baseline of your project plan every day (or you can snap a manual baseline) so you can compare the status of your project today to any point in the past. Use baselines to understand when dates have slipped, estimates have expanded or scope has increased.

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Native Mobile Access

Mobile

Manage projects on the go with LiquidPlanner iOS and Android apps

LiquidPlanner for iOS and Android lets you manage a portfolio of projects from the palm of your hand—anywhere, anytime. You can access essential planning and scheduling functions such as updating progress, collaborating with team members, commenting and making checklists, assigning tasks and browsing projects.

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Summary
Article Name
Product Tour and Features
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Description
Take a tour of LiquidPlanner's online project management software. Features include time tracking, scheduling and collaboration tools for your entire team.
Product Tour was last modified: July 29th, 2014 by liquidplanner