Welcome

Welcome to Portfolio Manager (formerly known as LiquidPlanner). This introductory guide explains how to access in app learning content, navigate your workspace, and get help when needed.

Academy lessons are available in your workspace and in the Help Center. Access the same content from either location. Explore lessons to help you get started or jump into the workspace and come back to the Academy when you want to learn more. Academy lessons support all users. Here's what you can expect from each course:

• Getting Started: introduces the core benefits and problems solved by using LiquidPlanner.

• For Portfolio Builders: supports Org Admins and Workspace Managers setting up the workspace. 

• Resources & Playbooks: tutorials for scheduling, tracking, views, and other documentation. 

• Reporting & API: guidance for building dashboards, using the API, setting up SSO, Slack, and Jira Integration.

Academy content is in transition as the brand updates from LiquidPlanner to Portfolio Manager  –  a new look with the same functionality. 

The left-side navigation provides a jumping off point for nine locations:

• Academy: click on a tile to open a track and view lessons.  

• *Iterations: prioritize and schedule tasks for sprints and other time based planning models.

• Projects: create projects, prioritize and manage projects in the Scheduled Portfolio.

• People: invite team members to collaborate with you or set up resources and placeholders.

• Library: holds workspace dashboards and reports with jump links to package and project libraries.

• Administration: account management, workspace settings, customization and integrations.

• My Work: a place for people to manage their own workload, timesheet, profile and availability.

• My Favorites: clicking the star at the top of a view to adds it to your favorites list in the left-side navigation.

• Discussions: follow discussions on plan items and post comments with this rich text editor.

Click the chevron to expand or collapse the left-side navigation and use the icons to navigate when it's collapsed.

*Iterations are provided by preview. Use the support link in the user menu to request access.

Projects in the left-side navigation brings you to Portfolio View for the Scheduled Collection.

Portfolio View encompasses all the Packages and Projects in the Collection.
SCHEDULED Collection is where you add projects and manage global priorities for the workspace.

Click into the Add Project field to add work, either by creating a new project, accessing project templates, or importing from Jira.  Learn about creating Projects, Importing Tasks from Excel and using Templates in the Projects & Templates track in the Portfolio Builders course. Learn about the Jira Integration in the API & Integrations track within the Reporting & API course.

Portfolio, Packages and Projects each have a series of views for examining work from different angles. Learn about them in the Views for Insights track under Resources & Playbooks.

The location breadcrumb at the top of the page shows your current location. When you're in a project level view you can use the breadcrumb to navigate back to a Package or the Portfolio.

• Clicking the package name returns you to Package View.

• SCHEDULED takes you to Portfolio View.

• ALL takes you to All Projects, the landing page for Project Collections: Scheduled, Pending, Archived and Templates.

The Academy provides support as you need it. When you are in your workspace, there are three ways to surface lessons without navigating through the Academy.

• Search bar at the top of the Academy home page. Enter a keyword to find lessons by feature or topic.

• Outposts at the bottom of the left-side navigation. Use arrows to rotate through, click on lesson to open it.

• Suggested Lessons for each location are available in the User Menu at the upper right corner of the workspace.

The User Menu is in the upper right corner of the workspace. Click on your user name to open the menu.

My Profile
Manage personal information and upload a profile image.

Switch Workspace
Access another workspace in the Organization (Ultimate Plan only).

Logout
Bookmark our Sign In page so it's easy to log back in again.

Talk to us
Contact Support or meet with a Product Advisor.

Suggested Lessons
Lessons open in the current location.