Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
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Projector PSA
Score 1.1 out of 10
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Projector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module helps the user track time and expenses and manage invoices and billing. Also it syncs with the company's accounting systems as a sub-ledger. The Resource Scheduling module matches…
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It …
Changepoint was selected for its cost and what it can do. I was not involved in the decision to purchase Changepoint, but it appears to be a good decision.
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I …
We believed that Changepoint matched up well, had better support and provided a better pricing structure that worked better for our budget constraints over time. The team was willing to work with us on the design of the tool for our needs and it wasn't going to break the bank …
We selected Changepoint as our PPM tool over ten years ago. We made this selection based upon their 'completeness of vision' and allowing us to develop our PMO processes with a single footprint. Changepoint has been very successful with product enhancements and maintains their …
n/a to me, we used to use spread sheets and a sharepoint site to house all the project related information and documents before we went to Changepoint.
Projector PSA is a great option for entering time. Our employees have no issue allocating their time to the correct tasks types. Projector PSA does not require a written description for time, and our employees have noticed that this makes for a cleaner, straightforward entry. …
Projector PSA provided a better value and much smaller initial commitment. The implementation process required minimal professional services. Projector PSA also had a strong data security model to limit visibility appropriately to personnel using the system.
Projector had the most features that best aligned with our usage. We liked the scheduling and reporting features.
Verified User
Anonymous
Chose Projector PSA
During our assessment of alternate systems we examined the functionality of: ASTEA, Technology One, SAP, Microsoft Project Server, and SalesForce.com. Offerings were assessed against the following evaluation criteria: system functionality, application integration, …
Verified User
Anonymous
Chose Projector PSA
We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other …
Verified User
Anonymous
Chose Projector PSA
Primavera is an excellent product but much more sophisticated than what my department needed at the time I selected and recommended Projector PSA.
We switched to Projector from Open Air. While Open Air was a good tool, we found it wasn't really designed for project management at the level of detail we needed from our PSA and used MS Project and Excel to supplement Open Air. We also struggled with the invoicing side of it, …
VADITIME
No answer on this topic
Features
Planview ChangePoint
Projector PSA
VADITIME
Project Management
Comparison of Project Management features of Product A and Product B
Planview ChangePoint
-
Ratings
Projector PSA
7.4
Ratings
4% below category average
VADITIME
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Ratings
Task Management
00 Ratings
9.50 Ratings
00 Ratings
Resource Management
00 Ratings
9.50 Ratings
00 Ratings
Gantt Charts
00 Ratings
6.00 Ratings
00 Ratings
Scheduling
00 Ratings
8.50 Ratings
00 Ratings
Workflow Automation
00 Ratings
9.00 Ratings
00 Ratings
Team Collaboration
00 Ratings
7.50 Ratings
00 Ratings
Support for Agile Methodology
00 Ratings
5.80 Ratings
00 Ratings
Support for Waterfall Methodology
00 Ratings
5.20 Ratings
00 Ratings
Document Management
00 Ratings
8.50 Ratings
00 Ratings
Email integration
00 Ratings
7.60 Ratings
00 Ratings
Mobile Access
00 Ratings
3.70 Ratings
00 Ratings
Timesheet Tracking
00 Ratings
9.50 Ratings
00 Ratings
Change request and Case Management
00 Ratings
5.20 Ratings
00 Ratings
Budget and Expense Management
00 Ratings
8.10 Ratings
00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Changepoint is well-suited for consulting firms and other companies that charge clients for their time and have a need for significant project-management capabilities along with reporting and invoicing. It is not well-suited for companies that want a more basic solution to time reporting and expense reimbursement. The key questions to ask during the selection process revolve around this basic question: how are you going to use this software? Though it has a lot of functionality, the learning curve is steep and basic functionality is not as easy as one would expect.
We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems
There are lots of reporting options. Once you figure out how to work the parameters of a report, the system is able to provide detailed and accurate compilations of data. There are also many custom reports than can be setup, as well. In my experience, we have told Changepoint PSA administrators what kind of report we were needed and they set it up for us, available in a 'custom reports' folder.
You can have several things open at once -- 'portals'. These are up at the top of the screen, much like how Google Chrome has tabs at the top. This is useful.
Time tracking. For a service company that typically bills retainers, it is very important to be able to assign a direct cost to your resources at all levels and analyze your profitability.
Expense reporting. Projector easily tracks expenses of all types and allows you to categorize them under non-billable projects, client billable projects and/or client development ventures.
Reporting. Projector has a large list of standard reports right at your fingertips. These reports can be extracted as Excel docs, mdp files and other useful formats. They are intuitive, clear and easy to analyze. For those you need on a standard basis, you can set them up to pull on a recurring basis. It should be noted that all reports are easily customized and Projector's support team is always there to help get you the information you need.
The site could become slow with high volumes of traffic. This may have been due to the way that our infrastructure was setup.
Analytic reporting was not available in the version that we used. We created external reports to slice and dice the data and view it as the business demanded.
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...
We switched to Projector from Open Air. While Open Air was a good tool, we found it wasn't really designed for project management at the level of detail we needed from our PSA and used MS Project and Excel to supplement Open Air. We also struggled with the invoicing side of it, manually combining invoice summaries with custom time and expense reports in Acrobat. Projector however, was designed for project management. We are able to manage projects, track time and expenses, and invoice all out of one system. The project setup can accommodate a wide range of complexity, including milestones, dependencies, etc. Project and resource dashboards also help see the services portfolio and team at a summary level and allows us to zero in on particulars easily and more meaningfully than we were ever able to with Open Air. Invoice templates are also easily customized and we were able to get several set up quickly to meet our needs. Lastly, Open Air required us to purchase and pre-pay licensing for a year, so if we lost staff mid-way through the year, the unused seat was not prorated. Projector licensing is paid monthly based on actual number of active users that month, which makes more sense for a team with fluctuating headcount.
Our ability to maintain a global IS Scorecard helped us to maintain a focus on completing projects on time and within budget.
Having a single instance of Changepoint with projects aligned to specific portfolios helps senior management to maintain a focus on the investment of IS resources. It is foundational to our governance processes.
Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
Project proposals were more realistic because they were driven by real data.
Decision making overall for the department became more efficient and effective