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Planview ChangePoint

Planview ChangePoint

Overview

What is Planview ChangePoint?

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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Recent Reviews

Not great!

3 out of 10
April 17, 2018
Incentivized
We are a UK-based consulting organization that provides IT services to some 90 pharma companies across the globe. Changepoint solution is …
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Changepoint Review

5 out of 10
March 07, 2015
Incentivized
Change point was reviewed and purchased as a common portfolio management and project management centralized point of data for both IT and …
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Change point of view

5 out of 10
January 17, 2014
We use Changepoint to document all aspects of a project, from time and expense reports/billing to cost/revenue reports even loading and …
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Pricing

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Planview ChangePoint

Planview ChangePoint

N/A
Unavailable

What is Planview ChangePoint?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Planview ChangePoint?

Planview ChangePoint is an end-to-end Professional Services Automation (PSA) software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract financial governance and project management, to invoicing and revenue recognition, ChangePoint drives orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth.

  • Planning – gain early visibility into services opportunities to ensure more accurate forecasted demand/capacity for services delivery success.
  • Project and Work Management – enable repeatable delivery success and profitability by taking control of customer projects and work.
  • Resource Management – maximize resource allocation and utilization with discipline, to reduce cost overruns and delays.
  • Team Delivery – Orchestrate and delivery work flexibly, in multiple ways for successful engagements.
  • Financial Visibility – build a financial foundation across the lifecycle capturing hours, billing, revenue, and margin, to impact business financials.
  • Analytics and Reporting – Analyze services delivery data without relying on reporting teams.

With the recent addition of ChangePoint PLUS, Planview combines the work management capabilities of ProjectPlace with the financial governance of ChangePoint so users can execute client work collaboratively and flexibly from traditional to agile, while maintaining accurate work details to report financials.

Planview ChangePoint Features

  • Supported: Pipeline and Backlog Tracking
  • Supported: Contract Financial Governance
  • Supported: Capacity and Resource Management
  • Supported: Project Templates and Configurable Workflows
  • Supported: Services Resources Matching
  • Supported: Real-time Utilization Tracking
  • Supported: Billing and Rate Management
  • Supported: Revenue Forecasting and Recognition
  • Supported: Time and Expense Tracking
  • Supported: Flexible Billing Structures
  • Supported: Interactive Dashboards
  • Supported: ProjectPlace Work Management Integration

Planview ChangePoint Screenshots

Screenshot of End-to-end view to drive financially successful customer-facing projects.Screenshot of A flexible approach to tracking elaborate contractual terms and conditions.Screenshot of Quote-to-cash success with structured processes.Screenshot of Build project rigor and standardization for services delivery.Screenshot of Improve resource utilization on the work that best meets the needs of customers.Screenshot of Ensure process adherence to drive financial success.Screenshot of Improving cash-flow at every step.Screenshot of Greater visibility across portfolios with embedded business analytics.

Planview ChangePoint Video

Why Changepoint?

Planview ChangePoint Competitors

Planview ChangePoint Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

OpenAir PSA, Zoho Projects, and Kantata PS Cloud are common alternatives for Planview ChangePoint.

The most common users of Planview ChangePoint are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(21)

Attribute Ratings

Reviews

(1-16 of 16)
Companies can't remove reviews or game the system. Here's why
March 27, 2022

End-to-end customer lifecycle management and the best tools for opportunity and contract management

Camilla jane | TrustRadius Reviewer
Camilla jane
Project Coordinator
Aecon Group Inc. (Construction, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Great product with excellent professional service automation capabilities for service-first to our active customers and the best opportunity and resource management product. Flexible product with contract definition and contract agreement terms and conditions with document sharing capabilities that make it easy to attach proposals and contracts. Excellent financial management capabilities and analytical features.
March 24, 2022

Changepoint software review

Verified User
Professional in Professional Services
Civil Engineering Company, 10,001+ employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Well suited for team collaboration allowing a single source of truth view / better communication on project-related information. The software is robust and scalable for all types and sizes of projects and simple enough to use. The workflows are customisable to mold to various ways of working so not sure of the scenarios it won't be appropriate for.
August 09, 2019

Changepoint - Software with a Purpose

Verified User
Project Manager in Professional Services
Computer Software Company, 1001-5000 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Changepoint offers what a company needs. Project management at the resource level, time reporting and expense reporting. That is all our company uses it for, as I am sure there are other uses for the software. It works for what our company needs it to do. No issues to date at all.
December 17, 2018

Changepoint needs a facelift

Verified User
Executive in Professional Services
Management Consulting Company, 1001-5000 employees
Score 1 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
We needed to create a custom time entry interface to make it easy for users to add time each week. Managers who approve time also have a custom UI so that we could reduce time entry errors and streamline the approval process.
April 17, 2018

Not great!

Verified User
Partner in Information Technology
Pharmaceuticals Company, 51-200 employees
Score 3 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Changepoint is basic and would, therefore, work for businesses with uncomplicated requests, pretty straightforward workflows and willingness to work with an unsightly solution. It is basic, from the UI to the search option and the way the information is captured, which can be frustrating and counter-intuitive at times.

It is relatively robust (i.e. I have been using it for almost 2 years and have not seen it crash once) but it does log me out when the system has been inactive for about 30 minutes - and I am only notified about being logged out upon clicking the Submit button, meaning many a line of text have been typed more than once!
March 07, 2015

Changepoint Review

Verified User
Director in Information Technology
Insurance Company, 5001-10,000 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Compare this product to CA-Clarity functionality. Compare this product to MS Project PPM Enterprise functionality. This tool should always drive to be in the most popular Gartner quadrant for PPM/Project Mgmt tools. I think that the development team has more work to do in this regard with better communicating the key value proposition of selecting this tool as a PPM solution for it's prospective clients.
December 09, 2014

Quick Changepoint Review from a advanced end-user.

Edric McNeary | TrustRadius Reviewer
Edric McNeary
Sr. Project Coordinator - Services
CDW (Information Technology and Services, 5001-10,000 employees)
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Services Organizations can benefit from much of CP's capabilities since it is robust to handle many of the high level tasks. More recently there have been additional capabilities opened up to us which allow for our mobile resources to access Changepoint from their smartphones and tablets. This has proven to be a huge plus for productivity.
February 02, 2014

Changepoint v2010 - Not for the Faint of Heart

Verified User
Manager in Corporate
Oil & Energy Company, 11-50 employees
Score 3 out of 10
Vetted Review
Verified User
Likelihood to Recommend
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.
January 18, 2014

Changepoint Provides us with a comprehensive, global PPM tool

Ron Beck; MS MBA CPA | TrustRadius Reviewer
Ron Beck; MS MBA CPA
Global IS PMO
Boehringer Ingelheim Pharmaceuticals (Pharmaceuticals, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
We often engage the Changepoint Professional Services Team and have been using them for over ten years. They are very competent and well respected. We are active in the global Changepoint User Group which affords us the opportunity to engage with other users both within an on-line forum as well as annual meetings. Changepoint also provides "accelerators" which are pre-configured workflows, reports, etc. that can be easily customized to fit our specific needs. The Changepoint executive team interfaces with us on a regular basis to understand our needs. This allows them to focus their development effort for future product enhancements.
January 17, 2014

Change point of view

Lindsey Thibodeau | TrustRadius Reviewer
Lindsey Thibodeau
Service Delivery Internal Project Manager
Dell (Information Technology and Services, 10,001+ employees)
Score 5 out of 10
Vetted Review
Verified User
Likelihood to Recommend
It depends on what someone is in need of, Changepoint is capable of many different funtions. If someone was looking for a better way to track a project and house all the information in one place Changepoint would be a good fit.
January 10, 2014

Changepoint keeps projects on point.

CN
Cedric M. Norwood
Project Manager
Department of Veterans Affairs (Government Administration, 501-1000 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Changepoint is clearly a better way to manage projects in a fast-paced environment with teams around the globe. It keeps everyone on the same page allowing us to communicate efficiently. Any team member can download a project document, make edits, and upload them so the team can view the changes. Changepoint is robust enough for simple and complex projects; I would definitely recommend it to others.
January 07, 2014

I'd change Changepoint if I could

Verified User
Project Manager in Information Technology
Computer Software Company, 1001-5000 employees
Score 2 out of 10
Vetted Review
Verified User
Likelihood to Recommend
It is well suited, I believe, for Accounting and tracking overall business processes on a high level. Tracking employee time is a good with Changepoint, as well. As mentioned, it's not suited for task management or Project Management.
October 22, 2013

Professional Services Automation w/ Changepoint

Robert Goodman | TrustRadius Reviewer
Robert Goodman
Director of Business Intelligence & Analytics
Georgetown University (Information Technology and Services, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Changepoint was a nice solution to manage our SMB. Microsoft uses this technology today to manage their professional services teams - so this is to say that it can also handle large enterprises.
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