Planview ChangePoint

Planview ChangePoint is a Professional Services Automation (PSA) product built to automate and connect every stage of the Orders-to-Cash lifecycle for services organizations. Financial management, billing, revenue recognition, and contract execution are core to its architecture rather than added reporting layers, resulting in a single-database system covering CRM through invoicing in one application. ChangePoint is available as SaaS and on-premise, with a monthly release cadence, and supports an add-on, ChangePoint PLUS, that connects its financial governance to Planview ProjectPlace's collaborative workspaces.

Client and Contact Management

• Native CRM includes client records, contacts, and integrated document management for proposals, contracts, and NDAs
• A client portal allows customers to review project status, submit requests, and collaborate with delivery teams
• Native survey management supports ad hoc, automated, and satisfaction surveys with configurable scoring and workflow triggers
• Satisfaction scorecards centralize CSAT tracking with automated escalation workflows

Opportunity Management

• Pipeline management includes rollup forecasting and OLAP analysis
• Service forecasts break down by resource type, role, billing rate, effort, and region per opportunity
• Product forecasts capture quantity, negotiated price, standard price, cost, and margin per line item
• Resource demand visibility connects opportunity requirements directly to resource planning
• What-if scenario modeling supports real-time opportunity prioritization

Engagement Management

• The Engagement entity separates the financial contract from the project delivery mechanism, defining billing rates, contract terms, split billing, revenue recognition rules, and approval workflows
• Supports multiple engagements per customer and multiple projects per engagement
• Supports Fixed Fee, Time and Materials, and Mixed billing types within the same engagement
• Includes multi-jurisdictional taxation, multi-currency billing, and effective-dated rate changes
• Revenue recognition can be performed within ChangePoint or delivered as inputs to an ERP system
• Intelligent Forms provide wizard-driven contract creation that auto-generates documents from system data

Resource Planning and Management

• Resource profiles capture billing and cost rates, targeted utilization, skills, qualifications, and project history
• Contractor profiles track skills, work history, performance ratings, and availability
• Resource search allows queries by skills, competencies, geography, availability, and calendar constraints
• Soft and hard bookings include automated over- and under-booking alerts to resource managers
• Resource demand and capacity analysis measures forecasted demand against current capacity in real time

Project and Program Management

• A multi-level work breakdown structure supports unlimited nesting depth, with a single-grid Project Worksheet for task creation and dependency management
• Bi-directional Microsoft Project integration syncs approximately 40 fields continuously throughout the project lifecycle
• Configurable stage-gate workflows include approvals and automated notifications
• Change management covers issue tracking, risk identification, contingency budgeting, and risk scoring
• Supports unlimited project baselines and multiple budget revisions with version control
• Includes earned value analysis, budget-versus-actual tracking, and project slippage reporting

Time and Expense Management

• Time entry applies against projects, tasks, requests, and administrative codes
• Configurable multi-level approval workflows include SLA-aware time booking with out-of-SLA warnings
• Expense categories, receipts, and expense type rollups compare against budget

Billing and Revenue Recognition

• Direct billing runs from ChangePoint to client or ERP, reducing days outstanding for invoice distribution
• Split billing distributes invoice amounts across multiple business units
• Multi-currency invoicing includes automatic exchange rate conversion
• Product billing supports software licenses, hardware, bundled services, and managed services

Analytics and Business Intelligence

• Embedded Cognos Analytics provides more than 100 standard reports across all functional modules
• An open database architecture allows third-party BI tools to connect directly
• AI capabilities, including predictive trend analysis and automated insights, are available within the Cognos Analytics 12 layer

ChangePoint PLUS

• An add-on that connects ChangePoint's financial governance with Planview ProjectPlace's collaborative workspaces
• Delivery teams work in ProjectPlace while ChangePoint enforces revenue targets and financial structures, enabling agile execution within a financially governed services model