End-to-end customer lifecycle management and the best tools for opportunity and contract management
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial …
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.
Recent Reviews
Pricing
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
Would you like us to let the vendor know that you want pricing?
2 people also want pricing
Alternatives Pricing
What is Wrike?
Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.
What is Atera?
Atera is a platform that enables IT professionals to gain access, visibility, and control over all their networks and devices from anywhere. Users can manage their IT operation from patch management, IT automations, advanced reporting, alerts, helpdesk, ticketing, and it features dozens of…
Product Details
- About
- Competitors
- Tech Details
- FAQs
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
Planview ChangePoint Video
Why Changepoint?
Planview ChangePoint Competitors
Planview ChangePoint Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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.
The most common users of Planview ChangePoint are from Enterprises (1,001+ employees).
Comparisons
Compare with
Reviews and Ratings
(21)Attribute Ratings
Reviews
(1-5 of 5)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
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability. It enables helps us manage our active customer projects lifecycle end-to-end and also it helps to understand forecasted projects and resource demand for successful downstream execution and timely delivery.
- Helps us to knowing our key customers.
- Excellent opportunity management tool.
- Best resource management and analytic tool.
- Nothing Missing. Complete product with contract management capabilities.
- Easy financial management functionalities.
- Excellent dashboard that monitors multiple operations.
- Customer lifecycle management.
- Opportunity and resource management.
- Contract management and financial management.
- Manage Key customers for greater profitability.
- Forecasting and budgeting.
- Robust resource management capabilities.
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 gives us visibility into our employees' skills and helps to optimize resource allocation.
March 24, 2022
Changepoint software review
Used for financials, to track resource allocation by project and reporting. The business problem it addresses is primarily time tracking/expenses to distribute expenses across employees. The process/flow of the software is also very good.
- Resource allocation.
- Reporting on time / expenses.
- Scalable across different projects.
- Some non user friendly features.
- Can be slow at times.
- Not all project management related processes are available.
- Security of information.
- Easy to understand format.
- User friendly.
- Effective communication.
- More efficient processes.
August 09, 2019
Changepoint - Software with a Purpose
Changepoint is used by our company to track resources by project by hours billed to that project. In addition to tracking resource allocation by project, it is also used for expense reporting that gets billed to the customer, such as airline, rental car, hotel and per diem. It has been a very good tool to work with once you figure out the different bells and whistles it offers. The process flow for the tool is very efficient. Turn around time on time reporting and expense reporting is one week. Checks are auto deposited almost immediately.
- It handles resource time reporting very efficiently.
- It handles expense reporting in a very fluid manner.
- Overall, easy to work with.
- Changepoint will time out every now and then. You may not realize it, but your data entry has not been saved and then you close out of the application and come back in and your work is gone.
- Changepoint will remember / store previous projects that have been billed to. Once the project closes, it still brings back the project so over time, your screen gets crowded.
- Changepoint requires a VPN from remote locations which can pose a problem for frequent travelers. Few, if any, hotels offer a secure wifi and thus connecting to Changepoint can have its challenges
- I am a PM, so I do not know, nor can I speak to ROI.
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.
February 02, 2014
Changepoint v2010 - Not for the Faint of Heart
Score 3 out of 10
Vetted Review
Verified User
CP is being used across the whole organization, with certain features being used only by my specific department. Across the organization it is being used for time reporting and expense submission. In my department, the additional features of team folders and invoicing are used. The system administrator feature is used occasionally and the report designer feature has not yet been utilized. The major business problems it is being used to address are tracking time and expenses and allocating those time and expenses internally and among our clients, expense reimbursement for our employees, and invoicing our clients. We also have an integration with Salesforce to populate some of the company data into Changepoint.
- Changepoint has significant reporting capabilities, though of course, the data that comes out is only as good as the data that goes in. I enjoy being able to use the standard reports to understand exactly how much a project has cost us and to compare it to how much we are charging. This allows us to more accurately set our prices. Though we have not used the report designer capability, I understand that custom reports can be designed with relative ease.
- Changepoint has a versioning capability for changes made to user profiles in the system manager, which I find particularly helpful. As a non-power user, it is valuable to be able to see what changes I have made to various profiles so that I can troubleshoot a problem down the line.
- Changepoint has significant functionality well beyond the features that we are currently using, and for this reason, I think it is affordable and a good deal. Particularly if your organization is interested in dedicating the time and resources into using all of the features around project planning, resource allocation, etc., the price is well worth the value.
- The usability of Changepoint leaves something to be desired, at least as far as basic features are concerned. It has significant functionality, but our users find basic tasks--like creating expense reports--needlessly complicated and not user-friendly.
- The user interface is clunky, outdated, and difficult for a basic user to navigate. The locations of items are not always intuitive and it is annoying to have to go to different views in order to see information that should be grouped together. For example, in order to view task information, you have to go to the projects tab. You cannot drill down from the project or engagement level.
- I don't believe Changepoint has any video training for basic functionality, but this is an important addition to standard help files. When my users have problems with the software, myself or another administrator must sit down with them and show them how to accomplish their goal. Videos showing how to use basic functionality would be very helpful.
- Browser support is minimal. In v2010, only IE is supported, which is ridiculous. We are upgrading to V2012, which will greatly improve the array of browsers that our users can use, but even then certain features do not work with Firefox. In 2014, robust browser compatibility should be a basic feature.
- Decreased employee efficiency - As I've mentioned, basic functionality is ore difficult than it should be and is frustrating for many of our new users. The learning curve is steep and the software isn't always intuitive. For new users, basic tasks take up an inordinate amount of time.
- Better Reporting - The reporting functionality allows us to better understand our own costs and decide which employees are more efficient, which projects are correctly priced, and accurately our project plans reflect the work that is actually done on the ground.
- More Accurate Invoicing - Changepoint has helped us to improve invoice accuracy and tracking by linking the project management feature with the invoicing feature. It helps us to be sure we have invoiced for the proper products and services on the proper date.
I have not used any other similar products so I cannot compare them. Changepoint was selected before I joined the company.
January 18, 2014
Changepoint Provides us with a comprehensive, global PPM tool
Score 10 out of 10
Vetted Review
Verified User
We use Changepoint to manage IS Projects and Services on a global basis. Changepoint is foundational to the advances we made with Portfolio Management, Resource Planning, IS Budgets and Project Management. The recent integration of Intelledox enabled us to develop our own custom user interface that support our internal processes. A centralized database supports approximately 2,000 on a global basis.
- The ability to configure our own user designed fields help to support our project and portfolio governance process.
- The integration of the Intelledox tool enabled us to develop e-Forms within Changepoint. This provides standardized project documentation like project contracts, project change requests, closure reports, etc.
- The Changepoint database is easy to configure in order to aggregate and export data to our Global IS Scorecard.
- A single instance of Changepoint provides an opportunity to manage our projects on a global basis.
- We use Changepoint to manage the IS organization. I would like to see more advancement in order to do benefits management.
- I would like to see a capability where a project manager can build a very detailed work breakdown structure, but only require project resources to charge time and provide a task status at a higher level.
- 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.
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 leadership position in this software space. We see the Changepoint team as business partners and not a vendor.