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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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Learn from top reviewers

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

Rating: 9 out of 10
March 27, 2022
IncentivizedVetted ReviewVerified User
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability....
Continue reading
Camilla jane
Project Manager - Engineering
Project Coordinator
Aecon Group Inc.
Planview ChangePoint2 years of experience

Changepoint software review

Rating: 6 out of 10
March 24, 2022
IncentivizedVetted ReviewVerified User
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...
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Verified user
Professional
Planview ChangePoint1 year of experience

Changepoint - Software with a Purpose

Rating: 6 out of 10
August 9, 2019
IncentivizedVetted ReviewVerified User
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 e...
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Verified user
Project Manager
Planview ChangePoint2 years of experience

Changepoint needs a facelift

Rating: 1 out of 10
December 17, 2018
IncentivizedVetted ReviewVerified User
We use Changepoint for project financials, time and expense reporting. We have 6000 employees and have Changepoint integrated to Salesforce for deal tracking and opportunity c...
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Verified user
Executive
Planview ChangePoint3 years of experience

Not great!

Rating: 3 out of 10
April 17, 2018
IncentivizedVetted ReviewVerified User
We are a UK-based consulting organization that provides IT services to some 90 pharma companies across the globe. Changepoint solution is used to capture and manage incoming I...
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Verified user
Partner
Planview ChangePoint2 years of experience

Changepoint Review

Rating: 5 out of 10
March 7, 2015
IncentivizedVetted ReviewVerified User
Change point was reviewed and purchased as a common portfolio management and project management centralized point of data for both IT and business users at a healthcare insura...
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Verified user
Director
Planview ChangePoint2 years of experience

Quick Changepoint Review from a advanced end-user.

Rating: 7 out of 10
December 9, 2014
Vetted ReviewVerified User
We currently use CP for tracking sales opportunities, reporting and billing for specific parts of our services organization. Overall it accomplishes a majority of the business...
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Edric McNeary
Project Manager - Professional Services
Sr. Project Coordinator - Services
CDW
Planview ChangePoint6 years of experience

Changepoint v2010 - Not for the Faint of Heart

Rating: 3 out of 10
February 2, 2014
Vetted ReviewVerified 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 an...
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Verified user
Manager
Planview ChangePoint0.5 years of experience

Changepoint Provides us with a comprehensive, global PPM tool

Rating: 10 out of 10
January 18, 2014
Vetted ReviewVerified 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 B...
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Ron Beck; MS MBA CPA
Professional - Information Technology
Global IS PMO
Boehringer Ingelheim Pharmaceuticals
Planview ChangePoint10 years of experience

Change point of view

Rating: 5 out of 10
January 17, 2014
Vetted ReviewVerified User
We use Changepoint to document all aspects of a project, from time and expense reports/billing to cost/revenue reports even loading and storing important project related docum...
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Lindsey Thibodeau
Project Manager - Customer Service
Service Delivery Internal Project Manager
Dell
Planview ChangePoint6 years of experience

IT Company's Users Review of Changepoint

Rating: 8 out of 10
January 14, 2014
Vetted ReviewVerified User
We use CP to track our projects and engineers' billable/non-billable hours as well as expenses. All use it to track unbilled services.
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Meloni Mockerman
Administrative Assistant - Sales
Branch Office Administrator
CDW
Planview ChangePoint7 years of experience

Changepoint keeps projects on point.

Rating: 9 out of 10
January 10, 2014
Vetted ReviewVerified User
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Cedric M. Norwood
Project Manager - Professional Services
Project Manager
Department of Veterans Affairs
Planview ChangePoint2 years of experience

My experience in Changepoint

Rating: 8 out of 10
January 10, 2014
Vetted ReviewVerified User
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Verified user
Project Manager
Planview ChangePoint4 years of experience

I'd change Changepoint if I could

Rating: 2 out of 10
January 7, 2014
Vetted ReviewVerified User
Continue reading
Verified user
Project Manager
Planview ChangePoint1 year of experience

Review of Changepoint

Rating: 8 out of 10
January 7, 2014
Vetted ReviewVerified User
Continue reading
Verified user
Project Manager
Planview ChangePoint1 year of experience
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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)

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why

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

Rating: 9 out of 10
Incentivized
March 27, 2022
Cj
Camilla jane
Project Coordinator
Aecon Group Inc. (Construction, 10,001+ employees)
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros and Cons
  • Helps us to knowing our key customers.
  • Excellent opportunity management tool.
  • Best resource management and analytic tool.
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.
Most Important Features
  • Customer lifecycle management.
  • Opportunity and resource management.
  • Contract management and financial management.
Return on Investment
  • Manage Key customers for greater profitability.
  • Forecasting and budgeting.
  • Robust resource management capabilities.
Alternatives Considered
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.
Other Software Used

Changepoint software review

Rating: 6 out of 10
Incentivized
March 24, 2022
Verified User
Vetted Review
Verified User
Planview ChangePoint
1 year of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • Resource allocation.
  • Reporting on time / expenses.
  • Scalable across different projects.
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.
Most Important Features
  • Security of information.
  • Easy to understand format.
  • User friendly.
Return on Investment
  • Effective communication.
  • More efficient processes.

Changepoint - Software with a Purpose

Rating: 6 out of 10
Incentivized
August 09, 2019
Verified User
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • It handles resource time reporting very efficiently.
  • It handles expense reporting in a very fluid manner.
  • Overall, easy to work with.
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.
Return on Investment
  • I am a PM, so I do not know, nor can I speak to ROI.
Alternatives Considered
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.
Other Software Used

Changepoint v2010 - Not for the Faint of Heart

Rating: 3 out of 10
February 02, 2014
Verified User
Vetted Review
Verified User
Planview ChangePoint
0.5 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
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.
Return on Investment
  • 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.
Alternatives Considered
I have not used any other similar products so I cannot compare them. Changepoint was selected before I joined the company.
Likelihood to Renew
8
Our users are now used to the idiosyncrasies of Changepoint and we have significant data accumulated in the system. I do not imagine that we will have a strong enough need in the near future to disrupt the business to the extent that it would be worth it to move to a new system. We are also about to upgrade to V2012, which will hopefully solve many of the problems with basic functions that I highlighted in my review. We will likely stay with Changepoint for the foreseeable future.

Changepoint Provides us with a comprehensive, global PPM tool

Rating: 10 out of 10
January 18, 2014
RB
Ron Beck; MS MBA CPA
Global IS PMO
Boehringer Ingelheim Pharmaceuticals (Pharmaceuticals, 10,001+ employees)
Vetted Review
Verified User
Planview ChangePoint
10 years of experience
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
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.
Return on Investment
  • 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.
Alternatives Considered
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.
Likelihood to Renew
10
We have been renewing our our software licenses for over ten years. The application is meeting our needs.
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