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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...
Continue reading
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...
Continue reading
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...
Continue reading
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...
Continue reading
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...
Continue reading
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.
Continue reading
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
Continue reading
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
Continue reading
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

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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.

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  • 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

(1-16 of 16)
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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.

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.

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.

Changepoint needs a facelift

Rating: 1 out of 10
Incentivized
December 17, 2018
Verified User
Vetted Review
Verified User
Planview ChangePoint
3 years of experience
Use Cases and Deployment Scope
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 closure to project initiation.
Pros and Cons
  • When Changepoint was created, it was a good comprehensive tool. It has not aged well
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.

Not great!

Rating: 3 out of 10
Incentivized
April 17, 2018
Verified User
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
Use Cases and Deployment Scope
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 IT demand from our customers - from the initial, early stage of the request and through its maturity, to the point when the request becomes an active project, until its full delivery.
Pros and Cons
  • Changepoint provides flexibility in terms of the workflow process, allowing a good degree of customization
  • The actions are time-stamped, and whilst Changepoint does not alert the users when things are about to expire, it does provide a timeline
  • It is flexible in regards to the type of information we look to capture on each request
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!

Changepoint Review

Rating: 5 out of 10
Incentivized
March 07, 2015
Verified User
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
Use Cases and Deployment Scope
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 insurance company in MN. It's primary audience was IT personnel, and was the foundation for capturing all IT projects and the entire project management lifecycle. In addition, one of the key benefits was to replace the time tracking tool that was in place at the time using Changepoint functionality.
Pros and Cons
  • Project management functionality is solid. The PM can navigate in this tool relatively easily and gain access to reporting fairly easily.
  • The reporting overall is good. Dashboards were well received by our mgmt at the time
  • The training and support team for us was second to none from a knowledge/timeliness and "guidance" perspective
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.

Quick Changepoint Review from a advanced end-user.

Rating: 7 out of 10
December 09, 2014
EM
Edric McNeary
Sr. Project Coordinator - Services
CDW (Information Technology and Services, 5001-10,000 employees)
Vetted Review
Verified User
Planview ChangePoint
6 years of experience
Use Cases and Deployment Scope
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 challenges we face.
Pros and Cons
  • The reporting capabilities are what really draw me to this program. It allows for fairly customizable reporting for end users and mid level managers.
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.

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.

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.

Change point of view

Rating: 5 out of 10
January 17, 2014
LT
Lindsey Thibodeau
Service Delivery Internal Project Manager
Dell (Information Technology and Services, 10,001+ employees)
Vetted Review
Verified User
Planview ChangePoint
6 years of experience
Use Cases and Deployment Scope
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 documents.
Pros and Cons
  • Changepoint is for the most part easy to access the information your looking for as long as you know how to look for it.
  • It makes billing the customer easier when everything is stored in Changepoint
  • logging time for myself or others is easy and I can make changes if need be
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.

IT Company's Users Review of Changepoint

Rating: 8 out of 10
January 14, 2014
MM
Meloni Mockerman
Branch Office Administrator
CDW (Information Technology and Services, 5001-10,000 employees)
Vetted Review
Verified User
Planview ChangePoint
7 years of experience
Use Cases and Deployment Scope
We use CP to track our projects and engineers' billable/non-billable hours as well as expenses. All use it to track unbilled services.
Pros and Cons
  • CP allows you to run many various reports on the information you enter.
  • CP allows you to specify which users are allowed access to different areas of the program. So not every employee can access all the information.
  • There are so many areas you can utilize in CP. Sales, Resources, Projects, Companies, Expenses, Timesheets
Likelihood to Recommend
It is a great tool for tracking projects progress. Tracks billable/non-billable hours as well as expenses.

Changepoint keeps projects on point.

Rating: 9 out of 10
January 10, 2014
CM
Cedric M. Norwood
Project Manager
Department of Veterans Affairs (Government Administration, 501-1000 employees)
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
Pros and Cons
  • Information displayed is intuitive and simple to understand
  • It is flexible and easy to use
  • Robust and scalable to the project needs
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.

My experience in Changepoint

Rating: 8 out of 10
January 10, 2014
Verified User
Vetted Review
Verified User
Planview ChangePoint
4 years of experience
Pros and Cons
  • Tracking employee's time toward different projects.
  • Assign task and calculate man hours and $ value.
  • Integrates with HP automation tools.
  • Tracking bugs through the SDLC.
Likelihood to Recommend
Because of the technical support team who are always ready to tackle issues and provide solutions.

I'd change Changepoint if I could

Rating: 2 out of 10
January 07, 2014
Verified User
Vetted Review
Verified User
Planview ChangePoint
1 year of experience
Pros and Cons
  • 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.
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.

Review of Changepoint

Rating: 8 out of 10
January 07, 2014
Verified User
Vetted Review
Verified User
Planview ChangePoint
1 year of experience
Pros and Cons
  • The breakdown of project tasks and details is easy to navigate.
  • The user interface is not complicated.
  • Rarely have any issues with the software.
Likelihood to Recommend
Project management is well suited.

Professional Services Automation w/ Changepoint

Rating: 7 out of 10
October 22, 2013
RG
Robert Goodman
Director of Business Intelligence & Analytics
Georgetown University (Information Technology and Services, 1001-5000 employees)
Vetted Review
Verified User
Planview ChangePoint
5 years of experience
Pros and Cons
  • The web interface made it easy to manage professional services projects and break them down by logical phases.
  • My former company enjoyed the Microsoft Project integration. Project plans could be uploaded directly to the web interface. Team members could then log their time directly to these activities for tracking.
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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