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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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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

(1-8 of 8)
Companies can't remove reviews or game the system. Here's why
Camilla jane | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
April 17, 2018

Not great!

Score 3 out of 10
Vetted Review
Verified User
Incentivized
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...
March 07, 2015

Changepoint Review

Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • HP Project and Portfolio Management,HP Service Manager,Microsoft SQL Server,ClaritySoft,MS SharePoint,Planview Enterprise
We believed that Changepoint matched up well, had better support and provided a better pricing structure that worked better for our budget constraints over time. The team was willing to work with us on the design of the tool for our needs and it wasn't going to break the bank from a budget perspective.
Ron Beck; MS MBA CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
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