Planview ChangePoint

Planview ChangePoint

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Score 8.0 out of 100
Planview ChangePoint

Overview

Recent Reviews

Changepoint software review

6 out of 10
March 24, 2022
Used for financials, to track resource allocation by project and reporting. The business problem it addresses is primarily time …
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Changepoint needs a facelift

1 out of 10
December 17, 2018
We use Changepoint for project financials, time and expense reporting. We have 6000 employees and have Changepoint integrated to …
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Not great!

3 out of 10
April 17, 2018
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
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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Reviewer Pros & Cons

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Video Reviews

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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 Demos

Why Changepoint?
00:56
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Features Scorecard

No scorecards have been submitted for this product yet..
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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 efficient 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, reducing cost overruns and delays.
  • Team Delivery – Orchestrate and delivery work flexibly, in multiple ways for profitable and 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 TypesSaaS
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 Cloud are common alternatives for Planview ChangePoint.

The most common users of Planview ChangePoint are from Enterprises (1,001+ employees) and the Information Technology & Services industry.
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Comparisons

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Reviews and Ratings

 (21)

Ratings

Reviews

(1-16 of 16)
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Camilla jane | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 6 out of 10
Vetted Review
Verified User
Review Source
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.
Score 6 out of 10
Vetted Review
Verified User
Review Source
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.
Score 1 out of 10
Vetted Review
Verified User
Review Source
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.
April 17, 2018

Not great!

Score 3 out of 10
Vetted Review
Verified User
Review Source
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!
March 07, 2015

Changepoint Review

Score 5 out of 10
Vetted Review
Verified User
Review Source
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.
Edric McNeary | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Score 3 out of 10
Vetted Review
Verified User
Review Source
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.
Ron Beck; MS MBA CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
January 17, 2014

Change point of view

Lindsey Thibodeau | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 2 out of 10
Vetted Review
Verified User
Review Source
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.
Robert Goodman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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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