Planview ChangePoint

Planview ChangePoint

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Score 8.0 out of 100
Planview ChangePoint


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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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


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Demos

Why Changepoint?
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Features Scorecard

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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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Reviews and Ratings




(1-10 of 10)
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Score 3 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
Score 2 out of 10
Vetted Review
Verified User
Review Source
I do not manage the decision to renew Changepoint -- I must keep using it and it's already so integrated with our other departments and corporate Accounting, I doubt we will ever get rid of it. However, if it was my decision, I would have a specific software made for internal task management and a specific software designed for Project Management. Changepoint tries to encompass both of those, but you can tell it's not made for either of them.
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