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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....
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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
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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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Reviews From Top Reviewers

View all reviews
(1-5 of 16)

Changepoint software review

Rating: 6 out of 10
Incentivized
March 24, 2022
Verified User
Professional in Professional Services
Civil Engineering Company, 10,001+ employees
Vetted Review
Verified User
Planview ChangePoint
1 year of experience
Return on Investment
  • Effective communication.
  • More efficient processes.

Changepoint needs a facelift

Rating: 1 out of 10
Incentivized
December 17, 2018
Verified User
Executive in Professional Services
Management Consulting Company, 1001-5000 employees
Vetted Review
Verified User
Planview ChangePoint
3 years of experience
Return on Investment
  • Since we put it in, we have grown, so the return is from using a product that has been paid for and the cost to switch is prohibitive.
  • The system takes a large team of operators to manage data changes because the UI is so confusing. So the human cost of operating is higher than we would like.
  • We needed to rewrite APIs that support the system so that we could easily integrate with our financial and CRM systems. This also cost extra manpower and makes it hard to read and write to the system.

Not great!

Rating: 3 out of 10
Incentivized
April 17, 2018
Verified User
Partner in Information Technology
Pharmaceuticals Company, 51-200 employees
Vetted Review
Verified User
Planview ChangePoint
2 years of experience
Return on Investment
  • The system time-stamps actions which is useful
  • It is expensive for the quality of experience it provides
  • It is *relatively* reliable in terms of the information management and archiving
  • Regular re-typing and other similar duplication of efforts on a large scale can become rather costly to the organization
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