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Planview ChangePoint

Planview ChangePoint


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
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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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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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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  • 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 and Ratings


Attribute Ratings


(1-16 of 16)
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Score 1 out of 10
Vetted Review
Verified User
  • 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.
April 17, 2018

Not great!

Score 3 out of 10
Vetted Review
Verified User
  • 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
Score 3 out of 10
Vetted Review
Verified User
  • Decreased employee efficiency - As I've mentioned, basic functionality is ore difficult than it should be and is frustrating for many of our new users. The learning curve is steep and the software isn't always intuitive. For new users, basic tasks take up an inordinate amount of time.
  • Better Reporting - The reporting functionality allows us to better understand our own costs and decide which employees are more efficient, which projects are correctly priced, and accurately our project plans reflect the work that is actually done on the ground.
  • More Accurate Invoicing - Changepoint has helped us to improve invoice accuracy and tracking by linking the project management feature with the invoicing feature. It helps us to be sure we have invoiced for the proper products and services on the proper date.
Ron Beck; MS MBA CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Our ability to maintain a global IS Scorecard helped us to maintain a focus on completing projects on time and within budget.
  • Having a single instance of Changepoint with projects aligned to specific portfolios helps senior management to maintain a focus on the investment of IS resources. It is foundational to our governance processes.
Score 9 out of 10
Vetted Review
Verified User
  • Increased the efficiency of the team since we all could see what was being worked on and the deadline
  • Improved communication and kept us on track with the project
  • Our customers were better served because we had a faster turn around time on projects
Score 2 out of 10
Vetted Review
Verified User
  • Employee efficiency has decreased significantly within our Project MAnagement team. The main causes are lack of logical steps/not user-friendly and the slowness of the entire program.
  • Changepoint PSA has greatly improved being able to track budgets for all projects. Before this software, budgets were done manually by hand and cross-referenced with Accounting. Now, we can pull a report out of the system, as long as all parties entered their time and data correctly.
Robert Goodman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Centralized online portal to manage customer engagements, time entry, and billing.
  • Changepoint has the ability to integrate with Microsoft Project (time-savings for us) and also with back-end ERP systems such as Siebel or SAP.
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