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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

(1-11 of 11)
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's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability. It enables helps us manage our active customer projects lifecycle end-to-end and also it helps to understand forecasted projects and resource demand for successful downstream execution and timely delivery.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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 employees. The process/flow of the software is also very good.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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 expense reporting that gets billed to the customer, such as airline, rental car, hotel and per diem. It has been a very good tool to work with once you figure out the different bells and whistles it offers. The process flow for the tool is very efficient. Turn around time on time reporting and expense reporting is one week. Checks are auto deposited almost immediately.
April 17, 2018

Not great!

Score 3 out of 10
Vetted Review
Verified User
Incentivized
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 IT demand from our customers - from the initial, early stage of the request and through its maturity, to the point when the request becomes an active project, until its full delivery.
March 07, 2015

Changepoint Review

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Change point was reviewed and purchased as a common portfolio management and project management centralized point of data for both IT and business users at a healthcare insurance company in MN. It's primary audience was IT personnel, and was the foundation for capturing all IT projects and the entire project management lifecycle. In addition, one of the key benefits was to replace the time tracking tool that was in place at the time using Changepoint functionality.
Score 3 out of 10
Vetted Review
Verified User
CP is being used across the whole organization, with certain features being used only by my specific department. Across the organization it is being used for time reporting and expense submission. In my department, the additional features of team folders and invoicing are used. The system administrator feature is used occasionally and the report designer feature has not yet been utilized. The major business problems it is being used to address are tracking time and expenses and allocating those time and expenses internally and among our clients, expense reimbursement for our employees, and invoicing our clients. We also have an integration with Salesforce to populate some of the company data into Changepoint.
Ron Beck; MS MBA CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Changepoint to manage IS Projects and Services on a global basis. Changepoint is foundational to the advances we made with Portfolio Management, Resource Planning, IS Budgets and Project Management. The recent integration of Intelledox enabled us to develop our own custom user interface that support our internal processes. A centralized database supports approximately 2,000 on a global basis.
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