End-to-end customer lifecycle management and the best tools for opportunity and contract management
Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial …
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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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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Product Details
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- Competitors
- Tech Details
- FAQs
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
Planview ChangePoint Video
Why Changepoint?
Planview ChangePoint Competitors
Planview ChangePoint Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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.
The most common users of Planview ChangePoint are from Enterprises (1,001+ employees).
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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
March 27, 2022
End-to-end customer lifecycle management and the best tools for opportunity and contract management
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.
March 24, 2022
Changepoint software review
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.
August 09, 2019
Changepoint - Software with a Purpose
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.
December 17, 2018
Changepoint needs a facelift
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 closure to project initiation.
April 17, 2018
Not great!
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
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.
December 09, 2014
Quick Changepoint Review from a advanced end-user.
Score 7 out of 10
Vetted Review
Verified User
We currently use CP for tracking sales opportunities, reporting and billing for specific parts of our services organization. Overall it accomplishes a majority of the business challenges we face.
February 02, 2014
Changepoint v2010 - Not for the Faint of Heart
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.
January 18, 2014
Changepoint Provides us with a comprehensive, global PPM tool
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.
January 17, 2014
Change point of view
Score 5 out of 10
Vetted Review
Verified User
We use Changepoint to document all aspects of a project, from time and expense reports/billing to cost/revenue reports even loading and storing important project related documents.
January 14, 2014
IT Company's Users Review of Changepoint
Score 8 out of 10
Vetted Review
Verified User
We use CP to track our projects and engineers' billable/non-billable hours as well as expenses. All use it to track unbilled services.