+
+

Related Products

  • Planview AdaptiveWork
    714 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Project Insight
    121 Ratings
    Visit Website
  • Kantata
    2,276 Ratings
    Visit Website
  • Runn
    37 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website
  • Planfix
    57 Ratings
    Visit Website
  • Wrike
    7,611 Ratings
    Visit Website

About

Planview ChangePoint is a Professional Services Automation (PSA) platform automating the Orders-to-Cash lifecycle for services organizations, from CRM and opportunity management through contract execution, delivery, billing, and revenue recognition in one application. Key capabilities: • Engagement management separating financial contract terms from project delivery, supporting Fixed Fee, Time and Materials, and Mixed billing within one engagement • Resource planning with demand and capacity analysis, skills-based search, and utilization tracking • Project and program management with multi-level WBS, stage-gate workflows, and earned value analysis • Time and expense management with configurable approval workflows • Direct billing and revenue recognition, with multi-currency and multi-jurisdictional support • Embedded Cognos Analytics reporting across all modules

About

ValueFrame is enterprise resource planning for expert companies that can be tailored to your needs. With one system, you seamlessly handle your company's customer management, working time tracking, project management, invoicing and reporting. ValueFrame is a versatile enterprise resource planning system that supports your expert business in every step of it. Our solution can be adapted to the needs of both SMEs and large offices. Manage projects, bill accurately and improve your operations with information shared among the entire team. With efficient BI integrations, ValueFrame solves even the most demanding reporting needs. The work of an expert is made easier when all the information can be found in the same place. In ValueFrame, the customer register, sales tools, offer tracking, project management, resourcing, working time tracking, invoicing and reporting are all seamlessly part of one entity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.

Audience

Professional services companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I like that Changepoint Services Automation eases PPM processes even when not connected to the internet as it has offline mode feature.

Cons

  • I do not have anything that dissatisfies me when using Changepoint Services Automation.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/

Company Information

Visma
Founded: 1996
Norway
www.valueframe.com

Alternatives

Alternatives

Projectworks

Projectworks

Spiderworks
Cora PPM

Cora PPM

Cora Systems
Metric.ai

Metric.ai

Measured Analytics
FrameWorks Plus

FrameWorks Plus

Hexagon PPM
UnitLook

UnitLook

UnitPick

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

BI Book
Cognita
EnNovate
LianaCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Silverbucket
Sugar Sell
Sympa

Integrations

BI Book
Cognita
EnNovate
LianaCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Silverbucket
Sugar Sell
Sympa
Claim Planview ChangePoint and update features and information
Claim Planview ChangePoint and update features and information
Claim ValueFrame and update features and information
Claim ValueFrame and update features and information