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.

About Planview ChangePoint

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

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Pricing

Pricing Details:
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.

Integrations

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Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

Play Video Customer Lifecycle Management Contract Management Opportunity Management Resource Management Delivery Management KPIs, Dashboards, and Self-Service Analytics
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android

Planview ChangePoint Frequently Asked Questions

Q: What kinds of users and organization types does Planview ChangePoint work with?
Q: What languages does Planview ChangePoint support in their product?
Q: What other applications or services does Planview ChangePoint integrate with?
Q: Does Planview ChangePoint have a mobile app?

Planview ChangePoint Product Features

Professional Services Automation

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

Planview ChangePoint Additional Categories

Planview ChangePoint Verified User Reviews

Write a Review
  • Bliss C.
    Director of Sales
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Changepoint Services Automation is a great tool for project management "

    Posted 2020-11-08

    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.

    Overall: It is over three years now and Changepoint Services Automation has transformed our PPM management by advancing productivity.

    Read More...
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