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Planview ChangePoint

Planview ChangePoint 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Planview ChangePoint
Planview ChangePoint
4.5
(15)

Pricing

Pricing available upon request

About Planview ChangePoint

Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability.

The solution enables PSOs and ESOs to manage the entire customer project lifecycle. Key capabilities include quote-to-cash project lifecycle management, contract definition, forecasting, project budgeting, configurable workflows, project management, task management, skills and expertise-based views, dynamic Gantt charts, revenue recognition, time and expense management, multi-currency and taxation, and interactive dashboards.

Planview ChangePoint Screenshots

0
0

Planview ChangePoint Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    Planview ChangePoint Features

    • Popular features found in Professional Services Automation
      Client Portal
      Collaboration Tools
      CRM
      Document Management
      Project Tracking
      Quotes/Estimates
      Resource Management
      Task Management
      Timesheet Management
    • More features of Planview ChangePoint
      Access Controls/Permissions
      Activity Dashboard
      Activity Tracking
      API
      Approval Process Control
      Billable Items Tracking
      Billing & Invoicing
      Customizable Fields
      Customizable Reports
      Document Storage
      Expense Tracking
      Forecasting
      Gantt/Timeline View
      Invoice Management
      Multi-Currency
      Multiple Projects
      Performance Metrics
      Portfolio Management
      Progress Tracking
      Project Management
      Project Planning
      Project Templates
      Project Time Tracking
      Real-Time Data
      Real-Time Reporting
      Real-Time Updates
      Reporting & Statistics
      Resource Allocation & Planning
      Task Progress Tracking
      Task Scheduling
      Third-Party Integrations
      Time & Expense Tracking
      Timer
      Time Tracking

    Planview ChangePoint User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    53%

    4

    47%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    3.9

    Value for money

    4.2

    Customer support

    4.3

    Functionality

    4.4

    Stephen's profile

    Stephen L.

    Verified reviewer

    Computer Software

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    Powerful, Adaptive, Complete

    5

    We have the ability to utilize Changepoint PSA as end-to-end tool from CRM, Opportunties, Projects, and invoicing. Very powerful to have the data contained in one tool.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The ability to configure Changepoint PSA to your organization is bar none. With that power comes the scalability, reporting, and end-to-end process integrations that support continuous improvement and efficiencies that support your company's overall Vision and Mission.
    Cons:
    The power in configurability is amazing. With this comes an onus on an organization to ensure processes are well understood, standardized, and efficient as part of the implementation. If done in concert, the advantages of Changepoint PSA are tremendous.

    Reasons for choosing Planview ChangePoint

    Configurability and end-to-end process integration

    Reasons for switching to Planview ChangePoint

    Changepoint offered more configurability, power, and data integration to support our business needs and growth.

    Read More

    MP

    Manuel P.

    Verified reviewer

    Management Consulting

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    Changepoint User and Administrator

    4

    A great feature of the Changepoint PSA system is that administrators have the ability to customize the tool, which requires careful oversight, thorough planning, and established processes. Overall the PSA experience has been a positive one, where the support from Changepoint staff has been consistently present, and where the product is continuously improving.

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    The software has a strong and robust data structure that can be used for effective reporting, analytics, resource planning, forecasting, project management, and much more. It is essentially a one stop shop PSA offering that includes the ability to customize the product as needed to fit any business need.
    Cons:
    As strong as the data structure is, the user interface and navigation has some room for improvement. Although this is a current need, the Product Development team has done a great job of involving the customers when looking for improvements to the system and the overall user experience. They are currently addressing this by developing system upgrades and monthly iterative releases.

    Read More

    DB

    Drake B.

    Verified reviewer

    Computer Hardware

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    PSA and PPM Review

    4

    Not a lot has changed in the 4 years I have worked with the product. There are some exciting things we would like to use, but challenge is to get managers on board. Changepoint is a slice of the pie, not the whole pie so not interested in doing everything in CP.

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    4
    Customer support
    3
    Functionality
    icon
    Pros:
    Industry leading. Web-based enables for better integration and visibility. APIs do perform well and need just minor enhancements
    Cons:
    Too many clicks. Needs to be built to handle integrations better so users don't need to ask 100 questions or have to develop new enhancements to remove user error. Integrations will allow less user interaction on administration.

    Read More

    JV

    Jeff V.

    Verified reviewer

    Information Technology and Services

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    Easy for project management

    5

    Changepoint is very stable, very reliable tool for managing our Professional Services business and was by far the best PSA tool for our business. Overall Changepoint has made a very positive impact on our service delivery and provides the reporting to better manage our KPI's.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Changepoint provides a signle tool to capture, track, approve and invoice out our services as well as mange resource assignments and demand for our customer projects. Reporting is excellent and provides many options to get data.
    Cons:
    Changepoint is easy to use but is challenging to customize for specific business requirements (not opened source). Custom integrations such as Outlook or Concur can be difficult to deploy due to data challenges. User interface is not intuitive for non experts of the software but is improving with the 2020 release.

    Reasons for choosing Planview ChangePoint

    Best in class to meet our overall business requirements

    Read More

    LU

    Liz U.

    Verified reviewer

    Accounting

    10000+ employees

    Used other for more than 2 years

    Review source

    Reviewed October 2019

    PS Review

    4

    Originally we had 2 major issues to solve as a company. How much time we were spending on a project and the availability or capacity of our internal resources? Changepoint provides us the time tracking functionality and once we mature we will have resource management to help better understand our resource strengths and capacity.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    3
    Functionality
    icon
    Pros:
    The tool is extremely powerful, we like the ability to be able to use different modules as we continue to learn the tool. Time tracking and resource management are most important to us at the time of choosing the tool. We are very excited about the new analytics and reporting coming out as well.
    Cons:
    The initial set up of the software can be confusing for example the set up of roles when internally we aren't organized the same way. Internally we struggle with roles but this did force us to understand the roles and responsibilities needed for the success of using the tool.

    Reasons for choosing Planview ChangePoint

    We chose Changepoint due to the need to integrate with other products in our environment. Changepoint proved to be the easier product to work with in this area.

    Read More

    Murtuza's profile

    Murtuza R.

    Verified reviewer

    Information Technology and Services

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    Current State Changepoint

    4

    Great usage for Time and Expenses.

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    Mobility Time and Expenses. Project Management
    Cons:
    Invoice Approval via Mobility. Sending Invoices in pdf from Changepoint.

    Reasons for choosing Planview ChangePoint

    Mobility

    Read More

    HL

    Hugo L.

    Verified reviewer

    Computer Software

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2019

    Changepoint PSA review

    5

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Capabilities it brings to the organization to manage resources, projects and financials making sure that billable time and fixed fee are processed each month correctly and easily. Reporting functionality is the best in the market, open and fully configurable. Allows to manage all services delivery in proper and timely way. No overhead while managing delivery to final customers.
    Cons:
    In current version Changepoint 2019 user interface could be improved.

    Read More

    Maurice's profile

    Maurice M.

    Verified reviewer

    Events Services

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed June 2020

    Changepoint PSA Insight

    5

    Time and cost spent on projects are now easy to track.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I like that Changepoint PSA has offline access feature that allows me to upload time entries.
    Cons:
    Changepoint PSA has not yet started to act weird on my end.

    Read More

    VR

    Verified
    Reviewer

    Computer Software

    201-500 employees

    Used other for more than 2 years

    Review source

    Reviewed October 2019

    Current Changepoint User

    5

    Very positive

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Depth of functionality. Liked the ability to get completely off spreadsheets and other add hoc tools.
    Cons:
    The UI is complex, but supports the functionality

    Reasons for choosing Planview ChangePoint

    Same

    Reasons for switching to Planview ChangePoint

    increased functionality

    Read More

    Brittany's profile

    Brittany N.

    Verified reviewer

    Government Administration

    201-500 employees

    Used weekly for less than 12 months

    Review source

    Reviewed August 2020

    My experience with Changepoint PSA

    5

    Tracking time, issue and cost incurred on projects. Project and portfolio management.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I like that Changepoint PSA has offline mode capability that makes it easy to fill data like time entry while offline.
    Cons:
    They have upgraded the version control, which is solved errors as they arise.

    Read More

    Showing 1 - 10 of 15 Reviews

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