Planview ChangePoint logo

Planview ChangePoint

by Planview · Since 2000
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ActiveAvailable globallyCloud
Quick facts
VendorPlanview
Year launched2000
StatusActive
LocationPlanview, Inc. 12301 Research Boulevard Research Park Plaza V, Suite 400 Austin, Texas 78759
Countries servedGlobal
Languages4
Integrations1+
Free tier
Free trial
Contact salesYES

About Planview ChangePoint

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Planview ChangePoint is a comprehensive software solution designed to streamline and optimize various aspects of contract management, CPQ, quoting, time and expense tracking, sales forecasting, and professional services automation. Its standout features include robust project management capabilities, advanced reporting and analytics tools, and seamless integration with other business systems. The user interface of Planview ChangePoint is intuitive and user-friendly, allowing users to navigate effortlessly through its various modules. The design elements are clean and organized, enhancing the overall user experience and making it easier for users to accomplish their tasks efficiently. One of the core functionalities that set Planview ChangePoint apart from its competitors is its strong emphasis on project management. The software offers powerful tools for tracking project timelines, budgets, and resources, making it easier for users to stay on top of their projects and ensure successful outcomes. Additionally, its advanced reporting and analytics tools provide valuable insights into project performance and enable users to make data-driven decisions. In terms of performance, Planview ChangePoint excels in speed, efficiency, and reliability, especially when handling large datasets or complex operations.

Pros & Cons

What users like
  • +1. Streamlines contract management processes
  • +2. Improves accuracy and efficiency in CPQ and quoting
  • +3. Enhances tracking and reporting of time and expenses
  • +4. Provides robust sales forecasting capabilities
  • +5. Facilitates automation of professional services tasks
What users flag
  • 1. Steep learning curve for new users, as the interface can be complex and overwhelming
  • 2. Limited customization options may not meet the specific needs of certain users or industries
  • 3. Lack of integration with other popular business tools or software, requiring manual data entry and duplication of efforts
  • 4. Reports and analytics may be lacking in depth or customization options, restricting users from gaining deep insights into their data

Features

Key features

• Opportunity Management
Gain early visibility into services opportunities to ensure accurate forecasting of demand and capacity.
• Project & Work Management
Manage customer projects and workstreams with templates, configurable workflows, and real-time status summaries.
• Resource Management
Optimize resource allocation with visibility into skills, experience, and availability to align resources with the right engagements.
• Financial Management
Monitor financial KPIs, including budgets, costs, margins, and billing, to ensure profitability throughout the services lifecycle.
• Analytics & Reporting
Utilize interactive dashboards and real-time analytics to gain actionable insights into project performance and resource utilization.

Additional features

• Contract Management
Define, automate, and monitor contractual elements to ensure operational success.
• Delivery Management
Automate services delivery across the quote-to-cash process to establish successful financial outcomes.
• Knowledge Management
Store, organize, and share relevant information and resources for teams and customers.
• Performance Metrics
Measure individuals and teams against key business metrics to drive continuous improvement.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
4
Interface languages
6
Billing currencies

Interface languages

DeutschEnglishFrançaisSvenska

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD

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