A professional services automation system for large enterprises.

Product Overview

Planview Changepoint is an end-to-end professional services automation solution, designed to streamline the entire customer project lifecycle for service-first businesses. It offers functionalities from opportunity to billing, optimizing operational effectiveness and enhancing visibility for better utilization and customer satisfaction. The software is known for managing resources, projects, and financials efficiently.


  • Scalable across projects
  • Powerful analytics and reporting


  • Price details not provided by the developer
  • Lacks some project management features

Target Market

Enterprises with over 1,000 employees, particularly in industries like construction, civil engineering, computer software, and professional services.

Not Recommended For

Smaller companies with simpler needs or those lacking dedicated IT support.

About Planview Changepoint


Customer Lifecycle Management

  • support desk capability to manage customer issues, defects and requests, with client self-service and request initiation through a client portal
  • a complete view of every customer interaction (e.g. current opportunities, projects underway and open support desk items)
  • integrated survey management, for a more effective and timely feedback loop
    • Personalized, customer-specific surveys (based on the type of interaction and the resources involved)
    • Integrate surveys into your business process (at any time during the customer life cycle) to ensure more timely and actionable feedback
    • Dashboard visibility into survey results (by survey, by customer, or by employee)
    • Leverage survey for both internal and external feedback
  • more effective product planning
    • Leverage our client portal to accept feature requests and allow customers to participate in product management-driven product roadmaps

Project Financial Management

  • fully integrated invoicing and revenue recognition capability for faster order-to-cash cycles, more accurate invoices and clear visibility into revenue recognition
  • extensive financial reporting and dashboards, for forecasting, margin reporting and portfolio health
  • complete support for multi-jurisdictional taxation and multi-currency support
  • integration with your financial application package.

Resource Management

  • end-to-end opportunity management with the ability to define resource requirements and other expense items
  • automated workflow to ensure your standard sales methodology is followed so that you can drive business processes and provide visibility at every stage of the pipeline
  • interactive tools to evaluate different sales scenarios to assess financial and resource impact
  • automated and standardized pipeline reporting
  • detailed forecasts of resource requirements and estimated margins
  • improved competition tracking and analysis
  • consolidated customer interaction
  • bi-directional integration with Salesforce.com

Services Delivery

  • Engagement management:

    • billing rates and rules, revenue recognition policies, multi-jurisdictional taxation and multi-currency support
  • Project management:

    • native support for detailed work breakdown structure, project templates, budgeting and bi-directional integration with Microsoft Project
  • Configurable workflow, allowing you to automate your delivery methodology, ensuring your competitive advantage remains intact and your customers get a consistent experience

  • Integrated time and expense management

  • Project portfolio management

  • Extensive resource management

    • resource availability visibility
    • workload management
    • resource calendar management
    • hard and soft bookings
    • resource request management
    • resource search capabilities
    • contractor management
    • resource capacity planning
  • Knowledge management

  • Performance metric systems - allowing you to measure individuals and teams against key business metrics

Product Overview

Related Products

  • FunctionFox
    Project management and time tracking software.
  • BST11 ERP
    A web-based multi-module management system designed by BST Global.
  • eSilentPARTNER
    A multi-module management system designed for professional services and consulting companies
  • Upland PSA
    A project management application designed by Upland for professional services companies.

User Reviews of Planview Changepoint

Submitted on November 4th, 2019 by Jack Van Buren

Changepoint is critical for our business. It helps us support fee-based clients and track money spent on partner-funded programs.