Planview ChangePoint Reviews & Insights

Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability. It enables helps us manage our active customer projects lifecycle end-to-end and also it helps to understand forecasted projects and resource demand for successful downstream execution and timely delivery.

Great product with excellent professional service automation capabilities for service-first to our active customers and the best opportunity and resource management product. Flexible product with contract definition and contract agreement terms and conditions with document sharing capabilities that make it easy to attach proposals and contracts. Excellent financial management capabilities and analytical features.

Used for financials, to track resource allocation by project and reporting. The business problem it addresses is primarily time tracking/expenses to distribute expenses across employees. The process/flow of the software is also very good.

Well suited for team collaboration allowing a single source of truth view / better communication on project-related information. The software is robust and scalable for all types and sizes of projects and simple enough to use. The workflows are customisable to mold to various ways of working so not sure of the scenarios it won't be appropriate for.

We use Changepoint for project financials, time and expense reporting. We have 6000 employees and have Changepoint integrated to Salesforce for deal tracking and opportunity closure to project initiation.

We needed to create a custom time entry interface to make it easy for users to add time each week. Managers who approve time also have a custom UI so that we could reduce time entry errors and streamline the approval process.

Changepoint is used by our company to track resources by project by hours billed to that project. In addition to tracking resource allocation by project, it is also used for expense reporting that gets billed to the customer, such as airline, rental car, hotel and per diem. It has been a very good tool to work with once you figure out the different bells and whistles it offers. The process flow for the tool is very efficient. Turn around time on time reporting and expense reporting is one week. Checks are auto deposited almost immediately.

Changepoint offers what a company needs. Project management at the resource level, time reporting and expense reporting. That is all our company uses it for, as I am sure there are other uses for the software. It works for what our company needs it to do. No issues to date at all.

We are a UK-based consulting organization that provides IT services to some 90 pharma companies across the globe. Changepoint solution is used to capture and manage incoming IT demand from our customers - from the initial, early stage of the request and through its maturity, to the point when the request becomes an active project, until its full delivery.

Changepoint is basic and would, therefore, work for businesses with uncomplicated requests, pretty straightforward workflows and willingness to work with an unsightly solution. It is basic, from the UI to the search option and the way the information is captured, which can be frustrating and counter-intuitive at times.

It is relatively robust (i.e. I have been using it for almost 2 years and have not seen it crash once) but it does log me out when the system has been inactive for about 30 minutes - and I am only notified about being logged out upon clicking the Submit button, meaning many a line of text have been typed more than once!

Change point was reviewed and purchased as a common portfolio management and project management centralized point of data for both IT and business users at a healthcare insurance company in MN. It's primary audience was IT personnel, and was the foundation for capturing all IT projects and the entire project management lifecycle. In addition, one of the key benefits was to replace the time tracking tool that was in place at the time using Changepoint functionality.

Compare this product to CA-Clarity functionality. Compare this product to MS Project PPM Enterprise functionality. This tool should always drive to be in the most popular Gartner quadrant for PPM/Project Mgmt tools. I think that the development team has more work to do in this regard with better communicating the key value proposition of selecting this tool as a PPM solution for it's prospective clients.

CP is being used across the whole organization, with certain features being used only by my specific department. Across the organization it is being used for time reporting and expense submission. In my department, the additional features of team folders and invoicing are used. The system administrator feature is used occasionally and the report designer feature has not yet been utilized. The major business problems it is being used to address are tracking time and expenses and allocating those time and expenses internally and among our clients, expense reimbursement for our employees, and invoicing our clients. We also have an integration with Salesforce to populate some of the company data into Changepoint.

Changepoint is well-suited for consulting firms and other companies that charge clients for their time and have a need for significant project-management capabilities along with reporting and invoicing. It is not well-suited for companies that want a more basic solution to time reporting and expense reimbursement. The key questions to ask during the selection process revolve around this basic question: how are you going to use this software? Though it has a lot of functionality, the learning curve is steep and basic functionality is not as easy as one would expect.

We currently use CP for tracking sales opportunities, reporting and billing for specific parts of our services organization. Overall it accomplishes a majority of the business challenges we face.

Services Organizations can benefit from much of CP's capabilities since it is robust to handle many of the high level tasks. More recently there have been additional capabilities opened up to us which allow for our mobile resources to access Changepoint from their smartphones and tablets. This has proven to be a huge plus for productivity.

We use Changepoint to manage IS Projects and Services on a global basis. Changepoint is foundational to the advances we made with Portfolio Management, Resource Planning, IS Budgets and Project Management. The recent integration of Intelledox enabled us to develop our own custom user interface that support our internal processes. A centralized database supports approximately 2,000 on a global basis.

We often engage the Changepoint Professional Services Team and have been using them for over ten years. They are very competent and well respected. We are active in the global Changepoint User Group which affords us the opportunity to engage with other users both within an on-line forum as well as annual meetings. Changepoint also provides "accelerators" which are pre-configured workflows, reports, etc. that can be easily customized to fit our specific needs. The Changepoint executive team interfaces with us on a regular basis to understand our needs. This allows them to focus their development effort for future product enhancements.

We use Changepoint to document all aspects of a project, from time and expense reports/billing to cost/revenue reports even loading and storing important project related documents.

It depends on what someone is in need of, Changepoint is capable of many different funtions. If someone was looking for a better way to track a project and house all the information in one place Changepoint would be a good fit.