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Planview ChangePoint Logo

Professional services automation software for PSOs and ESOs

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Planview ChangePoint - 2026 Pricing, Features, Reviews & Alternatives

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Planview ChangePoint overview

What is 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. 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.

Key benefits of using Planview ChangePoint

• Manage the end-to-end customer project lifecycle for greater profitability.
• Analyze, track, and forecast opportunities and improve sales effectiveness.
• Forecast project and resource demand for successful, downstream execution.
• Orchestrate key services delivery tasks around a profit-generating lifecycle.
• Maximize resource utilization and allocation and reduce cost overruns and delays.
• Capture hours, billing, revenue, margin, and other business financials.
• Analyze services delivery data without relying on reporting teams.

Starting price


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Planview ChangePoint’s user interface

Ease of use rating:

Planview ChangePoint reviews

Overall rating

4.5

/5

15

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.4/10
Rating distribution

5

4

3

2

1

8

7

0

0

0

Pros
“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.”
MP

Manuel P.

Applications Analyst

“The tool is extremely powerful, we like the ability to be able to use different modules as we continue to learn the tool.”
LU

Liz U.

Director Global Ops Excellence

“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.”
MP

Manuel P.

Applications Analyst

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.”
LU

Liz U.

Director Global Ops Excellence

“Changepoint PSA has not yet started to act weird on my end.”
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Maurice M.

Information Technology Manager

“In start they arise errors but in upgrade version they control it.”
DK

Danish K.

CEO

Who uses Planview ChangePoint?

Based on 15 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Information Technology and Services
Computer Software
Management Consulting
Accounting
Others

Use cases

- Not enough reviews
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-
-
-
-

Planview ChangePoint's key features

Most critical features, based on insights from Planview ChangePoint users:

Billing & invoicing

All Planview ChangePoint features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
API
Approval process control
Billable items tracking
Client portal
Collaboration tools
CRM
Customizable fields
Customizable reports
Document management
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
Project tracking
Quotes/Estimates
Real-Time data
Real-Time reporting
Real-Time updates
Reporting & statistics
Resource allocation & planning
Resource management
Task management
Task progress tracking
Task scheduling
Third-Party integrations
Time & expense tracking
Time tracking
Timer
Timesheet management

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Planview ChangePoint integrations (1)

Top integrations

Planview ChangePoint support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support

Training options

Webinars
Documentation
Videos

Planview ChangePoint FAQs

Q. Who are the typical users of Planview ChangePoint?

Planview ChangePoint has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does Planview ChangePoint support?

Planview ChangePoint supports the following languages:
English


Q. Does Planview ChangePoint offer an API?

No, Planview ChangePoint does not have an API available.


Q. What level of support does Planview ChangePoint offer?

Planview ChangePoint offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support

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