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Take Product TourSee how Planview Changepoint can help youSee how Planview Changepoint can help you go from opportunity to cash, fast and easy in this on-demand demo.
Power the quote-to-cash lifecycle
with Planview Changepoint Services Automation software
Planview Changepoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability.
Planview Changepoint features
Manage the entire customer project lifecycle end-to-end for greater profitability.
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Carding Components
Groups all key customer lifecycle information in a way where everything makes sense.
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Contact Documentation
Never lose sight of who your key customer contacts are, so you can reach them when needed.
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Project Summaries
Know your customer lifecycle health, immediately, based on the most important KPIs.
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Quote-To-Cash Project Lifecycle Management
Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.
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Analyze, track, and forecast contractual opportunities and improve sales effectiveness.
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Contract Definition
Establish the financial and billing rules, as well as rates that make up the contractual agreement to drive delivery success.
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Document Sharing
Attach proposals, contracts, NDAs, and other documents for greater knowledge sharing.
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Activity Tracker
Track activities against prospects, leads, and pipeline opportunities to stay aligned to customer expectations.
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Understand forecasted project and resource demand for successful, downstream execution.
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Forecasting
Gain detailed financial visibility into specific contractual expectations for visibility into future resource needs.
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Budgeting
Build budgets to specify the services, products, and expenses anticipated on a project. Allow multiple rates on the same resource on the same project.
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Configurable workflows
Establish the structure and cadence required for consistent, profitable delivery.
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Orchestrate key services delivery tasks around a profitable generating lifecycle.
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Comprehensive Project Management Capabilities
Manage projects in ways that lead to consistent and profitable project execution.
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Integrated Task Management
Create, edit, and manage tasks and assignments with financial flexibility and greater control.
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Project Templates
Build templates for your projects that allow you to hit the ground running – in little to no time.
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Process Workflows
Leverage the power of intelligent automation to drive project consistency and governance.
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Maximize resource allocation and utilization with discipline, reducing cost overruns and delays.
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Skills and Expertise-Based Views
See skills, experience, and more to align resources to the right work.
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Dynamic Gantt Chart
See a Gantt timeline distribution of all availability impacting your dedicated resources.
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Quick Search
Search for resources based on various parameters like assigned work, qualifications and more.
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Access Control
Restrict access to a subset of resources within a particular workgroup as needed.
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Capture hours, billing, revenue, margin, and other details that impact business financials.
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Financial Visibility
Gain real-time visibility into forecasted and actual revenue and variances to ensure overall financial health.
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Revenue Recognition
Accurately track recognition revenue based on project or milestone completion.
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Time and Expense Tracking
Provide anytime, anywhere access to time and expense tracking and approvals for timely invoicing.
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Budgeting
Ensure your projects are tasked and staged appropriately to meet your financial objectives.
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Multi-Currency and Taxation
Bill and recognize revenue in the appropriate currency for the project while complying with tax standards.
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Analyze services delivery data, on your own terms, without relying on reporting teams.
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Interactive Dashboards
Out-of-the-box, preconfigured visualizations with actionable insights.
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Explorations
Dive deep into relevant trends that the system automatically provides for you – all on its own.
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AI and Natural Language Details
Type questions about the data into the tool, and get contextual responses.
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Take a product tour
See how Planview Changepoint can help you go from opportunity to cash, fast and easy in this on-demand demo.
Connect Planview Changepoint with the applications you already use
- • SalesForce
- • Microsoft Dynamic 365
- • sap
- • NetSuite
- • oracle
- • ADP
Hear what our customers say about Planview Changepoint
Priocept

SD Worx

Planview keeps your data private and secure
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Security
Planview adopts a culture of security and holds confidentiality of customer information as its highest priority. -
Compliance
Planview adheres to stringent standards and regulations and undergoes independent validation of compliance. -
Privacy
Planview’s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care. -
Reliability
Planview® SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it’s needed.
Planview Changepoint compliance and certifications
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ISO 27001: 2013
Certifies that Planview Changepoint operates an information security management system that fully supports and protects the security and privacy of its customers’ data and confidential information. (Click to view bsi. ISO27001 certificate) -
Privacy Shield (Formerly known as Safe Harbor)
Complies with data protection requirements when transferring personal data from the European Union and Switzerland to the United States in support of transatlantic commerce. -
SOC 1 Type 2
Assures that both internal and connected external reporting controls are properly designed and in place.
Guide
Secrets of Smart Services Leaders
Automating processes at your Services Organization may be your secret to success.
Get the whitepaper • Secrets of Smart Services LeadersThe Ultimate Guide to Services Automation
Prepare your Services Organization with The Ultimate Guide to Services Automation.
Read the guide • The Ultimate Guide to Services AutomationThe 5-Step Services Automation Selection Process
This 5-step process guides you and your Services Organization (SO) through the Services Automation vendor selection process.
View the datasheet • The 5-Step Services Automation Selection Process
Take the next step!
Watch Demo • Planview Changepoint • Planview changepoint