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Changepoint (now Planview)

About Changepoint (now Planview)

Changepoint was a company acquired by Planview in 2021. Changepoint Services Automation, now called Planview ChangePoint, powers the quote-to-cash lifecycle. It integrates with CRM and ERP systems. Planview ChangePoint enables end-to-end professional services automation for services-first businesses.

Products

  • Planview ChangePoint: Orchestrates services project portfolios and resources with business financials to power the quote-to-cash lifecycle.

Used for

  • Orchestrating services project portfolios and resources with business financials
  • Integrating with CRM and ERP systems
  • Replacing manual processes with intelligent capabilities
  • Streamlining quote-to-cash processes

Who it is for

  • Services-first businesses
  • Enterprises

From Changepoint (now Planview)'s own website, read 2026-10-23. How we build listings.

How to evaluate Project & Portfolio Management

This is how the CIOPages Research Team evaluates this category. It is not an assessment of Changepoint (now Planview). It comes from our Project & Portfolio Management (PPM / SPM) buyer guide.

25%
Portfolio Governance & Strategic Alignment
Idea and demand intake, stage-gate or continuous funding, scenario and what-if planning, prioritization scoring, OKR/strategy linkage, roadmaps, and executive portfolio dashboards that tie investment to outcomes
25%
Resource & Capacity Management
Role- and skill-based capacity planning, demand-vs-supply balancing, allocation and utilization, time tracking, named-resource and team-level views, and the perennial test: can it tell you what you can actually deliver next quarter?
20%
Delivery-Model Fit (Agile + Traditional)
Native support for waterfall, agile, and hybrid in one portfolio; two-way sync to delivery tools (Jira, Azure DevOps); Lean Portfolio Management and value-stream/persistent-team funding, not just temporary projects
15%
Adoption & Everyday Usability
Time-to-update for an individual contributor, mobile and notification UX, configurability without consultants, and whether teams will keep it current rather than maintain a shadow plan in spreadsheets
10%
Financial Management
Project and portfolio budgeting, forecast vs. actuals, capex/opex and capitalization, cost/benefit and ROI modeling, chargeback, and integration to ERP and corporate financial planning
5%
Integration, Extensibility & AI
Connectors to ERP/HCM/agile/BI, open REST APIs and webhooks, SSO/SCIM, configurable workflow and automation, and practical AI (status roll-up summaries, predictive delivery risk, scenario assistance) over demo-only features

CIOPages put this listing together from public sources. It’s information, not an endorsement. How we build listings. Work here? Claim this listing or .

Quick Facts

www.changepoint.com Pricing page
CategoryEnterprise Applications
SubcategoryProject & Portfolio Management

We publish a detail only when we can point at the page it came from. Know when Changepoint (now Planview) was founded or where it is based? Send it to us, free.

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Project & Portfolio Management (PPM / SPM)
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