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Planview ChangePoint

Professional services automation software from Planview for managing projects, staff time and billing

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  • Founded 1997
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About Planview ChangePoint

Planview ChangePoint is professional services automation software that Planview now sells after buying Changepoint, a deal announced in 2021. It helps services-led firms and internal service departments run projects, people and money in one system.

Services

  • Quote to cash: links service project portfolios and resources to the company's financials, with contract management.
  • Demand and capacity planning: matching available staff to upcoming engagements.
  • Time and expenses: recording billable and non-billable hours and costs against projects, then invoicing.
  • Flexible billing: time and materials, fixed-fee schedules and other billing methods across engagements.
  • Workflow engine: graphical approval flows for timesheets, expenses, invoices and resource requests.
  • Integrations: connections to CRM and ERP systems.

Clients

It is meant for professional services organisations and in-house service teams.

Key facts

  • Owner: Planview, which announced the acquisition of Changepoint in 2021
  • Development: releases continue, with the 2024-R15 release dated September 2026 on Planview's status page
  • Community: a customer forum for ChangePoint users

Profile written by TrustList from the business's own published information, Sep 2026.

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