Planview ChangePoint vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Planview ChangePoint
Score 7.5 out of 10
N/A
Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.N/A
Planview Portfolios
Score 8.3 out of 10
N/A
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.N/A
Pricing
Planview ChangePointPlanview Portfolios
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Planview ChangePointPlanview Portfolios
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Planview ChangePointPlanview Portfolios
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
Planview ChangePointPlanview Portfolios
Small Businesses
HaloPSA
HaloPSA
Score 8.9 out of 10
monday.com
monday.com
Score 8.5 out of 10
Medium-sized Companies
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.1 out of 10
Quickbase
Quickbase
Score 9.1 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.1 out of 10
Quickbase
Quickbase
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Planview ChangePointPlanview Portfolios
Likelihood to Recommend
7.5
(16 ratings)
8.7
(113 ratings)
Likelihood to Renew
7.6
(10 ratings)
8.3
(18 ratings)
Usability
8.0
(1 ratings)
6.8
(12 ratings)
Availability
-
(0 ratings)
8.2
(3 ratings)
Performance
-
(0 ratings)
6.8
(2 ratings)
Support Rating
-
(0 ratings)
7.7
(11 ratings)
In-Person Training
-
(0 ratings)
6.4
(1 ratings)
Online Training
-
(0 ratings)
6.4
(3 ratings)
Implementation Rating
-
(0 ratings)
8.8
(4 ratings)
Configurability
-
(0 ratings)
7.9
(3 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
6.4
(1 ratings)
Ease of integration
-
(0 ratings)
3.6
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Professional Services
-
(0 ratings)
7.3
(2 ratings)
Vendor post-sale
-
(0 ratings)
6.8
(2 ratings)
Vendor pre-sale
-
(0 ratings)
5.5
(1 ratings)
User Testimonials
Planview ChangePointPlanview Portfolios
Likelihood to Recommend
Planview
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!
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Planview
Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling. I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.
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Pros
Planview
  • Changepoint has significant reporting capabilities, though of course, the data that comes out is only as good as the data that goes in. I enjoy being able to use the standard reports to understand exactly how much a project has cost us and to compare it to how much we are charging. This allows us to more accurately set our prices. Though we have not used the report designer capability, I understand that custom reports can be designed with relative ease.
  • Changepoint has a versioning capability for changes made to user profiles in the system manager, which I find particularly helpful. As a non-power user, it is valuable to be able to see what changes I have made to various profiles so that I can troubleshoot a problem down the line.
  • Changepoint has significant functionality well beyond the features that we are currently using, and for this reason, I think it is affordable and a good deal. Particularly if your organization is interested in dedicating the time and resources into using all of the features around project planning, resource allocation, etc., the price is well worth the value.
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Planview
  • Manage large portfolios with thousands of projects.
  • Roll up financials across strategic hierarchy for projects around the world.
  • Manage access in multiple ways so we can set up each user/role with just the right permissions.
  • Support a variety of reporting and analytics methods.
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Cons
Planview
  • We use Changepoint to manage the IS organization. I would like to see more advancement in order to do benefits management.
  • I would like to see a capability where a project manager can build a very detailed work breakdown structure, but only require project resources to charge time and provide a task status at a higher level.
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Planview
  • Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
  • Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
  • Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
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Likelihood to Renew
Planview
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
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Planview
We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
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Usability
Planview
It could be more intuitive and user friendly.
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Planview
The toolset is provisioned as a SaaS solution making it very easy to scale up / down as our user bases increase/decrease. There are some features around the planning capability that could be improved to enable ease of access to our PMs e.g. dependency management (while powerful) dependency management doesn't allow you to add constraints in the same field - you have to click to a separate area
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Reliability and Availability
Planview
No answers on this topic
Planview
We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
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Performance
Planview
No answers on this topic
Planview
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
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Support Rating
Planview
No answers on this topic
Planview
Going through proper channels of support is fine for minor to moderate issues. However, lately the critical issues that arise have been frequent and the standard support cases do not always seem to relay just how critical these issues are and we have to utilize our customer rep to help escalate. Fortunate to have that escalation method.
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Online Training
Planview
No answers on this topic
Planview
Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
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Implementation Rating
Planview
No answers on this topic
Planview
Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
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Alternatives Considered
Planview
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It gives us visibility into our employees' skills and helps to optimize resource allocation.
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Planview
We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
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Contract Terms and Pricing Model
Planview
No answers on this topic
Planview
Did not help purchase product.
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Scalability
Planview
No answers on this topic
Planview
We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
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Professional Services
Planview
No answers on this topic
Planview
some resources were great, but too much on their plates to be available
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Return on Investment
Planview
  • Employee efficiency has decreased significantly within our Project MAnagement team. The main causes are lack of logical steps/not user-friendly and the slowness of the entire program.
  • Changepoint PSA has greatly improved being able to track budgets for all projects. Before this software, budgets were done manually by hand and cross-referenced with Accounting. Now, we can pull a report out of the system, as long as all parties entered their time and data correctly.
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Planview
  • The positive impact is the ability to manage our projects enterprise wide.
  • Managing and reporting on projects and programs via portfolios makes it easy to identify troubled projects/programs that need immediate attention.
  • The negative is that pushing too much change too quickly is hard for us. We need to get our users focused on the basics of PM before we can adopt everything else. We need to introduce change to different companies based on their maturity level. Too much change too quickly is not always beneficial. We need to focus on core competencies.
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ScreenShots

Planview ChangePoint Screenshots

Screenshot of End-to-end view to drive financially successful customer-facing projects.Screenshot of A flexible approach to tracking elaborate contractual terms and conditions.Screenshot of Quote-to-cash success with structured processes.Screenshot of Build project rigor and standardization for services delivery.Screenshot of Improve resource utilization on the work that best meets the needs of customers.Screenshot of Ensure process adherence to drive financial success.

Planview Portfolios Screenshots

Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.Screenshot of SCENARIO ANALYSIS: Unlike strategic portfolio management solutions that only allow users to create different plans and manually compare them, Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.Screenshot of DYNAMIC PLANNING AND FUNDING: Unlike applications that do not allow for the reprioritization of in-flight initiatives, with Planview you can pivot plans and key priorities at any time, and continue planning as needed based on your organizational strategies and goals. As a result, you get a portfolio mix of investments, initiatives, products, and projects that meet stakeholder and customer expectations.Screenshot of GENERATIVE AI ASSISTANT: Unlike other AI Copilots, Planview Copilot taps into decades of Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help you understand insights from all parts of your organization – and it does this using a natural language interface. As a result, you can surface previously hidden insights, identify delivery risks, and act in seconds.