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Planview Customer Success Center

CP 2024 PSA English User Guides

Click here to download the ChangePoint 2024 Administration Guide. 

Click here to access the Changepoint Mobile App 3.01.094 Quick Start Guide.

Click here to download a zip file of the following guides in PDF format. 

Guide
Updated

Budgeting Management User Guide

CP2024_PSA _BudgetingMgmt.pdf

ChangePoint Analytics Reference (includes data model)

CP2024_PSA_CPAnalyticsRef.pdf

Client Portal User Guide

CP2024_PSA_ClientPortal_UserG.pdf

Contracts Management User Guide

CP2024_PSA_ContractMgmt.pdf

Customer and Contact Management User Guide

CP2024_PSA_CustomerContactMgmt_UserG.pdf

Customer Relationship Management User Guide

CP2024_PSA_CustomerRelationsMgmt_UserG.pdf

Financial Management User Guide

CP2024_PSA_FinancialMgmt_UserG.pdf

Mobile Quick Reference Guide

CP2024_PSA_Mobile_QuickRef.pdf

Performance Management User Guide

CP2024_PSA_PerformanceMgmt.pdf

Project Management User Guide

CP2024_PSA_ProjectMgmt.pdf

Request Management User Guide

CP2024_PSA_RequestMgmt_UserG.pdf

Resource Management User Guide

CP2024_PSA_ResourceMgmt.pdf

Revenue Management User Guide

CP2024_PSA_RevenueMgmt.pdf

Security Access Reference

CP2024_PSA_SecurityAccessReference.pdf

Time and Expense Management User Guide

CP2024_PSA_TimeAndExpense.pdf

User Basics User Guide

CP2024_PSA_UserBasics.pdf