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Planview Customer Success Center

CP 2024 PPM English user guides

Click here to download a PDF of the ChangePoint Administration Guide(Updated R1 – November 8, 2024)

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
 

Budgeting Management User Guide

CP2024_PPM_BudgetingMgmt.pdf

Changepoint Analytics Reference (includes the data model)

CP2024_PPM_CPAnalyticsRef.pdf

Client Portal User Guide

CP2024_PPM_ClientPortal_UserG.pdf

Client and Contact Management User Guide

CP2024_PPM_ClientContactMgmt_UserG.pdf

Initiative Management User Guide

CP2024_PPM_InitiativeMgmt.pdf

Financial Management User Guide

CP2024_PPM_FinancialMgmt_UserG.pdf

Mobile Quick Reference Guide

CP2024_PPM_Mobile_QuickRef.pdf

Performance Management User Guide

CP2024_PPM_PerformanceMgmt.pdf

Portfolio Management User Guide

CP2024_PPM_PortfolioMgmt_UserG.pdf

Project Management User Guide

CP2024_PPM_ProjectMgmt.pdf

Request Management User Guide

CP2024_PPM_RequestMgmt_UserG.pdf

Resource Management User Guide

CP2024_PPM_ResourceMgmt.pdf

Revenue Management User Guide

CP2024_PPM_RevenueMgmt.pdf

Security Access Reference

CP2024_PPM_SecurityAccessReference.pdf

Time and Expense Management User Guide

CP2024_PPM_TimeAndExpense.pdf

User Basics User Guide

CP2024_PPM_UserBasics.pdf