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Planview Customer Success Center

PSO vs ITD

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What is PSO and ITD:

Planview Offers two versions of ChangePoint Software.

A.) PSO stands for Professional Service Organization which is customer consultancies who is selling services to their customers aka External customers.
B.) ITD stands for IT department, who are internal clients of Planview ChangePoint.

How to recognize a PSO or ITD Account:

01. You will see it mentioned against PSO/ITD column at WorldWide Lab homepage.

clipboard_e59aae93f665474fea35580d1c292a692.png

02. Check the PSO or ITD flag via MySQL Tool by running following query:
       SELECT * from Version
       
If the Flag= 0 , ITD account.
         Flag =1, PSO Account.


Terminology

Different Terminology used in case of PSO and ITD account which is listed as follows:

         
PSO ITD   PSO ITD
         
Company Client   Products Systems or Applications
Account Information Client Information   Product (when used in budgets,  Non-Service Item
Industry Type Department Type   candidates and initiatives)  
         
Campaign Source   Engagement Initiative
Campaign Amount Source Amount   Billable Chargeable
Marketing Program Mgmt   Unbillable Non-Chargeable
      Contract Reference
Competitor Objective   Contract # Reference #
Competitor Category Strategy   Billing Role Staffing Level
Strengths Background   Billing Rates Charge Rates
Weaknesses Benefits   Services Services Cost
      Expense Non-Labor Cost
Opportunity Candidate   Contract Amt = Funding Amount  
Opportunity Outcome: Won Candidate Decision: Approved      
Opportunity Outcome: Lost Candidate Decision: Rejected   Billing Office Cost Structure
Opportunity Outcome: No Decision Candidate Decision: No Decision      
Opportunity Outcome: Other Candidate Decision: Other      
Price Charge   Invoice Cross Charge
Revenue Forecast Budgeted Total   Split Billing Split Charges
Sales Region Location   Batch Invoicing Batch Cross Charging
Sales Rep. Client Manager      
Telemarketer: Executive Contact:   Support Desks Operations Centers
Access Opportunity Analysis Access Candidate Screening   Support Customers Client SLAs