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Planview Customer Success Center

CP 2022 PSA English User Guides

Click here to download the Changepoint Administration Guide. (Updated R15 – January 31, 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
Updated

Budgeting Management User Guide

R13 – July 31, 2023

ChangePoint Analytics Reference (includes data model)

R17 – April 30, 2024

Client Portal User Guide

R8 – September 30, 2022

Contracts Management User Guide

R13 – July 31, 2023

Customer and Contact Management User Guide

R8 – September 30, 2022

Customer Relationship Management User Guide

R8 – September 30, 2022

Financial Management User Guide

R8 – September 30, 2022

Mobile Quick Reference Guide

R8 – September 30, 2022

Performance Management User Guide

R8 – September 30, 2022

Project Management User Guide

R11 – January 31, 2023

Request Management User Guide

R8 – September 30, 2022

Resource Management User Guide

R9 – October 31, 2022

Revenue Management User Guide

R17 – April 30, 2024

Security Access Reference

R9 – October 31, 2022

Time and Expense Management User Guide

R9 – October 31, 2022

User Basics User Guide

R9 – October 31, 2022