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Planview Customer Success Center

CP 2022 PPM English User Guides

Click here to download a PDF of 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
 

Budgeting Management User Guide

R13 – July 31, 2023

Changepoint Analytics Reference (includes the data model)

R17 – April 30, 2024

Client Portal User Guide (English only)

R8 – September 30, 2022

Client and Contact Management User Guide

R8 – September 30, 2022

Initiative Management User Guide

R13 – July 31, 2023

Financial Management User Guide

R8 – September 30, 2022

Mobile Quick Reference Guide

R8 – September 30, 2022

Performance Management User Guide

R8 – September 30, 2022

Portfolio 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