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Planview Customer Success Center

CP 2021 PPM English User Guides

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

Click here to download a PDF of the Changepoint Administration Guide

Guide
Updated on

Budgeting Management User Guide

June 30, 2021

Changepoint Analytics Reference (includes the data model)

June 30, 2021

Client Portal User Guide (English only)

 

Client and Contact Management User Guide

 

Initiative Management User Guide

June 30, 2021

Financial Management User Guide

 

Mobile Quick Reference Guide

 

Performance Management User Guide

 

Portfolio Management User Guide

 

Project Management User Guide

June 30, 2021

Request Management User Guide

 

Resource Management User Guide

June 30, 2021

Revenue Management User Guide

June 30, 2021

Security Access Reference

 

Time and Expense Management User Guide

June 30, 2021

User Basics User Guide

July 31, 2021