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Planview Customer Success Center

CP 2020 SA 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 Adminstration Guide

Guide
Updated since CP 2020 GA

Budgeting Management User Guide

 

Changepoint Analytics Reference (includes data model)

January 2021

Client Portal User Guide

Apr 04

Contracts Management User Guide

Apr 04

Customer and Contact Management User Guide

 

Customer Relationship Management User Guide

 

Financial Management User Guide

Apr 04

Mobile Quick Reference Guide

 

Performance Management User Guide

January 2021

Project Management User Guide

February 2021

Request Management User Guide

Apr 04

Resource Management User Guide

Nov 30

Revenue Management User Guide

February 2021

Security Access Reference

February 2021

Time and Expense Management User Guide

Nov 30

User Basics User Guide

January 2021