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Planview Customer Success Center

CP 2017 PSA English User Guides

Click here to download a zip file that includes the following guides in PDF format:

  • Changepoint Administration Guide (Click here to download the admin guide separately.)
  • Budgeting Management User Guide
  • Client Portal User Guide
  • Changepoint-Cognos Data Model Reference (Available in English only)
  • Company and Contact Management User Guide
  • Customer Relationship Management User Guide
  • Engagement Management User Guide
  • Financial Management User Guide
  • Mobile Quick Reference Guide
  • Performance Management User Guide
  • Project Management User Guide
  • Report Designer User Guide
  • Request Management User Guide
  • Resource Management User Guide
  • Revenue Management User Guide
  • Security Access Reference
  • Time and Expense Management User Guide
  • User Basics User Guide