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What is Planview Daptiv?

Efficiently align concepts, work requests, and needs with suitable projects and initiatives, while maintaining a visual overview of the portfolio lifecycle, taking into account various prioritization and roadmap options, as well as evaluating capacity, trade-offs, and other critical elements. The challenge of balancing resources against demand becomes particularly pronounced when numerous projects compete for a limited set of resources. Planview Daptiv offers both top-down and bottom-up options for resource planning, designed to improve project outcomes. It acts as a comprehensive platform for managing projects and programs, monitoring tasks, and enhancing the PMO’s efficiency and speed to market. By fostering continuous collaboration, organizations can assess, prioritize, and effectively plan their project portfolios. It is essential to ensure that projects align with strategic objectives and keep track of progress using intuitive tools. Moreover, the platform aids in facilitating faster and more precise decision-making through insightful dashboards, in-depth analytics, and advanced analytical capabilities, which ultimately enhances project management efficiency. This all-encompassing strategy empowers teams to effectively navigate complexities, overcome obstacles, and achieve successful project outcomes while fostering a culture of continuous improvement.

What is Planview Changepoint?

Planview Changepoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. Changepoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Cognita
EnNovate
IBM Apptio
Jira
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Oracle PeopleSoft
Planview Viz
SAP ERP
SOFTRAX Revenue Management System
Salesforce
ServiceNow
Sugar Sell

Integrations Supported

Cognita
EnNovate
IBM Apptio
Jira
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Oracle PeopleSoft
Planview Viz
SAP ERP
SOFTRAX Revenue Management System
Salesforce
ServiceNow
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/daptiv/

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/changepoint/

Categories and Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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