Changepoint Learning Center

Course Catalog

Welcome to the Changepoint Learning Center! Please browse our product-specific courses below.

To participate in a course, click through to the Purchase button and Sign Up

If you need an Access Code and do not have one, please contact your Customer Success Manager (CSM) or email us: customersuccess@changepoint.com.

Note:

  • Students will have access to individual course purchases for:  3 months
  • Students will have access to individual course series purchases for:  6 months
  • Students will have access to Education Services Plan purchases for:  12 months

 

Changepoint EAM
Changepoint EAM
Enterprise Architecture Management
Changepoint PPM
Changepoint PPM
Project Portfolio Management
Changepoint SA
Changepoint SA
Services Automation
Changepoint SPM
Changepoint SPM
Strategic Portfolio Management
Changepoint PPM for Administrators: Overview & Familiarization
Changepoint PPM for Administrators: Overview & Familiarization
In this introductory course, participants will learn about the Changepoint PPM interface.
$100
0 hr 59 min
Daptiv PPMAdministrationChangepoint PPM
Changepoint PPM for Project Teams: Overview & Familiarization
Changepoint PPM for Project Teams: Overview & Familiarization
In this introductory course, participants will learn about the Changepoint PPM interface.
$100
0 hr 45 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM Connect: Getting Started With Integrations
Changepoint PPM Connect: Getting Started With Integrations
Use CP PPM Connect platform for gaining visibility from Agile, ERP, ITSM or other systems and still manage overall project and portfolio data in Changepoint PPM.
$200
1 hr 20 min
IntegrationDaptiv ConnectChangepoint PPM
Changepoint PPM for Project Teams: Creating Projects, Tasks, & Templates
Changepoint PPM for Project Teams: Creating Projects, Tasks, & Templates
In this introductory course, participants will learn how to set up new projects and tasks in Changepoint PPM. Participants will also learn how to "templatize" much of their project data to help with efficiency and consistency during the project setup.
$150
1 hr 5 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM for Project Teams: Project Collaboration Tools
Changepoint PPM for Project Teams: Project Collaboration Tools
In this introductory course, participants will learn how to use a variety of collaboration tools in order to capture, update, and communication project-related progress.
$150
1 hr 0 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM for Project Teams: Basic Resource Management
Changepoint PPM for Project Teams: Basic Resource Management
In this introductory course, participants will learn how to leverage the powerful Resource Management capabilities in CP PPM, which provide visibility into team members' availability and utilization.
$150
0 hr 54 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM for Administrators: System Configuration of Users & Custom Elements
Changepoint PPM for Administrators: System Configuration of Users & Custom Elements
In this introductory course, participants will learn how to add and manage Users, Permissions, and Custom Fields.
$150
1 hr 20 min
Daptiv PPMAdministrationChangepoint PPM
Changepoint PPM for Administrators: New Projects, Tasks, & Templates
Changepoint PPM for Administrators: New Projects, Tasks, & Templates
In this introductory course, participants will learn how to utilize the previously configured custom elements to set up new projects and tasks in Changepoint. Participants will also learn how to "templatize" much of their project data to help with efficiency and consistency during the project setup.
$150
1 hr 19 min
Daptiv PPMAdministrationChangepoint PPM
Changepoint PPM for Administrators: Dynamic Applications & Custom Views
Changepoint PPM for Administrators: Dynamic Applications & Custom Views
In this introductory course, participants will learn how to create a new Dynamic Application in order to capture and monitor customized data inputs.
$150
1 hr 28 min
Daptiv PPMAdministrationChangepoint PPM
Changepoint PPM for Administrators: Project Intake and Resource Planning Tools
Changepoint PPM for Administrators: Project Intake and Resource Planning Tools
In this introductory course, participants will learn how to configure and use the Intake Management features, plus the Defining/Requesting/Approving of Resources for Projects.
$200
2 hr 22 min
Daptiv PPMAdministrationChangepoint PPM
Changepoint PPM:  Project Management Capabilities
Changepoint PPM: Project Management Capabilities
In this course, participants will obtain in-depth knowledge of various Project Management capabilities supported throughout Changepoint PPM.
$200
1 hr 27 min
End UserChangepoint PPM
Changepoint PPM:  Advanced System Administration
Changepoint PPM: Advanced System Administration
In this course, participants will obtain in-depth knowledge of various Changepoint PPM Administration features, with a particular focus on supporting broad Resource Management capabilities. [SKU: PSS1SUSA01]
$200
1 hr 16 min
AdministrationChangepoint PPM
Changepoint PPM:  Resource Management Capabilities
Changepoint PPM: Resource Management Capabilities
In this course, participants will obtain in-depth knowledge of the variety of Resource Management capabilities and solutions within Changepoint PPM. [SKU: PSS1SUMW01]
$200
1 hr 46 min
End UserChangepoint PPM
Changepoint PPM Self Guided Implementation
Changepoint PPM Self Guided Implementation
Configure and deploy Changepoint PPM on your own! The comprehensive self-guided online training series provides step by step instructional videos and reference guides to enable you to setup resources and project data into your Changepoint PPM environment.
$2,500
10 hr 0 min
AdministrationChangepoint PPM
Changepoint Analytics (PPM) Introduction  - The Data Model
Changepoint Analytics (PPM) Introduction - The Data Model
In this Changepoint Analytics (PPM) Introduction training course, participants will learn about the important Changepoint PPM Data Model configuration in Cognos.
$150
0 hr 13 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM)  Introduction - Chapter 0: The User Interface
Changepoint Analytics (PPM) Introduction - Chapter 0: The User Interface
In this Changepoint Analytics (PPM) Introduction training course, participants will learn about the User Interface and specific terminology of items throughout the Analytics environment..
$150
0 hr 12 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 1: List Reports
Changepoint Analytics (PPM) Introduction - Chapter 1: List Reports
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to build simple List Reports.
$150
0 hr 34 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 02: Crosstab Reports
Changepoint Analytics (PPM) Introduction - Chapter 02: Crosstab Reports
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to build Crosstab Reports.
$150
0 hr 24 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction  - Chapter 03: Chart Reports ("Visualizations')
Changepoint Analytics (PPM) Introduction - Chapter 03: Chart Reports ("Visualizations')
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to build Chart Reports for effective data visualization.
$150
0 hr 32 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 04: Filters
Changepoint Analytics (PPM) Introduction - Chapter 04: Filters
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create Filters in reports to return a specific subset (or subsets) of relevant data.
$150
0 hr 27 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 05: Prompts
Changepoint Analytics (PPM) Introduction - Chapter 05: Prompts
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create Prompts for reports.
$150
0 hr 46 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 07: Conditional Formatting
Changepoint Analytics (PPM) Introduction - Chapter 07: Conditional Formatting
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to use Conditional Formatting to display data in different ways based on established conditions (like "yes/no", "high/low", "over/under").
$150
0 hr 43 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 08: Master Detail Relationships
Changepoint Analytics (PPM) Introduction - Chapter 08: Master Detail Relationships
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create a Master Detail Relationship to deliver information which would otherwise require two or more separate reports.
$150
0 hr 32 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 09: Joins
Changepoint Analytics (PPM) Introduction - Chapter 09: Joins
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create virtual bridges between virtual islands of information.
$150
0 hr 39 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 10: Unions
Changepoint Analytics (PPM) Introduction - Chapter 10: Unions
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to "stack" data from multiple queries into one query.
$150
0 hr 48 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 12: Layout, Formatting, & Design
Changepoint Analytics (PPM) Introduction - Chapter 12: Layout, Formatting, & Design
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to enhance report design with various features like Headers, Footers, Blocks, and more.
$150
0 hr 28 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 13: Useful Expressions, Tips, & Tricks
Changepoint Analytics (PPM) Introduction - Chapter 13: Useful Expressions, Tips, & Tricks
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to leverage a variety of creative solutions that are helpful when building reports in PPM.
$150
0 hr 34 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  An Introduction
Changepoint PPM (Daptiv): An Introduction
A brief overview of the Changepoint PPM (Daptiv) user interface.
FREE
0 hr 36 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv): Custom Views
Changepoint PPM (Daptiv): Custom Views
A step-by-step guide for building new Custom Views.
FREE
0 hr 9 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv): Using Timesheets
Changepoint PPM (Daptiv): Using Timesheets
A step-by-step guide for filling out and submitting Timesheets for approval.
FREE
0 hr 8 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  Using MOBILE Timesheets
Changepoint PPM (Daptiv): Using MOBILE Timesheets
A step-by-step guide for filling out and submitting Timesheets for approval using a smartphone or tablet.
FREE
0 hr 3 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv): Global Tab Configuration
Changepoint PPM (Daptiv): Global Tab Configuration
A guide to configuring your Global Tabs in Changepoint PPM (Daptiv) for effective cross-project viewing of data.
FREE
0 hr 4 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  Notifications
Changepoint PPM (Daptiv): Notifications
A guide to configuring your Notifications in Changepoint PPM (Daptiv) for effective communication.
FREE
0 hr 10 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  Why can't I see my Project?
Changepoint PPM (Daptiv): Why can't I see my Project?
A guide to understanding visibility of your Projects in Changepoint PPM (Daptiv).
FREE
0 hr 5 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  Set up a new Project (Workspace)
Changepoint PPM (Daptiv): Set up a new Project (Workspace)
A guide to setting up a new Project (Workspace) in Changepoint PPM (Daptiv).
FREE
0 hr 9 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv):  Set up the Project Dashboard
Changepoint PPM (Daptiv): Set up the Project Dashboard
A guide to setting up the Project Dashboard in Changepoint PPM (Daptiv).
FREE
0 hr 9 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv): Tasks Application (Introduction)
Changepoint PPM (Daptiv): Tasks Application (Introduction)
A guide to understanding the basics of the Tasks Application properties in Changepoint PPM (Daptiv): "Planned/Actual Work", "Duration", "Work", & "Units".
FREE
0 hr 3 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint PPM (Daptiv): Tasks Application (Advanced)
Changepoint PPM (Daptiv): Tasks Application (Advanced)
A guide to understanding the Advanced Tasks Application properties in Changepoint PPM (Daptiv): "Planned/Actual Work", "Duration", "Work", & "Units".
FREE
0 hr 11 min
Daptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 11: Drill-throughs & Direct Links
Changepoint Analytics (PPM) Introduction - Chapter 11: Drill-throughs & Direct Links
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to configure Drill-throughs and Direct Links in reports.
$150
0 hr 48 min
ReportingCognosDaptiv PPMChangepoint PPM
Changepoint Analytics (PPM) Introduction - Chapter 06: Calculations
Changepoint Analytics (PPM) Introduction - Chapter 06: Calculations
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create and use Calculations to derive additional information from your data sources.
$150
0 hr 50 min
ReportingCognosDaptiv PPMChangepoint PPM
Changepoint PPM Analytics - Advanced Topics: Miscellaneous Advanced Concepts
Changepoint PPM Analytics - Advanced Topics: Miscellaneous Advanced Concepts
The goal of this training course is to further your knowledge of advanced topics in building reports using Changepoint Analytics (Cognos) in Changepoint PPM.
$150
1 hr 3 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint PPM Analytics - Advanced Topics: Resource Management Report
Changepoint PPM Analytics - Advanced Topics: Resource Management Report
The goal of this training course is to further your knowledge of advanced topics in building reports using Changepoint Analytics (Cognos) in Changepoint PPM.
$150
0 hr 31 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint PPM Analytics - Advanced Topics: Planned vs. Scheduled Gantt Report
Changepoint PPM Analytics - Advanced Topics: Planned vs. Scheduled Gantt Report
The goal of this training course is to further your knowledge of advanced topics in building reports using Changepoint Analytics (Cognos) in Changepoint PPM.
$150
0 hr 31 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint PPM:  Program Management Capabilities
Changepoint PPM: Program Management Capabilities
In this course, participants will obtain in-depth knowledge of how to configure a Program Management structure within Changepoint PPM.
$100
0 hr 25 min
Daptiv PPMAdministrationEnd UserChangepoint PPM
Changepoint SA 2020:  Introduction to new User Interface
Changepoint SA 2020: Introduction to new User Interface
Changepoint’s 2020 release introduces the first phase of a redesigned solution that will provide the end users of our customers a more intuitive experience.
FREE
Changepoint PSAEnd UserChangepoint SAServices AutomationSA
Changepoint SA 2020:  Introduction to Service Scheduler
Changepoint SA 2020: Introduction to Service Scheduler
The new Service Scheduler component provides a calendar-type view of resources; time- based assignments and resource calendar entries for each resource.
FREE
Changepoint PSAEnd UserChangepoint SAServices AutomationSA
Changepoint SA 2020:  Introduction to Workforce Planning Notifications
Changepoint SA 2020: Introduction to Workforce Planning Notifications
Workforce Planning capabilities (Phase 1) introduces visibility into resource workloads via near real-time system notifications based on the end-user defined capacity monitoring threshold for Resource Managers, Team leaders or Executive type personas.
FREE
Changepoint PSAEnd UserChangepoint SAServices AutomationSA
Changepoint SA :  Project Worksheet
Changepoint SA : Project Worksheet
Learn the basics about Project Worksheet in Changepoint SA.
FREE
Changepoint PSAEnd UserChangepoint SAServices AutomationSA
Changepoint PPM: Partner Re-Certification and Training Program
Changepoint PPM: Partner Re-Certification and Training Program
For Changepoint partners that already have significant experience and knowledge of our solutions, we have established a re-certification process to meet the standard for certification without attending the formal training program.
$350
Partner
Changepoint SA 2020:  Intelligent Forms - Overview and Demonstration
Changepoint SA 2020: Intelligent Forms - Overview and Demonstration
Changepoint Intelligent Forms provides a configurable approach to creating an Adaptive Interview experience with the end-user, driving automation and increasing user adoption.
FREE
Changepoint PSAEnd UserChangepoint SAServices AutomationSA
Changepoint Analytics (PPM) Introduction - Chapter 14: Dashboards & Stories
Changepoint Analytics (PPM) Introduction - Chapter 14: Dashboards & Stories
In this Changepoint Analytics (PPM) Introduction training course, participants will learn how to create Dashboards and Stories with visualizations to provide real-time, interactive information to business decision-makers.
$150
1 hr 1 min
ReportingCognosDaptiv PPMEnd UserChangepoint PPM
Changepoint Analytics (SA)  Introduction – Chapter 00: The User Interface
Changepoint Analytics (SA) Introduction – Chapter 00: The User Interface
In this Changepoint Analytics (SA) Introduction training course, participants will learn about the User Interface and specific terminology of items throughout the Analytics environment..
$150
0 hr 12 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 01: List Reports
Changepoint Analytics (SA) Introduction – Chapter 01: List Reports
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to build simple List Reports.
$150
0 hr 47 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 02: Crosstab Reports
Changepoint Analytics (SA) Introduction – Chapter 02: Crosstab Reports
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to build Crosstab Reports.
$150
0 hr 27 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction  – Chapter 03: Chart Reports ("Visualizations')
Changepoint Analytics (SA) Introduction – Chapter 03: Chart Reports ("Visualizations')
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to build Chart Reports for effective data visualization.
$150
0 hr 23 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 04: Filters
Changepoint Analytics (SA) Introduction – Chapter 04: Filters
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create Filters in reports to return a specific subset (or subsets) of relevant data.
$150
0 hr 36 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 05: Prompts
Changepoint Analytics (SA) Introduction – Chapter 05: Prompts
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create Prompts for reports.
$150
0 hr 52 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 06: Calculations
Changepoint Analytics (SA) Introduction – Chapter 06: Calculations
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create and use Calculations to derive additional information from your data sources.
$150
1 hr 1 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 07: Conditional Formatting
Changepoint Analytics (SA) Introduction – Chapter 07: Conditional Formatting
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to use Conditional Formatting to display data in different ways based on established conditions (like "yes/no", "high/low", "over/under").
$150
0 hr 47 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 08: Master Detail Relationships
Changepoint Analytics (SA) Introduction – Chapter 08: Master Detail Relationships
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create a Master Detail Relationship to deliver information which would otherwise require two or more separate reports.
$150
0 hr 36 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 09: Joins
Changepoint Analytics (SA) Introduction – Chapter 09: Joins
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create virtual bridges between virtual islands of information.
$150
0 hr 32 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 10: Unions
Changepoint Analytics (SA) Introduction – Chapter 10: Unions
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to "stack" data from multiple queries into one query.
$150
0 hr 29 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 11: Drill-throughs, Profile Page Linking, & Report Bursting
Changepoint Analytics (SA) Introduction – Chapter 11: Drill-throughs, Profile Page Linking, & Report Bursting
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to configure Drill-throughs, Profile Page Links, and Report Bursting.
$150
0 hr 57 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 12: Layout, Formatting, & Design
Changepoint Analytics (SA) Introduction – Chapter 12: Layout, Formatting, & Design
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to enhance report design with various features like Headers, Footers, Blocks, and more.
$150
0 hr 28 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 13: Useful Expressions, Tips, & Tricks
Changepoint Analytics (SA) Introduction – Chapter 13: Useful Expressions, Tips, & Tricks
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to leverage a variety of creative solutions that are helpful when building reports in PPM.
$150
0 hr 23 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint Analytics (SA) Introduction – Chapter 14: Dashboards & Stories
Changepoint Analytics (SA) Introduction – Chapter 14: Dashboards & Stories
In this Changepoint Analytics (SA) Introduction training course, participants will learn how to create Dashboards and Stories with visualizations to provide real-time, interactive information to business decision-makers.
$150
0 hr 36 min
ReportingCognosChangepoint PSAChangepoint SAServices AutomationSA
Changepoint PPM: Report Viewer in Project Dashboard
Changepoint PPM: Report Viewer in Project Dashboard
A step-by-step guide for configuring a Report Viewer in your Project Dashboard
FREE
0 hr 16 min
ReportingCognosAdministrationEnd UserChangepoint PPM
CANDU Owners Group – Recorded Training Event – Changepoint SA – 12 August 2020
CANDU Owners Group – Recorded Training Event – Changepoint SA – 12 August 2020
Recorded Zoom meeting with CANDU and Derren Bibby
FREE
Changepoint SPM:  What is Strategic Portfolio Management (SPM)?
Changepoint SPM: What is Strategic Portfolio Management (SPM)?
Strategic Portfolio Management (SPM) aims to align strategy to execution. As opposed to the bottom-up process involved in classic, standalone portfolio management, SPM is a top-down process.
FREE
0 hr 12 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Introduction to Changepoint Strategic Portfolio Management (CP SPM)
Changepoint SPM: Introduction to Changepoint Strategic Portfolio Management (CP SPM)
Changepoint Strategic Portfolio Management (CP SPM) enables organizations to increase portfolio velocity and align to corporate strategy with portfolio roadmapping, prioritization, and resource allocation, to quickly adapt to changing market conditions.
FREE
0 hr 14 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Invite New Users
Changepoint SPM: Invite New Users
Inviting a user to Changepoint SPM is a two-step process. First, you need to create a Person record for the User. Then, you need to invite the User to your SPM environment.
$100
0 hr 10 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Add Strategies, Products, Tags, and Documents
Changepoint SPM: Add Strategies, Products, Tags, and Documents
Strategies represent your corporate strategic imperatives. Products represent deliverables. Tags represent categorical metadata. Documents are files associated with Strategies.
$100
0 hr 12 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Configure Custom Fields and Fieldsets
Changepoint SPM: Configure Custom Fields and Fieldsets
Changepoint SPM allows you to create Custom Fields that can be shared across catalogs. You will need to create Custom Fields in order to use the priority ratings on the Priority Board and the capacity chart on the Roadmap.
$100
0 hr 33 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Create and Configure Kanban Board
Changepoint SPM: Create and Configure Kanban Board
The Kanban board consists of columns representing Lifecycle States, and Demand Cards that can be moved across those columns. Each card represents a Demand in SPM and the cards that appear in the Kanban Board all belong to the same Demand Catalog. Each column represents a specific phase in a Lifecycle State you define for the entities you are tracking. Further, the Demand Cards can be sorted into horizontal groups by a category you select.
$100
0 hr 12 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Create and Configure a Roadmap
Changepoint SPM: Create and Configure a Roadmap
A Roadmap lets users visually manage and track projects in their portfolio through an interactive timeline that can approximate defined constraints, such as resources, budgets, or products.
$100
0 hr 11 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Bulk Import Demands
Changepoint SPM: Bulk Import Demands
The easiest way to create multiple Demands is to bulk import them. To import Demands, you must create a CSV file that includes the Demand field names as column headers, and the field values in the rows. All of the available field names, descriptions, and values for the selected entity type are displayed in the Import Entities view.
$100
0 hr 10 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  SPM-to-PPM Integration
Changepoint SPM: SPM-to-PPM Integration
SPM-to-PPM integration is where the “loosely coupled” part of the relationship between Portfolio Planning and Project Execution occurs. Once configured, it is a straightforward process to synchronize your important SPM data with your PPM environment.
$100
0 hr 8 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
Changepoint SPM:  Create and Configure a Priority Board and Scoring Criteria
Changepoint SPM: Create and Configure a Priority Board and Scoring Criteria
The Priority Board is a table which includes a set of editable columns representing prioritization metrics, and groups of columns that show calculated metrics. These metrics are meant to help you assign a priority score to the Demands you are tracking on the board.
$100
0 hr 15 min
AdministrationStrategic Portfolio ManagementSPMCP SPMChangepoint SPM
CANDU Owners Group – Recorded Training Event – Changepoint SA – 25 August 2020
CANDU Owners Group – Recorded Training Event – Changepoint SA – 25 August 2020
Recorded Zoom meeting with CANDU, on ADP and Time Management
FREE
CANDU Owners Group – Recorded Training Event – Changepoint SA – 28 August 2020
CANDU Owners Group – Recorded Training Event – Changepoint SA – 28 August 2020
Recorded Zoom meeting with CANDU, on Dimension Project Integration
FREE
CANDU Owners Group – Recorded Training Event – Changepoint SA – 01 Sept 2020 - JPP/PIF/JPA walk through part 1
CANDU Owners Group – Recorded Training Event – Changepoint SA – 01 Sept 2020 - JPP/PIF/JPA walk through part 1
Recorded Zoom meeting with CANDU
FREE
CANDU Owners Group – Recorded Training Event – Changepoint SA – 03 Sept 2020 - JPP/PIF/JPA walk through part 2
CANDU Owners Group – Recorded Training Event – Changepoint SA – 03 Sept 2020 - JPP/PIF/JPA walk through part 2
Recorded Zoom meeting with CANDU
FREE
Changepoint PPM: Partner Certification and Training Program
Changepoint PPM: Partner Certification and Training Program
Changepoint’s partner certification program is designed to ensure that delivery consultants from partner organizations providing Changepoint implementation services have a high level of knowledge about the solutions and their capabilities, and are skilled in supporting and advising customers in configuration and implementation activities to achieve business objectives. Certification achievement is obtained at the individual level – not at the partner organization level.
$750
Partner