Consultant - Planview Admin

Responsibilities

• Planview administration: users, roles, security, screens, menus, attributes, lookup tables, portfolios, resources, and ficial structures
• Configure lifecycles, Scripted Dialogs, workflows, approvals, notifications, and demand/project intake processes.
• Develop and support Power BI, SSRS, executive dashboards, goverce reports, and portfolio analytics.
• Monitor integrations, troubleshoot APIs, perform SQL analysis, and resolve production issues.
• Support quarterly releases, migrations, UAT, regression testing, and environment management.
• Drive data goverce, platform cleanup, audit support, and technical debt reduction.
• Participate in goverce boards, CAB reviews, and enhancement prioritization
• 7 - 10years of Planview Administration experience.

Must Have

• Planview Portfolios Administration
• Lifecycles Scripted Dialogs
• Workflow configuration and troubleshooting
• User roles, security, and access management
• Resource, ficial, and portfolio management
• Strong SQL skills on Planview databases
• Power BI reporting, OData datasets, and Microsoft Report Builder (SSRS).
• Integration troubleshooting (REST/SOAP APIs, Postman, Swagger).
• Release management, regression testing, and environment promotion.
• Strong problem-solving, stakeholder management, and communication skills.

Good to Have

• Planview Enterprise Architecture (EA).
• Planview AgilePlace.
• Planview ProjectPlace.
• Planview Copilot.
• Integration experience with Entra ID, Jira, ServiceNow, SAP, Workday, Teams, and SharePoint.
• Agile/Scrum, SAFe, ITIL knowledge.
• Power BI Certification.
• Lean Portfolio Management experience.
• Experience with goverce boards, CAB processes, and SaaS goverce frameworks

Preferred Certifications

• Planview Administrator Training
• Planview Portfolios Administration Training
• Planview Reporting Training
• Agile/Scrum Fundamentals
• ITIL Foundation
• SAFe Practitioner
• Power BI Certification
• Lean Portfolio Management Training

Key Success Factors

• Strong Planview administration and workflow expertise.
• Executive dashboard and reporting capability.
• Data goverce and platform optimization experience.
• Integration support and troubleshooting skills.
• Goverce, release management, and stakeholder engagement experience.

Experience

• 7 to 10 years of experience

Education

• Any Degree