Planview Administrator

Role- Planview Administrator

Key skills - Planview, Workflows, Configuration, Reporting.

Experience- 5-12 yrs

Location - Chennai /Hyderabad

Mode of Work - Hybrid

ESSENTIAL RESPONSIBILITIES

Key Responsibilities

• Planview administration: users, roles, security, screens, menus, attributes, lookup tables, portfolios, resources, and financial structures

• Configure lifecycles, Scripted Dialogs, workflows, approvals, notifications, and demand/project intake processes.

• Develop and support Power BI, SSRS, executive dashboards, governance 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 governance, platform cleanup, audit support, and technical debt reduction.

• Participate in governance boards, CAB reviews, and enhancement prioritization

• 7 - 10 years of Planview Administration experience.

Must Have

• Hands-on experience with:

o Planview Portfolios Administration

o Lifecycles & Scripted Dialogs

o Workflow configuration and troubleshooting

o User roles, security, and access management

o Resource, financial, 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 governance boards, CAB processes, and SaaS governance 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 governance and platform optimization experience.

• Integration support and troubleshooting skills.

• Governance, release management, and stakeholder engagement experience.

EXPERIENCE:

• 7 to 10 years of experience

EDUCATION:

• Any Degree