Planview Project & Portfolio Management

Job Description:

• Expertise in Planview architecture| modules| and integrations.
• Strong SQL and reporting skills (Power BI| Report Builder).
• Experience with automation tools (UI Path| Power Automate).
• Proficient in SOAP Web Services and data modeling.
• Prior Planview implementation experience is mandatory 2-3 years of experience in Functional modules (like Project Management| Portfolio Management| Resource Management| Time Sheet Management| Financial Management| Demand Management and JasperSoft Reports| CA PPM Studio of CA PPM.
• Understanding of Planview PPM and CA PPM Administration like Time Period Setup| Resource Setup| Project Financials| User Security| Jobs setup and scheduling| Processes| Jaspersoft Report scheduling| Financial setup| new UX Responsibility of / Expectations from the Role End-to-end Planview Portfolio implementation and configuration.
• Integrate Planview with Jira and third-party tools using SOAP Web Services.
• Automate workflows leveraging UI Path or Power Automate.
• Design and maintain data models| schemas| and reporting frameworks using SQL| Power BI| and Microsoft Report Builder.
• Set up OKRs and AgilePlace within Planview to support Agile processes.
• Document processes| data flows| and reporting structures.
• Support process documentation and change management initiatives.
• Collaborate with cross-functional teams to ensure smooth solution delivery.
• Data Migration/Integration between other applications and SPM

Required Qualifications:

• Develop and configure Planview SPM modules including Portfolios, Roadmaps, Outcomes, and OKRs
• Experience with enterprise systems integration (Jira, ServiceNow, SAP, etc.)
• 3+ years of hands-on experience with Planview SPM or Planview Portfolios
• Design and implement REST API integrations with systems like Jira, ServiceNow, SAP, and Workday
• Strong proficiency in REST APIs, JSON, and integration frameworks
• Experience with scripting languages (e.g., JavaScript, Python) for automation and data handling
• Solid understanding of strategic planning, resource capacity, and demand management
• Build custom reports, dashboards, and data visualizations using Planview reporting tools
• Automate workflows, notifications, and data sync processes across enterprise tools
• Support data migration, cleansing, and transformation activities
• Troubleshoot and resolve technical issues related to Planview configuration and performance
• Collaborate with functional teams to translate business requirements into technical solutions
• Maintain documentation for configurations, integrations, and customizations
• Excellent problem-solving and communication skills

Preferred Qualifications:

• Planview Certified Developer or Architect