PMO'S PLEASE EXCUSE

Planview (Portfolios, ProjectPlace, AgilePlace) Specialist / Technical Analyst

About the Role

We are seeking a hands-on Planview expert to own and enhance our Planview ecosystem across Portfolios, ProjectPlace, and AgilePlace. The role includes platform configuration, API-based integrations, reporting via Power BI, and data operations using Automart/Replica DB. Engineering, and Business stakeholders to drive portfolio visibility, project execution, agile delivery, and data-driven decisions.

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Key Responsibilities

Planview Portfolios (PPM)

· Configure and administer Portfolios: lifecycles, stages, gates, portfolios, programs, projects, demand intake, resource pools, timesheets, and financials.

· Set up governance workflows, request forms, custom attributes, security roles, and user provisioning.

· Develop dashboards, roadmaps, and portfolio analytics for executive reporting.

· Manage integrations with HR systems, finance, and work management tools (via API/web services).

· Exposure to IT PMO governance, CAPEX/OPEX budgeting, and financial reconciliations.

· Ensure data quality (metadata, hierarchies, calendars, fiscal periods).

Planview ProjectPlace

· Administer ProjectPlace workspaces, boards, timelines, documents, permissions, templates.

· Enable collaboration workflows across teams; enforce naming conventions and governance.

· Automate workspace provisioning and synchronization with Portfolios where applicable.

Planview AgilePlace (LeanKit)

· Configure Kanban boards, card types, lanes, WIP limits, policies,



metrics (lead/cycle time).

· Support lean/agile delivery across teams; align boards to portfolio epics and value streams.

· Implement portfolio-to-team rollups and cross-team dependency visualizations.

APIs & Integrations

· Hands-on with Planview REST/SOAP APIs for Portfolios, ProjectPlace, and AgilePlace:

o Build, test, and maintain integration scripts/services for data sync (projects, resources, timesheets, financials, agile cards).

o Implement authentication, rate limiting, error handling, retry logic, and audit logging.

o Create integration mappings, data contracts, and documentation; version and deploy via CI/CD.

· Work with webhooks, scheduled jobs, and event-driven flows.

Reporting & Data (Power BI, Automart, Replica DB)

· Design and publish Power BI reports and dashboards against Automart and Replica DB:

o Data modeling, DAX measures, row-level security, refresh schedules, governance.

o Build standardized PMO packs: Portfolio Health, Delivery KPIs, Resource Utilization, Financials, Status & Risks, Agile Flow Metrics.

· Monitor data freshness, performance, lineage; implement SLAs and reconciliations.

· Collaborate with DB admins to optimize queries and maintain schema awareness.

Governance, Security, and Support

· Establish standards, templates, and best practices for Planview usage.

· Ensure compliance with access controls, audit, data retention, and organizational policies.

· Provide L2/L3 support, issue triage, release notes, and training for users and stakeholders.

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📌 PLAINVIEW DEVELOPER (Hyderabad)
🏢 Tata Consultancy Services
📍 Hyderabad