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. --- 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. ---

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