PMO'S PLEASE EXCUSE

Planview (Portfolios, Project Place, Agile Place) Specialist / Technical Analyst

About the Role

We are seeking a hands-on Planview expert to own and enhance our Planview ecosystem across Portfolios, Project Place, and Agile Place. 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 Project Place

- Administer Project Place 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 Agile Place (Lean Kit)

- 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, Project Place, and Agile Place:

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 (Bahadurguda)
🏢 Tata Consultancy Services
📍 Bahadurguda