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
- Secure 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

📌 Planview Administrator (Hyderabad)
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