Responsibilities

- Planview administration: users, roles, security, screens, menus, attributes, lookup tables, portfolios, resources, and ficial structures

- Configure lifecycles, Scripted Dialogs, workflows, approvals, notifications, and demand/project intake processes.

- Develop and support Power BI, SSRS, executive dashboards, goverce 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 goverce, platform cleanup, audit support, and technical debt reduction.

- Participate in goverce boards, CAB reviews, and enhancement prioritization

- 7 - 10years of Planview Administration experience.

Must Have

- Planview Portfolios Administration

- Lifecycles Scripted Dialogs

- Workflow configuration and troubleshooting

- User roles, security, and access management

- Resource, ficial, 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 goverce boards, CAB processes, and SaaS goverce frameworks

Preferred Certifications

- Planview Administrator Training

- Planview Portfolios Administration Training

- Planview Reporting Training

- Agile/Scrum Fundamentals

- ITIL Foundation

- SAFe Practitioner

- Power BI Certification

- Lean Portfolio Management Training

Key Success Factors

- Robust Planview administration and workflow expertise.

- Executive dashboard and reporting capability.

- Data goverce and platform optimization experience.

- Integration support and troubleshooting skills.

- Goverce, release management, and stakeholder engagement experience.

Experience

- 7 to 10 years of experience

Education

- Any Degree

📌 Consultant - Planview Admin (Chennai)
🏢 enGen Global
📍 Chennai