Planview Portfolio Consultant Location – Bangalore Exp – 2+ Years A Managed Support Consultant with 2+ years of experience supporting Planview Portfolios environments for global enterprise clients. This role focuses on application support, configuration support, enhancements, incident management, and user enablement within a global managed services model. Roles & Responsibilities
• Provide Level 2 / Level 3 application support for Planview Portfolios across global user groups
• Handle incident, service request, and change management within defined SLAs
• Perform basic configuration and minor enhancements including: 1. Portfolio hierarchies and investment structures 2. Custom fields, attributes, and calculated fields 3. User roles, permissions, and access control
• Assist with data loads, updates, and reconciliations using standard import tools
• Monitor system health, data integrity, and usage trends
• Provide functional support, training, and guidance to business and portfolio management teams
• Support integration monitoring and basic troubleshooting (e.g., inbound/outbound data feeds) Positive to Have / Technical Skills
• Basic understanding of Planview Portfolios data model and investment hierarchy concepts
• Familiarity with PPM and portfolio governance frameworks
• Exposure to reporting and analytics within Planview Portfolios Non-Technical Skills
• Strong customer-centric mindset with structured problem-solving skill
• Willingness to work in shifts or on-call rotations to support global users, if needed. Qualifications
• Bachelor’s degree in IT, Engineering, or related field
• 1–3 years of experience supporting Planview Portfolios or similar enterprise PPM/portfolio management tools
• Knowledge on scripting language, SQL or any programming language is added advantage