Planview Portfolio

Job Title: Planview Portfolio Consultant

Experience: 5+ years

Location: Bangalore

Note: Only candidates with practical experience in Planview Portfolios will be considered.

Role Overview

We are looking for a skilled Planview Portfolios Consultant/Architect with experience in implementation, support, and enhancement projects. The ideal candidate should possess strong functional and technical expertise in Planview Portfolios, along with hands-on experience in configuration, integrations, and portfolio management processes.

Key Responsibilities

• Participate in end-to-end implementation, configuration, and support of Planview Portfolios.
• Configure lifecycles, screens, scripted dialogs, workflows, rule sets, and financial versions.
• Create and manage custom tables, tiles, portfolio structures, and attributes including sub-total and primary structure attributes.
• Handle user administration, portfolio creation, resource management, staffing, and timesheet/request modules.
• Support data migration, UAT, rollout activities, and user training sessions.
• Troubleshoot and resolve incidents, service requests, and change requests.
• Design and support integrations with ERP systems (SAP/Oracle), HRMS, and other enterprise/project management applications using APIs or standard connectors.
• Develop dashboards, reports, and visualizations using Power BI and Planview data.
• Work closely with business and technical teams to support portfolio management processes.

Required Skills

• Strong functional and technical knowledge of Planview Portfolios.
• Hands-on experience in implementation/support projects for Planview Portfolio product.
• Good understanding of Project, Program, and Portfolio Management concepts.
• Knowledge of Importer, resource module, staffing, timesheet, and request management.
• Experience with SQL and Excel formulas/macros.
• Familiarity with APIs, integrations, JSON, CSS, HTML, and JavaScript is preferred.
• Understanding of Agile and Waterfall methodologies.
• Planview University training/certification is an added advantage (not mandatory). 

Education: Bachelors/Masters degree in Computer Science, IT, Electronics, Engineering, MCA, or related field. Candidates with strong scripting expertise may also be considered.