Planview PPM Specialist

The candidate will work with cross-functional teams to deliver Planview solutions, integrate Planview with Jira and other enterprise applications, automate business processes, support reporting requirements, and troubleshoot environment and performance issues. Seeking an experienced Planview PPM Specialist with strong expertise in Planview architecture, functional modules, administration, integrations, reporting, and implementation.

Requisition ID: 102815-1
Title: Planview PPM Specialist
Duration: 6+ Months
Location: Onsite: Chicago, IL / Dallas, TX
Salary Range: $40-$45 per hour on W2

Skills: Planview Project & Portfolio Management
Experience Required: 4-6

Role Description

Seeking an experienced Planview PPM Specialist with strong expertise in Planview architecture, functional modules, administration, integrations, reporting, and implementation. The ideal candidate will have hands-on experience with Planview Portfolio Management / CA PPM, including configuration, administration, data migration, integrations, automation, and reporting.

Prior Planview implementation experience is mandatory.

The candidate will work with cross-functional teams to deliver Planview solutions, integrate Planview with Jira and other enterprise applications, automate business processes, support reporting requirements, and troubleshoot environment and performance issues.

Key Responsibilities

• Lead and support end-to-end Planview Portfolio implementation and configuration.
• Configure and administer Planview PPM / CA PPM environments.
• Work with Planview architecture, functional modules, workflows, integrations, and reporting.
• Integrate Planview with Jira and third-party applications using SOAP Web Services and other integration technologies.
• Support data migration and integration between Planview/SPM and other enterprise applications.
• Configure and support functional modules including:
  • Project Management
  • Portfolio Management
  • Resource Management
  • Time Sheet Management
  • Financial Management
  • Demand Management
• Configure and maintain Jaspersoft Reports and CA PPM Studio.
• Design and maintain data models, schemas, and reporting frameworks.
• Develop SQL queries and reports using Power BI and Report Builder.
• Automate workflows and business processes using UiPath and/or Power Automate.
• Set up and support OKRs and AgilePlace within Planview to facilitate Agile processes.
• Support Planview/CA PPM administration activities, including:
  • Time Period Setup
  • Resource Setup
  • Project Financials
  • User Security
  • Jobs Setup and Scheduling
  • Processes
  • Jaspersoft Report Scheduling
  • Financial Setup
  • New UX
• Interact with vendor support to resolve environment, performance, and application-related issues.
• Proactively identify problems, perform root-cause analysis, and implement permanent solutions.
• Document processes, data flows, configurations, integrations, and reporting structures.
• Support process documentation and change management initiatives.
• Collaborate with cross-functional teams to ensure smooth solution delivery.
• Support migration from other PPM tools where required.

Required Skills

• Planview PPM / Planview Portfolio Management
• Prior Planview implementation experience – Mandatory
• Strong knowledge of Planview architecture, modules, configuration, and integrations
• 2–3 years of hands-on experience with Planview/CA PPM functional modules
• Strong SQL skills
• Power BI
• Report Builder
• Jaspersoft Reports
• SOAP Web Services
• Data modeling and schema design
• Planview / CA PPM administration
• Experience with UiPath and/or Power Automate
• Strong troubleshooting and root-cause analysis skills

Planview / CA PPM Administration

Hands-on experience with:

• Time Period Setup
• Resource Setup
• Project Financials
• User Security
• Jobs Setup and Scheduling
• Processes
• Jaspersoft Report Scheduling
• Financial Setup
• New UX
• CA PPM Studio

Integration & Automation

Experience with:

• SOAP Web Services
• REST APIs
• Planview-to-Jira integrations
• Third-party application integrations
• Data migration
• Enterprise application integration
• UiPath
• Power Automate
• XOG

Reporting & Data

• Strong SQL and query development
• Power BI
• Client Report Builder
• Jaspersoft Reports
• Data modeling
• Data schemas
• Reporting frameworks
• Report scheduling and maintenance

Preferred / Nice-to-Have Skills

• GEL Script
• REST API
• XOG
• Advanced Planview integrations
• Migration experience from other PPM tools
• AgilePlace
• OKRs
• Experience integrating Planview with enterprise applications

Candidate Profile

The ideal candidate should have:

• 4–6 years of relevant experience
• Strong hands-on Planview PPM experience
• Proven Planview implementation experience
• Strong Planview/CA PPM administration knowledge
• Experience with integrations, automation, and reporting
• Strong analytical and troubleshooting abilities
• Ability to collaborate with technical and business stakeholders
• Strong documentation and communication skills

Company Benefits & Culture 
•    Inclusive and diverse work environment
•    Opportunities for professional growth and development
•    Comprehensive health and wellness benefits