Planview Portfolio Solution Architect

Overview

Remote
Depends on Experience
Contract - W2
Contract - 12 Month(s)

Skills

Data Management
Database
Documentation
English
Extract
Transform
Load
Financial Services
Agile
Analytical Skill
Change Management
Communication
Conflict Resolution
JIRA
Management
Microsoft
Microsoft Power BI
Physical Data Model
Planview
Problem Solving
Project Portfolio Management
Reporting
Robotic Process Automation
SOAP
SQL
Scalability
Scripting
UI
Web Services

Job Details

Job Title : Planview Portfolio Solution Architect

Location : Jersey City, NJ 07310 (Remote)

Duration : 12+ Months

Core Expertise

  • Proven experience as a Solution Architect for Planview Portfolios, including Greenfield implementations.
  • Hands-on experience with Planview Enterprise One and other PPM tools.
  • Strong understanding of Planview architecture, modules, and configuration.

Integration & Automation

  • Experience integrating Planview Portfolios with Jira and other third-party systems.
  • Proficient in SOAP Web Services for automation and bulk data operations.
  • Familiarity with RPA tools such as UI Path and/or Power Automate.

Agile & OKR Setup

  • Experience in setting up OKRs and AgilePlace within Planview.

Data & Reporting

  • Strong proficiency in SQL, Microsoft Report Builder, and Power BI.
  • Skilled in conceptual, logical, and physical data modeling.
  • Experience designing and optimizing database structures for performance and scalability.
  • Ability to identify and resolve data-related issues and anomalies.
  • Experience creating and maintaining documentation for:
    • Data models and schemas
    • Analytical and operational reporting
    • Overall data management processes

Process & Change Management

  • Experience in process documentation and change management.
  • Prior experience in Planview implementation is mandatory.

Additional Skills

  • Conceptual understanding of ETL tools or scripting (preferred).
  • Excellent analytical, problem-solving, and communication skills (verbal and written in English).
  • Ability to work independently and manage time effectively across multiple time zones.
  • Experience in the financial services sector is a plus.
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