Build, configure and optimize objects, fields, forms, dashboards, reports and workflows within Planview PPM Pro, AgilePlace and Roadmaps
Translate business requirements into scalable configurations that support portfolio planning, resource management, financial tracking and agile delivery
Develop custom logic, rules and automation to streamline intake, prioritization, project lifecycle management and reporting
Design, build and maintain integrations between Planview products and enterprise systems (e.g., ERP, HRIS, ITSM, data warehouses)
Utilize Planview APIs, middleware tools and integration frameworks to ensure secure, reliable data synchronization
Troubleshoot integration failures, optimize performance and maintain documentation for all integration points
Convert business processes into system-driven workflows
Lead solution design sessions to map current-state and future-state processes across portfolio, project, resource and agile management
Recommend best practices for portfolio governance, agile execution and roadmap planning using Planview capabilities
Support roadmap development for platform enhancements, new features and cross-functional automation opportunities
Build advanced reporting, dashboards and analytics to support executive decision-making
Ensure data quality, consistency and alignment across PPM Pro, AgilePlace and Roadmaps
Partner with BI teams to integrate Planview data into enterprise reporting environments (e.g., Confluence, JIRA, Confluence, PowerBI)
Develop training materials, quick guides and release notes to support adoption
Conduct user training sessions and support onboarding for new team members and capabilities
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