Planview PPM Specialist

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