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Planview Techno-functional Consultant

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Planview Techno-functional Consultant

Location: Bangalore (Hybrid)
Experience: 4–6 Years
Education: Bachelor’s or Master’s in Engineering, Computer Science, or related field (B.Tech, MCA, etc.)
Job Type: Full-time

Position Overview

This role involves working on Planview Portfolios implementation, configuration, reporting, and support within a consulting or IT environment. The ideal candidate will have strong techno-functional capabilities and hands-on experience in Planview, along with the ability to collaborate with cross-functional teams and support enterprise portfolio management processes.

Key Responsibilities

  • Participate in implementation, support, and configuration of Planview Portfolios, including system setup, data migration, and user onboarding.
  • Design and deliver reports, dashboards, workflows, and rule sets aligned with portfolio management requirements.
  • Support User Acceptance Testing (UAT), conduct user training, and contribute to rollout planning.
  • Troubleshoot and resolve incidents, service requests, and change requests.
  • Collaborate on integrations with other systems using standard connectors or APIs.
  • Work with project and portfolio teams to enhance data visibility and decision-making.

Technical Skills Required

  • Strong functional and technical expertise in Planview Portfolios.
  • Good understanding of Project, Program, and Portfolio Management concepts.
  • Proficiency in SQL and Excel formulas/macros (preferred).
  • Working knowledge of CSS, HTML, JavaScript, JSON (good to have).
  • Familiarity with APIs and integration methods.
  • Experience building dashboards and visualizations in Power BI using Planview data.
  • Understanding of Agile, Waterfall, and hybrid project methodologies.

Candidate Requirements

  • 4–6 years of total IT/Consulting experience.
  • Minimum 3 years of hands-on experience with Planview Portfolios (implementation, support, or managed services).
  • Strong analytical abilities and problem-solving skills.
  • Excellent communication and client-interaction capability.
  • Ability to work in a hybrid environment from Bangalore.

Job Type: Full-time

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