Panview Portfolio Consultant

Role : Panview Portfolio Consultant

Mode of working : Hybrid.

Experience : 4 - 6 years in IT or Consulting, with at least 3 years of hands-on experience in Planview Portfolios implementation & manages services or support environment.

Education : Bachelors or Masters degree in Engineering, Computer Science, or a related field (e.g., B.Tech, MCA)

Location : Bangalore

Notice period : Immediate

Responsibilities :

- Participate in the implementation, support and configuration of Planview Portfolios, including data migration, system setup, and user onboarding.

- Design and develop reports, dashboards, workflows, and rule sets to support portfolio management processes.

- Support user acceptance testing (UAT), conduct training sessions, and contribute to rollout planning.

- Troubleshoot and resolve incidents, service request and change requests

- Collaborate on the integration of Planview with other systems using standard connectors or APIs.

Technical Skills :

- Good understanding of Project, Program, and Portfolio Management practices.

- Proficiency in SQL and Excel formulas/macros (preferred).

- Knowledge of CSS/HTM/Javascript/JSON is good to have.

- Familiarity with APIs and basic integration approaches.

- Experience in creating dashboards and visualizations using Microsoft Power BI with Planview data.

- Understanding of common project management methodologies like Agile and Waterfall.

Education :

- IT background along with degree in Computer science/Electronics

- End to end Planview portfolio implementation including integration with ERP systems and project management applications etc..

- Design integrations with ERP (SAP, Oracle), HRMS, and other enterprise systems other project management systems

- Planview University trained.