Planview Senior Business Systems Analyst

highmarkhealth; Pennsylvania; Hybrid; USD 85,000 - 120,000; Full time

Job summary

enGen is seeking a seasoned Planview administrator to manage Planview Portfolios, security, and governance across multiple Planview products. The role focuses on configuring workflows, lifecycle processes, and automated updates to support cross-functional teams.

Responsibilities include building and maintaining Planview reports and dashboards, integrating Power BI, and ensuring data quality while coordinating with tools like Jira, ServiceNow, SAP, Workday, and Azure AD.

Qualifications

• Experience administering Planview Portfolios including user/group/role management.
• Knowledge of Planview EA and multi-product Planview platforms.
• Familiarity with Planview reporting and analytics and Power BI integration.

Responsibilities

• Planview Portfolios Administration including security and access provisioning.
• Workflow & Automation Configuration for lifecycle, approvals, and stage-gate processes.
• Planview Reporting & Analytics development and maintenance.
• Data Governance & Platform Quality activities across Planview environments.
• Multi-Product Planview experience across Planview Enterprise Architecture, AgilePlace, and ProjectPlace.

Skills

Data mapping

API troubleshooting

User synchronization

Integration monitoring

Error analysis

Tools

Planview Portfolios

Planview EA

Planview AgilePlace

Planview ProjectPlace

Jira

ServiceNow

SAP

Workday

Power BI

Microsoft Entra ID

Azure AD

SharePoint

Job description

Company :

enGen Job Description :

JOB SUMMARY

This job supports one or more analytical aspects of the application product life cycle, including capability enablement with cross-team dependencies within a product scope. Uses significant judgement and discretion to collaborate with customers on complex issues in order to understand capability needs, gather project specifications, create business cases and cost sheet analysis, translate high-level business needs into detailed requirements for new capabilities (and change request/enhancements on existing capabilities), analyze data to determine business problems, trends, or opportunities for process improvements, create/execute test cases, provide root cause analysis and corrective action plan, verify delivery of customer needs, and ensure quality delivery. Also responsible for identification, documentation, and resolution of risks, defects and issues. Analyzes market trends for competitive insight to correlate into business value statements. Uses functional and organizational knowledge to mentor Associate and Intermediate Business Systems Analysts. Leads project teams or actively participate as subject matter expert (SME) on moderately complex projects (which are cross functional, with potential regulatory risk exposure, customer service & financial impacts ). Acts as face to the customer. Resolves very complex issues (may involve multiple systems) while understanding potential regulatory risk exposure and customer service & financial impacts. Acts as a SME on how moderately complex new enhancements/applications are developed using advanced level of understanding of end-to-end process and clear understanding of potential integration issues. Requires advanced level of understanding the end systems impact of changes across multiple/diverse systems (including regulatory risk exposure, customer service & financial impacts).

ESSENTIAL RESPONSIBILITIES

Planview Portfolios Administration

Demonstrated experience administering Planview Portfolios including:

• User, group, and role administration
• Security model configuration
• Access provisioning and deprovisioning
• Screen, menu, and navigation configuration
• Object and attribute management
• Lookup and reference table administration
• Organizational structure management
• Financial structure administration
• Resource management configuration
• Portfolio hierarchy management

Workflow & Automation Configuration

Experience configuring and supporting:

• Lifecycle management
• Scripted Dialogs
• Conditional logic
• Automated notifications
• Approval workflows
• Stage-gate processes
• Demand management workflows
• Project intake processes
• Governance checkpoints
• Automated field updates

Preferred Knowledge

• Lifecycle state transitions
• Business rules configuration
• Workflow troubleshooting
• Workflow optimization

Demand, Project, and Portfolio Management

• Strong understanding of:
• Demand intake processes
• Project governance
• Portfolio management
• Strategic planning
• Resource capacity planning
• Financial planning and budgeting
• Capital and operational expenditure tracking
• Benefit realization planning
• Program management concepts

Planview Reporting & Analytics

Experience developing and maintaining:

• Planview reports
• Executive dashboards
• Operational dashboards
• Governance dashboards
• Portfolio health reporting
• Resource utilization reporting
• Financial management reporting
• Data quality reporting

Preferred

• Power BI integration
• Executive KPI development
• Data visualization

Data Governance & Platform Quality

Experience supporting:

• Data quality initiatives
• Field rationalization efforts
• Configuration governance
• Reference data management
• Taxonomy management
• Audit reviews
• Compliance reporting

Responsibilities include:

• Identifying unused data structures
• Reviewing obsolete fields and forms
• Reducing technical debt
• Maintaining platform standards
• Supporting governance processes

Multi-Product Planview Experience

Planview Enterprise Architecture (EA)

Knowledge of:

• Application inventories
• Technology inventories
• Business capabilities
• Capability mapping
• Architecture roadmaps
• Investment planning
• Application lifecycle management

Planview AgilePlace

Experience with:

• Board administration
• Kanban configuration
• Team workflows
• Value stream management
• Metrics and reporting
• Work item configuration

Planview ProjectPlace

Experience with:

• Workspace administration
• User provisioning
• Collaboration features
• Document management
• Board configuration
• Reporting

Technical Administration Requirements

Integrations

Experience supporting integrations between Planview and:

• Microsoft Entra ID (Azure AD)
• Jira
• ServiceNow
• SAP
• Workday
• Power BI
• Microsoft Teams
• SharePoint

Skills include:

• Data mapping
• API troubleshooting
• User synchronization
• Integration monitoring
• Error analysis

Release & Environment Management

Experience with:

• Development environments
• Test environments
• Production environments
• Configuration migrations
• Release planning
• Regression testing
• SaaS release reviews

Responsibilities include:

• Evaluati