Planview Implementation Specialist
Insight Global
The Planview Implementation Specialist / Solution Architect is responsible for owning the governance, configuration, and successful enterprise rollout of Planview across all modules. This role serves as the system owner for Planview, ensuring the platform is configured correctly to support portfolio management, project execution, and resource management across Agile, Waterfall, and hybrid delivery models.
This individual will be granted admin-level access and is relied upon as the Planview expert to design backend configuration, enforce governance over systems, tools, and data, and ensure that project and resource plans are accurate and actionable. They work closely with project managers, portfolio leaders, and delivery teams to ensure u understand and follow defined processes and procedures.
The role also supports organizational maturity by helping teams transition from legacy tools (such as ADO-only Agile execution) into a robust, enterprise-capable Planview ecosystem, including support for third-party vendors operating in hybrid models. In addition to system implementation, this role plays a key part in enabling project managers and portfolio leaders to be successful through strong governance, best practices, and ongoing optimization of Planview usage.
Required Skills & Experience
• Deep expertise in Planview (admin-level), including backend configuration, modules, workflows, and system setup
• Proven experience implementing Planview across enterprise environments, owning configuration from initial setup through go live
• Strong background in project portfolio management (PPM), resource management, and financial governance
• Hands-on experience configuring systems to support Agile, Waterfall, and hybrid delivery models
• Ability to define and enforce governance, controls, and standards across tools, data, and delivery processes
• Experience supporting Agile at scale, including alignment with tools like Azure DevOps (ADO) and third party vendor models
• Strong understanding of project management methodologies, capacity planning, and skill-based resource utilization
• Ability to partner with PMs, leadership, and delivery teams to ensure adoption of processes, procedures, and tools
• Experience acting as a trusted Planview consultant, relied upon to make system design and configuration decisions
• Strong stakeholder communication skills - able to guide teams through new tooling, processes, and change
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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