Planview Administrator Business Process Professional III

ONEOK•OK REMOTE LOCATION, OK

12d•Remote

About The Position

A Planview Administrator BPP III plays a key role in the ongoing support, configuration, integration support, and optimization of the Planview environment. This is a developmental role designed to build both functional and technical capability, with the goal of progressing into a more advanced administrative position over time. The BPP II Administrator is expected to learn system architecture, integration points, and best practices through hands-on experience.

Requirements

Experience administering Planview or similar Project Management and/or Financial enterprise systems
Foundational understanding of system configuration, data structures, and user access management
Exposure to integrations, data flows, or system interfaces (APIs, batch processing, or middleware is a plus)
Ability to troubleshoot issues and support break/fix resolution with guidance
Experience or familiarity with testing methodologies and execution
Strong willingness to learn in a mentor-driven environment
Analytical mindset with attention to detail
Ability to balance user support, technical learning, and configuration tasks
Experience defining and implementing project requirements, testing, training and resolving issues to ensure successful delivery.
Experience in applying project management techniques
Experience with providing user support, testing, training, documenting product requirements, and managing a product backlog.
Experience researching, analyzing and composing reports, procedures, forms and correspondence
Skills in: use and function of office equipment including computers and applicable software.
Skills in: communicating effectively in writing and verbally.
Skills in: conducting meetings, developing and presenting information to individuals and groups.
Skills in: self-motivating and self-directing; adapting quickly to new or changing responsibilities.
Skills in: developing solutions to complicated issues using abstract thinking in new or complex situations.
Skills in: managing and prioritizing multiple assignments with competing deadlines.
Ability to: work collaboratively with a wide variety of people, including leaders, peers, customers, vendors and other stakeholders.
Ability to: negotiate, resolve conflicts and build commitment.
Ability to: communicate technical topics to non-technical users.
Ability to: proactively identify and propose value additive initiatives.
Ability to: apply an understanding of economic concepts and business drivers.
Ability to: identify, research, evaluate and prioritize problems and develop recommendations for appropriate action.
Ability to: work under stressful conditions and time constraints; adjusting to respond to changing circumstances.

Nice To Haves

Direct experience with Planview administration
Exposure to financial systems or accounting processes (budgeting, forecasting, cost tracking)
Experience supporting or working alongside system integrations

Responsibilities

Administer and maintain general Planview application settings in alignment with business and technical requirements
Manage resource data, including resource attributes, user access grants, and role assignments, ensuring accuracy and data integrity
Configure and maintain screens, fields, columns, and default column sets based on user and leadership requirements
Support report updates and enhancements to ensure consistent and accurate delivery of business insights
Work closely under the guidance of the Lead Administrator to learn system architecture, integrations, and data flows
Assist in monitoring and troubleshooting integration errors, data issues, and system break/fix scenarios
Help triage and resolve production issues, escalating as needed while building troubleshooting expertise
Gradually develop the ability to independently support integration-related issues and system stability
Support configuration management and release readiness by executing defined testing expectations
Assist in creating, maintaining, and executing test plans for system changes, enhancements, and upgrades
Perform functional validation during migrations, updates, and defect resolution efforts
Ensure changes are tested thoroughly and meet requirements prior to deployment
Provide functional support to end users, troubleshooting issues and answering system-related questions
Contribute to knowledge management by maintaining FAQs, documentation, and internal knowledge base content
Develop user-facing guidance and training materials to improve adoption and system understanding
Develop strong working relationships and collaborate with team members, business partners, IT stakeholders, consultants and vendors, to achieve success on initiatives.
Document and analyze business processes, user requirements and technology capabilities to identify opportunities for increased efficiency or effectiveness. Perform business process reviews, making recommendations for improvements and/or changes to resolve deficiencies. Solicit feedback and seek alignment with IT and business subject matter experts.
Identify and recommend appropriate controls for business processes and technology solutions.
Implement process or technology improvement opportunities by performing project management activities such as: collaborating with project sponsors and project teams to define project scope, developing project schedules, gathering business requirements, establishing project team roles and responsibilities, monitoring progress, and training business users.
Research, identify and understand technology solution limitations.
Recommend technology enhancements and/or additional solutions.
Collaborate with business partners to document and prioritize requirements on product backlog tasks and projects.
Provide ongoing business user support such as: advanced triaging and resolution of application issues, maintaining application configuration, testing system changes and enhancements, and development and delivery of training materials.
Develop and maintain moderate to complex business intelligence analysis in support of strategic initiatives.
Guide, support, and mentor other team members as needed.
Prepare and present information to management.