Planview Administrator Business Process Professional II

Job Summary

This position is eligible for remote work in one of the following states:
Arkansas, Colorado, Georgia, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Wisconsin, or Wyoming. This position will require some travel to our corporate office in Tulsa, OK.

A Planview Administrator BPP II plays a key role in the ongoing support, configuration, integration support, and optimization of the Planview environment. This developmental role is 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.

• 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

• 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)
• 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

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

• 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…