What are the responsibilities and job description for the Project Portfolio Analyst/Planned View Admin position at Careers Integrated Resources Inc?
Title: Project Portfolio Analyst/Planned View Admin
Location: Houston TX - Hybrid 4 Days in Office
Contract: 7 months and Possibility of Extension
JOB DESCRIPTION
MUST HAVE SKILLS:
• Expert proficiency in Planview Portfolios (Planview PPM), including portfolio setup/configuration, intake/workflow support, data governance, reporting/dashboards, and ongoing administration (user access, security roles, and system maintenance).
• Advanced SharePoint proficiency, including site creation, configuration, and ongoing maintenance (information architecture, permissions, pages/lists/libraries, versioning, and end-user support).
• In-depth understanding of project management and project delivery fundamentals (Product, schedule, cost, risk, dependencies, resource management, governance, and stakeholder communication); experience performing as a mid-level Project Manager, Scrum Master, or Business Analyst.
• Proficiency in project budgeting, financial analysis.
• Preparing senior management portfolio status and forecast reporting to support portfolio and project governance.
• Proficiency with Microsoft 365 applications (Word, Excel, PowerPoint, Teams, Outlook) and related collaboration tools.
Job Summary
Provides advanced-level project portfolio assessment, reporting, and recommendations. Serves as the primary administrator and power user for Planview Portfolios (PPM), ensuring data quality, portfolio governance, and reliable portfolio-level insights. Owns SharePoint site creation, configuration, and maintenance for specified team sites to enable effective collaboration and information management. Applies an in-depth understanding of project management to support project delivery execution, standardization, and continuous process improvement.
Essential Duties and Responsibilities include the following
To perform this job successfully, an individual must be able to perform the essential duties satisfactorily. Other duties may be assigned, and specific activities may vary by department. Serves as a subject matter expert (SME) for assigned functions.
• Planview Portfolios (PPM) administration: create and configure portfolios; maintain user access/security roles; manage data standards; support intake and governance workflows; and develop/maintain reports and dashboards for leadership.
• Project portfolio and project management support: prepare portfolio and project status summaries; analyze trends, risks, dependencies, and resource constraints; provide recommendations to management; and apply project management best practices to improve delivery outcomes.
• SharePoint site ownership: create, configure, and maintain SharePoint sites (information architecture, pages, lists/libraries, permissions, and versioning); ensure content remains current; and provide end-user guidance and support.
• Resolve issues related to business processes and tools under the purview of the team, track issues to resolution in partnership with other groups.
• Provide oversight of a portfolio of projects to ensure timely completion and financial consistency; assist with special projects within the assigned department or as part of cross-functional teams.
• Monitor department processes and workflow to ensure accuracy and quality of data and work output; determine areas of risk as new or changed processes are implemented; recommend changes for continuous improvement.
• Create training materials for processes and tools under the purview of the team; create/refresh training as needed; provide training and support to less experienced team members as needed.
Other duties as assigned.
Qualifications
Education and Experience Required:
3-5 years previous experience preferred and a bachelor’s degree, or equivalent experience, in Business Administration, Computer Science related or similar areas of study. This position requires ability to demonstrate knowledge of the business and an ability to apply that knowledge effectively to a variety of situations.
Certificates, Licenses, Registrations or Other Requirements:
Planview Administrator certification preferred.
Project Management, SCRUM, and/or Business Analysis certifications are preferred.
Other Knowledge, Skills or Abilities Required:
Requires advanced skills in Microsoft Office Suite as well as general business and/or accounting systems and subject matter knowledge applicable to the department assigned. This knowledge may include, but not be limited to, an extensive understanding of accounting, project management, training within areas of expertise, and strong analytical skills and communication skills.
Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
• Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the workday.
• Required to exert physical effort in handling objects less than 30 pounds rarely.
• Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely.
• Required to be exposed to physical environment which involves dirt, odor, noise, weather extremes or similar elements rarely.
• Normal setting for this job is an office setting.
Location: Houston TX - Hybrid 4 Days in Office
Contract: 7 months and Possibility of Extension
JOB DESCRIPTION
MUST HAVE SKILLS:
• Expert proficiency in Planview Portfolios (Planview PPM), including portfolio setup/configuration, intake/workflow support, data governance, reporting/dashboards, and ongoing administration (user access, security roles, and system maintenance).
• Advanced SharePoint proficiency, including site creation, configuration, and ongoing maintenance (information architecture, permissions, pages/lists/libraries, versioning, and end-user support).
• In-depth understanding of project management and project delivery fundamentals (Product, schedule, cost, risk, dependencies, resource management, governance, and stakeholder communication); experience performing as a mid-level Project Manager, Scrum Master, or Business Analyst.
• Proficiency in project budgeting, financial analysis.
• Preparing senior management portfolio status and forecast reporting to support portfolio and project governance.
• Proficiency with Microsoft 365 applications (Word, Excel, PowerPoint, Teams, Outlook) and related collaboration tools.
Job Summary
Provides advanced-level project portfolio assessment, reporting, and recommendations. Serves as the primary administrator and power user for Planview Portfolios (PPM), ensuring data quality, portfolio governance, and reliable portfolio-level insights. Owns SharePoint site creation, configuration, and maintenance for specified team sites to enable effective collaboration and information management. Applies an in-depth understanding of project management to support project delivery execution, standardization, and continuous process improvement.
Essential Duties and Responsibilities include the following
To perform this job successfully, an individual must be able to perform the essential duties satisfactorily. Other duties may be assigned, and specific activities may vary by department. Serves as a subject matter expert (SME) for assigned functions.
• Planview Portfolios (PPM) administration: create and configure portfolios; maintain user access/security roles; manage data standards; support intake and governance workflows; and develop/maintain reports and dashboards for leadership.
• Project portfolio and project management support: prepare portfolio and project status summaries; analyze trends, risks, dependencies, and resource constraints; provide recommendations to management; and apply project management best practices to improve delivery outcomes.
• SharePoint site ownership: create, configure, and maintain SharePoint sites (information architecture, pages, lists/libraries, permissions, and versioning); ensure content remains current; and provide end-user guidance and support.
• Resolve issues related to business processes and tools under the purview of the team, track issues to resolution in partnership with other groups.
• Provide oversight of a portfolio of projects to ensure timely completion and financial consistency; assist with special projects within the assigned department or as part of cross-functional teams.
• Monitor department processes and workflow to ensure accuracy and quality of data and work output; determine areas of risk as new or changed processes are implemented; recommend changes for continuous improvement.
• Create training materials for processes and tools under the purview of the team; create/refresh training as needed; provide training and support to less experienced team members as needed.
Other duties as assigned.
Qualifications
Education and Experience Required:
3-5 years previous experience preferred and a bachelor’s degree, or equivalent experience, in Business Administration, Computer Science related or similar areas of study. This position requires ability to demonstrate knowledge of the business and an ability to apply that knowledge effectively to a variety of situations.
Certificates, Licenses, Registrations or Other Requirements:
Planview Administrator certification preferred.
Project Management, SCRUM, and/or Business Analysis certifications are preferred.
Other Knowledge, Skills or Abilities Required:
Requires advanced skills in Microsoft Office Suite as well as general business and/or accounting systems and subject matter knowledge applicable to the department assigned. This knowledge may include, but not be limited to, an extensive understanding of accounting, project management, training within areas of expertise, and strong analytical skills and communication skills.
Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
• Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the workday.
• Required to exert physical effort in handling objects less than 30 pounds rarely.
• Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely.
• Required to be exposed to physical environment which involves dirt, odor, noise, weather extremes or similar elements rarely.
• Normal setting for this job is an office setting.