• Remote Planview Engineer

    Insight Global (San Antonio, TX)


    Job Description

    Insight Global is seeking a skilled and personable Planview Engineer to sit remote. This person will lead the configuration, administration, and optimization of its Planview system. This role blends technical expertise with strong interpersonal and communication skills to support business operations and drive workflow efficiency.

    The Key Responsibilities for the role are below:

    • Serve as the primary administrator for Planview, including user provisioning, license management, and Tier 1 troubleshooting.

    • Configure and customize Planview modules: PPM Pro (requests, workflows, approvals, time tracking), Project Module (track IT projects, maintenance, and support work), ProjectPlace (Kanban-style work management), AgilePlace (support Agile teams).

    • Lead training sessions for onboarding new users.

    • Present weekly Planview support updates during open office hours (Thursdays at 2 PM).

    • Create and maintain technical documentation, how-to guides, and change logs.

    • Develop and deliver executive-level reporting on resource and capacity using Power BI.

    • Collaborate with stakeholders to assess new workflow needs and configure solutions.

    • Design and implement integration strategies using Planview APIs and JSON (preferred).

    • Ensure data integrity through mapping, validation, and cleansing processes.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    - 5+ years of experience configuring and customizing Planview (PPM Pro, ProjectPlace, AgilePlace).

     

    - 3+ years of experience designing and implementing workflows, managing user roles, and maintaining system integrity.

    - 5 + years as the primary administrator for Planview:

    Provisioning new users and decommission accounts

     

    Managing licenses and access controls

     

    Conducting onboarding training for new employees

     

    - Proven ability to work cross-functionally and communicate effectively with both technical and non-technical stakeholders.

     

    - Strong analytical and problem-solving skills with a proactive approach to system optimization.