Remote Planview Consultant

Insight Global is seeking a Planview Portfolios SME for a leading enterprise healthcare client. This individual will act as a hands-on expert responsible for transforming the organization’s current usage of Planview from basic time tracking into a fully integrated enterprise portfolio, resource, and financial management platform. The ideal candidate will combine strong technical configuration expertise with strategic leadership, driving adoption across a large IT organization while partnering closely with PMO leadership and executive stakeholders. This role will play a critical part in scaling tool usage, implementing best practices, enhancing reporting visibility, and leading change management initiatives to modernize portfolio operations and eliminate reliance on manual processes like Excel.

• Configure and optimize Planview Portfolios modules for enterprise-wide use
• Partner with PMO leadership to expand capabilities in:
o Resource management
o Financial tracking & forecasting
o Demand intake & portfolio planning
• Drive enterprise adoption from ~100 to 1500+ users
• Replace manual processes and reduce reliance on Excel
• Build and enhance dashboards and reporting (including Power BI)
• Develop and standardize governance workflows and project tracking
• Support rollout of new functionalities across IT organization
• Create or leverage training materials and lead adoption initiatives
• Collaborate cross-functionally to align Planview with Agile/SAFe practices
• Partner with Planview vendor team and internal stakeholders
• Support onboarding/offboarding and future administrative processes
• Prepare organization for expanded usage of Planview across IT and EPMO

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 HR@insightglobal.com.To 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/.

• 5 years hands-on experience with Planview Portfolios and with Planview AgilePlace
• Experience configuring and implementing Planview modules (resource management, financials, demand intake)
• Background in PMO environments and enterprise project portfolio management
• Ability to drive tool adoption and rollout strategies across organization
• Experience with portfolio planning, governance workflows, and reporting/dashboards
• Strong stakeholder engagement skills (working with PMO directors, enterprise teams)
• Deep functional/configuration expertise (not purely advisory experience)
• Experience training users and enabling “train-the-trainer” models

• Familiarity with Agile / SAFe frameworks
• Healthcare industry experience (especially with large enterprise orgs like payers)
• Strong background with data visualization and reporting (Power BI)
• Exposure to integrations (ERP, Jira – not yet implemented but desirable)

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.