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 for office meetings, as needed, to our corporate office in Tulsa, OK.

Job Profile Summary
A Planview Administrator BPP II 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. 

Key Responsibilities

Planview Administration & Configuration

• 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 

Technical Support & Integration Collaboration

• 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 

Testing & Quality Assurance

• 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 

User Support & Documentation

• 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 

Preferred Skills & Experience

Technical & Functional Skills

• 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 

Collaboration & Problem Solving

• 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 

Preferred (Nice-to-Have)

• Direct experience with Planviewadministration 

• Exposure to financial systems or accounting processes(budgeting, forecasting, cost tracking) 

• Experience supporting or working alongside system integrations 

Essential Functions and Responsibilities

• 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.

Education

• Bachelor's Degree Finance, Business Administration, Accounting, Engineering, Construction Management, Computer Science, MIS, or combination of formal education and the following job-related experience preferred:

Work Experience

• 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

Knowledge, Skills and Abilities

• 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.

Licenses and Certifications

• None required

Strength Factor Rating - Physical Demands/Requirements

• Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Strength Factor Description - Physical Demands/Requirements

• Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)

• Walking: Moving about on foot (Frequently)

• Sitting: Remaining in a seated position (Constantly)

• Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)

• Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)

• Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)

• Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)

• Climbing: Ladders, Stairs (Occasionally)

• Balancing: Maintaining body equilibrium to prevent falling (Occasionally)

• Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)

• Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)

• Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)

• Crawling: Moving about on the hands and arms in any direction (Occasionally)

• Reaching: Extending hands and arms in any direction (Constantly)

• Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)

• Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)

• Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)

• Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)

• Hearing: Perceiving the nature of sound by the ear (Frequently)

• Tasting/Smelling: (Occasionally)

• Near Vision: Clarity of vision at 20 inches or less (Constantly)

• Far Vision: Clarity of vision at 20 feet for more (Frequently)

• Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)

• Vision: Color - The ability to identify and distinguish colors (Constantly)

Working Conditions/Environment

• Employee is subject to inside environmental conditions

Working Conditions

• Well lighted, climate controlled areas (Constantly)

• Frequent repetitive motion (Constantly)

• CRT (Computer Monitor(s)) (Constantly)

Travel

• Some travel may be required

Driving

• Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license

Expected Salary Range