Integration between Planview EPMO to Google BigQuery and Tableau

extracting data from Planview using their REST API with Python, ingesting into BigQuery via Cloud Composer, and visualizing with Tableau for the Enterprise Project Management Office (EPMO) at Pratt & Whitney. This narrative highlights your technical approach while aligning with business outcomes like Delivering Sustainable Profits (DSP).





Planview Data Integration Framework – Enabling Enterprise Project Visibility



To support the Enterprise Project Management Office (EPMO) in delivering strategic visibility across all business lines, Pratt & Whitney implemented a robust data integration framework to extract, transform, and visualize project portfolio data from Planview using a modern cloud-native stack.





1. Data Extraction Framework using Python:



A modular Python-based framework was developed to connect with Planview’s REST API, authenticate via OAuth 2.0, and extract key financial and project performance datasets.


  • Key Components:
  • Configurable API client with token refresh mechanism
  • Modular extract classes for financials, resource allocations, milestones, and forecasts
  • JSON normalization and schema mapping for downstream ingestion



This allowed for flexible extension and reuse across Planview endpoints as new business requirements emerged.





2. Ingestion Pipeline via Cloud Composer (Apache Airflow):



To orchestrate data flow into the enterprise warehouse:


  • Cloud Composer (Airflow) DAGs were scheduled daily to:
  • Trigger Python extraction scripts
  • Stage raw data in Google Cloud Storage (GCS)
  • Load curated tables into Google BigQuery, partitioned by load date and business unit



Airflow also managed retries, logging, and alerting to ensure reliability and data traceability.





3. Secure Visualization with Tableau:



The curated BigQuery datasets were consumed by Tableau dashboards tailored for the EPMO and business leaders. These dashboards provided:


  • Real-time project financial health
  • Portfolio performance across programs and geographies
  • Milestone tracking and funding utilization
  • Executive pulse views aligned with DSP (Delivering Sustainable Profits) goals



Role-based access controls ensured that data was securely segmented by business line and organizational role.





Outcome:



This integrated framework enabled a single source of truth for project and financial performance across the enterprise, improved executive decision-making, and supported the DSP initiative by exposing delays, risks, and budget overruns in real time.


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