BMC Helix Portfolio Management 25.3

BMC Helix Portfolio Management will manage the end-to-end process from Idea or Requirement across demand management with implementation via Project. You can manage the Portfolio as a Product Manager and never lose the track of your requirements. 


Release notes and notices Updated 04 Aug 2025

Learn what's new in BMC Helix Portfolio Management, new features, resolved issues, documentation updates, and more. 

This topic contains information about the features of BMC Helix Portfolio Management version 25.3.00. 

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Date

Summary

Reference

July 24, 2025

Enhancements available in this release:

Access the newly introduced Financial Management Module for complete visibility and control over financial data. 

  • Record and manage Financial Transactions within Financial Datasets. 
  • Configure Financial Components such as Financial Positions, Accounts, Datasets and more for structured tracking and reporting.
  • Track and compare multiple versions of datasets and maintain budgeting information efficiently.
  • Analyse and monitor automated balances per Financial Account and Financial Position, with support for:
    • ​​Period-level, Total, and Root Object-level (Portfolio, Demand) calculations 
    • Consolidation of balances at the parent Portfolio level
  • Work with multi-currency data.

Export record-level data with the PDF Generator component, providing: 

  • Dynamic PDF generation during runtime, ready for printing or download
  • Out-of-the-box templates available for Project Status Reports and Personal Development Cards 
  • Maintain custom PDF templates tailored to different views and reporting needs using a no-code visual designer.
  • Enable users to customise views with PDF export options for quick and printable insights.

Track Time on behalf of others, simplifying approvals and delegation.

Experience various smaller enhancements and bug fixes that improve the overall stability and usability of the application.

25.3 enhancements and patches

Onboarding and implementing

This section contains the configuration steps which need to be performed after the application is deployed successfully and before users can start to use the application.

Using

How to use and work on different modules of BMc Helix Portfolio Management.

Administering

As an administrator, manage and define different values used on ideas and demands. Configure templates for tasks, phases, sprints, and projects. Create resource groups, and manage skills and skills areas. Define default notify mechanism.
VideosView the Fusion Agility Suite videos

PDFs and videos

Get a list of all the videos and a PDF version of the BMC Helix Portfolio Management documentation.

Related spaces

See the documentation of products related to BMC Helix Portfolio Management.

 

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