Managing PDFs

The PDF Generator in the Helix Portfolio Management application enables users to download well-formatted PDF documents from various record views, such as Projects, Demands, Employee Development Cards and more. This feature supports customizable layouts and dynamic data rendering, allowing administrators and developers to configure tailored export templates using BMC Innovation Studio, without the need for coding. It simplifies the process of generating printable, shareable reports directly from record-level data.

This section includes the following topics: