Exporting PDFs from Records

The BMC Helix Portfolio Management application provides users with the ability to preview and export PDF documents directly from record views. This functionality enables the creation of clean, structured, and professional documents derived from live record data, which can then be printed and shared with stakeholders.

Out of the box, the application includes two preconfigured PDF templates — the Project Status Report and the Employee Development Card.

This section will guide you through the process of navigating to the Project Status Report and the Employee Development Card and using the PDF Export feature to generate professional PDF documents of the respective record data with ease.

To Export a PDF for a Project record

  1. Log in to the Helix Portfolio Management.
  2. Select Workspace > Projects.
  3. Click the specific Project record for which you want to generate a PDF.
  4. Click Project Status. This will open a grid listing all the Status Reports associated with the selected project.
  5. From the list, select the required status report.
  6. Click Create PDF that appears at the top of the grid. This launches a formatted preview of the PDF.
  7. On the preview screen, two action buttons will appear at the top: 
    • Download – to save the PDF to your device. 
    • Print – to send the document directly to a connected printer. 
Important

The PDF preview displays the layout based on a default template provided out-of-the-box.

However, organizations can redesign or fully customize these layouts in BMC Helix Innovation Studio for different record definitions based on their requirements. For more details, see Creating Custom PDF Layouts.

To Export a PDF for an Employee Development Card

  1. Log in to the Helix Portfolio Management.
  2. Select Resources > Resource Console.
  3. Select the specific resource group from the Resource Groups list and a member from the appearing list of Members in the selected resource group record for which you want to generate a PDF.
  4. Click Show details. This will open a console having details of the selected employee.
  5. Click Print. This launches a formatted preview of the PDF.
  6. On the preview UI, select one of the following options: 
    • Download – Saves the PDF to your device. 
    • Print – Sends the document directly to a connected printer. 
Important

The PDF preview displays the layout based on a default template provided out-of-the-box.
However, organizations can redesign or fully customize these layouts in BMC Helix Innovation Studio for different record definitions based on their requirements. For more details, see Creating Custom PDF Layouts. 

 

 

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