BMC Helix Portfolio Management 23.3

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 08 Apr 2025

Learn what’s new or changed for BMC Helix Portfolio Management 23.3 including new features, urgent issues, documentation updates, and fixes or patches.

Tip

To stay informed of changes to this list, click the watch.jpg icon on the top of this page.

Related topics

Known and corrected issues

The following updates have been added since the release of the space:

Date

Summary

Reference

April 8, 2025Patch 4 for version 23.3.04 is available for on-premises customers.23.3.04 enhancements

November 25, 2024

Issues that were corrected by 23.3.04 and issues that remain open

Patch 4 for version 23.3 is available for SaaS subscribers. The following updates are available in this patch:

  • Support for Portuguese and French (Canadian) locales.
  • Most definitions now have a public scope, allowing usage outside the library. Additionally, these definitions are customizable. 
  • Various enhancements and bug fixes are implemented in the Resource Management Module.
  • Users can now update the predecessors of an object directly by editing the "Dependencies" column in the Gantt chart.
  • Users can import projects into the application via a WPS file.

June 28, 2024

Issues that were corrected by 23.3.02 and issues that remain open

Patch 4 for version 23.3 is available for SaaS subscribers. The following updates are available in this patch: 

User-Level enhancements

  • Improved tools for managing organizational foundation data.
  • Users can now efficiently track and manage their competencies.
  • The ability to request and submit self-assessments. 
  • Timecards can now have multiple approvers for greater flexibility.
  • Timecards linked to project assignments now support task referencing.
  • Multi-level nesting of resource groups is now configurable.

Admin-Level enhancements

  • Functionality for configuring competencies - Skills, Courses, Certificates, and more.
  • Skills can now be associated with relevant courses and certificates.
  • Admins can access skills, courses, and certificates associated with specific resource groups.
  • The ability to define and manage job profiles has been added.
  • Custom fields can now be used to tailor views according to user-specific needs.

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.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*