Viewing Reports


As a reporting user, you can view interactive reports for the Portfolio Management application by leveraging the capabilities of BMC Helix Dashboards. BMC Helix Dashboards offers unified reporting that gives you a consolidated view of complex data. You can easily export and share the Portfolio Management application reports with users within or outside your environment.

To access BMC Helix Dashboards

  1. Log in to the Portfolio Management application.
  2. Select Application Launcher image-2024-5-16_18-25-43.pngBMC Helix Dashboards.

BMC Helix Dashboards contain reports that have been intuitively grouped into dashboards. The following dashboards are available in BMC Helix Dashboards for the Portfolio Management application:

Dashboard Name 

Description

Idea Management

Displays statistics on ideas based on their portfolio, statuses, and type. 

Demand Management

Assists in the analysis of the cost and risk metrics on demands. 

Project Management

Displays the overall project status reports, cost metrics, and variations on project estimates. 

Portfolio Dashboard

Provides users with a cumulative view of the progress on all the portfolios. 

Portfolio Dashboard Detail

Displays the project completion details on all the portfolios

Resource Management

Provides a very detailed view of the resource utilization, qualifications, resource group and their members, resource availability, requested and assigned hours from different sources, etc. 

Printable Project

Displays a printable and sharable version of the project dashboard which gives details specific to a project.

Printable Portfolio

Displays a printable and sharable version of the portfolio dashboard which gives details specific to a portfolio.

 

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