Orientation

Use the information in this section to understand the primary milestones for getting orientated with the BMC Helix Portfolio Management documentation.

Quick Review

BMC Helix Portfolio Management is an application designed to manage end-to-end processes within the portfolio to achieve precise business objectives. From an Idea/Requirement through Demand management with implementation via Programs and Projects, the application provides a streamlined framework for the efficient execution of different business processes. Moreover, the Resource management services give you a single point to manage resource requests, resource assignments, timecards, and resource competencies. 

Manage your portfolio as a manager, and never lose track of your requirements. 

Product Roles

The BMC Helix Portfolio Management supports several roles, each with its own goals and responsibilities. The following table describes the capabilities of each role. 

Role

Responsibility

BMC Licence Required

Helix Agility Admin 

  • Performs configuration steps that need to be done after the application is deployed successfully.
  • Creates Pre-Configured Cards.
  • Creates Pre-Configured Labels.
  • Manages and defines different values used on ideas and demands.
  • Configures templates for tasks, phases, sprints, and projects.
  • Creates and manages resource groups, job profiles and competencies.

BMC Helix Portfolio Management (Named or Concurrent) 

Portfolio Master

  • Creates and manages all Portfolios and Programs.
  • Holds create, and update access for all modules in the Portfolio Management application.
  • Can access BMC Helix Dashboards and the out-of-the-box HPM reports.
  • Can submit idea from BMC Helix Digital Workplace.
  • Can vote up and Vote down all other ideas present in the system. 
  • Can view all programs and portfolios.
  • Can view the idea management settings.
  • Can view demands and all its associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, Strategy
  • Can view cards, labels and their corresponding general settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Project Master

  • Creates and manages all projects.
  • Manage assignments for all projects.
  • Can view all programs and portfolios.
  • Tailors Project Management.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view the idea management settings.
  • Can view demands and all its associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, Strategy
  • Can view cards, labels and their corresponding general settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Resource Master

  • Creates and manages all resource requests, resource assignments, timecards, resource planning, and qualifications.
  • Tailors Resource Management.
  • Configures application settings related to idea and resource management.
  • Can log timecards and add his/ her own qualifications.
  • Can view all programs and portfolios.
  • Can view cards, labels and their corresponding general settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Portfolio Manager

  • Creates and manages portfolios assigned to the Portfolio Manager.
  • Creates and manages programs for which they are assigned as the Program Manager.
  • Creates and manages projects, requirements, demands, and ideas.
  • Tailors Portfolio Management. 
  • Can access BMC Helix Dashboards and the out-of-the-box HPM reports.
  • Can view all programs and portfolios.
  • Can view demands and all their associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, and Strategy.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view cards, labels and their corresponding general settings.
  • Can view the idea management settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Project Manager

  • Manage assigned projects to the Project Manager.
  • Creates and manages Sprints, Tasks, Requirements, and Teams.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view demands through which projects that they have access to are generated.
  • Can view all programs and portfolios.
  • Can view cards, labels and their corresponding general settings.
  • Can view demands and all their associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, and Strategy.
  • Can view the idea management settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Resource Manager

  • Creates and manages resource requests assigned to the Resource Manager.
  • Creates and manages resource assignments, timecards, and resource qualifications.
  • Can view all programs and portfolios.
  • Can log timecards and add their own qualifications.
  • Can view cards, labels and their corresponding general settings.
  • Can view the idea management settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Idea Manager

  • Creates and manages ideas.
  • Reviews and then approves or rejects ideas.
  • Tailors Idea Management.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view all programs and portfolios.
  • Can view demands and all its associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, Strategy
  • Can view the idea management settings.
  • Can view cards, labels and their corresponding general settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Demand Manager

  • Creates and manages all demands.
  • Reviews approve demands.
  • Creates and manages requirements, risks, stakeholders, and resources.
  • Tailors Demand Management.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view all programs and portfolios.
  • Can view cards, labels and their corresponding general settings.
  • Can view the idea and demand management settings. 
  • Can create projects, sprints, phases, and tasks via demand. Can view (but not edit) all templates (project, sprint, phase, task). 
  • Can access the project, sprint, phase, and task templates from the app settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Project Task User

  • Creates and manages tasks created by Project task users.
  • Views Projects, Sprints, and Ideas.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view all programs and portfolios while associating one of them with an idea during the idea creation.
  • Can view the idea and demand management settings.
  • Can view cards, labels and their corresponding general settings.

BMC Helix Portfolio Management (Named or Concurrent) 

Resource Contributor

  • Can log timecards if he is assigned to 
  • Can view all programs and portfolios.
  • Manage Qualifications related to the user.
  • Can view all programs and portfolios while associating one of them with an idea during the idea creation.
  • Can view the idea management settings.
  • Can view cards, labels and their corresponding general settings.

Min. Requirement: BMC Helix DWP Advanced

Max. Requirement: BMC Helix Portfolio Management (Named or Concurrent) 

Idea Contributor

  • Creates and manages ideas created by Idea Contributor.
  • Can submit idea from BMC Helix Digital Workplace.
  • View other ideas.
  • Vote up and Vote down all other ideas present in the system.
  • Can view all programs and portfolios while associating one of them with an idea during the idea creation.
  • Can view demands and the associated settings such as Resource Type, Resource Unit, Risk Area, Risk Impact, Stakeholder Roles, and Strategy. 
  • Can view cards, labels and their corresponding general settings.
  • Can view the idea management settings.

Min. Requirement: BMC Helix DWP Advanced

Max. Requirement: BMC Helix Portfolio Management (Named or Concurrent) 

Demand Contributor

  • Creates and manages demands created by Demand Contributor.
  • Creates and manages requirements, risks, stakeholders, and resources.
  • Can submit idea from BMC Helix Digital Workplace.
  • Vote up and Vote down all other ideas present in the system.
  • Can view all programs and portfolios while associating one of them with an idea during the idea creation.
  • Can view the idea and demand management settings.
  • Can view cards, labels and their corresponding general settings. 
  • Can create projects via demand. Can select the project templates but not view them.

Min. Requirement: BMC Helix DWP Advanced

Max. Requirement: BMC Helix Portfolio Management (Named or Concurrent) 

Product Features

The BMC Helix Portfolio Management provides the following key features:

Feature

Description

Idea Management

Generate and manage ideas in the digital workplace and create demands and requirements. Empower portfolio and product manager with a holistic view.

Demand Management

Manage business demands with risks, stakeholders, requirements, and resources. Initiate projects and collaborate with required people and organizations

Project Management

Start your agile or phased project from a global view of your backlog. Manage your teams, sprints or phases, and all tasks. Plan the project based on visual Gantt and Kanban support.

Portfolio Management

Manage your portfolio as a portfolio or Product Manager. The portfolio gives you a single point of view on ideas, requirements, demands, and projects. There is no longer a requirement that is ignored. 

Program Management

A subsection of the Portfolio, designed to collaboratively manage Projects that share the same business objective or are related to each other. It also contains and manages ideas, requirements, and demands created within it.

Resource Management

Request and assign resources which enable users to log timecards. The Resource Management module consists of Resource Requests, Resource Assignments, Timecards, and Virtual Timecards. 

Product Documentation

Use these links to quickly find information that will help you get started working with the BMC Helix Portfolio Management application.

The links are organized by roles:

Role

Goal

Where to go

Helix Agility Admin

To perform configuration steps which need to be done after the application is deployed successfully.

To manage and define different values used on ideas and demands. Configure templates for tasks, phases, sprints, and projects. Create resource groups and management skills and skills areas. Define the default notify mechanism.

To create Pre-Configured Cards

To create Pre-Configured Labels

Idea Contributors

To create new ideas and vote up and vote down all other ideas.

Idea Managers

To review, approve and reject assigned ideas.

Demand Contributors

To create new demands for your organization and identify requirements, risks, stakeholders, and resources.

Demand Managers

To review and approve or reject assigned demands.

Project Task Users

To complete, implement or deploy assigned project tasks.

Project Managers

To create sprints, phases, tasks, and teams in assigned projects.

Portfolio Managers

To create and manage assigned portfolios. Track everything included in the assigned portfolios: ideas, requirements, demands, and projects. 

To create and manage assigned programs. Track everything included in the assigned portfolios: ideas, requirements, demands, and projects. 

Resource Contributors

To create new log timecards. Add qualifications.

 

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