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
- Log in to the Portfolio Management application.
- Select Application Launcher > BMC 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. |