26.1.01 enhancements and patches
Review BMC Helix Portfolio Management 25.3 enhancements for features that will benefit your organisation and to understand changes that might impact your users.
| Version | SaaS | On-premises | Fixed issues | Updates and enhancements |
|---|---|---|---|---|
| 26.1.01 | ✅ | Known and corrected issues | 26.1.01 updates |
For a list of recent updates and enhancements across multiple versions, see Release notes and notices.
26.1.01 updates
Structure and align IT services with Service Design
The Helix Portfolio Management application now introduces Service Design capabilities, enabling organizations to structure, plan, and manage IT services in a customer-centric manner.
Service Design provides a framework to define and organize service-related initiatives, ensuring they deliver meaningful value while aligning with business and customer needs. It helps teams connect service planning with portfolio strategy, improving consistency and long-term service effectiveness.
With Service Design, organizations can:
- Structure IT services and related initiatives in a standardized and scalable way.
- Align service planning with organizational goals, operational capacity, and customer expectations.
- Ensure better coordination across teams by linking service activities to broader portfolio and project initiatives.
By embedding service design into portfolio management, organizations gain improved visibility, alignment, and control over how services are planned and delivered.
Model and visualize cross-entity connections with Relationship Overview
The Helix Portfolio Management application now introduces a Relationship Overview capability, enabling organizations to define, manage, and visualize structured connections between portfolios, programs, ideas, demands, projects, and third-party entities such as incidents or work orders.
A Relationship links one record (root entity) to another entity, allowing you to capture real-world associations across systems. For example, an Idea can belong to a Portfolio, a Demand can impact a Project, or a Portfolio can be related to an external Incident. This capability provides better traceability, context, and impact visibility across the value chain.
Relationships can be:
- System-generated and automatically synchronized, ensuring hierarchical or derived relationships remain consistent.
- Manually created, allowing users to relate internal Portfolio Management entities (such as Ideas, Sprints, or Projects) with internal or external entities from third-party applications and ITSM.
A single record can maintain multiple relationships across different relationship types, enabling comprehensive modeling of dependencies and associations. For more information, see Relationships Overview.
Plan workforce needs with Headcount Management
The Helix Portfolio Management application now introduces Headcount Management within Financial Management, enabling organizations to plan and manage workforce requirements across datasets.
Headcount planning allows teams to forecast and allocate resources based on organizational goals, operational needs, and financial targets. It helps ensure the right balance between workforce capacity and cost efficiency while supporting business growth.
With Headcount Management, organizations can:
- Plan and manage workforce requirements within a dataset.
- Align resource planning with financial budgets and strategic objectives.
- Gain better visibility into workforce allocation across portfolios, programs, and initiatives.
By integrating headcount planning into financial management, organizations can make more informed decisions about resource distribution and long-term workforce strategy.
Structure real-world hierarchical portfolios
The Helix Portfolio Management application now introduces hierarchical portfolios, enabling organizations to model portfolio structures that reflect real-world business hierarchies.
Hierarchical portfolios allow you to organize entire portfolios in parent-child relationships, making it easier to group related initiatives under broader strategic portfolios. This structure helps represent how investments and executions are planned and managed across different levels of the organization.
View and manage connections with the Relationship Console
The Helix Portfolio Management application now introduces a Relationship Console, providing a centralized view to manage relationships across entities.
The Relationship Console enables users to view, filter, and analyze relationships across portfolios from a single interface.