What you get:

BMC Helix will perform the following for a single customer BMC Helix Portfolio Management (HPM) system:

• Idea Management configured to leverage the customer BMC Helix Digital Workplace Advanced product, to submit and track ideas
• Leveraing the customers BMC Helix Digital Workplace Advanced product, configure 2 standard requests, each with workflow, 1. Creates a demand record and 2. Creates a Project, both in a draft status, inside BMC Helix Portfolio Management
• Within BMC Helix Portfolio Management, up-to 10 customer portfolios configured using out of the box fields:
  • Each Portfolio will be configured with a single overall budget
  • Customer will create their own related records such as programs, projects, resources etc.
  • Up-To 5 related documents for the portfolio will be created using out of the box functionality
  • 2 customer specific data label fields will be created
• The BMC Helix Portfolio Management Demand module will be configured with the following:
  • Out of the box approval workflow
  • 2 project templates with associated phases/sprints, tasks, and sub-tasks for use upon demand approval
  • Up to 20 resource types (e.g. Skill, CMDB Object etc.) to be used for generating demand estimates. Customer is able to create more
• 4 resource Units (day, item etc) for use with resource types for demand estimating purposes.
• 5 risk areas (e.g. Business, Financial etc.) and 3 total risk impacts (e.g. High, medium etc.) that the risk area can select from when generating risk records for a demand assessment
• 5 Business Strategies to link demand records to that support initiative prioritization when reviewing initiatives using BMC Helix Dashboards
• Out of the Box Visual Tools configured to drive Project Management:
  • Gant Chart
  • Kanban Boards (1 set status driven)
• Microsoft Project Import functionality to create a new draft project record
• Out of the Box Resource Request and Assignment workflow, processes and functionality configured that can be utilized with the demand and Project Management applications of BMC Helix Portfolio Management with the ability provided for the customer to create resource requests and assignments for other BMC Helix applications on the Helix platform
• 3 working hours records configured to drive the resource management module
• 10 Resource Groups configured with existing BMC Helix ITSM people records added
• (Customer will configure resource skills and qualification data as they require with support)
• Timesheet out of the box functionality and processes will be configured
• 10 Related documents will be developed in total to support additional data that needs to be captured for demand or project records
• Out of the box BMC Helix Dashboards for BMC Helix Portfolio Management with development of 2 additional customer dashboards
• Data import and export utilizing the out of the box capability provided by BMC Helix Portfolio Management

Implementation will take place on the customers BMC Helix SaaS QA & Production Environments

• Train the trainer style training:
  4 x 2hr. training sessions will be provided:
  1 x Core, Portfolio and Idea Management
  1 x Demand Management
  1 x Project Management
  1 x Resource Management and Time-Tracking
• Training will be delivered remotely; customer attendees will be a maximum of 6 for each training session
• The output of each training session will consist of an un-edited recording of the training and a presentation provided in the form of slides
• 2 rounds of UAT testing consisting in total of 6 days
• A 2-hour operational handover of the solution and knowledge transfer
• Early Life support (5 working days)

Customer will be responsible for:

• BMC Helix ITSM and its associated applications data must be made available for BMC Helix Portfolio Management consumption by the customer
• Process documentation must be provided based on the processes the customer wishes to consume within BMC Helix Portfolio Management
• Customer specific data within BMC Helix Portfolio Management, the creation and upkeep of
• Completing BMC training courses or having competent skills and experiences in:
• BMC Helix Digital Workplace Catalog
• BMC Helix Innovation Studio
• BMC Helix Dashboards
• Providing suitably skilled resources throughout the duration of the project

BMC Helix will provide this Service with one or many of the approaches below:

Pre-requisites:

• Customer has installed the BMC Helix Portfolio Management applications within their BMC Helix platform environment
• BMC has tested the installation and validated the out of the box functionality is working
• Customer has activated the license agreement for BMC Helix Portfolio Management
• Customer BMC Helix Dev, QA and Production systems are available and accessible
• Customer BMC Helix applications are on the latest GA version

Additional information:

• Estimated Duration: 4-6 Weeks
• In-Scope Products: BMC Helix Portfolio Management, BMC Helix Digital Workplace, BMC Helix ITSM
• Service Type: Activate
• Owner: Helix
• Date Last Updated: 02/24/2026