This getting started article will help users to understand the functionality and related configurations of Portfolio Planning using the TDAdmin and TDNext.
This outlines how to create/modify goals in the Admin tool.
This document outlines how to create/modify Risks in the Admin tool.
This outlines how to create/modify Benefits in the Admin tool.
A brief overview of the role of processes section within the Portfolio Planning application.
This how-to article will help Project Managers to locate an approved project request using the TDNext interface.
This outlines how to create/modify Request Forms in the Admin tool.
This getting started article will help clients and technicians to submit and process project request using the TDClient and TDNext interfaces.
This how-to article will help technicians/users to manage and evaluate project requests using the TDNext interface.
Provides an approach for aligning information from project charters into TeamDynamix so that project charter documents may not be needed.
This article provides the steps an administrator can use to set up automation rules used to apply workflows to project requests during submission of the project requests.
This outlines how to create/modify Portfolio Planning Workflows Steps in the Admin tool.
This introduction article will help technicians to view and access saved searches in the Portfolio Planning application using the TDNext interface.
This how-to article will help users create, submit, and view Project Requests using the Client Portal and TDNext interfaces.