Using the TeamDynamix System

Use the system interfaces – TDClient, TDNext, and TDAdmin–for ITSM, portfolio management, and enterprise service management.

Categories (9)

Projects and Workspaces

Use projects and workspaces, create project templates, project plans, surveys, view reports, manage issues, risks, the Briefcase and File Cabinet, in TDNext and the Client Portal.

Client Portal Applications

Setting up and managing the TeamDynamix Client Portal Application including service catalogs and knowledge bases, self-registration, and people.

Asset Applications

Create Asset Applications to manage assets and configuration items (assets/Cis), use import or discovery tools, create forms, and set up integrations.

Time and Expense

Enter time and expenses, submit reports, and review, approve or reject reports.

Portfolio Planning

Use project requests, create request forms, setup automations and workflows, score and evaluate projects, and view Portfolio Planning reports.

Capacity Planning and Resource Management

Use the Resource Management application, Windows Budget and Capacity Planner to plan upcoming projects, and manage resource requests.

Reports, Desktops, and My Work

Use pre-built reports, create custom reports and saved searches, build desktops and templates, and view My Work summary.

Ticketing Applications

Create Ticketing Applications to collect and manage requests, configure workflows and automation, and view ticket reports.

System Configuration

Get basic system-level administration items set up for your organization. Covers authentication, users and roles, Accounts/Departments, API/web services, attributes, integrations, templates, email, notifications, locations and days off.