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Using the TeamDynamix System
Using the TeamDynamix System
Use the system interfaces – TDClient, TDNext, and TDAdmin–for ITSM, portfolio management, and enterprise service management.
Categories (10)
System Configuration
Get basic system-level administration items set up for your organization. Covers authentication, users and roles, Accounts/Departments, custom attributes, integrations, templates, email services, notifications, locations, and days off.
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API and Web Services
Help pertaining to TeamDynamix REST API
The general help for our RESTful APIs services is located at
https://yourTeamDynamixDomain/TDWebApi/
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Ticketing Applications
Create Ticketing Applications to collect and manage requests, configure workflows and automation, and view ticket reports.
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Client Portal Applications
Setting up and managing the TeamDynamix Client Portal Application including service catalogs and knowledge bases, self-registration, and people.
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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.
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Asset Applications
Create Asset Applications to manage assets and configuration items (assets/Cis), use import or discovery tools, create forms, and set up integrations.
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Portfolio Planning
Use project requests, create request forms, setup automations and workflows, score and evaluate projects, and view Portfolio Planning reports.
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Time and Expense
Enter time and expenses, submit reports, and review, approve or reject reports.
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Capacity Planning and Resource Management
Use the Resource Management application, Windows Budget and Capacity Planner to plan upcoming projects, and manage resource requests.
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Reports, Desktops, and My Work
Use pre-built reports, create custom reports and saved searches, build desktops and templates, and view My Work summary.
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Additional Resources
Popular Articles
Differences between Incident, Major Incident, Problem, Change, Release, and Service Request
Accessing TDX Community, Solutions Client Portal, and Implementation Projects
Using the TDWebApi People Import API to sync users between your organization and TeamDynamix
Client Portal Examples
TeamDynamix API/Web Services Overview
Recent Articles
Welcome Remarks & Keynote
Client Portal Examples
Using the Backlog Manager
Using the TeamDynamix Asset Import Utility
Knowledge Centered Service Roles and Permissions
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