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  2. Using TeamDynamix
  3. Projects / Workspaces

Projects / Workspaces

Content about the Projects/Workspaces application in both TDNext and the Client Portal.

Categories (11)

Briefcase

For articles relating to project briefcases, briefcase files and/or briefcase folders.

Project Reports

Announcements

The Announcements module serves as a broadcast tool for the user. The user can broadcast a message to all members of a project, add attachments to the announcements, and search the announcements' content.

Creating and Working With Project Plans and Cardwalls

The TeamDynamix Plans module gives users the ability to easily create, update and distribute project plans and cardwall to project members. All project members have centralized access to project plans to make updates and monitor status in real time.

Links

The Links module serves as a repository for references to valuable web sites. Project participants can provide not only a link to these web sites, but also, background information and comments to for other project members.

Project Manager Contact Information

Projects can keep accurate, centralized and updated project contact lists in the Contacts application

Tracking, Managing, and Resolving Issues

The Issues module allows users to accurately, track, manage, resolve and report issue activity.

Project Resources

For questions around adding/removing/modifying project resources.

Scheduling

For project items related to scheduling.

File Cabinet

For questions relating to the File Cabinet application (which is an archival system for project briefcase files).

Project and Project Request Risks Register

Track and manage all risks associated with project requests and projects

Articles (45)

Accessing A Project Member's User Details

Activate/Deactivate a Document Workflow

Activating/Deactivating Projects

Add a Document Workflow to a Project

Add Expense Accounts To Your Projects

Add Or Modify A User's Scheduled Project Time

Add Time Types To Your Projects

Adding Users To A Project

Alerts For Issues (See "Tracking, Managing, And Resolving Issues")

Alerts For Tasks (See "Creating And Working With Project Plans")

Capacity Scheduling on Workspaces

Change A Project Member's Bill Rate (not changing the bill rate globally in admin)

Changing A Project's Manager

Changing Custom Field Names on Project Schedules

Change the name of custom field names on project schedules

Configure/Edit a Document Workflow

Creating A New Project

Delete a File Approval Workflow from a Project

Delete Time Types

Deleting Expense Accounts

Edit The Project Detail Information

Getting Started with TeamDynamix Project Types

How do I delete a project?

How do I find inactive projects that I manage?

How do I update the status of a project in TeamDynamix?

How to Close Projects

How to See Your Newly Re-Activated Project on the Left Navigation Bar

Manage by Project vs Manage by Plan FAQ

Monthly vs. Yearly Expense Forecasts

My Project Request Has Been Approved, But The Project Is Not Showing Up In My Project List Or Management Console

Overview of Custom Project Statuses and Project Health

Version 9.1 introduces the concept of custom project statutes. Status values can be configured to describe the particular "state" of a project.

Overview of TeamDynamix Project Card Wall

Project Attributes

Describes how to add project attributes and the permissions involved.

Project Components

Project Portfolio Weighting

Project Settings/Sections

This article elucidates the settings that can be dictated on specific project.

Remove A Project Resource

Update the Project's Status

View A Project Member's Availability

Viewing The Project Details

Viewing The Project Status History

What is a project?

An overview and summary of projects in TeamDynamix.

What is a Workspace? How do I use it?

What is the "Private Team"

What is the Purpose of the "Processes" Section Within a Project Request?

A brief overview of the role of processes within the Portfolio Planning application.

Windows Budget and Capacity Planner