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Using TeamDynamix
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 Time Types To Your Projects
Adding or Modifying a User's Scheduled Project Time
Adding Users To A Project
Alerts For Issues (See "Tracking, Managing, And Resolving Issues")
Alerts For Waterfall 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 Time Types
Deleting a File Approval Workflow from a Project
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 TeamDynamix Project Card Wall
Overview on administering multiple PPM groups in TDX
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 a 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
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Additional Resources
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