This article will help Administrators to identify which licenses allow access to TeamDynamix applications. The user must have TDAdmin access to make any changes.
Overview
The table below display what license type is needed to have access to certain applications.
Provides the tools to generate reports and analyze the organization's portfolio from any angle. The data is pulled directly from projects, tickets, requests, and resources throughout the Work Management suite. Includes:
- Portfolios - Allows users to manage and view portfolios.
- Programs - Allows users to manage and view programs.
The Assets/CIs application allows users to easily add and categorize assets, vendors, contracts, and configuration items, enabling an organization to track and maintain hardware and software assets, as well as other configuration items, cost-effectively.
An end-user-facing portal that contains organization information presented in a user-friendly manner. Includes:
- Service Catalog
- Found within TDClient and allows individuals to browse the contents of the Service Catalog and submit service requests, incidents, project requests, etc.
- Knowledge Base
- Found within TDClient and serves as Knowledge Management for common resolutions to support items. Articles in the Knowledge Base can be browsed within the Client Portal or when viewing a ticket within the Work Management suite.
A direct link to the TeamDynamix Community through secure integration in the Work Management application menu. The TeamDynamix Community is used for community groups, including customer-led groups and TeamDynamix-led advisory groups.
File storage and management application for project knowledge. Users may search the file cabinet according to custom file classifications as defined by your institution. In addition to posting and accessing data, the dashboard gives users a profile of user activity within the File Cabinet.
iPaaS
The TeamDynamix iPaaS application allows you to build workflows, integrate data, and automate processes between TeamDynamix and other systems in your organization. Connect cloud-based and on-premise applications to streamline data integration across your technology stack without requiring custom development.
A comprehensive application built for TeamDynamix licensed users. Users can easily see the tickets, tasks and issues to which they are assigned, make updates, track time, manage projects (when applicable) and access briefcase files.
The News application allows users to consume RSS feeds within Work Management.
Allows for the creation and modification of all People records (including those who are not necessarily licensed users) as part of a database that can be used for the purposes of Asset Management and Service Desk Tickets.
The Project applications allow individuals to become project members. Work Management (TDNext) users also have access to the Plan Manager for project plan buildout, as well as management capabilities and project-level reporting. Portfolio Planning and Project Templates are included within the Project app and are accessible based on security role permissions.
- Technicians, Student Techs, & Team Members
- Can update assigned tasks. Can create and manage issues and documents.
- Clients
- Can view public projects and projects they are assigned to.
Allows users to view and manage resource allocation and resource requests.
Work Management (TDNext) is the foundational application suite upon which most other TeamDynamix applications run, allowing executives, project managers, and project team members to work more effectively and report on data.
Ticketing applications allow users to track transactions about services an area provides. Choose to track tickets of each classification (incident, problem, change, release, or service request).
Time & Expenses is the route to account for users’ time and expenses on tickets and/or projects. Time & Expenses allows managers to approve or reject user-submitted time and expense entries.
A collaborative space that provides the ability to track initiatives that are similar but not quite a project. Workspaces can have resources assigned and scheduled, time can be tracked against them, and they can even have specific ticket types associated with them.