TeamDynamix Project Management Descriptions and Resources by Component and Section

Overview

This article is designed to review both Project Components and Sections as they appear within TDNext.

Each item will include a brief description of its features and functionality, as well as references to additional articles within our TeamDynamix knowledge base.

Where to Find This

The below article outlines components and sections that pertain to project management within the TeamDynamix system, which is done within TDNext.

• TDNext > Projects / Workspaces

After creating any project, you will be able to view the Components and Sections related to each.

Components

Below is a full list of TeamDynamix Project Components that can appear on a project. Each Component has a brief description and may include some helpful links to help get you started.

• Manage - Opens an additional sub-sidebar for managing the project through various Project Sections.
• Team - The full list of Team Members assigned to the current Project. Includes Stakeholders with Client Portal access.
• Feed - The full list of Project Activity in Feed form. Can also be used to message / notify Project Team Members.
• Announcements* - Designed for broad communication across all team members on a given project. Can be sent across multiple projects, if applicable.
  • Working with Project Announcements
• Briefcase* - Online storage for files related to each individual project.
  • For information on file size and type limits, review the File Attachments in TeamDynamix article.
  • Review documentation on the File Cabinet application to share documents outside of a Project's closure.
• Calendar* - Review the Start and End dates of Project Plan Tasks and other important Project Events.
  • Working with TeamDynamix Calendars
  • Synching Project Calendars with External Calendars
• Contacts* - Location for any additional contacts to be stored, as they relate to a project. A contact is not the same as a Resource or a Stakeholder.
  • Working with Project Contacts
• Issues* - Location for all Issues related to a project to be logged.
  • Working with Project Issues
  • Project Issue Categories
• Links* - Centralized location to record all important Links related to a particular project.
  • Working with Project Links
  • Project Link Categories
• Risks Register* - Record and Manage all Project Risks and Opportunities. Includes a Risk Register Matrix for reviewing all logged Risks at a given time.
  • Creating and Managing Organizational Risks
  • Working with the Risk Register and Organizational Risk
• Plans* - View and Manage Project Plans. Includes both traditional Waterfall Plans (Gantt Charts) and Cardwall Plans (Kanban)
  • Overview of TeamDynamix Project Card Wall
  • Working with Waterfall Project Plans
• User Stories* - User Stories created within the Cardwall plan will appear here.

Sections

Below is a full list of TeamDynamix Project Sections that can appear on a project. Each Section has a brief description and may include some helpful links to help get you started.

• Project Details - This is where the Project Manager will perform actions against the project, such as adding Project Baselines and Resources. This is also where the regular Project Update can be performed.
• General - The general data-sheet of the project, including type, start and end date, etc. Separate heading exist for Time & Expenses, including Advanced details such as Program, Portfolio, and Sponsor. This is also where Custom Attribute Project Sections will appear.
• Settings - Place to manage Project Component and Attribute display settings, as well as overall project display and functionality Settings. Can be configured on from Project to Project.
• Goals* - Displays the Goals the Project is seeking to accomplish. Most useful during the Scorecard step of the Project Review phase, the Project Goals can be put on display during the Project Management phase as well.
  • The main Goals list is managed within TDAdmin. Review our article Creating and Managing Goals for more information.
• Systems Affected* - This is a list of Affected Systems that the Project will have an impact upon during the course of its completion.
  • This list is manually managed manually within TDAdmin. Review our article Creating and Modifying Systems for more information.
• Related Processes* - This is a list of Affected Systems that the Project will have an impact upon during the course of its completion.
  • This list is manually managed manually within TDAdmin. Review our article Creating and Modifying Processes for more information.
• Organizational Risks* - Displays the Organizational Risks the Project is seeking to accomplish. Most useful during the Scorecard step of the Project Review phase, the Organizational Risks can be put on display during the Project Management phase as well.
  • The main Risks list is managed within TDAdmin. Review our article Creating and Managing Organizational Risks for more information.
• Benefits* - This is a list of Benefits that the Project will have an impact upon during the course of its completion.
  • This list is manually managed manually within TDAdmin. Review our article Creating and Modifying Benefits for more information.
• Expenses* - Add and Manage all Project-related Expenses. Displays all Approved Expenses in a full list view.
  • Managing Submitted Expenses
  • Getting Started with Expense Types
• Returns* - This is a list of Affected Systems that the Project will have an impact upon during the course of its completion.
  • This list is manually managed manually within TDAdmin. Review our article Returns on Project Requests for more information.
• Role Forecasts* - Useful when managing large groups of teams with overlapping Roles. Role Forecasts assist with Project Planning by working with employee roles, capacities, and project schedules to keep projects moving and running on time and within budget.
  • Getting Started with TeamDynamix Functional Roles
  • Working with Named Resource Forecasts
  • Getting Started with Windows Budget and Capacity Planner
• Resources* - Add or Remove Resources from a Project, and Shift the Schedules of current Resources to help meet Project Deadlines. Resources differ from Stakeholders in that Resources have license permission to use TDNext whereas Stakeholders do not (they only have TDClient access).
  • Working with Project Resources
  • Using Resource Placeholders
• Scorecard* - Useful for evaluating Projects during the Review Phase of Project Management. Scorecards are displayed in the Project Management Phase if they were used in assessing a Project's value during review.
  • Getting Started with Project Request Scorecards
  • How Project Requests are Scored
  • Example Project Request Scorecard
• Stakeholders* - Stakeholders are individuals that have a stake in the outcomes of a Project. They can be a Vendor, CIO, or other Team Member. Stakeholders access the Project from the Client Portal (TDClient), where as Resources have license to use TDNext for their Project work.
  • Working with Project Resources
• Plans** - Reference Plans above for more information.
• Milestones* - This displays a full list of Project Milestones from across all Waterfall plans on the Project.
• Risks Register** - Reference Risks Register above for more information.
• Workflows - Displays the full list of Workflows that the Project has been through during the Review process.
• Feed - A full list of all actions performed against the Project. Includes the ability to send notifications to Project Resources and Stakeholders.
• Status Chart - Displays Project Statuses over time. Useful for tracking historic project health.
• Baselines - Historical list of Project Baselines by Date, including Start / End Date adjustments, Est. Hours, as well as Time & Expense Budgets.
  • Project Plan Baselining
• Announcements** - Reference Announcements above for more information.
• Briefcase** - Reference Briefcase above for more information.
• Calendar** - Reference Calendar above for more information.
• Calendar Feeds - A place to Add and Manage all Project Calendar Feeds
  • Working with TeamDynamix Calendars
  • Synching Project Calendars with External Calendars
• Contacts** - Reference Contacts above for more information.
• Issues** - Reference Issues above for more information.
• Links** - Reference Links above for more information.
• User Stories** - Reference User Stories above for more information.