Applications Overview With Associated License Types

Analysis

Analysis is a full-featured reporting suite which provides the tools to analyze the organization's portfolio from any angle. The data is pulled directly from projects, tickets, and resources throughout TDNext.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
         

Assets/CIs

The Assets/CIs application allows users to easily add and categorize assets, vendors, contracts, and configuration items, allowing an organization to track and maintain hardware and software assets, in addition to other configuration items, cost-effectively.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
     

Chat

Instant messaging capability in TDNext.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

Client Portal

The point of entry for customers and end-users. Includes the Service Catalog, Knowledge Base, Projects/Workspaces, and Questions applications.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users

Community

A direct link to the TeamDynamix Community through secure integration in the TDNext application menu. The TeamDynamix Community provides downloads, articles, webinars and discussion forums, in addition to access to the desktop application Task Manager.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

File Cabinet

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.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

Finance

Allows managers to create invoices and integrate them with an accounting system. Pulls billable time and expenses from the Time and Expenses app.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
         

My Work

Technicians and other TDNext users use My Work to easily see the tickets, tasks and issues to which they are assigned, make updates, track time, manage projects (when applicable) and access briefcase files.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

News

RSS reader and manager.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users

People

Searchable database of users, customers, and contacts in TeamDynamix.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
     

Portfolio Planning

Allows users to view requested projects, approve workflow steps, and analyze project requests alongside other requests and existing projects to allow for planning and what-if scenarios.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
         

Project Templates

Allows users to create templates for projects, which can be applied to new projects. Templates can include briefcase files, contacts, links, project plans and issues.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
       

Projects/Workspaces

Allows users to build, manage, work on, and report on projects and workspaces.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
Can update assigned tasks. Can create and manage issues and documents. Can update assigned tasks. Can create and manage issues and documents. Can update assigned tasks. Can create and manage issues and documents. Can view public projects and projects they are assigned to.

Questions

Forum-like application for sharing knowledge with other Questions users.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
Can only search and access questions. Can only search and access questions. Can only search and access questions.

Resource Management

Allows users to view and manage resource allocation and resource requests.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
       

TDNext

Allows executives, project managers, technicians, and project team members to complete work, including tickets and projects.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

Tickets

Comprehensive ITSM application that allows users to track and manage tickets for help desk support or just tracking small pieces of work.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
     

Time & Expenses

Allows users to track time and expense reports.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

Deprecated Applications

The following applications may be found in older versions of TeamDynamix.

CRM

CRM makes it easy to track and report on the sales pipeline, sales activities, marketing effectiveness and wins versus losses. In addition, this solution will enable you to select available resources for the projects you win and convert them into live projects in the TeamDynamix TDNext solution.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
 

Knowledge Base

The Knowledge Base application serves as Knowledge Management for common resolutions to support items. Articles in the Knowledge Base can be browsed when viewing a ticket or added to the Knowledge Base when updating a ticket.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
Can only access articles Can only access articles  

Portfolios

Allows users to manage and view project portfolios.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
         

Project Requests

Allows users to submit project requests into the Portfolio Planning System from the Service Catalog in the Requests application.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users

Services

The Services/Requests application allows individuals to browse the contents of the Service Catalog, which is a database of customer-facing services and associated supporting services. The Service Catalog allows you to efficiently distribute information about the services your organization provides and provides the foundation through which ticket and project requests may be created.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
Can only search and access services Can only search and access services Can only search and access services

Ticket Requests

Allows users to make ticket requests from the Service Catalog in the Requests application.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users

Workspaces

The Workspaces application allows users to create and manage workspaces for simplicity in sharing and collaboration.

Enterprise Project Manager Technician Student Technician Team Member Client Portal Users
100% helpful - 2 reviews

Details

Article ID: 7342
Created
Wed 7/1/15 12:04 PM
Modified
Tue 1/14/20 9:45 AM