Recently Modified Articles

Getting Started with Project Request Scorecards
Example Project Request Scorecard
Viewing Projects in the Client Portal [Video]
This video will users to understand project visibility in the Client Portal.
Understanding Portfolio and Program Weighting
This introduction article will help users to configure weighting calculations using the TDAdmin interface in Portfolio Planning.
The Private Team
This introduction article will help users to understand the intent of the Private Team which is found in the Projects/Workspaces application in the TDNext interface.
Overview on administering multiple PPM groups in TDX
This article helps TDX administrators administer multiple PPM groups in TDX, and includes a list of PPM related configurations that are most often used by clients.
Manage by Project vs Manage by Plan FAQ
This article answers some frequently asked questions about the differences between the Manage by Project and Manage by Plans settings on a project.
Getting Started with Knowledge Base
This article will help administrators and managers who have never set up a knowledge base to get oriented with the basics in TDAdmin and TDClient.
Document Workflows
This how-to article will help users to set up a project document workflow using TDAdmin & TDNext.
Deactivating, Activating, Closing and Deleting Projects
This how-to article will help users to Activate, Deactivate, Close, or Delete projects using the TDNext interface (or TDAdmin for deletion).
Adding/Removing Project Components
This how-to article explains how TeamDynamix administrators can add or remove project components available for use by a project's resources.
Using Resource Placeholders
This how-to article will help administrators and users to configure and add resource placeholders to projects using TDAdmin and TDNext.
View A Project Member's Availability
This how-to article explains how a project manager is able to view a project member's availability when they are adding them to a team or making adjustments to the user's schedule.
Working with Project Resources
This how-to article will help users to manage resources on projects they manage using the TDNext interface.
Creating Project Attributes
This how-to article will help administrators to create custom project attributes using TDAdmin.
Working with Projects
This how-to article will help users to create a new project using the TDNext interface.
When to Manage Work as a Ticket vs a Project
This concepts article will help users to determine which functionality in TDNext will be most effective.
The PMBOK as it Relates to Project Management in TeamDynamix
This concepts article will help users to manage project using the TDNext interface.
Defining Project Tiers for Right-Sized Project Management
This concepts article will help users to define their project sizes using the TDNext.
Getting Started with People Records
What is the difference between People Records? Users, Customers and Contacts and how to merge Customers into Users.
Working with Confidential People Records
This article discusses how person records can be protected by marking them as Confidential.
Viewing Usage Statistics For Users
Viewing The List Of Users
Using the Phone Number Search to Find People
People and telephony systems can look up people by phone number using a specific URL.
Unlocking A User Account