Recently Modified Articles

Creating and Managing Goals

This outlines how to create/modify goals in the Admin tool.

Creating and Managing Organizational Risks

This document outlines how to create/modify Risks in the Admin tool.

Editing Project/Request Sections

Creating and Modifying Processes

A brief overview of the role of processes section within the Portfolio Planning application.

Creating and Modifying Systems

How Project Requests are Scored

Example Project Request Scorecard

Getting Started with Project Request Scorecards

Getting Started with Portfolio Planning Workflows

Portfolio Planning Workflow Template

This outlines how to create/modify Portfolio Planning Workflows Steps in the Admin tool.

Getting Started with Portfolio Planning Request Forms

This outlines how to create/modify Request Forms in the Admin tool.

Saved Searches in Portfolio Planning

Submitting Project Requests

Getting Started with Project Requests

Managing Project Requests

Getting Started with Portfolio Planning

Article and Service Templates

Backing Up a Project's Briefcase

Working with Document Workflows

Viewing Projects in the Client Portal [Video]

This tutorial in will help you learn how to view Projects/Workspaces in the Client Portal along with: Project Selection for details/information,Sign In for authentication, and How to view Public projects, Feed and Briefcase (visibility settings).

Project Settings Sections

This article elucidates the settings that can be dictated on specific project.

Working with Project Contacts

Working with the File Cabinet

Working with Briefcase Files

Briefcase Permissions

This article details how permissions are enforced in the Briefcase component of the TeamDynamix application.