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- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Users and Roles
This introduction article will help users to understand what fields are visible on a person profile and who can view those fields using TDNext or TDClient.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
- Supported Integrations
- Briefcase and Attachment Integration
This document outlines commonly experienced issues in the Briefcase Integration system, as well as steps to resolve these problems.
- Knowledge Base
- Using the TeamDynamix System
- Portfolio Planning
- Primary Settings
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- 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.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Using the Client Portal Application
This how-to article will help TeamDynamix Administrators or Client Portal Administrators create shortcuts to existing services within the service catalog or knowledge base articles using the TDClient interface.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Branding and Customization
- Settings
This introduction article will help Administrators to modify Client Portal application settings using the TDAdmin interface.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Using the Client Portal Application
This article details common features and customizations of the TDX Client Portal, which provides public-facing content for clients without either TDX accounts or TDNext access.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Knowledge Base
This how-to article will help TeamDynamix Administrators use TDAdmin to create Custom Attributes for Knowledge Base articles, which can help capture additional information outside of the default fields.
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Service Catalog
This how-to article will help Administrators define custom attributes for services. Custom attributes enable you to capture additional information about your service catalog, which you can then report on.
- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Project Types
This concepts article describes the settings that are available for modification on a project using the TDNext interface.
- Knowledge Base
- Using the TeamDynamix System
- System Configuration
- Attributes
- Knowledge Base
- Using the TeamDynamix System
- Client Portal Applications
- Branding and Customization
- Pages and Styles
This document outlines the ways in which the Client Portal can be configured to have custom content and styling.
- Knowledge Base
- Using the TeamDynamix System
- Asset Applications
- Using the Asset Application
- Knowledge Base
- Using the TeamDynamix System
- Reports, Desktops, and My Work
- Standard Reports
- Knowledge Base
- Using the TeamDynamix System
- Projects and Workspaces
- Project Plans
This article discusses how resources who are not Project Mangers can access project plans and update tasks in TDNext or TDClient.