View Closed Projects on the Portal?

Morning!  Is there a way for portal users to view Closed project information on the Portal?

Asked by Rebecca Murphy on Tue 9/19/23 10:08 AM
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Answer (1)

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Brittany Renn Tue 9/19/23 10:34 AM

Good Morning, Rebecca! 

I don't believe there is any way to allow Client Portal users to view closed projects in the Client Portal. Project Resources aren't able to see the projects and details once it is closed unless they are a Project Manager and I believe even then, they'd have to use TDNext to report on the closed projects like those outlined in this KB: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=30160.

Best,

Brittany Renn

TDX Support 

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An EPMO Manager at Bridgewater State University is doing this. It required a higher-level license than what a Project Manager normally uses. They do this all the time. Requesting a KB article on this. We had a recording but it expired. - Julie Force Wed 10/2/24 2:36 PM