How to give Division / Dept Managers access to the business case files tab for the projects they are collaborating on.
Hi,
In our org, typically Managers request projects.
Once the project request process starts, I run a business case development session with them (about 45 mins).
When it is done, I need them to complete a few items, typically upload any files they have and then add some risks and expenses.
How do I give them some access to the business case while the project is in the request workflow?
Thanks for helping with this.
Tim
Asked by Timothy Mellin
on Mon 10/7/24 6:55 PM
Last edited Mon 10/7/24 6:55 PM
Sign In to leave feedback or contribute an answer
Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Tue 10/8/24 9:19 AM
Hi Timothy,
If you mean at the point where the Project Request has been submitted for review (not when it is in the pre-submission phase) the only way for them to access that request is to have TDnext access plus access to the Portfolio Planning application.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
No feedback
Hi Mark. All our managers have TDNext access and Portfolio Planning. I have found the best way to give them direct access is to send them the link to their particular business case, as finding their business case in portfolio planning requires them to set up a dashboard and I don't have the time or the know how to go and help them do that one by one. I know there is a way for our TDx Adminstrator Andrew Bouwmeester to push it out as a general profile component... but I will have to work with him on that. In the meantime, I will be sending those individual links so they can add their files and update their risks and predicted expenses...
- Timothy Mellin
Tue 10/8/24 2:21 PM