Questions

Forecast vs. Actual Project Budget Reporting

Is there a report available for reporting on project budgets forecast vs. actuals? I can see where in "Projects" the PM can input expense forecasts, but we want to compare the forecast to the actual expenses on a month-by-month basis.

1 Answer

Kim Rathbone Last activity on 2/5/2024 4:38:53 PM by Mark Sayers

Workflow Notification Step - multi-value attributes

On a workflow notification step, we're looking at custom template variables with multiple values, but the notification doesn't seem to support that. Any ideas.

2 Answers

David Tod Last activity on 2/9/2024 3:56:08 PM by David Tod

License type access defaults

Hi there,
If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes che...

1 Answer

Cynthia Mullaney-Evans Last activity on 2/2/2024 12:54:34 PM by Brittany Renn

Modifying PCT between resources on project tasks when plan is not checked out

When using waterfall plan schedules in the Projects application, I am only able to edit/modify the resource allocation percentage on a task with multiple resources assigned when the plan is not checked out. When the plan is checked out and I am d...

1 Answer

Kim Rathbone Last activity on 2/1/2024 1:45:19 PM by Mark Sayers

TDNext Asset Importer - Assigning Owner via OrgID

Is there any way to assign the owner through asset import off of a simpler field? It is nearly impossible to generate the format that the importer wants for owner by pulling data from other systems and I'd like to just use the person objects Orga...

2 Answers

Justin Rasmussen Last activity on 4/11/2024 11:23:54 AM by Sonya Martin

Creating New Categories inside a Card Wall

I have a project administrator who says that they found information from TDX that it's possible to create new categories inside a Card Wall.
Is this something only a TDX administrator can do or is this something that can be granted to a proje...

1 Answer

Mathew Chandler Last activity on 2/1/2024 9:50:06 AM by Mark Sayers

Project Request Workflow Reports

I have set up a few new project request workflows in the sandbox and wanted to be able to report on a specific workflow and have the step names shown. These items do not seem to be available as attributes in the analysis tab. How do I accomplish ...

2 Answers

Katharina Wymar Last activity on 2/1/2024 12:41:35 PM by Katharina Wymar

Connector query

Is there a specific way to have a connector request a query from a URL by creating a parameter inside the get request?

1 Answer

Matt Hoadley-Jager Last activity on 2/1/2024 11:26:17 AM by David Tod

Email Monitoring

Hi,
We're getting ready to setup email monitoring. Questions:
Do you recommend that the email account/auth account be different from the one we are using for replies (support@einsteinmed.edu)? I kind of like the same for user-friendl...

2 Answers

Sheila McBride Last activity on 1/30/2024 4:54:26 PM by Mark Sayers

Alternate ID

Hi! Does anyone know if I can get the "Alternate ID" to show up below side the Organization ID field in the upper right hand side of tickets?

1 Answer

Michael Rodriguez Last activity on 1/30/2024 2:41:34 PM by Mark Sayers

Can a custom field be added to a card within the Project App

Can I create a custom field to be added to a card? I know where I can create custom project attributes but I do not see the ability to add a field for a card.

1 Answer

Leslie Czeck Last activity on 1/30/2024 1:47:52 PM by Mark Sayers

Using iPaaS to Access Excel Files that are located in a Microsoft Team

I'm looking for videos and documentation that will help me with accessing an Excel file in a Microsoft Teams folder. I'm looking to take the contents of the spreadsheet and update asset information in TeamDynamix.

Thanks!

1 Answer

John Parker Last activity on 2/2/2024 9:44:15 AM by John Parker

SFTP Create File Error - iPaaS

I am trying to use the SFTP connector Create File function. I have used it for other SFTP applications. I am receiving this error from the current FTP site that I am working with.

UserError
Unsupported operation open file
I ca...

1 Answer

Scott Allbee Last activity on 1/29/2024 4:45:18 PM by Mark Sayers

new Assets/CI Application for space allocation (location management)

Hi all,
Curious if anyone has created an Asset/CI appl for space allocation? We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.). We want to track whether a space is occupied; # of occupant...

1 Answer

Michelle Fallon Last activity on 1/29/2024 3:05:35 PM by Brittany Renn

How to automatically edit ticket's classification

We have a field on a form that allows the end user to choose if they want the classification of the ticket to be an incident or a change. We are thinking of creating an automation rule that is based off that selection to automatically change the ...

1 Answer

Gabriela Barragan Last activity on 1/29/2024 1:38:34 PM by Mark Sayers

Survey question Header Length

We are starting our Forray into surveys, and it seems the max length of the Header is 24 characters.
I recognize the value of keeping things short, sweet, and to the point, but this feels too restrictive. is it possible to modify this length...

1 Answer

Jacob Mercer Last activity on 1/29/2024 11:11:02 AM by Mark Sayers

Assign Projects to Resources

Hello
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks

1 Answer

Meena Murali Last activity on 1/29/2024 9:33:00 AM by Mark Sayers

Some Users are not Receiving Email Notifications from a Workflow

We have created a custom attribute as an approval role in a workflow. The Approvers receive notifications whenever an approval is awaiting their response. However, some people are not receiving the email notifications. I have confirmed that notif...

1 Answer

Valencia Ingram Last activity on 1/26/2024 3:53:32 PM by Mark Sayers

Assets No Longer in Use

Is there any way to ensure assets that are marked as Out of Service no longer appear in the selection to be associated with a ticket? We still need the historical information for reporting, but we have a number of older assets that are out of ser...

3 Answers

Amy (Dube) Hodgdon Last activity on 1/26/2024 3:57:56 PM by Amy (Dube) Hodgdon

Receive "Permission Denied" message trying to view KB "Project Request Workflows"

https://solutions.teamdynamix.com/TDClient/1965/Portal/Shared/NoPermission.aspx

1 Answer

Michael Kuhn Last activity on 1/26/2024 2:08:41 PM by Mark Sayers

automated way to send all tickets within a report a comment, or email to the ticket submitter

Hello,
I run reports each week to cleanup several statuses. In each of these reports, I go through each ticket and post a comment to the submitter.
Is there any kind of option or work around to automate sending the same comment to each...

3 Answers

Shannon Sharon Last activity on 1/26/2024 2:03:48 PM by Shannon Sharon

Copying temp file from iPaaS to Linux system via Custom SSH Connector

What are the recommended practices for taking a temp file in iPaaS and copying/creating a file based on it on a Linux system via SSH?
The following article only provides instructions for a Windows based system:
https://solutions.teamdyna...

1 Answer

Jim Lucas Last activity on 2/29/2024 10:00:14 AM by Mark Sayers

Unable to add new locations

Hello, I've double-checked to make sure that I am an administrator of our TDX Environment as well as the appropriate Asset app, but I can't seem to add locations to our environment. Is there something I'm missing? In the admin center -Organizatio...

1 Answer

Dylan Quast Last activity on 1/26/2024 9:29:35 AM by Mark Sayers

Project Status Report

Can I run the project status report for an individual plan? I have multiple plans in one project and I would like a similar report to the project status report but broken out by each plan. Alternatively, I would love to move a plan over to a new ...

1 Answer

Steve Pereira Last activity on 1/25/2024 3:41:39 PM by Mark Sayers

Report to pull range value based on current day and Date Picker custom attribute value

Hello,
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...

1 Answer

Tanner Grubbs Last activity on 1/25/2024 3:27:34 PM by Mark Sayers

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