General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

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Time Tracking for Consultants

Is it possible for an admin to enter actual hours on a project for an external resource? Resource cost is tied to the resource but we use many consultants & it doesn't make sense to provide access & train all of them. However we do need t...
1 Answer
Kristen Carter Last activity on 8/10/2023 9:35:34 AM by Brittany Renn

When a predecessor task closes earlier than its end date will the dependent tasks' start dates move forward to start earlier?

I have 2 tasks.
One is a predecessor to the other.
If the first one ends prior to its end date will the second task's start date move forward to allow it start earlier?
Is it possible to make this happen automatically?
1 Answer
Jeffrey Wormley Last activity on 8/1/2023 2:45:48 PM by Mark Sayers

Do Waterfall Tasks show in the My Tasks report

We've had some users add the default My Task report in the projects app to their desktop. This is the one delivered with TDX. They have noticed that their waterfall tasks are not showing, only cardwall tasks. But in the My Tasks Summary Chart,...
1 Answer
Bill Harlan Last activity on 1/6/2023 9:49:57 AM by Mark Sayers

Portfolio Planning - Project Request Email Reply

Good morning:
I wanted to ask if there is a way to create and/or edit project request email responses? We would want clients to receive an email confirmation when project requests are submitted, canceled, approved, and converted to projects, ...
2 Answers
Anderson Hanchett Last activity on 11/8/2022 3:48:09 PM by Brittany Renn

Question Around Roadmap Functionality for Projects and Workflows for Project Closeouts

I have 2 questions, first is around roadmap functionality for projects. We currently have a separate project plan that we created and insert all of our projects, with time lines, into this to display a makeshift roadmap.
1) Is there an automa...
1 Answer
Robert Childs Last activity on 6/22/2022 11:36:46 AM by Mark Sayers

Use of Systems Affected in Project

Hi,

We are looking at methods to associate assets with projects and I'm trying to find documentation about using the
"Systems Affected" section of projects.

Can you please steer me towards some documentation or use cases.
...
1 Answer
Dana Miller Last activity on 7/28/2020 1:23:00 PM by Mark Sayers

Separate Project Applications

I believe that this was asked a while ago, but I am wondering if anything has changed.
We have a request to configure the projects module to be used by people outside of ITS. IS it possible to create a separate projects portfolio for a group...
1 Answer
Mathew Chandler Last activity on 7/9/2020 10:57:31 AM by Mark Sayers

500 Error When Trying to Use API to Create Issue

One of my team members sent ahead an issue they ran into, that I'm not familiar with, and wasn't sure on how to approach troubleshooting:

I'm running into API issues that I haven't dealt with before. I am getting a 500 error. This is the e...
1 Answer
Ian Beattie Last activity on 5/26/2020 11:47:32 AM by Mark Sayers

Creating 'Project Status Reports' with Custom Images

Hi,
Currently I am ONLY able to use 'Plain text' under 'Project Details -> Update Status -> Comments' to publish project STATUS to the team members. I am looking to create a Custom Report Using Custom Images (for ex: Charts from Excel...
2 Answers
Sangita Shandilya Last activity on 2/6/2020 11:39:38 AM by Sangita Shandilya

How do you obtain Project Requests via REST API?

I am successfully retrieving Projects using POST https://app.teamdynamix.com/TDWebApi/api/projects/search, but it does not appear to get Project Requests (portfolio items), and I do not see an API to retrieve Project Requests. Am I missing it?
...
1 Answer
Micah Cooper Last activity on 1/13/2017 5:22:58 PM by Mark Sayers

Estimated and Actual Dates for Projects

Hello,
I want to ensure that I can report estimated and actual start and end dates for a project. I see that there are three sets of values: Initial, baseline and Current.. I believe I have been able to find these attributes when creating a ...
1 Answer
Susan McGillivray Last activity on 2/10/2016 3:54:11 PM by Phil Curl

Client Portal Project Status Redundancy

On the client portal page - we are showing a list of the projects - once you click on the project you get the latest update - what I need to know is how do I remove the duplicate as noted below:
I am specifically referring to In Process [In ...
1 Answer
Letha King Last activity on 11/20/2015 3:58:24 PM by Phil Curl

Project tasks showing up in My Work before predecessors are completed

When I create tasks in the project plan, I might:
1. Create Task 1, and assign to User 1
2. Create Task 2, set Task 1 as a predecessor, and also assign to User 1
After doing this, User 1 will see both tasks in their My Work, even if T...
2 Answers
Steve Corey Last activity on 10/27/2015 10:05:49 AM by Steve Corey

Associating tickets to Projects

Is it possible to associate a Ticket to a Project? For example, work was done in a ticket, but later it was determined that they ticket/work should have been associated with an existing project. I got the feeling this was possible when I looke...
1 Answer
Burr Watters Last activity on 9/11/2015 9:46:36 AM by Phil Curl

Surveys for Projects

We would like to send surveys automatically at the close of each project. We located the ability to set up surveys and send automatically for tickets but not for projects. Does this functionality exist in the current product or are surveys relega...
1 Answer
Meredith Baily Last activity on 8/3/2015 4:18:34 PM by Kris Kennedy

Searching and Accessing Inactive Projects

Once we close a project, we deactivate it to get it out of our way. However, once in a while we want to search for something within the project and then access it. E.g., to look at a charter in the briefcase or to look at the feed within a proje...
1 Answer
Greg Van De Mark Last activity on 4/3/2015 5:23:20 PM by Aaron Crane

Question about Project Plans

I have a question. Okay, maybe two.
What does it mean when tasks are highlighted in green? Also, if you hover over the little person icon, it says that the task shows in My Work. However, the task is assigned to someone else and really d...
1 Answer
Matt Sayers Last activity on 9/11/2014 5:23:32 PM by Jeanine Heming

Recycle bin as project section

What items can be send out to the recycle bin?
1 Answer
Carmen Villen Puerto Last activity on 11/24/2014 9:07:54 AM by Phil Curl

requestor see project

How can a requestor see a project from the client portal once a request has been turned into a project?
We have a user in the client portal who was able to view the request until the point it was transitioned to a Project. When they click &qu...
1 Answer
Andy Novak Last activity on 10/13/2014 3:41:59 PM by Drake Sigler

project creation

Once you have created a project (outside of governance), is it possible to create the project request after the fact and tie it to the project you just created?
1 Answer
Andy Novak Last activity on 9/11/2014 5:22:55 PM by Drake Sigler

changing values in existing classification field

We currently are using the Classification field in TD. It now contains two values 1) Operations 2) Project

We are looking to change and add to the existing values as such:

Operations

Project-Tactical

Project-Strategic

Project-M...
1 Answer
Andy Novak Last activity on 9/11/2014 5:17:20 PM by Matt Sayers

combining projects

We have two on-going projects in TeamDynamix that will both be replaced by a third project.

What is the best practice for creating a replacement project and how do we deal with the projects that already exist relative to the new project?
1 Answer
Andy Novak Last activity on 9/9/2014 5:20:13 PM by Drake Sigler

Adding customer to TeamDynamix

We're trying to figure out how to properly set up Client users for our instance of TD ... we'd like our client users to be able to view status of the projects they are stakeholders of, as well as submit things like Issues.

Can you help?
1 Answer
Matteo Becchi Last activity on 9/6/2014 1:17:31 AM by Matteo Becchi

Projects without requests report

Is there a way to run a report that shows projects that were created without a request?
1 Answer
Andy Novak Last activity on 9/4/2014 12:08:51 PM by Matt Sayers

Operational Projects

We have an operational project setup for each team in order to draw down their availability (70% operational). Each
operational project is set to start 1/1/14 and end 12/31/14. We are looking ahead to the next calendar year and need to d...
1 Answer
Andy Novak Last activity on 9/4/2014 11:04:34 AM by Andy Novak