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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Associate issues with tasks after creation

Hello,
Is it possible to associate an Issue with a Project Task after the issue has been created? If so, how?

Thank you!
1 Answer
Mariah Rible Last activity on 5/24/2023 11:32:42 AM by Brittany Renn

Report of Current Users Plans

Hello!
I would like to make a report that lists all the Plans the Current User is associated with. Plan Reports don't seem to get me what I need because I can't filter on Resources. Task reports don't work because I can't group by Plan. Proje...
1 Answer
Mariah Rible Last activity on 5/8/2023 1:42:30 PM by Mark Sayers

Fields 1-10 on project tasks

What is the purpose of Field 1, Field 2, etc on project tasks? It doesn't appear you can rename them, and you can't even edit them when you're looking at a card on a card wall. How do people use them?

Thanks!
1 Answer
Mariah Rible Last activity on 5/1/2023 12:20:03 PM by Mark Sayers

Card wall task auto assignment

Can card wall tasks be auto assigned to a resource upon creation?
1 Answer
Mariah Rible Last activity on 4/27/2023 8:46:55 AM by Mark Sayers

Storage Limit on Briefcases

How much storage is allowed for briefcase files and folders in TDX PPM?
1 Answer
Derrick Hargrove Last activity on 3/23/2022 10:43:15 AM by Mark Sayers

separate administrative access rights

We have multiple divisions in our organization. A division that has never used TDX for PPM now wants to begin using it. I have already created a new portfolio to categorize their projects, but they would like to be able to restrict access to thei...
2 Answers
Marie Carianna Last activity on 5/7/2019 11:53:35 AM by Marie Carianna

Service Request to Project Request Conversion & Reporting

Is there a way to report on tickets that are originally opened as Service requests that have been converted to Project Requests? I understand that the Service Request disappears after the conversion, but is there any residual data to report on? E...
1 Answer
William Gallart Last activity on 9/26/2018 9:15:39 AM by Mark Sayers

What are the best practices?

Does anyone have the best practices for the TeamDynamix Project portion of the software? We are currently building it from scratch and want to build our PPM tool out to include the best processes/notes/etc.
1 Answer
Aly Lamb Last activity on 1/25/2018 12:12:50 PM by John Borwick

Does the PPM tool support typical project management layers?

Does the PPM tool support typical project management layers such as projects that roll up to programs (or sub programs) that roll up into Porfolios (or sub portfolios)? I haven't been able to find anything regarding programs poking around the too...
1 Answer
Tina Alfaro Last activity on 7/13/2017 3:27:43 PM by John Borwick

Silos for Projects and Portfolio Management

Are there any plans to allow for creating silos for projects / portfolios in the future? Something with the same kind of separation we get with ticketing applications - where one can work in a ticket application but not have visibility into anot...
1 Answer
David Durling Last activity on 7/12/2017 5:57:10 PM by Aaron Crane

PPM Desktops

Hi,
We utilize making desktop templates and then applying them to users who use the Ticketing Application. I don't think this is possible in the Project Management Application, but I could be wrong.
Is there a way to create Desktop Templ...
1 Answer
Elizabeth Jones Last activity on 5/1/2017 3:19:37 PM by Aaron Crane

Is there only one scorecard for all service types in PPM?

I see that I can set up different services in PPM but it appears that I can only create one set of scorecard criteria for all services. Is this correct? Or what am I missing?
4 Answers
Billie Herman Last activity on 9/16/2016 4:58:02 PM by Billie Herman

Assigning Delegate while out of office, TD PPM

Hello!

Wondering if you can direct me to information which can show me how to set up another user within TD PPM as my delegate if I am planning to be out of the office for any amount of time.

Is that possible?

Thanks!
1 Answer
Matteo Becchi Last activity on 9/9/2016 11:47:39 AM by Mark Sayers

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

How do I update the logo for my organization and enable Google Drive?

See the title. I am looking to change the logo for my organization to be smaller. Is there a suggested size?

Also, how do I enable Google Drive for my organization?
1 Answer
Benjamin Smith Last activity on 9/11/2014 5:37:29 PM by Matt Sayers

Approval Workflow Not Working for back-Up Team member

I usually approve project requests and staff them. However I will be out of the office next week and I changed the workflow so that it will go to a group so another person can take care of this while I'm out. She (Erynn Frank) receives the emai...
1 Answer
Jennifer Ludwig Last activity on 9/11/2014 5:26:36 PM by Matt Sayers

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

ACTION: Availability Report Bug

The 8.6 Availability Report does not show "All Tickets", and this makes it impossible to accurately see the availability of resources and schedule realistically.
1 Answer
Coleen Santee Last activity on 9/11/2014 5:10:07 PM by Matt Sayers

regarding project plans that become obsolete

We've got a project that has a project plan attached that has become unusable although time has been reported against the tasks in the plan for some time.

The user wants to start over basically and create a new plan that replaces the old on...
1 Answer
Andy Novak Last activity on 9/10/2014 5:25:39 PM by Matt Sayers

IE10 and TD 8.5 - Display issues

We have a user who is on IE10 and using TeamDynamix version 8.5. The Time & Expense application and MyWork application are not showing up as options - either as tabs or from the 'menu' of available TD applications.

He is able to access ...
1 Answer
Susan Watts Last activity on 9/10/2014 5:15:11 PM by Matt Sayers

KPIs questions

I need to clarify some open questions that I have regards the KPIs calculation in TD:

1.- If a project has more than a workplan, how are the KPIs calculated in the scenarios below?

- If both workplans are baseline

- If there are two w...
1 Answer
Carmen Villen Puerto Last activity on 9/9/2014 5:20:24 PM by Matt Sayers

Question with adding an attachment to a project task

When trying to add an attachment to a project task, I chose to attach a file from my computer, however it made me also select a briefcase location - shouldn't item #2 only appear if you choose to attach from the briefcase? See the screen shot b...
1 Answer
Geri Hein Last activity on 9/9/2014 5:11:20 PM by Matt Sayers

Can I enter "out of office" time for my project team resources?

As the PM for a variety of Projects, which I am tracking in TD, can I

enter Out of Office time for my team members, or do they have to do this

themselves?

I already have time accounts added to my projects.
1 Answer
Matteo Becchi Last activity on 9/4/2014 11:09:23 AM by Adam Torres

converting a ticket to a project - actual hours lost?

Recently we used the "convert ticket to project" function for a handful of tickets that already had time charged against them. All worked as expected except that the hours that had originally been charged to the ticket did not show up...
1 Answer
Melissa Cresswell Last activity on 9/4/2014 11:26:42 AM by Adam Torres

Portfolio Overview URL

We prepare on a weekly base a document including a portfolio overview. See the other attached document on the ticket.

We plan to have this overview on a tv screen.

For that we would like to have a URL to access the portfolio overviews. ...
1 Answer
Carmen Villen Puerto Last activity on 9/4/2014 11:16:56 AM by Matt Sayers