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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Scrum best practices

Hi,
Does anyone have best practices for managing Scrum and Sprints across multiple projects and service requests? Like a master plan and master sprints.
We have capital projects, or major projects, which require TDX project management. Th...
2 Answers
Jerry Taylor Last activity on 10/27/2023 8:29:56 AM by Jerry Taylor

Card Wall Attributes

Is there (or will there be) a way to create our user-defined attributes for cards on a Card Wall? Similar to how we can modify ticket forms and project attributes?
1 Answer
Adam Reider Last activity on 7/15/2022 10:31:44 AM by Mark Sayers

Alternate Project Manager

What permissions/abilities does an alternate project manager have on a project?
1 Answer
Billie Herman Last activity on 10/10/2016 2:05:12 PM by Mark Sayers

Negative hours and cannot check the Notification box

What are "Unscheduled hours" here (-203.20)? The capacity of this person by month when they are added to the project appears to be a positive number.
1 Answer
Andy Novak Last activity on 3/10/2016 10:24:56 AM by Jamey Stock

Portfolio Managers Rights

We use portfolios to manage all projects for a specific department. For example, we have a portfolio for HR and another for Payroll. I am the manager for these portfolios in Team Dynamix. As such, I basically need to have permissions to change...
3 Answers
Matt Alshab Last activity on 6/27/2016 4:33:34 PM by Mark Sayers

How do I properly apply a project baseline?

Applying a baseline on the entire project to capture a snapshot of the start/end date, expenses, and hours is very easy. A manager of the project can click on Actions button and apply a baseline, and these can then be viewed from the baseline tab...
1 Answer
Marcus Demas Last activity on 3/27/2015 9:17:05 AM by Marcus Demas

Large project: how best to set up and manage

I will be managing my largest project so far. I was wondering how to set up the many tasks in TeamDynamix. It seems I have some options:
1) One portfolio, one project, one plan, many nested tasks
2) One portfolio, one project, many plan...
1 Answer
Greg Van De Mark Last activity on 2/17/2015 3:38:44 PM by Jon Freed

Issue Category

When you were here you should us how to add Risk as a sub category in Issues, well I do not recall how to do that and the help has been no help in setting that up. Can you provide guidance on how to do that?
1 Answer
Letha King Last activity on 11/24/2014 6:38:05 PM by Drake Sigler

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

Notification to resource pool manager when chaning Resource Request Scheduled Hours for an outstanding request

Hi TD,
Can you confirm if resource pool manager get notified when scheduled requested hours are changed for a project manager for an outstanding resource request?
2 Answers
Carmen Villen Puerto Last activity on 10/10/2014 2:21:50 PM by Drake Sigler

Resource Removal

Hi Drake,
If a resource is removed from the project and the schedule is delegate to other project resource.
Will this action sum the schedule hours to the resource for which the hours have been delegated?
Thanks for clarifying.
1 Answer
Carmen Villen Puerto Last activity on 10/10/2014 1:22:48 PM by Drake Sigler

Viewing completed plans

Is there a way to view a project plan for a project that has been completed? When I select the completed project, click on the Plan section I get the Plans screen with the Plan title. When I click the plan title I just get a screen with status re...
1 Answer
Barbara Herbert Last activity on 10/6/2014 3:04:11 PM by Drake Sigler

Automatically Update Resource Schedules From Plan

Do I understand it correctly, that any changes you make to resource assignments on a project plan, will not be reflected in the resource reports until the next day? Is there any way around that?

When we are first planning a project, and a...
1 Answer
Paul Martin Last activity on 10/1/2014 3:20:56 PM by Drake Sigler

Adding Resources to a Project in TeamDynamix

When adding resources to a project, it does not give an option to specify
the requested role. However, the resources section lists the resources,
their primary role and the requested role. This is confusing because for
one resourc...
1 Answer
Sharjil Hasan Last activity on 9/29/2014 2:32:42 PM by Sharjil Hasan