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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Using the Web API to Get or Create Roles

Is there currently a web API method to allow the creation, updating or returning of role objects (Not per user)? I have seen the requests that allow for returning of the functional/security roles of a particular user in the TeamDynamix Web API d...
3 Answers
John Sommerville Last activity on 6/8/2016 11:08:43 AM by Mark Sayers

Reporting on Functional Role on Requests

I am able to report and filter on Functional Roles on Project Requests in Portfolio Planning. I can also report and filter on Resource Pools in Analysis using Project Reports and Projects and Requests Reports. But I am not able to filter on Funct...
1 Answer
Barrie Sutton Last activity on 4/21/2016 11:09:31 AM by Mark Sayers

Cannot staff a project with a client?

I have created a functional role for a group of clients so that I can staff a project during the conversion from Request to Project. When I staff the project and search people in that functional role, no one shows up to select.Why?
2 Answers
Barrie Sutton Last activity on 4/18/2016 3:32:44 PM by Mark Sayers

Want to report on Resources on a Project Request

Resources is an attribute on the Request, but it is not a reportable field. (I apologize if I have asked this before). And it would be great if I could filter on Resources by Functional Role.
Is this possible or will it be soon?
1 Answer
Barrie Sutton Last activity on 10/13/2015 9:58:58 AM by Jamey Stock

Functional Role Removal when number of allocated users is zero

I cannot delete functional roles when:
* I have re-assigned users to a new & different functional role
* The number of users under this functional role is zero
I want to clean up our functional roles list.
However, if a user was req...
1 Answer
Carmen Villen Puerto Last activity on 11/7/2014 9:26:38 AM by Drake Sigler

Functional Roles

Good Morning,
As we are continuing our testing and implementation of TeamDynamix we have found that functional roles are automatically added to each account which is becoming problematic as we explore the capacity planner and reports. We wo...
1 Answer
Nate Swanson Last activity on 10/13/2014 4:13:54 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