Questions



Defining Project Types and Attributes

Is there a way to add a project attribute at the time a project type is defined without having to go back to the attribute, search through the list of project types and add it there? I know it lets me create a new attribute, but not choose from ...
1 Answer
Jeanine Heming Last activity on 4/28/2015 11:43:10 AM by Aaron Crane

Plan Date format

Is there a way to change the date format for tasks in the plans to DD-MM-YY (or other)?
1 Answer
Anette Petersen Last activity on 4/30/2015 4:05:31 PM by Marcus Demas

Do we have an SPF Record for email?

1 Answer
Aaron Crane Last activity on 5/6/2015 9:07:02 AM by Drake Sigler

Who can be an email recipient for a report?

3 Answers
John Borwick Last activity on 5/17/2019 10:41:18 AM by Jennifer Altman

Where are the Change Logs in TD?

I would like to know who is changing the status in our instance. Is there a log that i could search through to find that information.
Thanks
Kevin
4 Answers
Kevin Cook Last activity on 4/28/2015 12:40:56 PM by Kevin Cook

How to get Approval by All to Work?

Hello, we have a workflow step that has approval set to "all" with two people listed as the approvers. It had worked correctly after we set it up but about two months ago it stopped working as expected. Now if either person approves, th...
1 Answer
Stacey Marriott Last activity on 5/1/2015 10:38:55 AM by Aaron Crane

Reply-to address for notifications

How do I change the email "reply-to" address for notifications?
1 Answer
Anette Petersen Last activity on 4/28/2015 11:58:55 AM by Aaron Crane

How do I set dependencies between tasks?

How do I set dependencies between tasks without having to know the numbers on the tasks?
5 Answers
Anette Petersen Last activity on 6/24/2015 12:53:31 PM by Drake Sigler

Mapping information from SOAP API to REST API and not losing anything in the process...

I have been moving us from the TeamDynamix SOAP API to the REST API. I looked at the different ticket structures and tried to map 1-1 the fields we set to create a ticket using the SOAP API with the fields we set to create a ticket using the RES...
1 Answer
Suzanne Vogt Last activity on 4/16/2015 8:55:56 AM by Matt Sayers

Entering Forecasted Operational Time

I know I've seen this before, but how can I enter in future forecasted operational time so my availability is properly reflecting my true capacity for project work?
1 Answer
David Konerza Last activity on 4/28/2015 12:08:51 PM by Aaron Crane

Survey questions aren't changing after update

Hello, I created a survey a couple weeks ago. Last week I came back to it and edited the questions. The questions display correctly on the questions tab but the old questions are what's displaying on the preview and it's what a customer sees when...
4 Answers
Stacey Marriott Last activity on 4/17/2015 1:39:13 PM by Stacey Marriott

Submit time as final accidentally

I have an employee that submitted his time as final but we don't use that feature. Is there a way that he can put time in that time period after the fact?
1 Answer
Kevin Cook Last activity on 4/9/2015 3:31:20 PM by Matt Sforza

% Complete on Project Plan is not recalculating when changes are made on checked out plan

I have a project with a plan. I add tasks to it, but the overall % complete for the plan does not change when I add, delete, or update tasks. I am the only one using the plan at this time. I know there is a delay in refreshing data on the plan -...
4 Answers
Billie Herman Last activity on 5/1/2015 2:33:29 PM by Drake Sigler

Is it possible to run the asset import on a regular basis?

What is the impact on items already in the Assets module? Are they overwritten or could we end up with duplicate values?
1 Answer
Christopher Muller Last activity on 4/7/2015 2:54:50 PM by Drake Sigler

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

Can I schedule a ticket on a bi-weekly basis?

If I wanted a ticket to be entered in the system on a bi-weekly basis, how might I accomplish this since the options for scheduling one is only "Daily, Weakly, Monthly, Yearly" as of Version 9.0.
1 Answer
Marcus Demas Last activity on 4/1/2015 10:52:47 AM by Marcus Demas

Merging People

I'm trying to Merge two People records. I searched for the two records have them selected, when I click Merge I receive a message about how items will be associated and a red message stating 'Only one TeamDynamix user can be merged at a time'.
...
1 Answer
Kathy Holman Last activity on 4/1/2015 10:44:28 AM by Marcus Demas

Custom Attributes - Client Visible

I notice the following when working with Custom Attributes and wondered if I am doing something incorrect or if the behavior is expected.
After creating custom attributes and checking the Client Visible box and saving the attribute everything...
1 Answer
Denis Walsh Last activity on 4/9/2015 11:21:06 AM by Drake Sigler

Best Practices when adding resouces to a project

Hello,

What is the best practice for who you add to a project. Here at CSU our I.T. department has a director, two managers (each in charge of three teams) and six team leaders (for six teams). The team leaders are project managers. Today...
1 Answer
Dawn McIntosh Last activity on 3/30/2015 4:50:37 PM by Aaron Crane

Push a Project Back to the Requestor

Is it possible to push a project back to request status? If not, is there a best practices for those projects that, for instance, have been
de-funded but not canceled?
1 Answer
Jeanine Heming Last activity on 3/30/2015 4:39:11 PM by Matt Sforza

File Upload Size Limit

Hello-

What is the file size limit to import into a briefcase in TD? Our marketing department is looking to store their marketing artwork with the corresponding tickets, and would like to know the limits.

Thank you!
1 Answer
Lisa Carpenter Last activity on 3/30/2015 4:13:15 PM by Lisa Carpenter

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

Is there a global setting/way to turn off notifications for an environment in TD?

Is there a way in which an Admin can turn off and then turn on notifications at a global level for a TD environment?
One might want to turn them all off during the testing and implementation phase so as ensure users are not disturbed or confu...
2 Answers
Marcus Demas Last activity on 3/27/2015 8:40:44 AM by Marcus Demas

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