Questions

How do I link a ticket to a project?

How do I link one or more specific TD tickets to a project (project plan)?
Thanks.
1 Answer
Donald Campbell Last activity on 2/18/2015 3:01:33 PM by Drake Sigler

How can I edit a project request if not made through the service catalog?

We currently do not have a service associated with a project request. I have a colleague who created a project request through the portfolio planning app and he would like to edit the project request. He asked about accomplishing this and was t...
2 Answers
Richard Musal Last activity on 2/5/2015 11:41:25 AM by Drake Sigler

Resource Manager

What can I do from a business continuity standpoint for resource approval when the resource pool manager is on vacation or away from the office for an extended period?
1 Answer
Denis Walsh Last activity on 2/18/2015 2:51:18 PM by Drake Sigler

How do I change project manager

How do I change the end date on a project when it's past the end date? How do I change the Manager on a project?
The project was entered and the wrong person was assigned as a Manager. As a result, the plan was never updated. I need to rem...
1 Answer
Corina Trevino Last activity on 2/4/2015 9:47:42 AM by Drake Sigler

Restricting Services to a Group

Hello, I'd like to get more information about configuring the visibility of a service in the service catalog. This relates to the question posed here: https://solutions.teamdynamix.com/TDClient/Forums/Questions/Details?ID=101685. The answer state...
4 Answers
Stacey Marriott Last activity on 2/4/2015 11:28:42 AM by Stacey Marriott

Web api Plans.Tasks array is always empty, and plans/{planid}/tasks is only populated when api user is a resource on project?

Would you please confirm the following and perhaps update your documentation?
The GET https://www.teamdynamix.com/TDWebApi/api/plans/{planid} method says that it "[g]ets a plan, including the Tasks". However, the Plan.Tasks ar...
2 Answers
Jon Freed Last activity on 2/19/2015 1:48:14 PM by Matt Eland

How to see tasks in External Dependency "Task Selector" popup?

This is a follow-up to my previous question about being able to see across project plans. ( Cross-project report? To see dates from multiple project's plans within one report )
As an alternative to such a report, we are thinking about settin...
2 Answers
Jon Freed Last activity on 2/17/2015 3:26:43 PM by Drake Sigler

BOX.com

I thought I seen some where we could link TD to box.com. I see how to link briefcase to Google/OneDrive and so on, but I thought there was a way to do that with box as well.
1 Answer
Vernon Ferrell Last activity on 1/29/2015 6:20:55 PM by Matt Sayers

Cross-project report? To see dates from multiple project's plans within one report

We have many projects that are being executed. I want to see a portfolio view of those projects in one place. Not the projects that are planned, and not projects that are already completed, but the ones that are actually being executed right no...
2 Answers
Jon Freed Last activity on 1/30/2015 2:00:59 PM by Jon Freed

Agent Viewer???

Is there a way for there to be a ticketing agent that can not actually be assigned tickets?
Or can certain people be blocked from assigning others tickets.
1 Answer
Richard Musal Last activity on 1/29/2015 6:31:29 PM by Matt Sayers

Time Reporting

What happens when a timesheet is approved. Where does it go?
1 Answer
Melissa Bergem Last activity on 1/21/2015 5:43:54 PM by Drake Sigler

Rolling back a Project to become a Project Request

Can we roll back a project to become a request? We have a couple scenarios that are in need of this. One of our managers was able to create a new project and bypassed our request approval workflow. We also have a manager who would like to push a ...
1 Answer
Melissa Bergem Last activity on 1/21/2015 5:36:57 PM by Drake Sigler

ScoreCard as Optional

Can we make the scorecard criteria available to respond to but not required to be answered? Right not it is required with red asterics. We foresee the need to have this required for some service request but not all and were wondering about our op...
1 Answer
Melissa Bergem Last activity on 1/21/2015 4:46:18 PM by Drake Sigler

Is there a way to inactivate a Service so that an agent can not select it?

OK so When I first developed my service catalog it was very granular and included a lot of services. I have since trimmed it. Unfortunately the retired services have a lot of tickets associated with them so I can not delete them. Going through...
3 Answers
Richard Musal Last activity on 1/15/2015 4:05:35 PM by Drake Sigler

Attribute "Help" limitation.

It appears that there is a limitation on the number of characters allowed in attribute help although when entering the information it appears to accept and save it. Is there supposed to be a limitation? Would it be possible to expand it? (Pleas...
1 Answer
Nancy Fisher Last activity on 1/19/2015 11:51:29 AM by Phil Curl

What is the vision or road map for "Services"?

I have noticed that "Services" are becoming an integral part of how requests are entered into the system. Currently we use "Portfolio Planning" to enter new project requests but if the request is saved, but not submitted, the...
1 Answer
Nancy Fisher Last activity on 1/14/2015 6:05:11 PM by Drake Sigler

Scheduling tickets for Monday-Friday

Hello, we have a couple managers setting up scheduled, daily tickets for their team. Is there a recommendation for setting a Monday-Friday schedule for the scheduled ticket?
Is there some way to have a schedule take the operational hours into...
3 Answers
Stacey Marriott Last activity on 2/3/2015 10:38:36 AM by Drake Sigler

Is there a way to set a time out to auto log off TD if user not inputting?

So basically if there is no input to system an auto log off for agents.
Does this exist? Where is the setting?
1 Answer
Richard Musal Last activity on 1/8/2015 3:27:04 PM by Drake Sigler

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


9.0 Pre-release environment - How close is it to the actual production 9.0 environment?

I ran into a reporting error in the 9.0 Pre-release environment last week and was told that it was fixed in the 9.0 Release but would not be fixed in the 9.0 Pre-release. That leads me to the following question: How close is the "pre-rele...
1 Answer
Nancy Fisher Last activity on 12/30/2014 11:41:42 AM by Matt Sayers

Ticket Assignment at Creation

When trying to trace down what happened to a ticket, there is no feed entry telling you where it was initially assigned if that happened at creation. This makes it hard to trace back when something was ill processed at the beginning of a ticket'...
1 Answer
Amy Pearlman Last activity on 12/8/2014 10:41:03 AM by Phil Curl

Can I reassign an incident to another resource?

Do technicians have the ability to reassign an incident they may be working on?
1 Answer
Alex Ritchey Last activity on 12/4/2014 4:33:16 PM by Ryan Murphy

Service Level alerts Before Expiration

Can I configure a service level that alerts me when the ticket is about to exceed the service level? If so, how?
1 Answer
Aaron Crane Last activity on 9/19/2014 5:17:11 PM by Aaron Crane

Categorize files when adding from Briefcase to File Cabinet

I am closing out a project - and would like to move my Briefcase Files to the File Cabinet
When I click on a file to add to the File Cabinet - the following directions are presented:
Categorize this file by selecting the appropri...
1 Answer
Cindy Duggan Last activity on 12/3/2014 4:35:10 PM by Drake Sigler

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