Questions

Is a Plan Manager for Mac client planned?

I have several Mac users who would like to use the Plan Manager client. Is there an option for them currently or is one planned?
Thank you.
sharon
1 Answer
Sharon Grant Last activity on 7/25/2016 11:58:28 AM by Mark Sayers

Custom Project request form not showing up in the Service Catalog

As the admin, I've created a 'Project Request' Category in the Service Catalog and created a 'Project Intake Form' Service under it, and that is linked to a Request Form, which is a custom form I've created and made it 'active'.
To test it, I...
1 Answer
Namrata Mediratta Last activity on 7/25/2016 11:08:27 AM by Namrata Mediratta

UID and user profile

Is there a way for us to display the UID (username) into the user profile in TeamDynamix?

Thanks.
1 Answer
Jeff Chatham Last activity on 7/22/2016 3:37:19 PM by Mark Sayers

Briefcase & Completed Projects - What is the workaround?

Hi,
I understand that we cannot add contents to a project's briefcase after the project has been given a completed status. However, I need to add contents to a project that has such a status. What is the work around? I am thinking that I can ...
1 Answer
Vanessa Georg Last activity on 7/22/2016 4:33:48 PM by Mark Sayers

Briefcase & Completed Projects - How Do I "Un-Complete

1 Answer
Vanessa Georg Last activity on 7/22/2016 2:01:33 PM by Mark Sayers

How do I make files available in the Briefcase available in Analysis

I don't understand why some project have a briefcase that is visible in Analysis and other projects have a briefcase that is not visible in Analysis.
2 Answers
Barrie Sutton Last activity on 7/26/2016 1:57:32 PM by Mark Sayers

9.4 Upgrade on 8/6/2016

Hi TDX Support,

We have a TDX as a SaaS. Can you please tell me when the upgrade will be happening on Saturday 8/6/2016. I am looking for a start time and an end time. I am looking for Pacific Standard Time. Also, will down time be intermitt...
1 Answer
Melissa Bergem Last activity on 7/21/2016 1:50:28 PM by Matt Sayers

Cannot log into Windows Capacity Planner through the TeamDynamixPreview site

Hello,

A couple of us cannot log into the Windows Capacity Planner through the TeamDynamixPreview site. We use https://gwu.teamdynamixpreview.com/ and Desktop and the Downloads and then Windows Capacity Planner. When it prompts for a login a...
5 Answers
Anh-Thien Nguyen Last activity on 8/19/2016 1:53:58 PM by Matt Sayers

Moving tasks within Card Wall (between iterations)

Is there a way to move a task from the card wall from one iteration to another?
2 Answers
Jennifer Weldon Last activity on 1/23/2018 12:28:31 PM by Aly Lamb

My Approvals on TDClient

Why don't My Approvals show on the Home tab, I can only see the option when I select Services in TDClient?
1 Answer
Kathy Holman Last activity on 7/20/2016 4:31:08 PM by Mark Sayers

Questions App Notifications

Can you change the notifications sent by the Questions App and, if so, how do you do it? I do not see a template for it.
1 Answer
Jennifer Jones Last activity on 7/20/2016 3:56:36 PM by Mark Sayers

Release 9.4 - Time charging to Project request

In the upcoming 9.4 release, there is a new feature where we can charge time towards a project request - can the time roll into the project details once the request gets converted into a project? Could you provide more details on this?
3 Answers
Namrata Mediratta Last activity on 8/19/2016 4:44:48 PM by Robert Osur

Pie Chart slice 'all others'

How can I select the pie chart slice 'all others' to see the data associated to this remaining section? I don't seem to be able to click it, to select it.
1 Answer
Kathy Holman Last activity on 7/20/2016 2:35:28 PM by Mark Sayers

New Security Role Not allowing Users to Create SC and KB Articleslena

We have a non-IT department that we want to allow limited access to create SC & KB articles and Questions. I've attached the new security role I set up for them and a sample of the general and applications tab from one of the affected user's ...
1 Answer
Lena McLain Last activity on 7/20/2016 1:55:28 PM by Mark Sayers

Questions App notifications

I reviewed the questions regarding getting notifications in the Questions app, https://solutions.teamdynamix.com/TDClient/Forums/Questions/Details?ID=103386. I selected to follow the category and had someone else do it as well and then did some t...
3 Answers
Jennifer Jones Last activity on 3/3/2017 10:41:50 AM by Mark Sayers

Filtering in a Projects and Requests Report

Good Afternoon,
I have run into an issue that I can't seem to work around. Hopefully someone can provide some direction here...
I am attempting to create a Projects and Requests report, but only include include Projects and Requests that...
3 Answers
Bill MacKenzie Last activity on 7/19/2016 2:11:30 PM by Mark Sayers

v9.4 review of color-coded badge

I'm looking at the preview and my high priority users don't show up like the sample in the release notes. The requestor card doesn't say High (high) and doesn't have a red box around it. Looks just the same as my High priority in red, looks lik...
1 Answer
Kathy Holman Last activity on 7/18/2016 5:42:45 PM by Mark Sayers

Problems with Time Card

Folks,

One of our staff members submitted her timecard last Monday (7/11) for the wrong week (7/10-16). Her supervisor rejected it, but now neither she nor the supervisor can see the data on the timecard. The only option she had was to resub...
7 Answers
Gordon Suggs Last activity on 7/22/2016 9:15:07 AM by Mark Sayers

v9.4 preview question on restricting feedback

Can I test this on the preview site? I don't see where I can enable this.
2 Answers
Kathy Holman Last activity on 7/19/2016 10:08:30 AM by Mark Sayers

Release Notes for version 9.4

Hello,
I cannot find the release notes for the new version 9.4. I searched the knowledge base and could not find them.

Sorry, I would have posted a question in the portal but I just re-set my password (not sure why it was not valid as I ha...
1 Answer
Susan McGillivray Last activity on 7/18/2016 3:37:27 PM by Mark Sayers

Email Response / Feed Update

Hi, I have tried to search for this answer but was unsuccessful so here we go.
I have a technician (TDNext client) who was working on a ticket. She updated the comment, notified the client and asked for a response. The client responded to t...
1 Answer
Kara Farmer Last activity on 7/15/2016 9:37:35 AM by Kara Farmer

Editing Assignment Options in a Workflow Step

Hello,
Under Portfolio Planning, Workflows, we have one workflow that has 4 steps. One step has a group of people listed under 'Assignment Options'. I am trying to add another person but can't see their name in the search box under 'Assignmen...
1 Answer
Ridawn Cummings Last activity on 7/15/2016 4:24:02 PM by Mark Sayers

Why can a Ticket Technician see tickets they created across applications in TDClient if they don't have rights to the other ticketing application?

We are testing a process to have a technician use a Service Catalog Request to create a ticket for callers in another ticketing application, the technician does not have rights to. The technician creating the ticket does not have the other ticke...
1 Answer
Kathy Holman Last activity on 7/15/2016 1:25:37 PM by Mark Sayers

Assistance with a Ticket Report

I'm writing a ticket report to show me all of the tickets that are assigned to a specific set of groups, but a ticket assigned to another group (Service Desk) keeps showing up in my report. This ticket Service Desk tickets has a task assigned to...
3 Answers
Kathy Holman Last activity on 7/18/2016 10:43:57 AM by Mark Sayers

Error while create new issue ticket

We are getting this error when creating new issues in TD. " Error saving ticket: -4: The following errors were encountered: *ITSC Software Issue Types is required." It has happened maybe 6 times of so over the last two days. On a couple...
1 Answer
Mike Freeman Last activity on 7/15/2016 11:39:32 AM by Mark Sayers

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