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General QuestionsConverting item IDs from the web api to web-browsable ids
TD - Thank you for your previous response about how we can create a web-browsable URL for a numerical Ticket ID that we retrieve through the Web API (e.g. /TDNext/Apps/Tickets/TicketDet?TicketDecID=123456.) (I can't seem to find that question an...
2 Answers
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.
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...
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...
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...
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
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.
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...
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?
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) 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
Does TD have a list of definitions (character size limits, etc.) for the different fields being added as custom fields?
1 Answer
Mike Rozycki
Last activity on 12/30/2014 4:23:38 PM by Catherine Stock
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