Ticket Merge Issue

Good afternoon!

We've come across an issue that's arisen since our update to version 9. Previously, new tickets merged into existing tickets would show the full content of the new ticket after being merged. Now, whenever a new ticket is mer...
1 Answer
Megan Clark Last activity on 10/29/2015 11:17:39 AM by Mark Sayers

Deleting Portfolio

Is there a way to delete a portfolio or change the manager of a portfolio
as an admin?
2 Answers
Lisa Veloz Last activity on 10/29/2015 11:11:15 AM by Mark Sayers

Questions Module Moved to Client Portal but Password Syncing between Community and Client Portal Missing

When I enter Community from our TeamDynamix production SaaS environment and then click Questions, it opens another browser window with the Client Portal showing the main Questions module page but I am forced to sign-in again. Why does it not sync...
1 Answer
Sabre Stacey Last activity on 10/29/2015 11:04:37 AM by Mark Sayers

Create Client Portal Account


I would like to create Team Dynamix account to access a project created by my colleague.
How should I proceed in creation of the account,I was unable to find the links to create an account.

1 Answer
Vamshi Audepu Last activity on 10/29/2015 10:59:14 AM by Mark Sayers

No Values appearing in Chart Value drop down

Team Dynamix Support,

I am trying to create a chart on a report and no values are appearing in
the value drop down. Therefore I can't save.

I know there are values there.
1 Answer
Lisa Veloz Last activity on 10/29/2015 10:55:18 AM by Mark Sayers

Mass Delete of Tickets

We had a situation where tickets were created so they could be converted to tasks. We had a situation where we needed to make changes to the project outside of TD so we exported the plan and deleted it from TD. All the tickets came back. We have ...
1 Answer
Adam Reider Last activity on 10/29/2015 10:14:00 AM by Mark Sayers

Asset Import

We are looking to import our assets from another system (Footprints) into Team Dynamix and using the template, it doesn't appear to be any field that will import the Lease # (Contract # in TD). How would we do this? I know that we will need to ...
1 Answer
Lorraine Helson Last activity on 10/29/2015 11:22:21 AM by Jamey Stock

TD Disaster Recovery Plan

Does TD have a Disaster Recovery Plan? If yes, please send me the url of the location.
1 Answer
Adeleke Adetunji Last activity on 10/28/2015 5:10:44 PM by Mark Sayers

Was there a brief issue with apostrophe's in Titles?

One of the technicians reported they could not enter an apostrophe in a Task Title yesterday.
I am not able to reproduce this in our Sandbox or Production instance. Was there a brief issue with apostrophe's?
1 Answer
Kathy Holman Last activity on 10/29/2015 9:23:19 AM by Jamey Stock

Sender Field in Notifications

Is it possible to have the sender field be something generic or not include the technician's name when sending notifications to the customer? For example instead of From: Derik Holland <>, could it look like IT S...
1 Answer
Derik Holland Last activity on 10/28/2015 2:49:06 PM by Mark Sayers

Can you configure to show Issues, Briefcase and Links in the left navigation section of a project (if not in Project applicaiton)?

When we are in the Project application and expand a project for the left side of that screen, we see various sections including links, issues and briefcase. However, if we have an item on a desktop that is a link to a project and we open the proj...
1 Answer
John Marshall Last activity on 10/28/2015 10:21:54 AM by Mark Sayers

Renaming Custom Fields

Is there a way we can rename the custom fields in the Task Details Window. Please see the picture attached to see what I am talking about.
1 Answer
Roger Bias Last activity on 10/28/2015 10:08:49 AM by Mark Sayers

Printing a project's gantt chart

Our Senior Administrative group has a need to produce publication-quality gantt charts to provide a high-level visual overview of a project's Plan in PowerPoint presentations, Word documents, etc. intended for senior-level audiences.
The outp...
1 Answer
Peter McCaskell Last activity on 10/27/2015 4:32:48 PM by Jamey Stock

Required fields when creating a new Issue in the Projects application

Hi again Tech Support team.
We have a small user interface issue but it's causing some grief when we train people on using TeamDynamix.
In the Project's application, when creating a new Issue, two of the fields have a red X beside them ...
1 Answer
Peter McCaskell Last activity on 10/27/2015 8:19:31 AM by Peter McCaskell

Setting Approval Status mid-workflow

I have a workflow that flows as follows: Approval --> Task --> Task --> Complete. I have the "Approval Status" field for the workflow set to a custom status of "Approved". The intention is for the ticket (and it's a c...
4 Answers
George Weitzel Last activity on 10/27/2015 8:17:29 AM by Matt Sayers

Ticket visibility in Workspaces

We are looking to create workspace for our AV group so that they have an ara where they can collaborate on documents, ideas, issue etc. We know you can associate ticket types to work spaces. I associated all AV ticket types to workspace. The...
3 Answers
James Cunningham Last activity on 11/13/2015 4:09:50 PM by Matt Sayers

Can a report be run on the ScoreCard Criteria

We would like to report on the various Scorecard Criteria to see how often the choice associated to each criteria are used, it there a way to create such a report?
5 Answers
John Marshall Last activity on 9/14/2022 10:36:08 AM by Rebecca Murphy

9.2 release down time question

The announcement I received for the upcoming 9.2 release states it's coming November 7th -8th and there may be an outage up to 4 hours during 7 a.m. - 11 a.m EST, to plan accordingly.
What day can is this time slot referencing, the 7th or the...
1 Answer
Kathy Holman Last activity on 10/26/2015 12:01:35 PM by Mark Sayers

Do you have a standard maintenance window?

Does TeamDynamix have a standard maintenance window that work is done in, that may or may not affect us?
I've noticed if I'm working on the Sandbox at approx. 10:32 p.m., 10:34 p.m I receive a server not responding on the page I'm on.
1 Answer
Kathy Holman Last activity on 10/23/2015 1:48:19 PM by Matt Sayers

Incidents by user

I know there is the ticket number box in the corner to bring up specific ticket, but is there a way to make it bring up all the tickets for a specific person short of a report? If I have to do it as a report, what am I missing?
2 Answers
Forrest Ewen Last activity on 10/26/2015 11:02:27 AM by Kevin Cook

Project tasks showing up in My Work before predecessors are completed

When I create tasks in the project plan, I might:
1. Create Task 1, and assign to User 1
2. Create Task 2, set Task 1 as a predecessor, and also assign to User 1
After doing this, User 1 will see both tasks in their My Work, even if T...
2 Answers
Steve Corey Last activity on 10/27/2015 10:05:49 AM by Steve Corey

Information for what requires access to the Admin Tool

I've read several of your articles about how to give access to the Admin tool and Licensing breakdowns (ID 2054, 7340, 7342, and a cool spreadsheet with smiley face indicators), but I cannot find anything that tells me why I need to grant access ...
5 Answers
Kathy Holman Last activity on 11/6/2015 5:05:24 PM by Gerard Hennelly

Can the authentication username of the Requestor be made visible within the ticket?

One of our groups asked that the authentication username of the requestor be displayed in the ticket so they can more quickly fulfill certain requests from the Client Portal. The only way I see to do this is to do a bulk update on users so their...
3 Answers
David Durling Last activity on 10/27/2015 11:04:30 AM by Mark Sayers

We implemented SSO about six months ago but some of our users are still using the link to the TD Login page. Are there issues with doing that?

In this KB article - it states that “All your users begin navigating to the new domain to log in. They can still technically sign in with, but many...
3 Answers
Nancy Fisher Last activity on 10/21/2015 11:49:02 AM by Matt Sayers

Ticket notifications

Are there additional settings for managing notifications, especially in ticket workflow, besides the option under Ticket type - Notify primary reviewer and others of new/edited tickets? Our users are concerned they will get too many email notif...
3 Answers
Dalin Bruns Last activity on 11/13/2015 4:07:53 PM by Matt Sayers

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