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What license type does the TeamDynamix "email user" account need? (client, team member, PM, Tech, Enterprise etc...)

When setting up the user account used for TeamDynamix email service what license type to they need?
2 Answers
Kent Hoeg Last activity on 10/20/2014 9:45:51 AM by Marcus Demas

How do I link my regular TeamDynamix account to TeamDynamix community

I'd like to be able to access the Questions forum and knowledge base in the TeamDynamix community. How do I link my TeamDynamix account to community?
1 Answer
Kent Hoeg Last activity on 10/16/2014 5:06:02 PM by Drake Sigler

Agile or Scrum Boards

I believe I was told that Scrum boards was something TD was exploring as an Agile option. Any idea if this is in development or planned for a future release?
1 Answer
Vernon Ferrell Last activity on 10/16/2014 5:12:36 PM by Drake Sigler

Functional Roles

Good Morning,
As we are continuing our testing and implementation of TeamDynamix we have found that functional roles are automatically added to each account which is becoming problematic as we explore the capacity planner and reports. We wo...
1 Answer
Nate Swanson Last activity on 10/13/2014 4:13:54 PM by Drake Sigler

requestor see project

How can a requestor see a project from the client portal once a request has been turned into a project?
We have a user in the client portal who was able to view the request until the point it was transitioned to a Project. When they click &qu...
1 Answer
Andy Novak Last activity on 10/13/2014 3:41:59 PM by Drake Sigler

Updates to requests

Is there a way to automatically notify all stakeholders of an update to a request from within TeamDymamix?
It would be optimal if notifications could be limited to certain types of updates.
1 Answer
Andy Novak Last activity on 10/13/2014 3:03:11 PM by Drake Sigler

Notification to resource pool manager when chaning Resource Request Scheduled Hours for an outstanding request

Hi TD,
Can you confirm if resource pool manager get notified when scheduled requested hours are changed for a project manager for an outstanding resource request?
2 Answers
Carmen Villen Puerto Last activity on 10/10/2014 2:21:50 PM by Drake Sigler

Resource Removal

Hi Drake,
If a resource is removed from the project and the schedule is delegate to other project resource.
Will this action sum the schedule hours to the resource for which the hours have been delegated?
Thanks for clarifying.
1 Answer
Carmen Villen Puerto Last activity on 10/10/2014 1:22:48 PM by Drake Sigler

Project Templates Application in the Applications Menu

When you go into that applications view (the hamburger menu), and click Project Templates, what are you supposed to see there? There are Project Templates that I can see in Admin, but they are not there in the Project Templates Application. I...
1 Answer
Marcus Demas Last activity on 10/9/2014 3:42:13 PM by Marcus Demas

If a KBA is not public but is published can a client see it in the KB database?

6 Answers
Richard Musal Last activity on 10/9/2014 6:07:03 PM by Richard Musal

Report on Project Details

Is there a report that shows the entire project details page for all projects? See uploaded image.
1 Answer
Michael Abelaj Last activity on 10/9/2014 2:52:17 PM by Drake Sigler

How do I create a report (maybe resource report) that states what a person worked on from now backwards to April of this year?

How do I create a report (maybe resource report) that states what a person worked on from now backwards to April of this year?
3 Answers
Dawn McIntosh Last activity on 10/7/2014 2:46:10 PM by Dawn McIntosh

API Reference Sheet

Do you have an API reference sheet?
Basically a list of all the available APIs and what they do?
Also once we select APIs we like where do we get those?
1 Answer
Richard Musal Last activity on 1/27/2016 11:50:14 AM by Jason Ehmann

Viewing completed plans

Is there a way to view a project plan for a project that has been completed? When I select the completed project, click on the Plan section I get the Plans screen with the Plan title. When I click the plan title I just get a screen with status re...
1 Answer
Barbara Herbert Last activity on 10/6/2014 3:04:11 PM by Drake Sigler

LDAP registration for Client Portal + Client Desktop info for Instructions

I want to instruct users to login using their LDAP username when signing in to the client portal. I also want to give them a number to call if they have trouble signing in. How do I do this?
1 Answer
Marcus Demas Last activity on 10/6/2014 10:26:39 AM by Marcus Demas

Why can't I change the classification of a ticket?

1 Answer
Marcus Demas Last activity on 10/6/2014 10:18:20 AM by Drake Sigler

What is the character limit of a text area custom attribute?

1 Answer
Kent Hoeg Last activity on 10/3/2014 2:31:32 PM by Drake Sigler

Request workflow step progression email notification question.

When a project request workflow progresses from one step to another an email notification goes out. Do replies to those notifications get added to the feed?
1 Answer
Kent Hoeg Last activity on 10/3/2014 2:06:43 PM by Drake Sigler

What permission determines if a user can or cannot add people to the people database?

What permission determines if a user can or cannot add people to the people database?
1 Answer
Kent Hoeg Last activity on 10/3/2014 1:44:53 PM by Drake Sigler

Can you add someone that is not marked as an employee to a group?

When I try to add someone to a group, I do not immediately see them in the list when they are not marked as being employees.
1 Answer
Marcus Demas Last activity on 10/2/2014 2:05:43 PM by Marcus Demas

What are the ramifications of selecting or de-selecting the "Is Employee" check-box in a user profile?

In a user profile, there is a check-box to specify whether or not that user is an employee or not. I am looking to find out what ripples (if any) are there to not checking this.
1 Answer
Marcus Demas Last activity on 10/2/2014 2:04:23 PM by Mark Sayers

How to Delete Own Report

Users were able to delete their own reports that they have created. We do
not see the delete beside the report name in analysis. Please guide me
where can we find the delete option.
1 Answer
Pooja Patel Last activity on 10/1/2014 10:44:16 AM by Pooja Patel

Automatically Update Resource Schedules From Plan

Do I understand it correctly, that any changes you make to resource assignments on a project plan, will not be reflected in the resource reports until the next day? Is there any way around that?

When we are first planning a project, and a...
1 Answer
Paul Martin Last activity on 10/1/2014 3:20:56 PM by Drake Sigler

Custom Ticket Sections for Attributes

Not sure if this is the correct place to submit or if TDHE already has this request on the product roadmap.

I would like the ability to create sections for custom attributes for tickets so that we can organize by category and control thei...
1 Answer
Will Turek Last activity on 10/1/2014 10:42:16 AM by Drake Sigler

Setting the visibility of report in TeamDynamix

In the Analysis module, when creating a New project report, the option to
share the report with "Everyone with this Application" is not visible for
all users who have access to Analysis application. Is it due to a
perm...
1 Answer
Sharjil Hasan Last activity on 9/29/2014 11:47:04 AM by Sharjil Hasan

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