How to complete this ticket workflow so that it passes validation?

I'm building my first ticket workflow in TD. I have a first step being configured as Approval type, which is followed by five consecutive Task type steps. I linked Approve to the first step in sequence, and Complete of each task to the next follo...
2 Answers
Bodek Frak Last activity on 2/12/2016 2:09:50 PM by Mark Sayers

What is the purpose of "Type Categories"?

When creating a new ticket "Type", it is mandatory to assign it to a "Type Category". Type Categories appear to be stored separately from Service Categories, and KB Categories.
What is the benefit of assigning Types to Typ...
1 Answer
Bodek Frak Last activity on 2/12/2016 2:28:41 PM by Mark Sayers

Report showing project, time type, task, and actual hours.

I thought I had previously seen a report showing project, time type, task, and actual hours but I cannot seem to find it (or I'm just making that up). Is there such a thing?
3 Answers
Nancy Fisher Last activity on 4/17/2020 10:52:09 AM by Katie Ingalls

Public Projects

I have searched the Knowledge base and I did not have a response pop up for Public Projects. Can you let me know what this is and how to use it please in reference to the Client Portal.
Many Thanks!
1 Answer
Lisa Carpenter Last activity on 2/11/2016 3:11:54 PM by Jamey Stock

What are ticket "types"?

What should "types" be used for? It appears that these are forms (collections of attributes) that are used to collect information form the user when opening a ticket. Is there more to it? And how do "types" relate to "int...
1 Answer
Bodek Frak Last activity on 2/11/2016 3:44:10 PM by Mark Sayers

What is the purpose of "stages" in the workflow?

Specifically, what is the relationship between "stages" and "steps".
2 Answers
Bodek Frak Last activity on 2/11/2016 2:22:50 PM by Bodek Frak

Why do I need an Enterprise License Security Role to add the TICKETS Application to a user's permissions?

Hi TD,
When we launched TD PPM last summer, we kept "Tickets" application turned off for most of our staff, as we were not using that application. Now we are going live with ITSM in April, and I am adding the application to our Hel...
2 Answers
Heather Fraser Last activity on 2/11/2016 1:34:34 PM by Heather Fraser

Estimated and Actual Dates for Projects

I want to ensure that I can report estimated and actual start and end dates for a project. I see that there are three sets of values: Initial, baseline and Current.. I believe I have been able to find these attributes when creating a ...
1 Answer
Susan McGillivray Last activity on 2/10/2016 3:54:11 PM by Phil Curl

Assets and previous owners

We have an Excel file generated each month that tells us which employees no longer work for the university. Is there an easy way to report on the assets owned by these individuals or do we have to look up each one individually?
4 Answers
Jeremy Luring Last activity on 2/15/2016 3:38:39 PM by Jeremy Luring

Project close date

Can we report on the project close date? Cannot find it in the drop downs.
This is expected to operate much like the create filter for the project.
1 Answer
Brian Coolidge Last activity on 2/12/2016 3:12:24 PM by Mark Sayers

Project Classification

Can we edit the description for Project Classification? We do not use that field as described.
3 Answers
Dalin Bruns Last activity on 2/9/2016 1:49:34 PM by Jamey Stock

As an Admin is there anyway to see Saved Report details

In the Admin module I can see a list of 'Saved Reports', who the owner is and if the report is private, global, or shared with groups. Is there anyway as a system admin to see the details of a report without changing the ownership?
1 Answer
Kathy Holman Last activity on 2/9/2016 12:00:24 PM by Jamey Stock

Beta Windows Task Manager Setup

In the FAQs for the Beta program it states that the Beta is only for Saas customers. We do have access to a Tufts Saas site so we can test new functionality. However, at the PPM meeting it was stated that we could use the new Beta Task Manager ...
1 Answer
Melissa Stockbridge Last activity on 2/10/2016 11:15:41 AM by Chris Neiger

My Approvals Report in Dashboard

My Work App has this awesome My Approvals report. It shows approvals for both project requests and for ticket workflows.
I do not seem to be able to add it to a desktop dashboard.
Am I missing something?
I can add a report it seems ...
2 Answers
Richard Musal Last activity on 2/8/2016 4:54:33 PM by Richard Musal

Can We Restrict Technicians' Access to a Sub-Set or Group of Tickets?

Hi TD,
We have a requirement that has developed as we are in the midst of implementing the ITSM tools in TD. We have a unit on campus, CAID, that provide technology support to Faculty, primarily for our Learning Management System. In our cu...
1 Answer
Heather Fraser Last activity on 2/5/2016 1:41:00 PM by Mark Sayers

X Axis not displayed on project status chart

We have a particular project where the X-axis is not displaying the date on the status chart. Any idea what might cause the date not to display in this situation? All other projects are displaying the chart as expected.
Project -> Manage...
4 Answers
Peter Baxter Last activity on 3/18/2016 2:01:22 PM by Mark Sayers

Classifications and categories

Hi, is there a way to tie categories to a specific classification? I would want this to work in the same way that types are associated with categories. So the hierarchy would simply look like Classification > Category > Type.
We have tw...
1 Answer
Wesley Ng-A-Fook Last activity on 2/4/2016 3:39:59 PM by Mark Sayers

Can “Service” field on Ticket creation screen be made mandatory?

We are using TeamDynamix version 8.4.1.

Can “Service” field on Ticket creation screen be made mandatory?
1 Answer
Jay Amin Last activity on 2/4/2016 10:52:31 AM by Mark Sayers

Hourly Bill Rate & Hourly Cost Rate


We are currently trying to understand how "Hourly Bill Rate" & "Hourly Cost Rate" impacted the "Budget" and the "Budget Used". Is one of these rates used to calculate "Budget" base...
1 Answer
Jeff Ellington Last activity on 2/4/2016 11:27:24 AM by Jamey Stock

Ticket work after hours

What is the best way to indicate ticket work that needs to be conducted after hours? Currently, we have a ticket workflow with migration steps to a particular environment, e.g. Test, Prod, Training. Some of the these moves need to take place af...
1 Answer
Dalin Bruns Last activity on 2/4/2016 12:26:26 PM by Mark Sayers

CompletedDate in{appid}/tickets/search

When executing a ticket search, CompletedDate is not populated with the correct date (it's set to 0001-01-01T05:00:00Z), requiring a subsequent call to{ticketid}.
I'm calling with
curl -...
2 Answers
Micah Cooper Last activity on 2/4/2016 9:17:31 AM by Mark Sayers

TD Reporting

Hello —

I am working on a project to clean up some of the “junk” we’ve created in TD over the last two years. I would like to create reports that may show how frequently (or the last time) the following features were ...
1 Answer
Michael Fiszlewicz Last activity on 2/2/2016 3:48:35 PM by Mark Sayers

copying tasks from one plan to another


Is it possible to copy task from one plan and paste into another? If so - how can this be done?
1 Answer
Letha King Last activity on 2/2/2016 3:42:31 PM by Mark Sayers

Fwd: TD Customer Portal Thought

Our original on-premise install was a migration from hosted. As a result, all of our logins are rather than simply a username. I would like to discuss if we could change all of our users to a simple username login without lo...
1 Answer
Amy Pearlman Last activity on 2/2/2016 3:38:55 PM by Mark Sayers

Ticket export question

I need to export some tickets with their attachments. Can you provide some instructions on how to do that?
1 Answer
Joanie Raisovich Last activity on 2/2/2016 3:23:08 PM by Mark Sayers

Popular Tags