Questions

How do I delete actual hours from a ticket as the manager?

I entered time against a ticket for an assigned resource. I entered the value in error. How do I now delete this? I have tried to find it in the Admin location and also tried in T&E and Finance - I cannot get a Delete link anywhere. The t...

4 Answers

Melissa Stockbridge Last activity on 7/14/2015 8:51:31 AM by Melissa Stockbridge

Search Results on Projects Where I'm not a Resource

Hi TeamDynamix,
We've been working in the projects application for almost a month now, and a few questions have been coming up. The biggest one from our staff is regarding the SEARCH feature (in general, but in this context it's PROJECTS). ...

1 Answer

Heather Fraser Last activity on 7/17/2015 5:17:38 PM by Aaron Crane

Project Record, Portfolio field attribute change

Hello,
In the project record there is a field called Portfolio. I would like that field to be required. I can'y find an attribute or a way to make this field required. Would you be able to provide guidance?
Thanks,
Rich

1 Answer

Rich Finnigan Last activity on 7/17/2015 8:56:40 AM by Adam Torres

Remove a person from Contacts list

How do I remove a person from the project Contacts list to keep it accurate?

1 Answer

Dalin Bruns Last activity on 7/17/2015 5:37:11 PM by Aaron Crane

Is there a way to add standard delivered reports to a desktop?

I would like to add the ticket aging report to my desktop but can't seem to find it in the list of reports to add to the desktop under Tickets. Is there a way to add this to my desktop?

1 Answer

Kimberly Lawrence Last activity on 7/17/2015 3:25:24 PM by Adam Torres

Need to add last comment added to a Ticket Report

The latest comment field does not seem to be available in Tickets reporting like it is in Projects reporting - am I missing something? Thank you

9 Answers

Melissa Stockbridge Last activity on 4/4/2018 4:49:59 PM by Mark Sayers

Update the start date, end date, and estimated hours based on the projects plan(s)

Can you give us a brief overview of the check box "Update the start date, end date, and estimated hours based on the projects plan(s)"?

1 Answer

Aaron Crane Last activity on 7/2/2015 9:00:04 AM by Aaron Crane

Notifications

Is it possible to send notifications to people when a task is not completed in time?

1 Answer

David Doherty Last activity on 6/30/2015 3:07:17 PM by Gerard Hennelly

Deleting unused ticket status?

Is it possible to delete ticket statuses? I have a couple inactive ticket statuses that I'd like to remove from the report builder and ticket filter.

1 Answer

Jackson Potter Last activity on 6/30/2015 10:56:53 AM by Jamey Stock

How do I report on a sub-plan?

I would like to run a Project Task Assignment report for a sub-plan within a project. The filtering capability does not let me get to that level. Please help with how to limit a report to a sub-plan? Thank you.

3 Answers

Sharon Grant Last activity on 7/16/2015 3:27:56 PM by Aaron Crane

Can a User with a Client License Type be Responsible for a task in TD?

Can I add a User with a client license to a task on a project plan or to a task on a ticket?

2 Answers

Marcus Demas Last activity on 6/23/2015 2:23:23 PM by Jason Ehmann

How do I remove a TD Community Member who no longer works with us?

Hi there,
We have had an employee leave our university this year, and we've noticed they had a TD Community account. The account is connected to our university as well. We have a general policy to shut down accounts that are not active, tha...

1 Answer

Heather Fraser Last activity on 6/24/2015 1:00:29 PM by Kris Kennedy

Email response on a Closed Ticket

Our 'Reopening Ticketing Option' setting is 'Never reopen or create new ticket'. I emailed a response to a Closed ticket and the response appended to the ticket but I was not notified the response attached.
Is this the correct system action...

2 Answers

Kathy Holman Last activity on 6/24/2015 9:55:37 AM by Kris Kennedy

Survey reminders

For surveys, is it possible to send a reminder message only to those recipients who have not yet responded to the lessons learned survey? Also, is there a way to "close" the survey on a specific date?

1 Answer

Beatrice Nelson Last activity on 6/24/2015 1:52:59 PM by Kris Kennedy

Variables in Templates

I'm trying to make templates/schedules in TD.
Can TD understand or use variables?
I'm trying to schedule a ticket and I would like the Month and Date to be stamped in the ticket's Subject and Body.
Is this possible? If so, what are t...

1 Answer

Carlos Lugo Last activity on 6/24/2015 9:14:11 AM by Drake Sigler

How do I edit a saved search?

How do I edit a search I created and saved in the Tickets module? When I click 'Edit My Searches' I see my list of my saved searched but only have a 'Delete' option. I cannot edit one I previously created searches. I created a Global Search an...

1 Answer

Kathy Holman Last activity on 6/22/2015 2:57:01 PM by Kris Kennedy

Estimates

Is there any functionality that supports a method of providing an estimate to a Requestor on a ticket that resources with rates and budgeted hours have been applied? Something like the Invoice app with the ability to turn the estimate into an In...

2 Answers

Melissa Stockbridge Last activity on 7/6/2015 11:29:28 AM by Melissa Stockbridge

Clone to Sandbox user logins

Our production site uses CAS as a login (username are set to @wvu.edu), but my SDTest sandbox environment uses the TeamDynamix authentication.
Oonce the cloning process is done will my sandbox environment be switched to using CAS?
Or, do...

1 Answer

Kathy Holman Last activity on 6/22/2015 11:16:11 AM by Kris Kennedy

Mass-editing of Knowledge Base articles

Is there an obvious, easy way to mass-change various attributes (Public, Published, tags, status etc) on multiple KB articles?
Also as an aside -- is there a robust documentation of the KB anywhere? I poked around the site and could only fin...

2 Answers

Eric Smith Last activity on 6/17/2015 3:33:37 PM by Eric Smith

How do I create an Analysis report on users with a Request Priority

I need to create an Analysis report to view tickets opened where the Requestor (aka user, client, or customer) has a Request Priority populated on their profile.

2 Answers

Kathy Holman Last activity on 5/31/2016 3:31:57 PM by Pete Ferris

How do I see Internal Questions I have asked?

I submitted a question that I thought should be categorized as "Internal", but can't see it in my list of questions and have not received a response.

1 Answer

Kathy Holman Last activity on 6/22/2015 11:09:47 AM by Kris Kennedy

Display of Accrued Project Time

I am working to reconcile and close out a project and have a question about how accrued time is being displayed. Attachment Capture1.png is a T&E report on my project that shows 5808.53 hours with an amount of $275,943.75. Attachment Captur...

1 Answer

Ken McCrery Last activity on 6/19/2015 2:17:53 PM by Aaron Crane

How can we integrate our Twitter Feed with the Client Portal?

1 Answer

Jason Ehmann Last activity on 6/12/2015 11:57:35 AM by Jason Ehmann

Change the Browser Tab name

Hi,
Is there a way to change the browser tab name so it doesn't show up as TeamDynamix Version 9.0? We've branded our instance as Dal PM and would like for it to appear as Dal PM on the tab or browser window.
Thanks,
Anette

1 Answer

Anette Petersen Last activity on 6/11/2015 10:34:19 PM by Marcus Demas

Ticket templates and Workflows

Is it possible, or will it be possible in future releases, to automatically start a workflow from a ticket template without tying the associated services' Request Type to a ticket request?
I am referencing the Tickets - Ticket Workflows - A...

1 Answer

Jeremy Luring Last activity on 6/11/2015 10:52:33 AM by Drake Sigler

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