Questions

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Creating New Categories inside a Card Wall

I have a project administrator who says that they found information from TDX that it's possible to create new categories inside a Card Wall.
Is this something only a TDX administrator can do or is this something that can be granted to a proje...
1 Answer
Mathew Chandler Last activity on 2/1/2024 9:50:06 AM by Mark Sayers

Create relationship between Projects and Assets

We would like to create many-to-many relationships between Projects in our Project Planning Module and Assets in our Application Portfolio, so that we can support our security team is assessing applications in a timely manner that supports decisi...
1 Answer
Skye Swoboda-Colberg Last activity on 1/10/2024 1:42:22 PM by Mark Sayers

Project Status not displaying

Hi,
I have entered a number of project status options for our PM team to choose from when they update a project. However some of them do not appear as an option to select from within the project. I have the project status set to active and...
2 Answers
Michael Horn Last activity on 1/22/2024 1:18:29 PM by Michael Horn

Need to add a resource to a project request, or change the requestor.

Hello!
I need to allow a user to make changes to a submitted project request. In order for the user to do that they need to either be the requester or a resource on the request.
When I try to add a user as either of those, I am presente...
1 Answer
Ashley Bouchie Last activity on 9/26/2023 9:11:33 AM by Brittany Renn

Project appears 100% complete, but there are still open tasks

Hello, I'm wondering why my total % complete says 100% when I clearly still have tasks which have not been completed. Screen shot is below.
1 Answer
Sarah Glatz Last activity on 9/25/2023 9:24:07 AM by Mark Sayers

When a Task closes on a project that's time is managed by plan, does the unused scheduled time come off of the resource's schedule?

I manage my projects schedules by plan.
When a task is completed in less time than the estimate will the remaining time get added back to the resource's schedule?
1 Answer
Jeffrey Wormley Last activity on 8/1/2023 4:31:55 PM by Mark Sayers

Mass update project request status without triggering notifications

Hello,
We have an area of the University that has traditionally leveraged the Portfolio Planning application to solicit project requests, but have never gone through the process of formally approving or rejecting the request. We have now wor...
1 Answer
Bill MacKenzie Last activity on 7/13/2023 3:21:29 PM by Mark Sayers

Include "Project Template" in Custom Report

I am creating a project report via the Analysis module that shows a project's details. I am unable to locate the field that lists the "Project Template" that was selected for a project. How do I include this information on my report?
1 Answer
Kathryn Robertson Last activity on 6/14/2023 9:10:35 AM by Brittany Renn

JCCC: Is it possible to merge two projects into one project?

Hello ---
Is it possible to merge two projects (or two project requests) into one project (or one request)?
Thanks,
Daniel
1 Answer
Daniel Epley Last activity on 5/3/2023 4:07:40 PM by Mark Sayers

Advice on how to track requests for an approvals of project extensions

Hello all! My school is interested in putting together a procedure around tracking requests for project extensions. We'd like to do this in order to understand why our project end dates slip and potentially even add in an 'approval' step at some ...
1 Answer
Erin Mills Last activity on 4/3/2023 3:30:37 PM by Mark Sayers

Adding Files to Closed Projects

Is there a way to add files to a closed project in TDNext or TDAdmin? I have checked the Files tab and there does not seem to be an option to add files there. The Briefcase tab is absent on the project in question.
Thank you.
1 Answer
Anderson Hanchett Last activity on 2/15/2023 2:16:50 PM by Mark Sayers

Projects vs. Workspaces

Now that they are completely separate, what are some guidelines as to which should be used when? or the differences between them.
1 Answer
Tanya Anderson Last activity on 2/7/2023 12:31:32 PM by Mark Sayers

Best Practices for Executive Summaries of Projects

Good afternoon:

I wanted to ask if there are any best practices for exporting data from projects (or project plans using Waterfall or Card Wall) for usage in executive summaries? Would there be a way to export all feed items in Excel, W...
1 Answer
Anderson Hanchett Last activity on 8/8/2022 9:36:38 AM by Mark Sayers

Web Methods Using Project API

Is it possible to create a web method to be used in a ticketing application workflow that returns information about a project?
In my sandbox test, using the basic GET..tdwebapi/api/projects/list, the return message is "404 - File or directory...
1 Answer
Bobby Jones Last activity on 2/2/2022 3:32:14 PM by Mark Sayers

Expired Project Announcements: Available?

Is there a way for me to find expired project announcements? When making an announcement, it is not put into the feed. After the announcement expires, it no longer shows on the announcements page.
[Originally posted via https://solutions.team...
1 Answer
Greg Van De Mark Last activity on 1/3/2022 11:19:00 AM by Mark Sayers

Restrict the ability to convert tickets to projects and project requests

Is there any way to remove or limit the ability that allows TDNext users to convert tickets to projects or project requests? Ideally we'd like to limit it to only certain users and not everyone. For instance, one of our senior programmers might n...
1 Answer
Curt Stewart Last activity on 11/30/2021 10:52:56 AM by Mark Sayers

Recurring tasks in projects

In a project plan, is there a way to set up a recurring task that would create a weekly/monthly end date?
1 Answer
Sara Oster Last activity on 10/22/2021 1:57:47 PM by Mark Sayers

Linking a ticket

I have a report of a User in a TDX project, and and when they try to link to a ticket that has been converted to a task, it hangs and they are unable to get in, any ideas why?
1 Answer
Mathew Chandler Last activity on 8/19/2021 4:25:11 PM by Mark Sayers

merging tickets into a project request

I have a user wondering if it is possible to merge existing tickets into a newly created project request.
1 Answer
Mathew Chandler Last activity on 6/11/2021 11:08:09 AM by Mark Sayers

Project Request Form Submission shows creator as requestor

Good afternoon,
When a person creates a project request and chooses a requester other then themselves, the creator of the request is set as the requester and the person who was listed as the requester is changed to the sponsor. Is there anywa...
1 Answer
Debra Hitch Last activity on 6/4/2021 2:11:42 PM by Mark Sayers

Update Project Risks to show Client Portal Users

When creating a risk on a project (Risk Register navigation) there is an option to "Show Client Portal Users" (checkbox). Upon creation of the risks we did not want to them to display however now that the project risks have been vetted ...
1 Answer
Mathew Chandler Last activity on 4/6/2021 2:50:18 PM by Mark Sayers

View Project's Composite Score in Admin Portal

All,
I am not able to see scorecard scores, organizational risk scores, or the composite score information for projects that I'm not a member of when viewing them in the admin portal under Project/Workspaces. Is there a way to view these piec...
1 Answer
Susan Galvin Last activity on 9/25/2020 1:28:21 PM by Mark Sayers

Web API: How to move 700 Tasks from one Project/Plan to another

Hi there,
How can I use the Web API to move 700 archived Tasks to another Project/Plan? Or is there another way to do it without using the API?
I used the Backlog Manager to manually move some Tasks, but that would take 2 weeks if I do 70...
1 Answer
Juswaldy Jusman Last activity on 7/20/2020 3:00:06 PM by Mark Sayers

Time Off Calendar - Projects

Hi,
If a user enters time off on their Time & Expenses report, can it show in the Projects on which they are a resource? When I look at the calendar on a project, the time off doesn't show up, even though it does show on the main calendar...
1 Answer
Amy (Dube) Hodgdon Last activity on 6/30/2020 4:26:44 PM by Mark Sayers

Tying a change ticket to a project

Is there a way to tie a change ticket back to a specific project? For example, we have a project to update the versions of the application and the Oracle database on a server. As we make the changes to the production servers, we would have chan...
1 Answer
Susan Galvin Last activity on 4/29/2020 1:34:40 PM by Mark Sayers