Questions

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Adding an Attachment to a Project Request via Form or API

I'm looking for a method to add an attachment to a project request either from the project request form when it's created or via the API, and ideally, I would like a method to do both.
When I'm in the Form Builder for the project request form...
1 Answer
Corrine Knox Last activity on 10/27/2023 9:29:12 AM by Mark Sayers

Closing project requests

Good morning,
I have a scenario where we have created project requests that have lead to doing an RFP. Now that the RFP is complete we have decided that we are not switching vendors/products and therefore no longer need a project at all. It...
1 Answer
Kimberly Lawrence Last activity on 4/29/2022 9:24:17 AM by Bobby Jones

Creating an Approval Step for PRoject Requests

This might seem like a simple question (And I know it can be done because I can see other questions on this), but can you send me instructions on adding an approval step to a project request workflow? I have played around with this, and while I ...
1 Answer
Mathew Chandler Last activity on 7/16/2021 11:43:50 AM by Mark Sayers

Project request approval steps

To whom may concern,
Regarding the project request approval steps there is one particular option that is our concern. The "Approve Request" is still active in the dropdown menu eve thou is not selected. Any ideas? Please assist.
...
1 Answer
Edgar Garcia Last activity on 11/27/2019 10:20:29 AM by Mark Sayers


Limit access to Issues report and Project Requests

Is there a way to restrict viewing of all issues in the "canned" Issues report (Projects / Workspaces / Issues) found in the Projects / Workspaces Desktop? If you create an Issue report using New > Report in Projects / Workspaces, i...
11 Answers
David Durling Last activity on 12/4/2017 10:54:18 AM by Mark Sayers

Turning on "Time Types" for requests

When I enable time types for a specific project type for the review phase, it only applies to new requests. How do I add the time types to the already existing project requests?
1 Answer
Marcus Jackson Last activity on 5/18/2017 11:10:27 AM by Mark Sayers

Expand Help

After the most recent update we are unable to find where to "Initially expand help" on request forms through the admin section. Please assist.
1 Answer
Jonathan Graves Last activity on 11/7/2016 4:21:52 PM by Mark Sayers

Changing Portfolio planning workflow assignment and assignment options for exisitng Requests

We are using Teamdynamix version 8.4.1.

I want to change the assignment and assignment options for a Portfolio Planning workflow. I can do that but it does not change it for existing Requests that already has the workflow assigned.

How ...
1 Answer
Jay Amin Last activity on 9/27/2016 3:19:37 PM by Mark Sayers

Total Estimated Hours

Is the field Total Estimated Hours available to flow project request work. If not, at what point does it become available.

Is it mandatory? If not, can we make it mandatory?
1 Answer
Harvey Buchanan Last activity on 8/31/2016 9:59:42 AM by Robert Osur

Release 9.4 - Time charging to Project request

In the upcoming 9.4 release, there is a new feature where we can charge time towards a project request - can the time roll into the project details once the request gets converted into a project? Could you provide more details on this?
3 Answers
Namrata Mediratta Last activity on 8/19/2016 4:44:48 PM by Robert Osur

What is the role of "Evaluator" on project requests?

Project request type form allows you to specify a person designated as "Evaluator". What is this person's role, and who is typically being designated to play that role? I was not abe to find any kb articles that explain this. I noticed ...
3 Answers
Bodek Frak Last activity on 6/17/2016 11:15:50 AM by Mark Sayers

Reporting on Functional Role on Requests

I am able to report and filter on Functional Roles on Project Requests in Portfolio Planning. I can also report and filter on Resource Pools in Analysis using Project Reports and Projects and Requests Reports. But I am not able to filter on Funct...
1 Answer
Barrie Sutton Last activity on 4/21/2016 11:09:31 AM by Mark Sayers

Can Workflow branch around a step in the Project Request Workflow

It would be nice to have multiple paths in the Request workflow. We would like all requests end at the step before Approved. We have 5 steps. If we approve at any step, workflow goes to the Approve status where we cannot change anything. We would...
1 Answer
Barrie Sutton Last activity on 4/20/2016 4:34:04 PM by Jamey Stock

Workflows and Project Staffing

Hello TD,

Is there a way (other than Admin) for Enterprise users to assign a project to a workflow that is currently 'Approved' - the only action we have is 'Staff'?

Thanks,
Joe
1 Answer
Joe Savage Last activity on 3/30/2016 4:38:27 PM by Phil Curl

Risk Score Clarification

I need clarification on the definition of Risk Score - there are conflicting definitions:
Within a specific Project Request, in the Risk section, the Risk Score is explained as follows:
Risk choice values:
Not Applicable = 1 ...
1 Answer
Gabi Vandermark Last activity on 3/11/2016 1:23:32 PM by Matt Sayers

Changing Responsibility for a Workflow Step

We are using TeamDynamix version 8.4.1.

We are running into a challenge working with project request workflow. When a workflow step goes to a user and the user realizes that it should go to another manager for step-approval, we cannot change...
1 Answer
Jay Amin Last activity on 1/28/2016 10:21:00 AM by Jamey Stock

Question on Report

I would like to write a report that gives me recently approved requests (these are new projects) within the last two weeks. Basically it should be every project that was converted from a request in the last two weeks.

What is the best way t...
1 Answer
Lisa Veloz Last activity on 11/12/2015 9:22:19 AM by Mark Sayers

Want to report on Resources on a Project Request

Resources is an attribute on the Request, but it is not a reportable field. (I apologize if I have asked this before). And it would be great if I could filter on Resources by Functional Role.
Is this possible or will it be soon?
1 Answer
Barrie Sutton Last activity on 10/13/2015 9:58:58 AM by Jamey Stock

Project request workflow

According to our project request workflow, in the first step the person(s) in the Assignment and options list should not be able to approve a request, but the Approve Request button is available. And we had a user approve a request today which is...
1 Answer
Dalin Bruns Last activity on 9/30/2015 11:37:24 AM by Matt Sayers

Adding Resources to a Project in TeamDynamix

When adding resources to a project, it does not give an option to specify
the requested role. However, the resources section lists the resources,
their primary role and the requested role. This is confusing because for
one resourc...
1 Answer
Sharjil Hasan Last activity on 9/29/2014 2:32:42 PM by Sharjil Hasan