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...
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...
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 ...
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.
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...
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?
After the most recent update we are unable to find where to "Initially expand help" on request forms through the admin section. Please assist.
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.
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?
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?
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 ...
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...
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...
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'?
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
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...
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...
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?
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...
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