TeamDynamix Training Materials

TeamDynamix (TDX) Team Member Handbook

This handbook is an introduction to the TeamDynamix Project and Portfolio Management Application.  If you encounter problems while using TeamDynamix, ask your TDX administrator to check your security roles and permissions.  Team Member Handbook

Manager Training Supplement (TeamDynamix Application Training)

This document summarizes some of the more common activities:

  • Create a Project Request
  • Review a Project Request
  • Convert a Project Request to a Project
  • Directly Create a New Project
  • Project Management and Administration
  • Creating Project Tasks
  • Assigning Work to Resources
  • Using the Backlog Manager  

If you encounter problems while using TeamDynamix, ask your TDX administrator to check your security roles and permissions.  Training Supplement for Managers

TeamDynamix Knowledge Base

Other resources are available within the TeamDynamix Knowledge Base located at

TigerTracks Knowledge Base

Information regarding the structure and process related to the Projects/Workspaces application is located at  Knowledge Base/Staff/Projects.


Article ID: 91536
Thu 11/7/19 11:49 AM
Fri 12/15/23 7:52 AM

Related Articles (8)

Learn how to assign resources to your Project
Project managers may close projects that have been completed or canceled. Once a project is closed, users will not be able to access documents, issues, plan, tasks, or any other items associated with this project.
This KB article describes the criteria used to determine whether an ITS effort should be classified as a project.
Users may add time against projects/workspaces, tasks, issues, or tickets.
Approval of a Project Request does not automatically create a project. Other steps are necessary to move an approved Project Request to an active Project
A project plan is the strategy for achieving the project goals and the course of action to be taken. The plan defines the project in terms of what is going to be done, the resources needed to perform the work and the basis for evaluation of project progress.
ITS uses 5 different types for project classification. Implementation, Change, Compliance, Business Process Improvement and Other
Assists team members to use the Projects/Workspaces application.