TeamDynamix Training Materials

Summary

The two big parts of the project portfolio management are the Portfolio Planning Application and the Projects/Workspaces application. The TeamDynamix Team Member Handbook is helpful to those individuals who will be resources on a project team. The Manager Training Supplement summarizes some of the more common activities performed by managers within the TeamDynamix application.

Body

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 https://solutions.teamdynamix.com

TigerTracks Knowledge Base

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

Details

Details

Article ID: 91536
Created
Thu 11/7/19 1:49 PM
Modified
Fri 12/15/23 9:52 AM

Related Articles

Related Articles (8)

Adding Resources to a Project
Learn how to assign resources to your Project
Changing the Project Status from In Process to Complete
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.
Criteria for Determining an ITS Project
This KB article describes the criteria used to determine whether an ITS effort should be classified as a project.
Entering and Correcting Time on Projects
Users may add time against projects/workspaces, tasks, issues, or tickets.
From Approved Project Request to Active Project
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
ITS Project Manager Processes
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 Project Types
ITS uses 5 different types for project classification. Implementation, Change, Compliance, Business Process Improvement and Other
Using the TeamDynamix (TDX) Project Management Application
Assists team members to use the Projects/Workspaces application.

Attachments

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Resource Management in TD.pdf Computer

Thu 2/6/20 10:13 AM
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TDX PPM Configuration Guide.pdf Computer

Thu 2/6/20 10:14 AM
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TeamDynamix Team Member Handbook .pdf Computer

Thu 11/7/19 11:51 AM
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TeamDynamix Training Supplement for Managers v9x10x.pdf Computer

Thu 11/7/19 11:51 AM
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