Articles (19)

TDx Windows Apps: Troubleshooting Connection Errors

How to change the URL in TeamDynamix Windows Download applications. This article provides instructions on resolving connection errors or app launch issues for TDx Windows Plan Manager and TDx Windows Capacity Planner caused by a URL change during the migration to TDx in the Cloud.

TeamDynamix: Adding a Resource to Your Project

This article details how to add a resource to your project.

TeamDynamix: Adding a User (Resource) to a Project and Assigning to a Project Plan Task

This article detailed the options to add a user to a project and assign to a project plan task.

TeamDynamix: Adding Goals to a Project

This article details how to add goals to a project

TeamDynamix: Closing Out a Project once Completed (or Cancelled)

This article details how to close or cancel a project once completed in TeamDynamix.

TeamDynamix: Copying a Project Plan from one Project to another

How to copy a plan from an existing project to a new project in TeamDynamix. Copying an entire project is not recommended as outdated project type settings will copy forward.  Copying the project plan from within the project is recommended. Note: This process works only for Waterfall plans and NOT for Cardwall plans.

TeamDynamix: Creating a Card Wall

This article details how to create a card wall in TeamDynamix.

TeamDynamix: Creating a Project from an Approved Project Request

This article details how to create a project from an approved project request and assign it to a project manager. This article is for people with access to the "Portfolio Planning" area of the project in TeamDynamix.

TeamDynamix: Downloading and Installing Windows Plan Manager

This article details how to download and install the Windows Plan Manager.

TeamDynamix: Editing Project Classification or Project Tier on a project

This article details how to edit the project classification or project tier on a project in TeamDynamix.

TeamDynamix: Editing the 'My Total Hours' Field after the Project is created

This article details how to edit the 'My Total Hours' field after the project is created in TeamDynamix.

TeamDynamix: Editing the Resource Allocation Percentage on a Project Plan Task

This article details how to edit the resource allocation percentage on a project plan task with Web Plan Manager or Windows Plan Manager.

TeamDynamix: File types Permitted as Attachments

This article details the file types permitted as attachments for TeamDynamix.

TeamDynamix: Finding Inactive Projects to Activate

How to find and activate Inactive Projects in TeamDynamix.

TeamDynamix: Locating the Check Out button in the Project Plan

This article details how to locate the "check out" button in the project plan in TeamDynamix.

TeamDynamix: Project Management Reference Manual & Video Tutorial

Links to PDF of TeamDynamix Project Management Training Reference Manual and to a TeamDynamix Project Management Video Tutorial provided by the Project Management Office.

TeamDynamix: Project Status and Project Health Choices and Definitions

This article details the project status and project health choices and definitions.

TeamDynamix: Updating the Project Start and End Date

This article details how to update the project start and end date in TeamDynamix.

TeamDynamix: Updating the Status of My Project

This article details how to update the status of my project in TeamDynamix.