Information for project managers regarding the creation, management, and final closing of a project, along with guidelines for the general process of overseeing projects in TeamDynamix.

Articles (11)

Pinned Article PMO Frequently Asked Questions (FAQ)

Get answers to frequently asked questions about the Project Management Office (PMO), project management best practices, project criteria, tips, and more.

Pinned Article TeamDynamix Project Management Training Videos

Watch tutorials for managing projects in TDX including how to use the Projects / Workspaces app, card walls, project visibility, assigning tasks, tips/best practices, and the roles of project resources/stakeholders/contacts.

Managing a Project in TeamDynamix: Overview

This article provides an introduction, overview, and table of contents for this user guide, Managing a Project in TeamDynamix.

Creating a New Project

Learn how to create a new project using the Projects / Workspaces app in TDX.

Project Initiation

This article includes a breakdown of the components within your project that you should be aware of during Project Initiation.

Project Status and Project Health

Learn how to update the Project Health and Project Status for your projects in TDX.

Project Planning

Learn how to start planning your project in the Projects / Workspaces app.

Sharing a Project Plan in Microsoft Teams

Learn how to use Microsoft Teams to manage your project, including how to view multiple Card Wall Plans.

Viewing Projects in TeamDynamix

This article details how team members can view projects in TeamDynamix, including non-TDX users, stakeholders, resources, and other users.

Project Execution

Learn how to use TDX to complete and update the tasks/work identified during the planning phase and communicate with project resources and stakeholders.

Closing a Project

Learn how to close out a project in TDX and document project details to inform or improve future projects.