Managing a Project in TeamDynamix: Overview

A project is a temporary endeavor with a definite start and end date, undertaken to create a unique service or result within defined constraints. A project concludes when its specific tangible or intangible objectives have been attained and the project resources are released to do other work. (The Project Management Institute).

TeamDynamix (TDX) allows departments to effectively simplify, manage, and collaborate on projects. The Projects app provides many options to manage your small or large project.

This user guide is an overview for Project Managers regarding the creation, management, and final closing of a project. These guidelines are intended to help Project Managers through the general process of overseeing projects in TDX and by no means dictate exactly how a project should be managed. 

UDIT-PMO and the Projects app
The UDIT Project Management Office (PMO) has provided guidelines to help project leads manage their projects within the TeamDynamix Projects app. The approach described in this guide is intended to assist in the planning and closure of projects. UDIT-PMO understands that no project is exactly the same and can be managed differently; therefore, the information provided is for reference and can be modified to fit a project’s needs.

Project Initiation

Project Planning

  • Project Charter
  • Communication Plan
  • Resources
  • Stakeholders
  • Contacts
  • Project Plans (Card Wall vs Waterfall)
  • Milestones
  • Baselines
  • Links
  • Risk Register

Project Execution

  • Announcements
  • Briefcase
  • Issues
  • Notifications
  • Calendar
  • Status Chart

Closing a Project

  • How to close a project
  • Viewing closed projects
  • Completing a Project Closure and Lessons Learned Report

Viewing Projects in TDX

  • Client Portal (TDClient)
  • Client Portal Project Resource view
  • Client Portal Project Stakeholder or Published view


Find answers to frequently asked questions about creating, managing, and closing a project, submitting requests, PM training, and more.

Need additional information on Projects? Watch the TeamDynamix Project Management Overview video and review the Working with Projects TDX knowledge article*.

*If you don’t have an account, select the “Create an Account” link.

Platform Admin Request

If you require TeamDynamix assistance (access request, field/workflow change, etc.), create a ticket for the Platform Admin to complete.

Need access to the Projects app? Submit a Technology Request.



Article ID: 869
Fri 9/3/21 10:12 PM
Wed 6/21/23 3:19 PM

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