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

FAQ

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.

Project Lifecycle Steps

Learn more about each of the phases of project management at UD. 

  • Define Project Scope and Objectives
  • Plan
  • Execute
  • Change Management
  • Review and Close Project

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.

 

Print Article

Related Articles (10)

Learn how to close out a project in TDX and document project details to inform or improve future projects.
Learn how to create a new project using the Projects app in TDX.
Get answers to frequently asked questions about the Project Management Office (PMO), project management best practices, project criteria, tips, and more.
Learn how to use TDX to complete and update the tasks/work identified during the planning phase and communicate with project resources and stakeholders.
This article includes a breakdown of the components within your project that you should be aware of during Project Initiation.
Learn how to start planning your project in the Projects app.
Learn how to update the Project Health and Project Status for your projects in TDX.
Learn how to use Microsoft Teams to manage your project, including how to view multiple Card Wall Plans.
Watch tutorials for managing projects in TDX including how to use the Projects app, card walls, project visibility, assigning tasks, tips/best practices, and the roles of project resources/stakeholders/contacts.
This article details how team members can view projects in TeamDynamix, including non-TDX users, stakeholders, resources, and other users.

Attachments (0)

No attachments found.