Project Execution

The project has been planned and all project resources understand what is expected of them; the next step is to complete the tasks/work identified during the planning phase. 

In addition to updating the project plan as tasks are completed, use the following features in TDNext to communicate the work that needs to be done with your project resources and stakeholders.

Announcements

• Serves as a broadcast tool for the user. The user can broadcast a message to all members of a project, add attachments to the announcements, and search the announcements' content.
• Add messages to display on the Client Portal project site.
• Ability to notify project users when new Announcements are added.
• Indicate how long an Announcement should display to project members (Expiration Date).

Briefcase

• Store documents that require more visibility than a Google Drive folder or OneDrive.
• Ability to create new folders and download the documents within a folder.
• Add files from your computer, Google Docs, or OneDrive 
• Can check-out / check-in a file and show version history.
• Click on a file to see the “Read By” details.
• Set up file permission (Read, Modify, etc.)

Learn more at the TeamDynamix Knowledge Base.

Issues

• Allows users to accurately track, manage, resolve, and report issue activity.
• Enter issues via TDNext or within the Client Portal.
• Issues can track a problem or indicate an action item needed for the project (i.e. parking lot item, future enhancement, etc.).
• Improve the visibility of the list by creating unique categories: 
  • Categories are specific to the project and can vary by project (does not require a TDX Platform Admin to modify).
  • Use categories for high-level designations of the issue. For example, an issue could identify a team outside the project’s members who is responsible for work, a future enhancement, a bug, an item identified during testing, activities a vendor is responsible for, etc.
• Use categories to create various lists to track items (i.e. Testing Issues List, Action Items, Parking Lot Items, etc.).

Assigning Issue Responsibility in TDNext

In TDNext, the PM can assign an issue during creation (after making sure the Notify Responsible User checkbox is checked), which notifies the user they are assigned to the issue.

For Client Portal Users

• If Client Portal team members create an Issue within the Client Portal, the Responsible field will not display. The team member will need to check the button next to “Notify the project manager of this issue” to advise the PM to assign the Issue.
• Once the item is saved and reopened, the Responsible field will display when Edit is selected (if the user also has access to TDNext).  
• If the team member does not have access to TDNext, the Edit button will not display. Instead, they will see an Update button that allows them to change the status, make comments, and notify other project team members.

Notify users when they are assigned to a project issue

If you don’t have access to assign responsibility, it is best practice to notify the user promptly that they are assigned to the issue. Enter their name in the Notification field in the Issues window, then click Save to send the notification.

Notifications

While troubleshooting an issue, you can notify multiple team members by using the Notification field. When users are responding to the notification via email or the Feed, all originally notified team members also receive the email.

Note: All notified team members are listed within the Feed.

Calendar

• Create new events.
• Filter (top right) by different options (i.e. Events, My Events, Issues, etc.).
• Displays details for the project the user is in.
• Ability to see availability for all attendees (shows TDX conflicts only)

Learn more at the TeamDynamix Knowledge Base.

Tip: You can also use the Calendar application to see a specific project or all projects you are a resource on.

Status Chart

• Displays progress of status and percentage complete.
• Status is updated by the PM in the Project Details section (under Update).
• Update Health and Percent Complete in this window.

See the Project Status and Health article for more details.

When your project is completed, review the article for Closing a Project.