TeamDynamix - How To Report Effort on a Project

Objective

Following these steps will add time to a project for Effort Reporting.

Environment

  • TeamDynamix Version 11.9

Before You Begin

  • Sign in to TDX at https://tdx.msu.edu (link)
  • Select Users
  • Open Time and Expense to view Time Report

Steps

  1. On the Time Report page, locate your team name
  2. Click +Workspace time
  3. Add Time Entry will open in a new window
  4. Select your team from the Project/Workspace dropdown menu
  5. Choose the appropriate Time Type from the dropdown menu
  6. Leave the Task field empty
  7. Enter appropriate hours for the dates provided
  8. Add comments on as necessary
  9. Select Save
  10. You're done! You've added the time to the project.

Additional Info

  • Link to printable job aids: TDX - ER Job Aids (link)
  • If you are not able to report project time contact the Project Manager to add you as a resource with your associated time types (services) provided on the project.
  • You can also edit the effort on a project on the Time Report page by directly clicking on the hours entered.
  • Empty boxes are not editable on the Time Report page.
  • Video on effort reporting: TDX - ER Demo v1.2 (link)
  • PLACEHOLDER: Link to Definitions, Expectations, FAQ KBA
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Details

Article ID: 1969
Created
Thu 5/23/24 1:35 PM
Modified
Thu 5/23/24 8:48 PM

Related Services / Offerings (1)

TeamDynamix is a SaaS Cloud solution that brings ITSM, ESM & Project Portfolio Management (PPM) together with iPaaS.