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TeamDynamix - How To Report Effort on a Project
TeamDynamix - How To Report Effort on a Project
Tags
teamdynamix
team-dynamix
effort
effort-reporting
time-reporting
time-entry
how-to
public
tdx
Objective
Following these steps will add time to a project for Effort Reporting.
Though there are several other ways to record effort on a project, the steps provided here are the simplest and most efficient.
Environment
TeamDynamix
Before You Begin
Sign in to TDX at
https://tdx.msu.edu
(link)
Select
Users
Open
Time and Expense
to view Time Report
Steps
On the Time Report page, locate your team name
Click
+Workspace time
Add Time Entry will open in a new window
Select your project from the
Project/Workspace
dropdown menu
Choose the appropriate
Time Type
from the dropdown menu
DO NOT use Operational Work as a time type
Leave the
Task
field empty
DO NOT enter any items under Task Type.
Enter appropriate hours for the dates provided
Add comments on as necessary
Select
Save
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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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://tdx.msu.edu/TDClient/32/Portal/KB/ArticleDet?ID=1969">https://tdx.msu.edu/TDClient/32/Portal/KB/ArticleDet?ID=1969</a><br /><br />TeamDynamix - How To Report Effort on a Project<br /><br />Following these steps will add time to a project for Effort Reporting.