TeamDynamix - How To Report Effort on Administrative Activities

Objective

Following these steps will add administrative time for Effort Reporting.

Environment

  • TeamDynamix Version 11.9

Before You Begin

Steps

  1. On the Time Report page, locate Administrative Time
  2. Click +Workspace time
  3. Add Time Entry will open in a new window
  4. Project/Workspace should default to Administrative Time
  5. Time Type should also default to Administrative Time
  6. Enter appropriate hours for the dates provided
  7. Add comments as necessary
  8. Select Save
  9. You're done! You've added administrative time for Effort Reporting.

Additional Info

  • Link to printable job aids: TDX - ER Job Aids (link)
  • You can also edit the effort on administrative activities on the Time Report page by directly clicking on the hours entered.
  • Empty boxes are not editable on the Time Report page.
  • Though there are several other ways to record effort on a service, the steps outlined here are the simplest and most efficient.
  • Video on effort reporting: TDX - ER Demo v1.2 (link)
  • Definitions, Expectations, FAQ (link, KB 1973)
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Details

Article ID: 1971
Created
Thu 5/23/24 1:56 PM
Modified
Thu 5/23/24 8:49 PM

Related Services / Offerings (1)

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