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TeamDynamix - How To Report Out of Office Time
TeamDynamix - How To Report Out of Office Time
Tags
teamdynamix
team-dynamix
effort
effort-reporting
time-entry
time-reporting
how-to
public
tdx
Objective
Following these steps will record your Out of Office time for Effort Reporting.
Though there are several other ways to record effort on a service, the steps outlined 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 tab 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
Choose the
Time Off
option in the Add Time Entry window
Select your team from the
Project/Workspace
dropdown menu
Time Type
should default to
Time Off
Enter appropriate hours for the dates provided
Add comments as necessary
Select
Save
You're done! You've successfully recorded your Out of Office time for Effort Reporting.
Additional Info
Link to printable job aids:
TDX - ER Job Aids
(link)
You can also edit the out of office times 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)
Definitions, Expectations, FAQ
(link, KB 1973)
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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=1972">https://tdx.msu.edu/TDClient/32/Portal/KB/ArticleDet?ID=1972</a><br /><br />TeamDynamix - How To Report Out of Office Time<br /><br />Following these steps will record your Out of Office time for Effort Reporting.