EPMO - How to Modify a Project Name and Other General Data

Objective

Following the steps outlined will allow the authorized user to modify a TDX EPMO project name or other project data such as the  End Date, Size, . . .  Using the correct name format ensures the project name is clear, unique, and facilitates reporting. 

Environment

TeamDynamix

Steps

  1. In a web browser, navigate to tdx.msu.edu and select Users to log in to TDNext
  2. Once logged in, navigate to the Projects tab. 
  3. Select the project you would like to update from the left navigation bar. 
  4. In the General options the first editable field is the Project Name.
    1. Enter the project name in the format [Project ID #][space][Project Name]
    2. Review your entry, if correct select Save. 
    3. Upon successful completion the Changes saved message is returned to the right of the Save button. 
  5. Updates to other required data can be made in the General section.  Select Save prior to exiting the page. 
  6. Verify the Changes saved message is returned to the right of the Save button.  
  7. Review the changes to make certain the data is correct. 

Additional Info

Updating a project name to the correct format does not require a change approval.  Other changes, such as project end date, budget, and project status may require following a project change request or other approval  process.  If in doubt, review with your supervisor. 

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