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How to request additional permissions be added or removed for a user in TeamDynamix (TDX) using the access request form.

Step-by-step Instructions of creating tickets in TeamDynamix

Following these steps will update the time entered on a ticket in the TeamDynamix system.

Sometimes getting a ticket assigned to the correct User and/or Support Group can be a challenge depending on the User's group memberships and which one is set as their Primary Group. The table below will guide you through the steps needed to ensure the ticket is assigned correctly and as intended.

The recommended way to search for Knowledge Articles in the Knowledge Base is to use the search field in the top-right of the Client Portal.

TeamDynamix weights searches based on several criteria, which are described in this article.

This document provides an overview of Expectations, Guidelines, and Instructions for using TDX for Project Requests and Project Management within the TDX Project & Portfolio Management (PPM) Module.

Following these steps will make changes to an existing knowledge article and either publish it directly or submit it for review and publishing.

The Briefcase gives project team members the ability to add and share files and folders. Specifically, the briefcase allows for files to be uploaded to relative projects, portfolios, etc. without needing to create a ticket. By uploading to a project briefcase, for example, it become obvious the file is related to said project.

All articles are subject to a six month review period. This article goes over the process of reviewing them at that time.

What templates are available to use in Knowledge Articles and how are they used?

When no longer needed, articles are archived to removed them from active view. They still remain in the system, but will not be broadly accessible to customers.