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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.

TeamDynamix allows certain operators to modify searches and refine results from the Client Portal and Knowledge Base. This article covers what is available for the Full Search option.

This will guide you through the process of creating a new knowledge article in MSU IT's TeamDynamix system.

Emails sent with any of the conditions listed in this article will be prevented from creating a ticket in TeamDynamix. This is meant to sanitize inputs and prevent competing auto-replies from creating infinite loops in processing.

TeamDynamix is live
To log into TeamDynamix (TDX) as an analyst, visit tdx.msu.edu.

Log in with your MSU NetID credentials
Select Users to go to the TDNext analyst portal
Select Client Portal for our customer interface and to request services or search the knowledge base
The direct link to the client portal is ithelp.msu.edu.

Step-by-step Instructions of creating tickets in TeamDynamix