How to Submit a Project Request in TeamDynamix

 
Description
In order to have a project in TeamDynamix, there are several major steps to go through. From submitting a basic request to having your customized project staffed and active, this KB gives instructions on how to complete each step related to this process in TeamDynamix.
 
 
Criteria 
The following bullet points are the necessary criteria for this KB:

  • You must have an Enterprise license and security role of "Enterprise - Project Manager" or similar Project Manager role

  • Access to Portfolio Management

 

 
Step 1: Submit a basic project request in the client portal
  1. Navigate to the New Request page in the client portal.
    • Note: If you are starting in TDNext, follow these steps to initiate the request from the Portfolio Planning application:
      1. Open the Portfolio Planning Application
      2. Click "New Project Request"
      3. Click “Client Portal” (only option)
  2. Complete the fields on the New Request page
    • Notes:
      • Account/Department should be “Information Technology”
      • Do NOT select a service
      • Type should be your team (Program)
  3. Scroll back to the top and Save
  4. Finish up in the Client Portal
    • Note: best practice is to add details to your project request in TDNext (instructions in next section), but you can add details on the pages in this step if you prefer.
    1. Click “Review and submit"
    2. Click “Mark complete and submit” x2
 
Step 2: Add details to your project request in TDNext

Note: you may have added details to your request previously. Instructions for that are in the previous section.

  1. Navigate to your project request in TDNext
    1. Open the Portfolio Planning Application
    2. From the left menu, choose “Project Requests” or “Awaiting My Workflow Assignment”
    3. Find and click on your project name
       
  2. Complete sections from the left menu and click “Mark Complete” at top to help keep track
    • Rename your project with the format PPP #### - Project Name where PPP is your Program short code and #### is the project number assigned by TDX
      • Example: the project of "Update Adobe Class Series" for OIT Training would be "TRN 1053 - Update Adobe Class Series"
      • Example: the project of "South City Atrium AV Installation" for the Audio Visual Services team would be "AV 1025 - South City Atrium AV Installation"
    • Expenses and Returns should be added now if possible as they cannot be added after the request is approved
    • If you are adding role forecasts, be sure to include yourself
    • Scorecard is the only REQUIRED section
 
Step 3: Assign an approval workflow for your project request 
  1. Navigate to your project
  2. Click on “Business Case” at the top of the left menu
  3. From the Actions menu, choose “Assign to Workflow” (only option)
  4. Choose your team (Program)
  5. Click “Save”

 

Step 4: Get approval of your project request 
  1. Navigate to your project
  2. Click on “Business Case” at the top of the left menu
  3. From the Actions menu, choose “Approve Request”
  4. Click “Save”

Congratulations! You now have a project approved and waiting in your "backlog".

 

Step 5 (when you're ready): Staff your approved project to turn it into an active project 

Note: It may have been some time since you approved the project, so review the details before proceeding.

  1. Navigate to your project
  2. Click on “Business Case” at the top of the left menu
  3. From the Actions menu, choose “Staff” (only option)
    1. Set status of your project
    2. Leave portfolio blank
    3. Set program as your team (Program)
    4. Set the project template to be IT General
  4. If you did a role forecast, choose people to fill those roles and who to be a manager. Otherwise, add yourself as a manager.
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