TDX Project: Work on Projects as a Resource

This article explains how TDX agents who serve as project resources can access and manage their assigned project tasks, issues, and risks.

 

In This Article:

You can access the project work items currently assigned to you through multiple methods.

 

Method 1: Add Reference Project Reports to Existing Dashboards

The following reports are available to help you access the project work items currently assigned to you:

  • My Project(s) Tasks-Open
  • My Project(s) Issues-Open
  • My Project(s) Risks-Open

If you are using a private dashboard: You can add the Reference Project reports to your existing personal dashboard.

If you are using your team's shared dashboards: Your group dashboard manager can submit a ticket to TDX Admins to request the project reports be added to your team's existing shared dashboard.

 

Method 2: Use Dashboard in Projects Application

You can edit the OOTB dashboard within the Projects application to add the Reference Reports.

  1. In TDNext, open the Projects application.
  2. On the secondary menu bar, click Edit Projects Desktop.
  3. On the Content tab, click Edit Layout.
  4. Select your preferred layout.
  5. In the Available Content search box, enter My Project(s) to find:
  • My Project(s) Issues - Open.
  • My Project(s) Risks - Open.
  • My Project(s) Tasks - Open.
  1. Drag and drop reports into your preferred layout columns.
  2. Click Save.
  3. On the Detail tab:
  4. Name your dashboard.
  5. Check Enable Auto-Refresh.
  6. Click Save.

You dashboard is ready. Select Desktop in the left navigation to access it.

 

Method 3: Run Individual Reports

You can choose to run the Reference Reports individually without adding them to a dashboard. 

  1. In TDNext, open the Projects application.
  2. Expand Reports in the left navigation.
  3. Expand Reference Reports for Resources.
  4. Click your desired report to run.
  • My Project(s) Issues - Open.
  • My Project(s) Risks - Open.
  • My Project(s) Tasks - Open.

 

Method 4: Navigate to Project Space

You can navigate to a project space to view the work assigned to you for that specific project.

  1. In TDNext, open the Projects application.
  2. Expand Projects in the left navigation.
  3. Click a project name to expand it.
  4. Access specific work items through sections in the left navigation.
  • Issues: View project issues.
  • Risk Register: View project risks.
  • Plan > [desired plan name]: View project tasks.
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