TDX Project: Get Started with Project and Portfolio Management

This article provides an overview of the TeamDynamix Project and Portfolio Management application and offers departments guidance on getting started with the platform.

In This Article:

• Service Description
  • Capabilities Overview
  • Roles and Permissions
  • Service Limitations
• Support, Governance, and Responsibilities
  • Operational Support
  • Service Governance
  • Departmental Responsibilities
• Onboarding to TDX Projects

Service Description

Capabilities Overview

TeamDynamix (TDX) Project and Portfolio Management (PPM) is a centralized project management tool available to University departments at no cost. Key features of PPM include:

• Waterfall and Agile project plans
• Portfolio and program management
• Project templates
• Project creation via direct entry or project intake
• Project request approval workflows
• Project task and issue tracking
• Reporting and dashboards
• Activity feeds
• Linking or converting tickets to projects

Roles and Permissions

These three roles exist in PPM, and here is a summary of their permissions:

• Project Resources: TDX Agents can act as project resources, working on assigned tasks and viewing relevant project components.
• Project Managers: Have the permissions of Project Resources, plus the ability to view assigned projects, create and edit project plans, apply project templates, and close or deactivate projects they manage.
• Portfolio Managers: Have the permissions of Project Managers, plus the ability to manage and view portfolios and programs.

Service Limitations

• Custom integrations with third-party or external systems are outside the scope of this service.

Support, Governance, and Responsibilities

Operational Support

The TDX Admin Team provides support for:

• Resolving submitted tickets
• Maintaining knowledge articles covering general project management operations
• Providing training for new project managers
• Supplying reference reports for project resources, project managers, and portfolio managers
• Assisting departments in creating customized reports and dashboards

Service Governance

The TDX Project Governance Group—comprised of one representatives from each user group—supports a unified, campus-wide project management framework. This group reviews all PPM configuration requests to maintain platform consistency and standardized service configurations.

The TDX Project Governance Group consists of the following units:

• FO-IT
• ITS EA

Departmental Responsibilities

Departments using TDX Project are expected to:

• Assign a primary contact for communications and governance meetings
• Create help articles to address department-specific needs
• Train future project managers and project resources within their department

Onboarding to TDX Projects

Here are the high-level steps to get started:

1. Submit a ticket.
2. Attend an Information Session: After receiving your request, the TDX Admin Team will schedule an info session to demonstrate key project management tasks and address your team's questions.
3. Evaluate in Sandbox Environment: Following the information session if you choose to proceed, your project management staff will receive sandbox access to evaluate and test whether the application meets your project management requirements.
4. Proceed to Go-Live: Upon deciding to adopt TDX Project, the TDX Admin Team will provide training to your staff and grant them access to the production environment.