uiw team dynamix implementationird directors: faculty: staff: request project: view projects &...

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UIW Team Dynamix Project Portfolio Management System

Request an IT Service

IT PPMO TDX IMPLEMENTATION1/17/2020 1

TeamDynamix (TDX) – Home Page for Faculty & Staff

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 2

*Note the TDX system is accessed through Cardinal Apps.

TDX – Submit a New Project Request

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

Project Request Data Fields

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VP or Provost Name

UIW Division

UIW Department

Project Name

Project Description

Project Benefit

UIW Project Success Factors

Hardware Cost

Software Cost

Training Cost

UIW Other Cost

UIW Total Cost

UIW Funded Yes/No

Requested Project Start Date

Requested Project End Date

UIW Project Date Explanation

UIW Strategic Priorities

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Seven Required Fields

1/17/2020IT PPMO TDX IMPLEMENTATION 3

*Note use the ‘Submit a New Project Request’ button to access the request form.

TDX – Submit a New Project Request

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 4

*Note you will mark the form complete to start the submission process.

TDX – Submit a New Project Request

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 5

*Note you will mark the form and files as complete to start the submission process.

TDX – Submit a New Project Request

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 6

*Note you will click on the Submit button and a popup will ask you to confirm.

TDX – Submit a New Project Request

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request project

View projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 7

*Note emails from TeamDynamix will be sent to your Inbox alerting you of request status.

TDX – Projects/Workspaces to View Projects and Statuses

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request Project

View Projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 8

*Note click on the ‘Projects/Workspaces’ tab and the ‘My Projects’ checkbox to see your projects.

*NoteClick on project Name link to seestatus information.

TDX – Projects/Workspaces to View Projects and Statuses

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request Project

View Projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 9

*Note this project has a status of ‘In Discovery’, Blue health, and 0% complete.

TDX – Projects/Workspaces to Update Project Tasks

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request ProjectView Projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 10

*Note click on ‘Plans’ to see your assigned tasks and the project plan.

TDX – Projects/Workspaces View All IRD Projects

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request Project

View Projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 11

*Note click the ‘Published Projects’ checkbox to see a listing of active projects.

*NoteClick on project Name link to seestatus information.

TDX – Projects/Workspaces View Project Status Reports

Sites TDClientUser IT PPMO

IRD DirectorsFacultyStaff

Request Project

View Projects & status

Update your project tasks

View your project request status

1/17/2020IT PPMO TDX IMPLEMENTATION 12

*Note that this project has a status of ‘In Progress’, Green health, and 75% complete.

TDClient Site – Services/View Project Requests

Sites TDClient

User IT PPMOIRD DirectorsFacultyStaff

Request Project

View Projects

Update your project tasks

View your project requeststatus

1/17/2020IT PPMO TDX IMPLEMENTATION 13

*Note click on Services tab and Project Requests to view Your submitted project status.

Project Request Workflow

1/17/2020IT PPMO TDX IMPLEMENTATION 14

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Project Types

1/17/2020IT PPMO TDX IMPLEMENTATION 16

5 Step Request Workflow

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Business Case

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Questions?Contact the IT Project Portfolio Management OfficeITPPMO@uiwtx.edu

IT PPMO TDX IMPLEMENTATION 1/17/2020 19

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