uiw team dynamix implementationird directors: faculty: staff: request project: view projects &...
TRANSCRIPT
UIW Team Dynamix Project Portfolio Management System
Request an IT Service
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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
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*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
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*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
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*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
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*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
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*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
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*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
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*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
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*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
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*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
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*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
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*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
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*Note click on Services tab and Project Requests to view Your submitted project status.
Project Request Workflow
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Project Types
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5 Step Request Workflow
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Business Case
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Questions?Contact the IT Project Portfolio Management [email protected]
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