Adding Multiple Stakeholders in Team Dynamix

Introduction: TeamDynamix is a versatile project management and collaboration platform that enables organizations to manage projects efficiently. Adding multiple stakeholders to a project is crucial for fostering communication and ensuring that all relevant parties are involved in project planning and decision-making. This knowledge-based article provides a step-by-step guide on how to add multiple stakeholders to a project in Team Dynamix.

Step 1: Log in to TeamDynamix

  • Open your web browser and navigate to the Chico State Portal page.
  • Log in with your Chico state credentials.
  • Navigate to the “Campus Apps and Links” Tab
  • Scroll Down the screen to find “TeamDynamix IT Service Catalog” Click the link.

Step 2: Access the Project Module

  • Once logged in, locate, and select the "Projects" module from the main navigation menu. This will take you to the Projects dashboard.

Step 3: Open the Project

  • Click on Your name in the upper right- hand corner of the screen.
  • Select TDNext this should bring you to the Dashboard Page
  • Click the “Projects” Tab or the “My Work” Tab. NOTE: Either of these Tabs will take you to the same location; the tabs just display the projects in slightly different formats.
  • Find and select the specific project to which you want to add resources. Click on the project name or identifier to open the project details page.

Step 4: Navigate to the Stakeholders Tab

  • Within the project details page, locate the "Stakeholders" tab. This tab is typically found alongside other project-related tabs such as "Details," "Tasks," and "Timeline."

Step 5: Add Stakeholders

  • Click on the "Add " button or a similar option, depending on your Team Dynamix version. This will open a dialog or form for adding stakeholders.

Step 6: Select Stakeholders

  • In the dialog or form, you'll find options to select stakeholders. Use the search or filter functions to identify and select multiple stakeholders from your organization's user database.

Step 7: Define Stakeholder Roles/Concerns

  • For each selected stakeholder, define their roles and responsibilities in the project. Roles may include executive sponsor, subject matter expert, client representative, etc.

Step 8: Select RACI Level for Stakeholder

  • Determine if the Stakeholder is Responsible, Accountable, Consulted, or Informed during the project.

Step 9: Specify Communication Preferences

  • Indicate the preferred communication methods for each stakeholder. This could include email, notifications within the Team Dynamix platform, or other communication channels.

Step 10: Save Changes

  • After selecting stakeholders, assigning roles, and specifying communication preferences, review the information for accuracy.
  • Click the "Save" or "Add Stakeholders" button to confirm and save your changes.

Step 11: Review Stakeholder List

  • Navigate back to the "Stakeholders" tab to review the updated list of stakeholders for the project.
  • Confirm that the assigned roles, communication preferences, and other details are accurately reflected.
  • The stakeholder list serves as an input into the change impact analysis, the communications plan, and training/support plan (if applicable)

Conclusion: Adding multiple stakeholders to a project in Team Dynamix is a crucial step in ensuring comprehensive project management and successful collaboration. By following these steps, project managers can involve all relevant parties, enhance communication, and promote a collaborative project environment within the Team Dynamix platform.

 

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