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.  If you do not have the Projects Tab visible, select "Projects" from the menu labeled "View Application." This will take you to the Projects dashboard tab.

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

  • Select "Manage" under the Project Title. This will open the "Project Details" panel. 
  • 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

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

Step 7: Define Stakeholder Roles/Concerns

  • Define each selected stakeholder's 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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