Adding Resources and Scheduling Resource Time on a Project in Team Dynamix

Introduction:

TeamDynamix is a comprehensive project management and collaboration platform designed to streamline project workflows and enhance team efficiency. Adding resources to a project is a fundamental step in ensuring that the right people are assigned to tasks and that project goals are achieved successfully. This knowledge-based article provides a step-by-step guide on how to add resources to a project in TeamDynamix.

Prerequisites:

Technicians must have the role of Manager or Alt Manager on the project to add resources and schedule time.

Goals:

After reading this knowledge base the user should be able to do the following:

  • Locate the project in TeamDynamix
  • Add resources to a project
  • Schedule time for the resource on the project

Step-by-Step Instructions:

Step 1: Log in to TeamDynamix using your Chico State credentials.

Step 2: Access the Project Module or the My Work tab to manage project resources on a specific project.

  • Project Module
    • Navigate to the App picker and select Projects if you don't already have the Projects tab visible in TeamDynamix.
    • Technicians will see projects that they are either a Manager, Alt Manager, or a resource on the project.
    • Select the project Desktop
  • My Work Module
    • Navigate to the App picker and select the My Work module if you don't already have the My Work tab visible in TeamDynamix.
    • Select the My Managed Projects. 
    • Technicians will see the projects that they are either designated as a Manager or Alt Manager.

Step 3: Open the Project

  • Click on the name of the project the user would like to manage.

Step 4: Add Resources

  • Select the resources link.
  • Click the Actions button and a drop-down menu will appear.
  • Select the Add Resources option.
  • A dialog will appear, allowing the project manager to search for the resource. Resources can include any technician or employee on campus.
    • Note: If there are contractors on a project and time will be tracked, an administrator will need to create a resource placeholder in TeamDynamix before a project manager can assign the resource to the project and schedule time.
  • Use the search or filter options to find and select the desired resources.
  • Once the resource is found, check the box next to the resource name and select next.
  • Choose whether or not to notify the resource that they have been added to the project by selecting the Notify resources.
    • If the project manager chooses to notify the resource, an email from TDx will be sent to the resource's email address.
  • The project manager also has the option to schedule hours broken out by weeks or months. If the estimated hours are not known for the resource at the time they are added, it can be added after the fact.
  • Select Save.

Step 5: Review and Update Resource Schedules

  • Navigate back to the Resources to review the resource allocation for the project.
  • Select the resource name to add or adjust the scheduled hours.
  • You can select Months or Weeks to schedule time.
  • Choose either Hours or Percent. 
  • Add the appropriate value (hours or percent) to account for the resource’s scheduled time on the project.
  •  Once information Is entered, select Save. The Availability column should change to reflect the update to the Hours or “Percent.

Conclusion:

Adding resources and scheduling time to a project in TeamDynamix is a straightforward process that ensures effective collaboration and task distribution. By following these steps, project managers and team members can streamline resource allocation, enhance communication, and contribute to the successful completion of projects within the TeamDynamix platform.

 

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