Body
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.