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

Adding resources and scheduling time on 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 and scheduling time on a project in Team Dynamix.

Quick Links: | Introduction | Accessing the Project | Adding Resources | Reviewing Resource Schedules |

Introduction

TeamDynamix is a project management and collaboration platform that helps streamline project workflows and improve team efficiency. Adding resources ensures the right people are assigned to the right tasks to meet project goals.

Note: Technicians must have the Manager or Alt Manager role on a project to add resources or schedule time.

Accessing the Project

1. Log in to the TeamDynamix Technician Portal at support.csuchico.edu/TDWorkManagement
2. Make sure you are on the Projects Dashboard.
   • If not, select View Applications at the top, then Projects. 
3. Select Projects from the left navigation panel.
4. Click the project name to open its details.

Adding Resources

1. In the project details view, select the Resources tab.
2. Click the Actions button and choose Add Resources from the dropdown menu.
3. In the dialog box, use search or filter options to find the desired resource.
4. Resources can include any technician or employee at Chico State.
   • Note: If a contractor’s time will be tracked, an administrator must first create a resource placeholder in TeamDynamix.
5. Check the box next to each resource you want to add, then click Next.
   • (Optional) Select Notify Resources to send an email alert from TeamDynamix.
6. Enter scheduled hours by week or month, if known. These can be added later if needed.
7. Click Save to confirm and add the resources.

Reviewing Resource Schedules

1. Return to the Resources tab to review the resource allocation for the project.
2. Select the resource name to view or update their scheduled hours.
3. Choose whether to schedule by Month or Week.
4. Select Hours or Percent and enter the appropriate values.
5. Click Save to apply updates. The Availability column will update to reflect new allocations.

Adding and managing resources in TeamDynamix ensures effective scheduling, accountability, and collaboration. Following these steps helps project managers allocate staff efficiently and track progress toward project goals.

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