TeamDynamix PPM Roles and Permissions

Environment

TeamDynamix Project Portfolio Management (PPM)

Issue

What roles are available for the TeamDynamix PPM service?

Resolution

People, Roles, and Permissions

ITS will provide 3 roles for the TeamDynamix PPM service: Unit Project Team Member, Unit Project Manager, and Unit PPM Lead.

Unit Project Team Member

  • Can see and work on only the projects and tasks assigned to them
  • Can include U-M Staff and Sponsored Affiliates
  • View all accounts/departments
  • View People from all accounts/departments
  • Task Permissions
    • ​​​​​​Add tasks
    • Add time to my tasks only
    • Edit Plans
    • Edit Tasks
    • Set the completion date of a task
    • Update my assigned tasks only
    • Update Tasks
  • Project Permissions
    • View project resources report
    • View time detail report
    • View time summary report
  • Issue Permissions
    • Can add issues
    • Can edit issues
    • Can update issues

Unit Project Manager

  • Can see and work on only the projects and tasks assigned to them
  • Can view other people's assignments and schedule project efforts
  • Strictly U-M staff only
  • View all accounts/departments 
  • View people from all accounts/departments ​​​​​
  • Task Permissions
    • Update task
    • Set the completion date of the task
    • Edit tasks
    • Edit plans
    • Delete plans
    • Can edit baseline plans and tasks
    • Add tasks
    • Add plans
  • Risk Permissions
    • Add Risks
    • Edit Risks
    • Move Risks
    • Update Risks
  • Projects Permissions
    • Can move files between projects and workspaces
    • Modify initial project values
  • Issue Permissions
    • Add Issues
    • Delete Issues
    • Edit Issues
    • Move Issues
    • Update Issues

Unit PPM Lead

  • All permissions from the roles above
  • The ability to create new projects and project templates for the unit
  • Strictly U-M staff only

Note: ITS Project Management office is now reviewing and assessing changes to the Projects application(s) after the 12.2 upgrade. We will have more information in the coming months. 

Additional Information

TeamDynamix PPM Service Page

Request PPM Access - Contact the PMO directly to learn how to request access. 

Need additional information or assistance? Submit a request here: Ihttps://teamdynamix.umich.edu/TDClient/30/Portal/Requests/Service/184/ITS-Project-Management-Office/Request

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Related Services / Offerings (1)

ITS-TeamDynamix
This service is a web-based platform that provides service management, asset management, and project management capabilities. TeamDynamix can support IT management and support functions and has capabilities that provide general customer support or management of other non-IT functions like facilities and human resources too.