TeamDynamix 11.8 Updates to PPM 10.28.23

Environment

TeamDynamix

Issue

TeamDynamix is upgrading from version 11.7 to version 11.8 on Saturday, October 28, 2023. A summary of the immediate impacts of the TDX PPM service will be provided.

Resolution

Enhancements / What is Changing

TeamDynamix Version 11.8 complete vendor Release Notes: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=153091

The full release notes include everything that is being enhanced in the platform, but some of these project management features are not currently utilized by U-M. Below are the items that are relevant to the TDX PPM service implemented by ITS at U-M:

1.  Improved  Charts and Graphs

   • Charts throughout the system will appear using the new rendering system. Certain pages, desktop modules, and standard reports that used charts have had the charts removed. See the Deprecated Features section of this article for more information. 

2. "Hour" Display Format for Report Builder Reports

• Reports with date/time values can now be formatted by time of day, along with existing Week, Month, and Year. This enables reporting based on when events are occurring. 

3. Manage Report Folders in TDAdmin

   • A new Report Folders page has been added to TDAdmin. Here, Administrators can edit and delete report folders and change their owners.

4. Share Reports with Individuals

   • TDNext users can share reports with individual people, as well groups. Users can access this setting under Owner and Visibility within the Edit page of a Report Builder report, with the other sharing options. Individual people and groups can be selected in the same lookup field.

5. Deprecated Features: Pages and Desktop Modules with Charts Removed

   • The following pages with charts have been removed

     • Average Bill Rate by Month

     • Chargeability by Month

     • Profit by Month

     • Current Projects by Health

     • Current Projects by Status

     • Hours by Time Type

     • All Requests Charts

     • Approved Requests

     • Open Ticket Charts

   • Charts have been removed from the following standard reports

     • Bill Rate Report

     • Chargeability Report

     • Profit Report

     • Hours Summary Report

     • Projects vs. Tickets Report

     • Issue Aging Report

Additional Information

For TeamDynamix PPM-specific questions contact the TeamDynamix PPM Support. 

For other TeamDynamix questions submit a request here: ITS-TeamDynamix Support.