Using the Client Portal

Client Portal Home

The client portal can be accessed at https://ncsu.teamdynamix.com/TDClient. If you are not already authenticated by the NCSU Shibboleth single sign-on service then you will be asked to login. When you are logged in you will be taken to the client portal homepage. The homepage has three main sections as shown and described below:

1. Menu Bar - The menu bar is near the top of the screen and contains links to areas of the portal that you have permission to access. These typically include Home, Projects/Workspaces, Services and Knowledge Base
   • Home - This is your default landing page in the Client Portal. Depending on your rights in TeamDynamix you may be able to customize what appears on this page.
   • Projects/Workspaces - This page lists all the projects that you have permission to view. Typically these are projects that include you as a member or stakeholder, but some may be made available to all users. Using this page you can view project information and view, update or comment on tasks and issues. (additional details provided below)
   • Services - This page contains the OIT Portfolio Project Request service, allowing users to request that a new project be added to the OIT Major Projects portfolio.
     Note: This page should not be confused with the NC State IT Service Portal.
   • Knowledge Base - This page contains articles related to project and portfolio management as well as the TeamDynamix application.
      
2. Static Content - This area includes a welcome message, instructions on submitting a new project request and information describing how to view project information.
    
3. Dynamic Content - This area provides dynamic reports from TeamDynamix. By default these reports are:
   • My Flagged Items - a list of records in TeamDynamix that you have flagged, if any.
   • My Tasks - A list of tasks that have been assigned to you, if any. The gear icon can be used to set the time frame covered by this report. Click on the name of a task to open the task details window, then click on the red “Update” button to create an update for that task.
   • My Issues - A list of issues that have been assigned to you, if any. Click on the name of an issue to open the issue details window, then click on the red “Update” button to create an update for that issue.

Projects/Workspaces

The Projects/Workspaces page displays all projects that you have permission to view. This includes projects in which you are a member, plus public projects—viewable without a login—and published projects - viewable by all logged in users. You can filter by these categories using the check boxes next to the search tool.

Projects can be displayed in either a tile or grid format.

Clicking on the project name will take you to that project’s details page, which contains general information about the project. If you are a member of the project then you will have additional options listed in a menu bar underneath the project name on the project details page. Note that not all projects include every option. Available options include:

• Details - The default landing page for general information about the project.
  Note: Project updates cannot be submitted using the Client Portal. Project managers will need to use the main TeamDynamix application to submit project updates.
• Feed - This is a running list of changes, updates and comments related to the project.
• Briefcase - This page provides access to files either uploaded to the project or linked to files in Google Drive.
• Issues - This section lists issues that have been logged related to the project. Clicking on an issue’s title will take you to that issue’s details page where you can update, edit or comment on the issue.
• Risks - This page contains a chart showing the distribution of risks related to the project by probability and impact, as well as a list of the risks themselves. Clicking on the title of a risk opens the details page for the risk and allows you to update, edit or comment on that risk.
• Plans - This page contains information about project tasks. There are two sections:
  • My Tasks - This is a list of tasks that have been assigned to you. Clicking on the task name will open a details page for the task in which you can update or comment on the task.
  • Plans - This is a list of all of the project’s work plans. Clicking on the plan name will open a list of tasks in that plan. Once in the plan, you may click on the name of a task to provide an update or comment on the task.