Project Status Updates

Project updates and TeamDynamix licenses

Project status updates—which include verification of project status, health and percentage complete, along with a brief status description—can only be created in the full TeamDynamix application (TDNext). This requires a product license, which many project managers do not have. If you do not have a product license to use TeamDynamix, the OIT Major Projects portfolio manager will enter these monthly updates on your behalf. You can provide your update to the portfolio manager through email or by using the TeamDynamix client portal. Project managers with a product license should perform their own monthly status updates in TDNext.

• Providing updates in the Client Portal
• Providing updates in TDNext

Providing updates in the Client Portal

Use comments in a project's Feed to provide the portfolio manager with monthly status updates.

Step 1 - Find your project in the Client Portal

1. First, ensure that you are logged in to the Client Portal. If you are logged in your name will appear in the upper right corner of the page. If not, then click on “Sign In” to enter your credentials using the Shibboleth Login Service.
2. Next, select “Projects/Workspaces” from the black menu bar near the top of the screen. This will provide you with a list of projects in TeamDynamix that you have access to view. 
3. Click on the name of the project that you want to have updated. You will be presented with a brief overview of the project and will have a list of options across the top of the page.

Step 2 - Enter your status update as a comment

• Select the “Feed” option at the top of the page. You will be presented with a list of status updates and other comments that have been entered for the project.
• Click on the red “Comment” button at the top of the list. This will give you a “Notify” user select box and a large area for you to type your comment.
• Type your status update in the text box. Be sure to include the following information:
  • Status of the project - Planning, In Process or On Hold
  • Health of the project - Green (on track), Yellow (At risk with corrective actions) or Red (At risk with no corrective actions)
    Note: If the project health is Red then you should submit a project change request to adjust the project’s scope and/or schedule.
  • Estimate of the project’s overall percent complete
  • Any other pertinent information
  • Click on the red “Save” button beneath the text entry area.

Providing updates in TDNext

This option requires the user to have a paid TeamDynamix user license.

Use the My Work tab in TDNext to update project status.

Step 1: Go to the TDNext website at https://ncstate.teamdynamix.com/TDNext.

Step 2: Find your project in TDNext

1. Select the My Work application from the applications chooser in the upper left corner of the screen.
   Note: Once you have opened the My Work application then it should remain available as a tab at the top of the screen.
2. Select "My Managed Projects" from the menu on the left side of the My Work page.
3. Scroll down or use the search feature as necessary to find your project.

Step 3: Select the “Update” option from the menu bar along the bottom of your project card.

Step 4: Edit the update form

1. Verify/update the project status
2. Verify/update the project health
3. Verify/update the percent complete
4. Provide a brief status summary in the comments field

Step 5: Submit the update by clicking the green "Save" button at the top of the form.