Project Management Training

Project Management Training is a video series aimed at explaining the key elements of the project manager experience in TeamDynamix.

Articles (13)

Purpose of Project Management Training

In this video, you will learn how to work with projects in a project management environment.

Dashboards

In this video, you will learn how to work with dashboards within Work Management. The purpose behind a desktop is an informative display tool within Work Management that provides visual insights of key performance indicators.

Client Portal

In this video, you will learn how to work with the TeamDynamix Client Portal. The Client Portal allows TeamDynamix users to have client or public-facing content for better interactions with clients, who either do not have TDX accounts or do not have Work Management access.

Projects Part 1: Navigating Projects

In this video, you'll learn how to work with projects. We will review general navigation in projects, locating projects, and reading and editing sections.

Projects Part 2: Project Components

In this video, you'll learn how to work with projects. We will review reading and editing sections and components.

Projects Part 3: Waterfall Plans

In this video, you'll learn how to work with projects. We will review viewing project plans, viewing tasks assigned, and updating tasks in a project plan.

Projects Part 4: Cardwall Plans

In this video, you'll learn how to work with projects. We will review viewing project plans, viewing tasks assigned, and updating tasks in a project plan.

My Work

In this video, we will learn how to work with My Work. My Work gives Work Management users who are performing the work a single place to view all of the items that are considered their work.

Legacy Reporting

In this video, you will learn how to work with reports. We will look into Projects application reports, creating and editing reports, viewing existing reports, and adding reports to a desktop.

Sections of a Report

In this video, you will learn about the components and settings of a report.

Project Reports

In this video, you will learn how to create a project report in the Projects application, including the various customization options available.

Analysis Reports

In this video, you will learn how to create a project report in the Analysis application.