Summary

This article details how to create a Workspace and how to set up Staff Time/Scheduling in Workspaces.

• To create a Workspace
• To set up Staff Time/Scheduling in Workspaces.

 

How-To

Workspaces can be used to estimate and track non-project and miscellaneous daily time.

You will need access to the TDx Workspaces application to create a Workspace.

Instructions

Step 1 - From TDx Work Management , select "View Applications" at the top of the screen.

 

Step 2 - Select "Workspaces"

 

Step 3 - Click +Create New on the top right side of the screen.

Step 4 - Select New Workspace.

 

Create Workspace

Step 5 - Enter a Name. Example Workspace name: ET&S Administrative

Step 6 - If not ET&S, start typing to add your department to the Acct/Dept field.

Step 7 - Add a Description.

Step 8 - Example Description: For administrative overhead time including email, staff meetings, committee participation, and professional development.

Step 9 - Click Save.

 

Add Staff

Step 10 - Click Members on the left pane

Step 11 - Click Add Members button from the upper right corner.

Step 12 - Search for members by name or by group name and select the correct names or group names by clicking the box next to each

 

Step 13 - Click Insert Checked → Add.

Note: You may want to uncheck the box ‘Notify people that they have been added to this workspace.’

 

Add Time Types to your Workspace

Step 14 - Click on Workspace Detail near the bottom of the left pane.

Step 15 - Select Manage.

Step 16 - Time Types tab.

Step 17 - Click inside Time Types field to bring up Time Types drop down.

Step 18 - Select the box to the left of the Time Types that you want to use. (Administrative, Operational, Project, or Time Off)

Step 19 - Click on Add.

 

Outcome

You have created a Workspace in TeamDynamix.

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Instructions

Step 1 - Select your Workspace from the pull-down menu at the top of the screen.

Step 2 - Click on Workspace Detail near the bottom of the left pane.

Step 3 - Select Manage.

Step 4 - Click on the Members tab.

 

Set your staff members' schedules

Step 5 - Click in the box to the left of Member.

Step 6 - Click Actions → Set Schedule.

Step 7 - Select Hours or Percent of Resource’s Capacity for the monthly schedule.

Step 8 - Fill in monthly boxes. In this example, 15% of Resource’s Capacity for 2 people is allocated monthly:

 

Step 9 - Click Save.

Note: To view all members schedules, click in box to the left of Member in the Member column. Click Actions → View Schedule.

 

Outcome

You should be able to set up Staff Time/Scheduling in Workspaces

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Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request