Summary
This article details how to create a Workspace and how to set up Staff Time/Scheduling in Workspaces.
How-To
Task: To create a Workspace
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 -Click on the Applications Menu button and choose Workspaces.
Step 2 -Click +Create New on the top right side of the screen.
Step 3 -Select New Workspace.
Step 4 -Create Workspace:
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Enter a Name. Example Workspace name: ET&S Administrative
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If not ET&S, start typing to add your department to the Acct/Dept field.
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Add a Description.
Example Description: For administrative overhead time including email, staff meetings, committee participation, and professional development.
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Click Save.
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Add Staff:
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Click Members on the left pane
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Click Add Members button from the upper right corner.
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Search for members by name or by group name and select the correct names or group names by clicking the box next to each.
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Click Insert Checked → Add.
Note: You may want to uncheck the box ‘Notify people that they have been added to this workspace.’
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Add Time Types to your Workspace:
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Click on Workspace Detail near the bottom of the left pane.
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Select Manage.
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Time Types tab.
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Click inside Time Types field to bring up Time Types drop down.
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Select the box to the left of the Time Types that you want to use. (Administrative, Operational, Project, or Time Off)
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Click on Add.
Outcome
You have created a Workspace in TeamDynamix.
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Task: To set up Staff Time/Scheduling in Workspaces
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.
Step 5 -Set your staff members' schedules:
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Click in the box to the left of Member.
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Click Actions → Set Schedule.
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Select Hours or Percent of Resource’s Capacity for the monthly schedule.
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Fill in monthly boxes. In this example, 15% of Resource’s Capacity for 2 people is allocated monthly:
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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:
Workspaces setup with staff time/scheduling.
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Need additional help?
If you need further assistance, see TeamDynamix: Need Help?