TeamDynamix Release Notes: TDx Version 12.2

Summary

This article is an overview of the TeamDynamix upgrade to Version 12.2.

  • TeamDynamix software upgraded to Version 12.2 on Saturday, May 16, 2026.
  • Sandbox data was not refreshed with production data, only the software was upgraded.

 

Changes with Day 1 Impact

Change

Event

Notes

Friendly Client Portal URLs

12.2 Version Upgrade

URLs for end user facing pages in the client portal have been updated to be descriptive of the page that they link to. Existing links to these pages will automatically redirect to the new page URL, and renaming a page will support old versions of the descriptive URL. The following pages will be supported: 

  • Knowledge Base Categories and Articles
  • Service Categories, Details, and Forms
  • Service Offering Details and Forms
  • Pages (client portal pages defined in TDAdmin)

Automatic Ticket Assignment

12.2 Version Upgrade

Automatic Ticket Assignment allows organizations to configure round robin-style ticket assignment for their Groups. At the group level, administrators can define rotation order, the source of tickets that the setting should apply to, as well as settings for any group members that should be excluded from automatic ticket assignment.

Project Applications

12.2 Version Upgrade

Organizations can define multiple project applications, with separate visibility, security roles, configurations, and administration. Areas of the system in the Projects, Project Templates, and Portfolio Planning standard applications will now be administered inside the segmented Projects application. 

Budget and Capacity Planner

12.2 Version Upgrade

A new web-based version of the Budget and Capacity Planner is available, accessible from the Portfolio Planning standard reports page and the Downloads app. The Budget and Capacity Planner allows project and resource managers to view the resource and budget allocations of projects and requests and evaluate how shifting those allocations would affect resources' capacity. 

 

Further Readings

TeamDynamix maintains a complete list of all release notes  in their own Support Knowledge Base. 

To view TeamDynamix support articles, create a free TeamDynamix account or log in if you already have one.

Version 12.2 TDx Work Management (TDNext) Preview Environment  - for TDNext users, uses SSO Login – Available April 28, 2026 until the upgrade on May 16, 2026

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

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