Summary
This article details how to create a project from an approved project request and assign it to a project manager. This article is for people with access to the "Portfolio Planning" area of the project in TeamDynamix.
How-To
Task: To convert an approved project request into a project and assign it to a project manager.
Note: When project requests are approved, they wait in the Project Request's "Approved" queue until they are ready to be assigned to a project manager. Assigning to a project manager finally matures the request into a project.
Instructions
Step 1 - Go to the application menu and select Portfolio Planning.
Note: If you do not have access to the Portfolio Planning area, these actions will need to be performed by someone who does (typically a Manager or Director).
Step 2 - Click Approved under "Project Requests" in the left-hand menu.
Step 3 - Click the name of project request you want to activate. This will open up the "Request Explorer" window for that project.
Step 4 - Click the green Actions button and select Staff.
Step 5 - Supply the necessary information, especially Start Date, End Date, Portfolio(s). Be sure to check Make this project active at the top of the form.
Step 6 - Click Next.
Step 7 - Choose the project manager, and click Next. This will create the project and notify the project manager of the assignment.
Outcome
The approved project request is assigned to a project manager and converted into a project.
Need additional help?
If you need further assistance, see TeamDynamix: Need Help?