TeamDynamix: Creating a Project from an Approved Project Request


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.



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.


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.



The approved project request is assigned to a project manager and converted into a project


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If you need further assistance, see TeamDynamix: Need Help?

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Article ID: 976
Fri 7/19/19 5:45 PM
Mon 10/30/23 10:27 AM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)
USNH System Office