TeamDynamix, Glossary of Terms

The system-wide Help Center platform, TeamDynamix, uses a variety of terms in the software interface. This article lists those terms and definitions for reference.

The primary audience of this article is: IT Pros

 

Account Attribute Sections

A section used to organize Account Attributes into one section, likely because the attributes are related in some form. 

Account Attributes

A version of Custom Attributes specific to Acct/Depts

Acct/Dept

The Acct/Dept field represents the Department for which the project is being requested.

Alternate Manager

The second manager on a project. The Primary Manager has ability to change the project manager while the Alternate Manager cannot perform that function. 

Announcement

Project wide communications to the project resources, stakeholders, and/or contacts.

Analysis

Provides the tools to generate reports and analyze the organization's portfolio from any angle. The data is pulled directly from projects, tickets, requests, and resources throughout the TDNext suite. 

Application Menu

The route to opening applications in TDNext, often referred to as 'the waffle".  

Article

A singular entry within the Knowledge Base.

Article Owner

The individual who manages a Knowledge Base article and is notified of feedback (depending on the Notify Owner of Feedback setting).

Articles Awaiting Review

An area within Knowledge Base dedicated to all articles in which have been Submitted and are in need of review to be Approved and Published.

Asset

 An asset is any hardware, software, or consumable within an environment. Assets of a service provider include anything that could contribute to the delivery of a service.

Asset Attributes

A version of Custom Attributes specific to Assets

Assets/CI

Allows users to easily add and categorize assets, configuration items, vendors, contracts, and locations allowing an institution to track and maintain hardware and software assets, in addition to other configuration items, cost-effectively. 

Blackout Windows

 times during which changes cannot be scheduled or performed

Briefcase

Files repository of files related to the project, organized into folders.

Chat

Instant messaging capability in TDNext suite. 

Client

A user whom can  authenticate to TDClient and access areas such as the Service Catalog, Knowledge Base, and their requests. 

Community

TeamDynamix centric website serving as place clients can connect with one another, discover helpful industry content as well as access downloads, articles, webinars and discussion forums.

Configuration Item Attributes

A version of Custom Attributes specific to Configuration Items/Assets.

Configuration Items

components of an infrastructure that currently is, or soon will be under configuration management. CIs include both Assets of the environment and Services that are provided.

Contact

A record of contact information (name, phone, email…) of an individual, nothing can be associated to a Contact nor can they authenticate to the environment

Contacts

People associated with a project. Automatically includes any listed project resources and project stakeholders.

Contract Attributes

A version of Custom Attributes specific to Contracts

Contracts

Documentation of the contract or warranty that is provided for an asset.

Creator

The individual whom created the request. Depending on the point of entry it is possible for the requestor to also be the creator. 

Custom Attributes

Custom attributes provide you the ability to create fields for data capture

Customer

A people record in of an individual at the institution, a customer cannot authenticate into the environment

Description

The full details of a request, including any appropriate circumstances or supplementary information that may aid in completing it.

Desktop

A collection of delivered modules and custom reports to give a snapshot view of current activity in the environment.

Evaluator

The individual person to review, process, and analyze the project request.

Event

An activity that occurs within a specific project on a certain time and date, this is much like a calendar entry. 

Expense Account (Expense Type)

The classification of an expense entry, this can range from very high level (i.e, hotel expense) to a very granular configuration (i.e., Holiday Inn Expense).

Feed

An audit trail, with time and date, of all activity on the entry (ticket, project, issue, etc.). The Feed also supports comments to communicate with resources on the entry.

File Cabinet

Allows users to post and access project knowledge cataloged in the File Cabinet database. Users may search the File Cabinet according to custom file classifications as defined by your institution. In addition to posting and accessing data, the dashboard gives users a profile of user activity within the File Cabinet.

File Cabinet Attributes

A version of Custom Attributes specific to the File Cabinet 

Finance

Generate invoices based upon billable time and expenses tracked in Time & Expenses. The Finance application allows managers to create invoices and integrate them with an accounting system. 

Functional Roles

define the primary and secondary job duties that a user performs. After defining a set of Functional Roles, users will need to be assigned these values as this will help project managers assign users to projects based on his or her capabilities.

Groups

A collection of users, groups serve the purpose of assigning responsibility, content sharing, and content visibility/permissions. 

ID

Unique identifier of an item that is a numeric ID, i.e. “12345.” This number does not change as modifications are made to the item.

Impact

A factor in on determining the priority of a ticket. It is the measure of the effect of an incident on business processes. Criteria to calculate impact include, amount of potential financial losses and amount of affected users. 

Industries

Industries are tied to accounts to help distinguish between types of Acct/Dept. Also used for to form a grouping of Acct/Dept, for example by institution division. 

Issue

Issues are problems, gaps, inconsistencies, or conflicts that occur unexpectedly in the lifecycle of a project. 

Issue Attribute 

A version of Custom Attributes specific to project issues

Knowledge Base

The Knowledge Base is the TeamDynamix solution for Knowledge Management. According to ITIL Knowledge Management aims to gather, analyze, store, and share knowledge and information within an organization. The primary purpose of Knowledge Management is to improve efficiency by reducing the need to rediscover knowledge.

Knowledge Base Category

In the Knowledge Base, a category is a grouping that organizes articles.

Licensed User

A licensed user refers to a TeamDynamix user whom has a paid license associated to their account. These users can access TDNext.

Location

The reference to a place, often a building, of which is where an incident or asset is located. 

Location Room

The reference to the specific room within a Location of which is where an incident or asset is located. 

Long Description

A comprehensive description of a service. 

Maintenance Schedules 

Period of time designated in advance by the technical staff, during which preventive maintenance that could cause disruption of service, may be performed.

My Accomplishments

Section within My Work application that lists the authenticated user's completed tasks, tickets, and issues.

My Approvals

Section within My Work application that lists approvals for resource requests, time reports, project requests, and service requests assigned to the authenticated user.

My Articles

An area within Knowledge Base dedicated to all articles the authenticated used is the owner of.

My Assignments

Section within My Work application that lists what has been assigned to the authenticated user.

My Schedule

Section within My Work application that lists the hours the authenticated user is scheduled for on a project or workspace.

My Work

A comprehensive application built for TeamDynamix licensed users. Users can easily see the tickets, tasks and issues to which they are assigned, make updates, track time, manage projects (when applicable) and access briefcase files. 

News

A page on the Client Portal to display desired RSS feeds.

Order

A means to sort the entry by order value when displayed.

People

Allows for the creation and modification of all People records (including those who are not necessarily licensed users) as part of a database that can be used for the purposes of Asset Management and Service Desk Tickets. 

Person Attribute

A version of Custom Attributes specific to People Records

Primary Manager

A project can have two managers, Primary Manager and Alternate Manager. The Primary Manager has ability to change the project manager while the Alternate Manager cannot perform that function. 

Primary Responsibility 

The person or group that is listed as responsible for the completion of the ticket.

Priority 

Based on impact and urgency, and is used to identify required times for actions to be taken

Portfolio Planning

Manage project requests through request workflows additionally analyze project requests alongside other requests and existing projects to allow for planning and what-if scenarios. 

Portfolios

Allows users to manage and view portfolios. 

Product Model Attributes

A version of Custom Attributes specific to Asset Product Models

Product Models

A listing of the specific model of an Asset. 

Product Types

Classify Asset product models into types such as “Laptop”

Project Attribute

A version of Custom Attributes specific to People Records

Project Attribute Sections

A section used to organize Project Attributes into one section, likely because the attributes are related in some form.

Project Name

The project name is the title to identify this project

Project Requests

Allows users to submit project requests into the Portfolio Planning application from Client Portal.

Project Request Status: Approved

Request has completed the project request workflow and is waiting staff the request and graduate to a project.

Project Request Status: Declined

This project request was declined i.e. it will not be moving forward.

Project Request Status: Not Submitted

Still waiting on the requestor to complete the request. Or, the request was returned to the requestor, perhaps for more information.

Project Request Status: Other Status

 The status is the same as the name given to the current workflow step.

Project Request Status: Submitted

Request has been submitted, however it is not yet assigned a project request workflow for review.

Project Templates

Predefined elements (briefcase, contacts, issues, links, and plans) that can be applied to an existing project. Allows users to create templates for projects, including briefcase files, contacts, issues, links, and project plans, which can then be applied to new or in flight projects. 

Project Type

A project type is a main (and required) component of a project and is meant to classify the nature of the project.

Project Type Categories 

Used for organization and for reporting (if desired), it is a grouping of alike Project Types. 

Projects/Workspaces

The Projects/Workspaces application allows individuals to be members of projects and/or workspaces. TDNext users also receive access to the Plan Manager for project plan build out, as well as management capabilities and reporting at the project level.

Questions

Much like a web forum, Questions enable users to share knowledge and/or ask questions of other users.

Related Articles

Relationships to other Knowledge Base articles that display when users view the article.

Related Processes

Identify which processes would be impacted if this project were to occur.

Relationship Types

A descriptor of the type of relationship between two Assets. Each Relationship Type also has an 'reverse description', for example "Is powered by" and "powers". 

Request Form

The custom form associated with a service that the requestor will complete on the Client Portal.

Requestor

The individual that is asking for service to be preformed. 

Resource

A user whom is added as a member of a project to add value by completing tasks and/or managing the project

Resource Management

Allows users to review and manage resource requests and overall resource allocation.

Resource Pools

typically classified by functional area or by the Resource Management area responsible for assigning resources to projects

Response Template

Used to populate the comments field when updating the status of a ticket  

Response Template Categories

Used for organization within a ticketing application, it is a grouping of like Response Templates. 

Responsible Group

The group of users that is primarily responsible for the completion of a ticket. 

Reviewer

An user who can be notified when a ticket comes in, however not made responsible of the ticket. Tickets that one is the reviewer for can be found in the "Awaiting My Review" section in a ticket application.

Role Forecasts

Identify the skill sets and amount of estimated hours needed to achieve a project. A named human resource will not be assigned until the project request has graduated to a project.

Score Card

To accurately assess multiple project requests compare them against the same metrics. The score card will generate a score for the project request committee to utilize in prioritizing projects.

Service

The specific offering or activity performed that achieves outcomes for the customer without the ownership of the costs and risks. Services in TeamDynamix all reside in the Service Catalog on the Client Portal.

Services 

The Services/Requests application allows individuals to browse the contents of the Service Catalog. It is the application which encompasses both the Ticket Requests and Project Requests applications. 

Service Catalog

The TeamDynamix Service Catalog is one of the primary foundational configuration areas of the application. As you've undoubtedly heard by now, the formal definition of a Service (according to ITIL) is "a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks."

Service Catalog Category

In the Service Catalog, a category is a grouping that organizes services.

Service Level Agreement (SLA)

Contract between a service provider (either internal or external) and the client that defines the level of service expected from the service provider. Configured to achieve Respond By and Resolve By metrics in defined time amounts.

Service Level Agreements

 contract between a service provider (either internal or external) and the end user that defines the level of service expected from the service provider.

Service Manager

The individual or group who is primarily responsible for maintaining and updating this service as appropriate. 

Short Description

An abbreviated description of the service, limited to 1000 characters. It is seen in grey text under the service name when browsing the service catalog.

Source

An indication of where the ticket request is coming form. i.e. client portal, phone call, etc.

Sponsor

A key resource that assist with project matters such as funding, scope clarification, progress monitoring and assumes responsibility for the request. 

Standard Reports

Found in many of the applications, most notably Analysis, these are delivered/out-of-the-box TeamDynamix reports. 

Status

 

Status

Represents the state the entity (ticket, project, issue, etc.) is in. 

Survey

A questionnaire to be sent to the requestor following the completion of a project or ticket.

Systems Affected

Identify which systems would be impacted if this project were to occur.

Tags

Labels attached to a service, article, or ticket for the means of identification or improving search results. 

Task Template

Predefined list of tasks, that are in order and may include predecessors, that can applied to an existing ticket.

TDAdmin

Administrative setup interface used to configure TeamDynamix.

TDClient

Client/end-user interface accessible by all users.

TDMobile

An interface designed for devices that cannot access TDClient or TDNext. It provides basic and responsive access to some parts of TeamDynamix.

TDNext

TDNext is the foundational application suite upon which most other TeamDynamix applications run, allowing executives, project managers and project team members to work more effectively and report on  data.

Tickets

Ticketing applications allow users to track transactions about services an area provides. Chose to track tickets of each classification (incident, problem, change, release, or service request). 

Ticket Classification

The indication of the kind of ticket event. There are six Ticket Classifications: Incident, Major Incident, Problem, Change, Release, and Service Request. 

Ticket ID

Unique identifier of that is a numeric ID, i.e. “12345.” This number does not change even if the ticket classification changes.

Ticket Requests

Allows users to submit ticket requests in to a Ticketing Application from the Client Portal.

Ticket Type

The type field is used to identify the nature of the work being done on a ticket.

Ticket Type Categories 

Used for organization and for reporting (if desired), it is a grouping of alike Ticket Types.

Tickets Attributes

A version of Custom Attributes specific to a Tickets Application

Time Account (Time Type)

The classification of a time entry, this can range from very high level (i.e., ticket time) to a very granular configuration (i.e., research expenses, hotel expenses).

Time & Expenses

Time & Expenses is the route to account for users’ time and expenses on tickets and/or projects. Time & Expenses allows for manager approval or rejection of user submitted time and expense entries. 

Title

A short description or name to explain the nature of the request.

Update

Action to fill in the current condition of the ticket, project, or issue in TeamDynamix. i.e. Update the status 

Updateable

An option on a custom attribute that will present the attribute on the Update window when updating a ticket, project, or issue status.

Urgency

A factor in on determining the priority of a ticket. The time it takes to an incident to have a significant impact on business. 

User

A people record who in which can authenticate in to the environment, depending on the level of access a user can access TDNext and/or TDClient

Vendor Attributes

A version of Custom Attributes specific to Vendors

Vendors

The business that serves as the Manufacturer, Supplier, or Contract Provider of an Asset

Workspace

A collaborative space that provides the ability to track initiatives that are similar but not quite a project. Workspaces can have resources assigned and scheduled, time can be tracked against them, and they can even have specific ticket types associated with them.