Create and Manage Programs in TDNext

Table of Contents

Overview

In the Analysis application, you can create programs to manage a group of projects and project requests. A program is similar to a portfolio, allowing you to group common projects and requests. 

Features

  • Projects and project requests can be added to a program from the project or request, or directly in the program. 
  • Programs can be added to portfolios. 
  • A project or request cannot appear twice in the same portfolio, and the system will warn you if a conflict is detected.
  • One project or request cannot be counted twice in the same portfolio, and so the system will warn you if a project or request's programs and portfolios fields cause a conflict. This is explained in more detail under the Gotchas and Pitfalls section of this article.
  • Programs have managers, start and end dates, and budgets. 

Limitations

  • Programs cannot include tickets, issues or risks. 

Creating a Program

  • Navigate to Atlas Portal Home and sign-in.
  • Click on your User icon > TDNext (or Work Management). 

Screenshot of the TeamDynamix user menu opened from the profile icon in the top navigation bar. The dropdown menu displays options including My Profile, Profile Views, TDNext, and Sign Out. The TDNext option is highlighted with a red outline, and a hand-shaped cursor is positioned over the link, indicating the location to select TDNext.

  • In Work Management, navigate to View Applications > Analysis application.

Screenshot of the TeamDynamix Applications page displaying application tiles. The Analysis application tile is highlighted with a red border in the center of the screen. Other visible application tiles include Assets/CIs/Contracts – University Default on the left and Atlas Portal on the right. A search field labeled Search applications... appears at the top of the page. The highlighted Analysis tile indicates the application users should select.

  • Click New in the toolbar and select Program from the drop-down menu.

Screenshot of the TeamDynamix Analysis application. The New dropdown menu is expanded, displaying two options: Portfolio and Program. The Program option is highlighted with a red border, indicating the selection users should choose to create a new program. Navigation tabs for Analysis and People are visible at the top of the page.

  • In the New Program window, fill in the required fields:
    • Name
    • Manager
    • Budget
    • Start/End Date
    • Description
    • Portfolio
    • Options:
      • Add Projects from Projects Application- When this setting is enabled, users can add projects to this program from within the Projects application or TDAdmin. Otherwise, they can only be added within the Programs application.
      • Add Project Requests from Portfolio Planning- When this setting is enabled, users can add project requests to this program from within the Portfolio Planning application. Otherwise, they can only be added within the Programs application.
      • Include Time Off- Whether or not to include time off when calculating actual hours.
      • Active- When this program is active, it can be selected on projects' and project requests' workflow look-up; otherwise, it is not visible. 
  • Click Save.
Note: On the Success page, you can select View the program you just created.

Managing a Program

  • In Work Management, navigate to View Applications > Analysis application.
  • Click on Programs in the left navigation.

Screenshot of the TeamDynamix Analysis application. In the left navigation menu, the Programs option is highlighted with a red border. A red arrow points from the main content area toward the Programs menu item, indicating the location users should select. Other navigation options, including Dashboard, Portfolios, Project Searches, and Resource Reports, are visible in the menu. The page header displays Analysis, and a New button appears in the upper-right corner.

  • Click the Name of the Program.
    • A new Work Management tab will open.

Screenshot of the TeamDynamix Analysis application displaying the Programs page. Search and filter options are available at the top, including fields for search keywords, creation date, portfolio, manager, and modified date. Below the filters, a table lists available programs. The program named Article TEST is highlighted with a red border in the Name column, indicating the program users should select. Additional columns, including ID, Manager, and Portfolio, are visible in the table.

You will now be able to configure your Program to include any existing Projects or Project Requests currently in the TDX system. The following options are available to you:

  • General - Lists the basic information about your Program that you completed during setup.
    • Click Edit to change any of these settings.
  • Projects - Displays all Program-related projects in your Program view.
    • Click the + Add button to add projects to your Program.
  • Requests - Displays all Program-related project requests to your Program view.
    • Click the + Add button to add project requests to your Program.
  • Cost/Work History - Report on the Program Cost/Work History from this page. 
  • Work - Report on the Program Work from this page. Work consists of the Program itself, including Projects and Tickets.  

Program and Portfolio Conflicts

The system prevents you from adding any project or request to the same portfolio twice, such as by adding it directly to the portfolio and adding it to a program that is included in that portfolio. Any time when you modify a portfolio, program, project or request, the system will check to see if this creates a conflict before it saves. If there is a conflict, an error or warning message will appear.

Conflict Scenarios

Scenario One – If a program is already associated with a project, and you try to add it to another project in that same portfolio, this will result in an error message. 

Screenshot of a TeamDynamix Portfolio record titled Construction and Facilities Projects with the Programs (1) tab selected. The page includes search and filter options for locating programs and displays warning and informational messages related to program assignments. A red message indicates that conflicts occurred because the selected programs were not added to the portfolio due to existing associations. Below, an informational message explains that programs already assigned to other portfolios are filtered out or unavailable for selection. Buttons for Search, Add Selected, and Back appear near the top of the page.

Scenario Two – If a project is already associated with a program in the same portfolio, it will not be available for selection on the Projects tab of the portfolio.

Screenshot of a TeamDynamix Portfolio record titled Construction and Facilities Projects with the Projects (7) tab selected. The page displays search and filter options for locating projects, including fields for account/department, type, priority, classification, manager, and keyword search. Portfolio budget information is shown on the right, including portfolio budget, current projects budget, and budget variance. An informational message explains that projects already assigned to the portfolio or to programs within the portfolio are filtered out or unavailable for selection. Below the message, a table lists project details with columns such as ID, Project, Manager, Status, Health, Budget, and Priority. Buttons for Search, Add Selected, and Back appear near the top of the page.

Scenario Three – Cannot cause conflict when editing a Project/Request. 

Screenshot of a TeamDynamix Conflicts dialog box displayed while editing a project. A warning message states that the project cannot be saved because the current selection of programs and portfolios would associate the project with the same portfolio multiple times, which is not supported. Below the warning, a table lists the conflicting association, showing Program ID 1, Fawcett Hall Renovation, Portfolio ID 184, and Construction and Facilities Projects. A Close button appears in the lower-left corner of the dialog.

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