How to Track Time on TDX Projects

Table of Contents

Context

Time tracking in TDX Projects happens at the task level. Each task card within a project's plan includes a Work tab where team members log the hours they spent and a short description of the work performed. Logged hours automatically roll up into the task's actual hours and the plan's overall totals, so managers can compare progress against original estimates.

Note: TeamDynamix tracks all time in hours. To log minutes, enter the fraction of an hour corresponding to that quantity of time. Visit Time Tracking Categories and Conversion Guide Article | Atlas for a time conversion table.

Task Level Time Tracking

Project managers and team members can review total logged time for a plan from the Totals panel on the right side of the plan view.

  • Open TDX Work Management.
  • Click View Applications in the top navigation.
  • Find and open Projects. 

Screenshot of the TDNext Applications page, showing a Projects application tile (highlighted with a red box) alongside other tiles including Assets/CIs/Contracts and Atlas Portal.

  • Navigate to "Projects" on the left side navigation menu.
  • Select the project you worked on to open its "Project Details" page.
    • A new tab will open in Work Management.

Screenshot of the TDNext Projects application sidebar menu, with the Projects section (highlighted with a red box) expanded to show the 'IT Service Manageme...' project listed underneath.

  • On the left side navigation menu, click Plans.
  • Open the plan that contains your task.
    • A new window/tab will open.

Screenshot of the IT Service Management initiatives project in TDNext, with the Plans menu item highlighted in the sidebar and an arrow pointing to the list of plans, including Atlas Portal Enhancements, Change Management 2.0, and Status Page.

  • Find your task card and click the pencil (edit) icon to open it.

Screenshot of the Atlas Portal Enhancements card wall with New, Acknowledge, In Process, and On Hold columns. The edit (pencil) icon on the 'Knowledge Management Updates' task card in the In Process column is highlighted.

  • In the task window, click the WORK tab.
  • Confirm your name is selected in the "Person" field.
  • Choose the correct Time Type from the drop-down.
  • Use the arrows or the calendar icon next to the date range to navigate to the week you worked.
  • Enter the hours you worked in the box for each day.
  • Add a brief note in the Description field describing the work performed.
  • Click Save to record your time entry.
    • Repeat these steps for every task you work on throughout the project.

Screenshot of the Knowledge Management Updates task card with the WORK tab selected, highlighted in red, showing a weekly timesheet with Person and Time Type fields and daily hours and description boxes for Sunday through Saturday.

Other Ways to Add Time

Logging time from a task card is not the only option. TDX also provides a central Time & Expenses area where you can add time without opening an individual task card.

  • Open TDX Work Management.
  • Click View Applications in the top navigation.
  • Find and open Time & Expenses. 
  • Click + Add Time.

Screenshot of the TDNext Time & Expenses page, with an arrow pointing to the 'Add Time' button, highlighted in red, next to Submit Final, Today, Refresh, Print, and Filter options, above the weekly Time Entry grid.

  • Select the Time Entry tab that best fits your entry:
    • Use the Project/Workspace tab to log hours directly against an entire project, without tying the time to one specific task.
    • Use the Issue tab to log hours against a specific Issue within a project.
    • Use the Ticket tab to log hours against a ticket associated with the project.
  • Select the appropriate Time Type, enter your hours and a short description for each day.
  • Click Save.
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