This page contains training materials regarding ITS project processes and use of the TeamDynamix (TD) project and portfolio management system at CI. 

Guides for ITS Customers

TD Login for Customers  (via myCI)

Play all ITS Customer Videos

  1. What is a project? (1:05)
  2. Submit a project request (2:20)
  3. View status of all project requests (2:07)
  4. How project requests are reviewed & approved by ITS leadership (2:26)
  5. Update a submitted minor project request (2:08)
  6. About project scoring (2:48)
  7. View status of an active project (major and minor) (1:11)
  8. Overview of active project details (2:17)
  9. Submit new issues related to an active project (2:56)

Guides for ITS Staff

Login to TDNext (via myCI)

Play all ITS Staff Videos

  1. About TDNext and browser configuration (for staff) (1:45)
  2. Instructions for allowing/unblocking popups
  3. Important TDNext applications and your tabbed menu (2:00)
  4. What is a project? (1:04)
  5. Project Time Tracking (3:42)
  6. Your TDNext desktop (dashboard)

Guides for ITS Managers 

Login to TDNext (via myCI)

Play all ITS Manager Videos

  1. About TDNext and browser configuration (for managers) (1:45)
  2. Instructions for allowing/unblocking popups
  3. Your TDNext desktop (dashboard) (2:20)
  4. View list of all project requests awaiting your evaluation
  5. View list of all project requests in ITS (2:50)
  6. Build a Business Case (Project Charter) for an assigned project request (4:01)
  7. Assign a project request to workflow (1:27) 
  8. View list of all project requests awaiting your approval (2:50) 
  9. Approve/reject a project request (1:55)
  10. Postpone a project request (2:27)
  11. View your active projects
  12. Review and approve staff time (3:21)
  13. Capacity Planning and Blocking Operations Time (2:38)
  14. Close a project
    • Closure Guidelines and Requirements 
    • Close Project & Create Closure Survey

Need Help? 

Please contact Melissa Bergem, Project Coordinator at melissa.bergem@csuci.edu or call 805-437-3557.