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

Guides for T&I Customers

TD Login for Customers  (via myCI)

Play all T&I 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 T&I 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 T&I Staff

Login to TDNext (via myCI)

Play all T&I 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 T&I Managers 

Login to TDNext (via myCI)

Play all T&I 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 T&I (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.