Adding and Managing Resources in TeamDynamix (TDX)

This article explains how to add and manage resources within a project in TeamDynamix (TDX). It is intended to help project managers assign colleagues to a project and manage their participation throughout the project lifecycle.  Only the Project Manager and/or Alternate Managers can add/delete resources to a Project.

The goal is not to require users to have advanced knowledge of resource management, but to provide clear and practical steps for keeping resource assignments up to date allowing for clearer accountability, better collaboration, and more accurate project records when adding and deactivating project resources in TDX. 

Overview 

Resources in TDX represent individuals who are assigned to a project. Adding resources allows team members to participate in project work, collaborate on tasks, and be formally associated with the project.

TDX allows project managers to:

  • Add individual users as resources
  • View active project resources
  • Deactivate resources when they are no longer involved

Managing resources accurately helps ensure projects reflect the correct team members and responsibilities.

Procedures

Accessing the Project

To add or manage resources:

  1. Navigate to Applications Menu → Projects
  2. Locate and select the project you want to update
  3. Confirm that the project has already been created and is active

Adding a Resource to a Project

Navigating to the Resources Section

Within the project:

  1. Locate the left sidebar
  2. Scroll down and select Resources

This section displays all current resources assigned to the project.

Adding an Individual Resource

To add a new resource:

  1. Select the Actions button
  2. Choose Add Resource
  3. Select Individual as the resource type
  4. Search for and select the colleague you want to add
  5. Confirm the selection to add them to the project

Once added, the individual will appear in the list of project resources.

Note: If a system message or pause appears during this step, it can be disregarded if the resource is successfully added.

Managing Existing Resources

Deactivating a Resource

If a team member is no longer participating in the project:

  1. Select the resource’s name from the Resources list
  2. Choose Deactivate
  3. Confirm the action

The individual will no longer be an active resource on the project.

Result of Managing Resources

After completing these steps:

  • New team members are successfully added as project resources
  • Inactive participants are removed from active involvement
  • The project accurately reflects current staffing and ownership

Additional Support

  • OU Technology Center
  • 44 Oakland Center
  • Rochester, MI 48309-4479
  • (248) 370-4357
  • Office Hours: M-F 8:00am - 5:00pm
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