About TeamDynamix Release Information

Version 12.0 Release Notes

Contents

• Release Preview Environment and Preview Webinars
• Changes with Day 1 Impact
• New Technician User Interface
  • Side Panel View
  • TeamDynamix Tab View
  • Left Side Panel Navigation
• TeamDynamix Dashboards
  • New Dashboard Editor
  • Dynamic Dashboard Widgets
• API Changes
• Deprecated Features
• Database Changes
• Known Issues
• Additional Changes

Release Preview Environment and Preview Webinars

The release preview environment will be available from February 5th until the release. There will be preview webinars throughout the release preview period, and a Q&A webinar on the Mondays after each organization is converted to the new interface.

• Launch Q&A Webinars - Monday May 5, May 19 and June 2 at 2:00 ET - Register Here 

These webinars will be recorded and published in the Product Release Videos category.

To learn more about accessing the Release Preview environment, see the TeamDynamix-owned article "How to Access the TeamDynamix Release Preview Environment" (log in required).

Changes with Day 1 Impact

New Technician User Interface

The TeamDynamix technician user interface has a new look and feel, improved navigation with reduced pop-ups, and an improved dashboards system. The changes to the user interface apply to all areas of TDNext, excluding certain applications that launch from the technician user interface: Web Plan Manager, Card Wall, Backlog Manager, Asset/CI Relationship Viewer, and Workflow History Viewer. 

    

Side Panel View

Item Detail pages and certain other actions in TeamDynamix will open in the Side Panel view. This panel slides out from the right side of the screen and allows the user to work with the item while the page they were on remains open behind the panel. Each application/tab within TeamDynamix has an independent side panel, allowing multiple to be opened at once.  

Within the Side Panel, users can navigate to any of the pages that are linked from the opened item. After navigating, the Back to Start button will take the user back to the page that was first opened, and the arrow buttons will allow navigating through the pages that had been opened in the side panel.

Pages in the Side Panel can be promoted to a TeamDynamix tab using the icon or to a browser tab using theicon. 

TeamDynamix Tab View 

The TeamDynamix Tab view is used as the default view for all TeamDynamix applications and for more complex Detail Pages such as Project and Project Request details. It also can be used for any Side Panel view that is promoted to a TeamDynamix Tab. 

 

The set of TeamDynamix tabs is saved so that when a user logs in their tabs are automatically opened. Each tab has an independent side panel so you can move between tabs without losing your place. 

Left Side Panel Navigation

The left side panel has been reorganized and enhanced, with the following changes:

• Tickets application
  • Users can choose which out of the box or custom searches to include in the left navigator.
  • The "Tickets" header which opened the Ticket Search page is now labeled "Search".
  • The Groups page has been rewritten to provide more useful group information and to provide a direct way to access the group and user assignment pages. 
  • The Locations page has been added to the left navigator.
• Projects Application
  • Projects no longer open with the project application and project detail page left navigation visible at the same time.
  • The list of the user's projects has been moved above the reports section of the navigator.
  • The list of the user's projects no longer expands when a project is selected. The project related pages that could be accessed from this navigator are now accessed from the related page within the project detail page. 
  • The full list of the user's projects can be seen by clicking the Projects header in the navigator. This page allows customizing which projects will show in the left navigator.
  • The Project Detail page left navigation sorts all items alphabetically, with Details, General, and Settings pages pinned to the top.   
• Portfolio Planning
  • Users can customize which saved searches appear in the left navigator. 

TeamDynamix Dashboards 

 

The Desktops system in TeamDynamix has been rewritten and renamed as Dashboards. Existing Desktops are automatically converted to the new Dashboards system, with the existing widgets. 

 

New Dashboard Editor and Dashboard Layouts 

The updated Dashboards system uses a new dashboard editor which supports full customization of the dashboard layout.

Dynamic Dashboard Widgets

Many of the out of the box dashboard widgets have been rewritten as Dynamic Widgets. These widgets allow filtering, sorting, grouping and customizing columns directly from the user's dashboard. Dynamic widgets with built in filtering such as Assets Nearing Replacement will enforce that filtering in addition to any configured by the user.  

Additionally, new dynamic widgets have been created that allow a view of items that did not have a previous out of the box widget: 

• Assets
• Configuration Items
• Project Requests
• Portfolios
• Programs
• Tickets
• Ticket Tasks

 

API Changes

API Support for Dashboards

The API endpoints for working with users have been updated to support the new Dashboards system. The legacy Desktops system and the new Dashboards system use a different identifier to choose a user's desktop/dashboard.

Endpoints that work with users and previously accepted a DesktopID property will now accept both a DesktopID and DashboardID property. These will behave as follows:

This means that for organizations that are automating applying desktops, there will be no Day 1 change to their automations, but any newly created dashboards can only be applied after updating the automation to use the DashboardID. 

The current DashboardID and historic DesktopID for a Dashboard Template can be looked up in TDAdmin > Dashboard Templates > Dashboard Templates in the ID and Legacy ID fields. Legacy ID will be blank for any dashboards created after the new user interface is enabled.

Deprecated Features

The following features have been removed:

• Finance Application: The Finance application has been removed. Functionality related to creating and reporting on invoices has been removed from the system. The time entry related reports have been moved to the Analysis application. Users must have the Analysis application and the new View All Time Report Types permission to view or run these reports. This permission has not been automatically assigned to users who had the Finance application. 
• Profile Views: The number of times a user's profile has been viewed has been removed from the Person Detail page. The corresponding desktop widget has been removed. 
• Contacts Application: The Contacts application has been removed. The corresponding person records are still available in the system, but contacts are no longer automatically generated for each resource record in a project. The corresponding desktop widget has been removed. The contacts view of an Account/Department record remains. 
• To Do lists: The personal To Do List feature has been removed. 
• Show Summary on Startup: The option to show users a summary when they log in has been removed. 
• Desktop Modules: The following desktop modules have been removed: 
  • Contacts
  • Profile Views
  • Popular Questions
• Project-specific Desktops: The feature where selecting a project filters the out of the box modules on the Project Application desktop to that specific project is no longer supported.  

Database Changes

See this article for documentation related to database changes between version 11.10 and 12.0. This documentation can be used by private cloud customers who are making queries directly against the TeamDynamix database.

Known Issues

The following items have been identified as known issues. When they are addressed, they will be moved to the Additional Changes section below. 

Additional Changes

This section will include any additional changes that are made during the release preview time frame. This section may be updated throughout the release preview period with changes that would normally be included in weekly maintenance releases.