How to create a Project Plan in TDX

Summary

Steps for project managers to add & create Plans (Schedules) for TDX projects.

Body

Overview

Steps for project managers to add & create Plans (Schedules) for TDX projects. 

Definitions

Project Plan = An organized list of tasks for progress tracking.  Plans can be added to projects at any time and it is possible to have more than one plan on a project (useful when working on larger projects with multiple facets to them).  

Instructions

  1. Open TDNext in the browser
  2. Browse to the Projects tab
  3. Select a project name in the left menu -> Manage
  4. In the Project window, click on the Plans* tab 
  5. Click on the New button.  A pop-up window will appear. 

  1. Enter a name for the new plan & description, if desired 
  2. For Type, select Waterfall 
  3. Under Do you want to create this plan from anything, choose empty plan 
  4. For Do you want to check this plan out now, select Yes 
  5. Click Save.  A new window will open for the Plan

More Information

See TDX Article Building Your Waterfall Plan for detailed information about building a plan. 

Details

Details

Article ID: 6960
Created
Sun 6/26/22 9:51 PM
Modified
Thu 3/13/25 5:02 PM