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7. Set the visibility of this report. The options are me, everyone or specific user groups. 8. Add an optional chart to your report and configure the X and Y axis or the Name and Value from the dropdown. 9. Choose whether you want the Desktop report to display the grid of columns or the configured chart, if applicable. 10. Optionally add email delivery. Click the button and the delivery schedule window, shown below, will display. Set an interval, formal, and recipients. Recipients for scheduled emails must be TeamDynamix users. 11. Click the or button at the top of the report to create the custom report. g. Reporting on Surveys

13. Asset Management Application This section will describe the Asset Management application, which is designed to track and report across your organizations assets.

x. Product Types Product types are hierarchical categories that contain product models. An example of a product type hierarchy might be personal computer, and within that, desktop and laptop, and

within either of those, Mac and Windows.

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To add new product types, click the Products link from the left navigation and click the button. Alternately, you can click the +New link in the top navigation and select Product Type.

y. Vendors

Vendors do one or more of the following: manufacture products, supply assets or provide contracts (warranties, service contracts, support contracts, or upgrade protection.)

Each asset must have a manufacturer vendor, and each contract (described below) must have a provider vendor.

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To add new vendors, click the Vendors link from the left navigation and click the button. Alternately, you can click the +New link in the top navigation and select Vendor.

You can also mass import vendors from an XLSX file by clicking the New link and selecting Vendor Import.

Click the example import template link in the Vendor Import Window to download a template., then follow the import prompts.

z. Product Models

Product models are a specific variety of a product type. For example, 13 inch MacBook Pro might be a product model within the Mac product type described above. A product model must have a manufacturer, which are configured in the Vendors section described above.

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To add new product models, click the Products link from the left navigation and click the

button on the page in the product type tree where the model should be added. Alternately, you can click the +New link in the top navigation and select Product Model.

aa. Locations

Locations are the physical addresses where assets are stored or in use. Locations can also be applied to tickets.

Locations are required to have a name but have other optional fields, including a room list. You can optionally choose to require a room to be selected for an asset location.

To add a new location, click the Locations link from the left navigation and click the button. Alternately, you can click the +New link in the top navigation and select Product Model.

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bb. Assets

An asset represents a specific purchased instance of a product model. For example, a specific one of the 13 inch MacBook Pros would be an asset. Assets must have a serial number, supplier (vendor), product model, purchase cost and status. The status is configurable per institution, but the default values are In Use, Inventory, Retired and Disposed. Other fields are optional and can include custom attributes.

To add a new asset, click the Assets link from the left navigation and click the button. Alternately, you can click the +New link in the top navigation and select Asset.

You can also mass import assets from an XLSX file by clicking the New link and selecting Vendor Import.

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Click the example import template link in the Vendor Import Window to download a template., then follow the import prompts.

If you choose not to use the template, please note that you must input your choices in the correct format. Particularly, Owner and Requestor must be entered in the format "Name ", Product Model must be entered in the format "Model (Manufacturer)", and Location must be entered in the format "Location (Room: Room)". If you would like to choose a location without specifying a room, you can simply enter "Location". Please note that this is only possible for locations that do not require a room. See the choices in the import template for examples.

For assets, there is a distinction between an "edit" and an "update", similar to how tickets and issues are currently handled in TeamDynamix. Editing an asset allows an individual to change all available properties on the asset, but an update allows technicians to change only a subset of fields, such as status, location or ownership information. Custom asset attributes can also be marked as "updatable" in the same way that custom ticket and issue attributes can be flagged.

Assets can be associated with one another in parent/child relationships. For example, an expensive monitor may be the child asset of a PC asset to which the monitor is connected.

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cc. Contracts

A contract can be categorized as a warranty, service contract, support contract or upgrade protection, and can include custom attributes and attachments. After creating a contract, assets can be added to the contract. Contracts must have a Provider (vendor).

To add a new contract, click the Contracts link from the left navigation and click the button. Alternately, you can click the +New link in the top navigation and select Contract.

When setting the default end date for the contract, you can select either fixed or sliding. A

sliding date model means that the contract dates will be set per-asset based on the assets acquisition date.

Click the button when you are finished.

Click View the Contract You Just Created to add assets to the contract by navigating to the

Assets tab and using the lookup to find the asset.

dd. Assets on Tickets

Assets can be associated with tickets, either through the Assets application or through the Tickets application. By opening an Asset detail window, a ticket can be associated with an asset by selecting the ticket from the Tickets tab lookup. In the Tickets application, an asset can be associated with a ticket through a lookup upon ticket creation or in the ticket detail window

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after creation. When attempting to associate an asset with a ticket on creation, by default it will show all the assets for which the requestor has been listed as a "user".

ee. Asset Reporting

Assets has its own robust Report Builder. To create a new report from the Assets application: 1. Click the New report link in the top navigation bar

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2. Enter a name for your report in the Name box 3. Choose which columns you want to see in your report. Available fields include all standard TeamDynamix asset fields, and all custom attributes for your organization. 4. For selected report columns, you can optionally select a way to aggregate the data at the bottom of the report. Available options are average, minimum, maximum, and sum. 5. Select the appropriate operator for filtering (variably, is one of or is not one of OR equals, less than, greater than, less than or equal to, greater than or equal to, not equal to.) You can choose multiple filters, and use the advanced filtering options to set Boolean AND or OR filters For example, "(1 OR 2) AND 3." 6. Select the maximum number of rows to retrieve 7. Set the visibility of this report. The options are me, everyone or specific user groups. 8. Add an optional chart to your report and configure the X and Y axis or the Name and Value from the dropdown. 9. Choose whether you want the Desktop report to display the grid of columns or the configured chart, if applicable. 10. Optionally add email delivery. Click the button and the delivery schedule window, shown below, will display. Set an interval, formal, and recipients. Recipients for scheduled emails must be TeamDynamix users. 11. Click the or button at the top of the report to create the custom report.

ff. Asset Product Model Import Support

Product models can be imported through the Excel-based import system. In the Assets application, a "Product Model Import" option is available by clicking the button in the top menu. This ability is only available for individuals who can create or modify product models. This process will skip over duplicate items that have the same manufacturer,

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product type, and name as a product model already present in the system.

gg. Asset Attachment Support

Multiple attachments can be added to any asset, either from the new assets creation page or from the asset edit page. This allows for resources like hardware diagrams, manufacturer documents, or service plans to be tied to that specific asset.

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hh. Asset Ticket Creation Shortcut

The "Tickets" tab on the asset detail page now has an button which allows individuals to create an incident, problem, change, or release from it, which will pre-select the current asset for the "Asset" field.

14. Leadership Focused Reporting

ii. Analysis Module

This section will describe the reports available in the Analysis module and the process required to build and save reports.

i. Portfolio Reports

Projects can be grouped together in the Analysis module into Portfolios. This portfolio-level report view displays general information about the portfolio including the manager, date created and number of projects and requests; the status of the projects by budget, duration, hours and management; the budget for the individual projects and the portfolio as a whole; the amount of work broken down by estimated, baselined and actual hours; the scoring of the report; and the expected return on investment of the portfolio.