Accessing Projects in Coyote One Stop

Issue/Question

How can a view the project I am a stakeholder on?

I have been assigned a task and do not work for ITS, how how do I access that information?

Environment

  • TeamDynamix (Coyote One Stop)

Cause

 

Resolution

  1. Employees working on projects being managed by ITS who do not work for ITS, can be given access to view the project in Coyote One Stop
  2. The ITS project manager will need to open a ticket and assign it to the PMO
  3. Once the employee is added, they will be able to see projects they are assigned to or are a stakeholder on in Coyote One Stop by clicking on Projects at the top of the page
  4. Using the Tiles or Grid view, click the Project you have access to that you would like more information on
  5. The following areas are available
    1. Details - provides an overview of the project
    2. Feed - review new items, edits, status changes or comments
      1. Uncheck  or check   to review particular changes 
      2. Click Apply Filter
      3. Use Comment to notify project participants
    3. Briefcase - contains project documents
    4. Contacts - contains project resources
    5. Issues - used to document issues or actions items
      Note: these are entered by the project manager 
    6. Risks - used to document risk and plan migrations
      Note: these are entered by the project manager 
    7. Links - used to document project links, such as links to Teams sites 
    8. Plans - contains two sections
      1. My Tasks (task you are assigned to)
        1. Click task for more details
        2. Comment can be used to notify projects participants out of the project task
          1. Click Comment
          2. In Notify start typing name of person you would to notify or select and remove those you do not want to include
          3. Add message
          4. Click Save
          5. Email will be sent to those listed in notify 
          6. Message will be documented in the task feed
      2. Plans (project plans)
        1. Click Plans Name for more details
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