Questions?

They are answered by the XTRF community and our experts

+10
Under review

Tracking vendors' rejected job offers

Seyma Albarino 7 months ago in Home Portal / Smart Projects • updated by mark 2 weeks ago 5

We would like to be able to track the number of job offers a vendor has rejected. Is that possible? If so, where is the data stored and how can we access it?

Answer

Rejected and unanswered Job Offers are not stored anywhere. It is not possible to tell who got the offer after you assign someone to a job. 

+9
Under review

Wrap up of memoQ projects after completion in XTRF

Sancho Leath 2 years ago in Home Portal / Smart Projects with CAT integration • updated by Mikołaj Pastuszko 1 year ago 9

How are you XTRF/memoQ users handling the wrapping up of projects in memoQ? Currently there is no API command (to my knowledge) that allows XTRF to wrap up a completed project in memoQ. This leads to lots of unwrapped memoQ projects and therefore to lots of Working TMs as TM reference material in new XTRF projects.


So far we have had to ask our PMs to wrap up projects manually. PMs currently do this once a week to reduce the amount of Working TMs in XTRF, as the wrap-up action submit Working TM to Master TM in memoQ.


I had asked XTRF to incorporate a wrap-up API call from XTRF to memoQ when the XTRF project is closed, as this seems to be the most logical and practical time to run this action. However, I was told that this is not a common request by XTRF/memoQ users. Therefore, I would like to check with all of you in case I am missing something.


Thanks in advance!

Sancho

+9
Answered

Who is on vacation today/this week?

Michal Shinitzky 2 years ago in Home Portal • updated by J_N 12 months ago 4

Hello,

I would like to know how to create a display (on my dashboard or anywhere else) that presents who is on holiday today/this week/any other selected date rage.

Pls advise how to to do it, as I couldn't find instruction anywhere.

thanks!

+8
Under review

Best way to monitor status of many projects

Sancho Leath 2 years ago in Home Portal / Smart Projects with CAT integration • updated by Łukasz Kaleta 2 years ago 22

We have been using Smart Projects for almost 9 months now and have found workarounds for most situations. But from time to time, we want to make sure we are not falling into bad habits, but instead are using the system as efficiently as possible. To this end, I wanted to get the community involved to see what you have found to be the best way to monitor the status and need for action for numerous projects at the same time, e.g. at least 50-100 open projects simultaneously.


So far we have used a hybrid approach of:

* List of open projects

* List of jobs due today or earlier

* Systematically adding an internal "project preparation" step to all projects, which we only set to Ready once all vendors have been assigned, finances are verified, and the project confirmation to customer has been sent out


While this works fairly well, it is surely not ideal. The main purpose of a project management system is to have a clear and organised overview of running projects and jobs. The Smart Projects Dashboard is, at best, a half-hearted effort to achieve that. And the Notification section in the top bar is not practical or reliable at this point (see other threads on this topic).


So as we wait for a better solution to be developed, what other ways have you found to be effective in keeping an overview?

+7

Language pair Any >> Any (DTP & other services)

Seyma Albarino 7 months ago in Home Portal • updated 3 months ago 7

Certain vendors, especially agencies and DTP providers, tend to select "All Languages" as their language pairs, and this appears as Any >> Any in their XTRF profile. 


We've found that this seriously messes up our data because these vendors appear in searches when they really shouldn't: If we have a translation agency that specializes in Indian languages but has Any >> Any in their profile, they'll appear in a search for vendors providing ES > EN translation. 


Outside of getting the vendor to select specific languages, is there any way to work around this? (It would be very time-consuming for us to go in and modify all these vendors' language pairs.) Can we make sure vendors with Any >> Any don't appear in our searches? 

+6

O365 Add on (Excel)

Robrecht Belien 12 months ago in Home Portal • updated by Martynas Juodis 4 months ago 10

Hi,

I really love the google sheets add on to get the smart views.

Are there any plans to create the same for O365 (Exel) ?

If not I'm willing to develop it and maybe someone would like to help.

+6

How do you manage MTPE words in the Match Type Grid?

Aureliano 1 year ago in Home Portal • updated by Joanna 10 months ago 1

We have many clients that are using Machine Translation and we have to assign a rate for that Match Type both for clients and vendors. We use memoQ as our CAT Tool. XTRF is telling me that it is impossible to add a line to the Grid. How do you handle this?

+5

Notification of notes from vendor?

Meghan Cooper 9 months ago in Home Portal / Classic Projects • updated by Donna Meyer 6 months ago 3

Is there any configuration to trigger an automated email notification when a vendor leaves a note on a project (located: Task > Job > Instructions > Notes from Vendor to PM)? Or a view that would showcase this easily. We frequently have projects with 45+ language combinations, and it is not feasible to look in each job to see if a note is there (and vendors sometimes leave notes there instead of emailing us, assuming we will notice). This is referring to Classic Projects.

+5
Searching answer

Best practices for changed source documents

Sancho Leath 1 year ago in Home Portal / Smart Projects with CAT integration • updated 6 months ago 13

Customers will send changed source documents quite frequently. Even though we are experienced users of Smart Projects, we are not sure whether we are using best practices for such scenarios. Quite some time ago, we discussed the need for better handling of source document reimports (integrated with memoQ). Not sure where this is on the roadmap, which is why I would like to UE community benefit from this discussion.


Scenarios:

(1) Integrated memoQ project with bilingual source documents already created, but translator hasn't started.

(2) Integrated memoQ project with bilingual source documents already created and translator has started, but not delivered.

(3) Integrated memoQ project with bilingual source documents already created and translator has started and delivered. Bilingual document is now with proofreader.


What is the best way to handle both file management and finances (receivables/payables) in these scenarios with the current Smart Project design?



+5
Answered

Package quotes

Svitlana (Proftranslation LSP) 2 years ago in Home Portal • updated by Łukasz Kaleta 2 years ago 10

Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:

  • translation only
  • translation + revision
  • translation + revision + QA, etc.

Of course we can indicate those as different services and workflows in the system. 

But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option. 

Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.

 

What are your thoughts on this?

How possible is this scenario? Maybe someone has some advice or workarounds for this?