They are answered by the XTRF community and our experts
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?
Has anyone used the add-on feature of the work log, where users can track how much time they are spending on different tasks? If so, do you have any thoughts regarding its usefulness and accuracy?
How can we run a LQA process in XTRF with external documents and link them to the vendors.
Use case: we evaluate vendors periodically with a balance score card
Ideally we would use XTRF e.g. the reports section "Client Feedback" to add the LQA information and to close with Pass or Fail.
How does the rest of XTRF users deal with this issue?
As you may know, PM can leave notes to Vendors using the Instructions tab.
Also, Vendors can send a note to the PM when performing or completing a Job. However, PMs cannot reply to Vendors' notes and the communication is not fluid. Sometimes transit between PMs and Vendors may require more than two contacts.
We need a more fluid communication between PMs and Vendors. For instance, for large or difficult projects, Vendors should be able to contact the PM and clarify any doubts.
We propose that this functionality/option be included in XTRF (Classic Projects) so as to allow PMs and Vendors to communicate more than 1 time by either including the option of replying to Vendors' notes or including a ''Chat'' functionality.
@Juan, the idea of a "chat functionality" has already appeared on our Product Development Ideas forum. Feel free to leave your input / like there.
We are looking closely at the topic of better in-project communication between the PM and vendors. We're hoping to share some outcomes of our research soon.
There was talk to have this feature implemented for 8.2 and then 8.3. For which version is it currently planned?
Besides formatting tools to differentiate and highlight important pieces of information in these notes fields, having active hyperlink that are clickable in the notes fields would be very practical.
Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).
Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.
When we setup our workflows, in the workflow jobs, we use the option 'Default Vendor' is the 'Current PM'. Is there a way that we can get another category added, which links to the project's profile, such as Account Manager (preferred) or Project Coordinator? This way, that person would be assigned to that workflow job in the workflow and we don't have to add them at every instance?
Thank you, Mindy
Vendor availability is a useful parameter for PMs when planning projects. Based on the productivity of each vendor and the assigned jobs, the remaining availability for the vendor is displayed as a graph or percentage. Has anyone else come across the following issues and are these bugs or is there a workaround?
- If a job is accepted but does not specify a volume yet (e.g. project announced by customer without volume info), the availability of the vendor for the estimated time period of the job is completely blocked, i.e. the availability is down to 0%. The same is true for editing jobs that are specified/billed by the hour once the job is finished. Rather than completely blocking the vendor availability when the volume of the job is not known yet, the availability should either remain unaffected (until volume is entered for the job) or a more sophisticated indicator for unspecified volumes is used (color, pattern, asterisk, etc.).
- Vacation days entered by vendors block the availability on those days. The current issue is that XTRF does not use calendar days (e.g. June 20) but hourly ranges (e.g. 00:01 to 23:59 of June 20) for this blocking action. Due to different time zones, one vacation day as entered by the vendor now registers as two vacation days in the Home Portal (e.g. June 20 and 21). I believe this is a known issue, as the time zone bug has been on the list for a long time. But since development seems to be driven by voting now, I wanted to get this out to the UE community.
When hitting cancel in the receivables or payebles window a page refesh still occurs.
This was solved for the save button. It would be great if tis also gets resolved for the cancel button.
It would be great is XTRF had a simple log somewhere that tracked every action: time when X happened and by who. It would be very useful for:
learning how things get deleted
learning how long it takes for activities to complete
learn what activities took place
learning whether or not things get done by a certain amount of time
very valuable management and management KPIs can be developed from this.
I'm sure it would also help with troubleshooting problems with projects and the XTRF too.
Tomas is right.
The feature is available, but not enabled for everyone. Contact Service Desk or your KAM about it.
I was wondering if there is a way to schedule the date and time when the delivery e-mail for a given project will be sent.
Sometimes we are done with a certain job, but want to deliver it to our clients at the time we actually promised them, not hours (or even days) before...
Is there any way for us to close the workflow, get the e-mail generated, and then have it sent at the time that has been assigned as the Deadline for the task?
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