Questions?

They are answered by the XTRF community and our experts

+4

Workflow job type - additional options other than PM

MindyK 1 year ago in Home Portal / Classic Projects updated by Joanna 1 year ago 1

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

+4

Vendor availability accuracy

Sancho Leath 2 years ago in Home Portal / Smart Projects updated 1 year ago 1

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.
+4
Under review

Page refresh after canceling receivables and payables

Hi,

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.

+3

How to implement MT/MTPE into fully automated CAT tool integrated project?

Jelle Maes 9 months ago in Home Portal / Smart Projects with CAT integration updated by Wim 7 months ago 3

Hi community,


Are there any memoQ integrated smart project users who implemented MT and MTPE into their processes?

Any chance to share insights on how you set up the automation part of it? We are aiming at a highly automated process, obviously.


Ideally we would like to have a separate process template for that, but CAT tool integrated process steps are reportedly not cloneable. So for now we'll work with regular CAT tool integrated process steps, mapped with the available roles in memoQ. This means we'll have to look into other options to automate: price profiles.

But here we stumble upon the roadblock of fully automated provider selection rules. We can filter on categories matching the correct provider, but unfortunately not the correct vendor price profile will be used... as job types from these steps are 'translation' and 'proofreading' which are used for regular translation and proofreading jobs in the default price profile.

Does anyone see or use another workaround that meets the "highly/fully automated" requirement?


Thanks a lot!

+3
Under review

Finding vendors who've done # of jobs for a specific client?

Seyma Albarino 1 year ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 2

We want to identify potential editors for a specific client. In order to be considered, these vendors must already have worked on 50 or more translation or transcription jobs for this client. I'm having trouble pulling this data.

In the Vendors module, I can find vendors who have done at least 50 jobs, including at least one job for this client. This means that I'll sometimes find vendors who have done more than 50 jobs but only one or two jobs for the client. I don't want them to appear in my search because they aren't qualified to be considered for editing. 

In Projects > Jobs, I can find all the jobs a vendor has done for this client, but it's time-consuming to tally the number of jobs per vendor. 

How can I find vendors who've done 50 or more jobs for this specific client? Thanks.

+3

How to place all languages in the same PO

Marcela 1 year ago in Home Portal / Smart Projects 0

Hello. We recently did a DTP project with 25 target languages. They were all worked on by the same designer. When it was time to issue the PO, the system wouldn't let me do it unless I created a PO for EACH language individually. I wanted to just have all languages in the same PO so I could issue a PO for the total amount for the vendor. Is that possible? Thank you!

+3

Job evaluation by proofreader

I like the 5-point scale job evaluation because it is useful and very simple at the same time. But it looks like this feature was built with the intention of having the Project Manager enter the evaluation. I would much rather have the Proofreaders enter the evaluation for each translation job - ideally in a way that the job can only be moved forward to the next status once the Proofreader has entered the evaluation. That way we would collect evaluations for each and every translation job, without any hassle for the Project Manager.

+3
Under review

System and user time zones

Sancho Leath 2 years ago in Home Portal / Smart Projects updated by Laura Jimenez 12 months ago 11

I could not find a UE thread or release note on this topic. Is anyone aware whether this issue has finally been fixed in the latest 8.x patches?


While the settings allow to differentiate between System and User time zones, this has not worked since its inception. Example: System time zone is the time zone of headquarters. User time zone varies depending on where the branches and vendors are located, or where you are currently working from if traveling. IP sets the User time zone. But to avoid confusion when working over several time zones, the System time zone is supposed to standardize time entries (project planning, deadlines, vacation planning, work logs, etc.).





+3
Under review

Default specialization for clients

Laszlo Kovacs 2 years ago in Home Portal / Classic Projects updated 2 years ago 4

Do you know of a way to set a default specialization for a client?

It should be pre-selected whenever you create a project for that specific client.

+3
Answered

Smart project deletion

ramy 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 8

How can i delete a smart project ? 


When i tried to delete a project,  i received this message " Smart project can't be removed ".