Questions?

They are answered by the XTRF community and our experts

+4

Volume in notifications for new job proposals

Sandra Lara 1 year ago in Home Portal / Smart Projects updated by Myriam Garcia 5 months ago 2

We are modifying the templates for notifications and we want to include the volume. However, we want to retrieve that information from the Payables, section, this one exactly: 

I cannot find any code in the template to include that information. Do you know how to do it, if possible?

+4
Answered

Two-way constant communication between Vendor and PM

Juan Cardona 1 year ago in Home Portal / Classic Projects updated by Bogusław Reich (XTRF Product Owner) 1 year ago 7

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.

Answer

@Juan, the idea of a "chat functionality" has already appeared on our Product Development Ideas forum. Feel free to leave your input / like there.

https://xtrf.userecho.com/communities/1/topics/153-integrated-chat-in-xtrf

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.

+4
Under review

Audit Log

Angelo 2 years ago in Home Portal updated by mark 2 years ago 13

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.  

Answer

Tomas is right. 
The feature is available, but not enabled for everyone. Contact Service Desk or your KAM about it. 

+4

Workflow job type - additional options other than PM

MindyK 2 years ago in Home Portal / Classic Projects updated by Joanna 2 years 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

How to place all languages in the same PO

Marcela 2 years 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!

+4

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.

+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

pics into "ISTRUCTIONS FROM CLIENT" tab

Gae 2 months ago in Home Portal 0

Hello,
I’m here to ask somebody ur opinion.

I’ve found out that “tab” INSTRUCTIONS FROM CLIENT” doesn't support formatting images and it is a simple text editor.

Does somebody think that could be a good idea for ur business too, to be able to copy and paste also some pics/screenshot?

XTRF’s support asked me to bring this discussion here:

Yesterday 09:36

Hello Gae,

Thank you for contacting XTRF Support Team.
Unfortunately, "Instructions from Client" doesn't support formatting images. As you wrote it is a simple text editor. However, If you think it is a good idea for the business to have this feature in future releases, please share your thoughts on UserEcho.

Kindest regards,


Thanks! ;-)

+3

User visibility - seeing when someone else is working on a project you're working on

Chloe 2 months ago in Home Portal / Classic Projects 0

We work with a sales and a project management team, and sometimes both of them are editing a project at the same time - perhaps adding additional information in the notes or assigning providers, etc.

Currently this means that someone's work won't be saved due to the system not being able to handle two lots of editing at the same time, and it's impossible to know when this will be the case as the system doesn't warn us until we try and save the work.


We'd like to suggest having some visibility of who is working on that particular project at the moment, like when you log in to a sharepoint file and you can see in the top of the page the person working on the project. Then we know not to try and edit it or can at least talk to the person to see how long they'll be working in there.


+3

Production planning and bottlenecks

Sancho Leath 8 months ago in Home Portal / Smart Projects updated 6 months ago 1

We are trying to find a better way of anticipating production bottlenecks and engaging more in proactive production planning. As an LSP, it is easy to limit oneself to reactive production planning ... and deal with the consequences. Being able to anticipate bottlenecks in production resources and cyclical customer demand would help to be better prepared.


Essentially, the new productivity view that was recently introduced could be a very basic form of doing so, if it wasn't limited to 1 week!?! I truly hope the request for longer time periods (best case: date range definable by user) has been heard. This would at least cover the number and size of past/current/future jobs of a predefined (via SmartView filters) vendor group. Another way would be to extract all relevant data via API and running a custom analysis on PowerBI or equivalent.

Any other thoughts (XTRF included)?