Questions?

They are answered by the XTRF community and our experts

0

Classic Dashboard - Filter options missing

Hi everyone,

I am trying to create a Dashboard (Classic) view. I would like to modify the Filter options, and add additional filters in my View.

According to XTRF Knowledge Base, there should be a Filter Tab


https://knowledgebase.xtrf.eu/display/XTRFHelp/Dashboard+-+Opened+Projects#expand-ClicktoReadaboutSearchCriteriaProperties

Image 1284

However, it seems that Tab is gone in my XTRF (I am administrator, so I don't think it's a question of rights).

Image 1285

Can anyone let me know if this function has been removed from XTRF (so the available help is not correct), or is there some mysterious setting I should be looking at?

Thanks in advance!

Sonia

Answer

@Sonia, please open a support ticket for this issue. Make sure to describe how you are trying to access the view in question. Additionally, you can guide us what kind of view modification you intended to introduce, and our specialists will check if they can help you.

0

Can't generate PDFs

felicia 4 years ago in Home Portal / Classic Projects updated 4 years ago 4

hello, some of our XTRF users can't generate anymore PDFs for POs, quotes... This started 2 days ago and it not experienced by the entire team. We all use Chrome as a browser, same version. It seems that the PDFs could be generated in Firefox with no issues. However, our team likes Chrome - do you have any idea what could be the settings affecting this? Or anything else... Thank you!

 

0

(Smart Projects) Multiple processes in a single project, similar to creating new tasks in Classic.

Adrián Flores 4 years ago in Home Portal / Smart Projects updated by Sancho Leath 4 years ago 28

We receive small, periodic job orders from a particular client several times a month. The way we handle this in Classic projects is by generating multiple tasks within a single project that we create every month (not the same vendors are assigned to every small job order). We are currently transitioning from Classic to Smart, and would like to keep handling this client's requests using a single project per month. Is there a way to achieve this using Smart Projects and keep a detailed record of each order (like we had with tasks)?

Thanks in advance.


0

Smart Projects: Splitting a job (3-way)

In Classic projects we had a way of splitting a job (say Translation) in several parts. But it seems Smart projects doesn't have this option.


Is there anything we can do to have a single project with a translation job split 3 ways, one editor, and one Proofreader?

Thanks.

0

How to Manage BYOD

Tarek Makhoul 4 years ago in Home Portal updated by Marcin Jakubowski 4 years ago 1

How to prevent user from accessing the XTRF profile from his own device? Moreover, i need to allow only use of XTRF from company device or to manage all BYOD.

0

Is there a way to make multiple changes to the System's languages at once (like making changes to Clients)?

Aly 4 years ago in Home Portal updated 4 years ago 1

I need to make changes to almost 200 languages and the change is pretty simple. I want to make them inactive. I'm sure (or at least sincerely hope) there's a way to make that change by simply marking them all and clicking somewhere, but I can't seem to find that option in the same way I can find it in the Clients tab.

Am I missing something?

0

Show internal or client notes in Dashboard

Adrián Flores 4 years ago in Home Portal updated by Piroska Ténai 4 years ago 4

Is it possible to show the client or internal notes (see image below) from a project (Smart) as a column in the dashboard? I think have marked ALL the "Notes" checkboxes in the column tree, but none of them show these notes.

Thanks

0

Filter by Tax number

Reinis Straume (LMI:T) 4 years ago in Home Portal updated 4 years ago 2

Is there a way to search / filter clients in SmartViews by their Tax No.?

Which client properties does the Client Properties filter search in?

Thank you!

0
Answered

Is it possible not to close a project after the last job has been set to ready?

Sandra Lara 4 years ago in Home Portal / Smart Projects updated by mark 4 years ago 18

When the final job is set to Ready, the project is automatically closed, even if the PM has not delivered the files to client. Is it possible to avoid this, apart from creating a new job called Delivery to client or similar?

Answer
mark 4 years ago

We also add a final PM step for QA or PM review... This is what we use to allow the PM to close the project manually.

0

BIRT Template Client PO number to be inserted inside invoice

Thierry ABAQUE 4 years ago in Home Portal / Classic Projects updated 4 years ago 2

Dear All,

Do you know the variable name for the Client PO Number for customer invoice BIRT Template?

Thanks.

Thierry