Questions?

They are answered by the XTRF community and our experts

0
Answered

Multiple surcharges/discounts in Task Multiple Change

Hi,


We have created a Quote in about 20 languages. For this client a discount is applied by default (based on the volume from the previous year). After creating the quote it is decided to give a special discount for this specific project. Is there an easier way to apply this to all 20 languages than to do this manually for each language?


In the Task multiple change there is an option to overwrite the discount/surcharge, but when I use this it clears the default volume discount so you cannot set this to multiple values it seems...


Let me know if I'm missing something!

0
Answered

How can I get a list of approved quotes that have not yet been converted into a project?

Thijs Senten 2 years ago in Home Portal updated 2 years ago 6

More specifically: how can I set this as a filtered view, so that I can add a dashboard widget with the sum of the value of these quotes?

0
Under review

If a project has several jobs and deadlines under the same language pair...

If a project has several jobs and deadlines under the same language pair, how and where do we add those dates?

What we definitely will need is to be able to enter more than one client-side deadline under each language pair, since some of our projects have batches of files that come from the client one after the other, and where each batch has its own deadline. Those deadlines are of course not the same as the vendor-side deadlines. Would you then add a dummy-step at the end of the process and call that “client-side deadline”?

0
Answered

Margin 1 and 2

Åsa H 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

We work in Smart projects.

To be able to measure costs, we have added our PM:s as "vendors" (Linked with users) and add a cost for project management for each project. This means that the calculated magin in xtrf includes both internal and external costs. Now we are looking for a way to create a report for the margin after external costs only, as well as one after external and internal costs. That is, Margin 1 and 2.

Any suggestions to how we could do this?

 

0
Answered

Turnaround Time Reporting at Project and Task level?

Jaime Zuniga 2 years ago in Home Portal updated 2 years ago 2

Hi,

For our client-facing reporting, we often need to report the time-to-market, or turnaround time for our projects. I am looking to create a report for a client who is asking for turnaround time at both the project and task level.

So, for instance, let's say I have a start date for the project - e.g. March 1, 2018, and delivery date of March 8, 2018. The TAT for this project is 7 calendar days / 5 business days. I am looking to calculate this info across all of the projects (and tasks) for a particular client.

For now, we are only able to export a report with the start and end dates, copy this into Excel, run a formula and in this way get the TAT at the project and task level.

I was wondering if something like this was already available in XTRF and if not - does anyone have any ideas as to how we might get this from XTRF, perhaps using a virtual column?


Thank you,

Jaime

0
Answered

How to invoice to a different client after the project is closed

Ainhoa 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 3

We're having some trouble invoicing to some of our clients because sometimes we have a main client that orders the services and at the end of the month, this client send us a list in which we can find all the information about what project belongs to what client (they have 6 different companies, with different addresses and different VAT numbers). 

Any idea on how to change the client in the invoicing phase once the project is closed?

Any help will be much appreciated.

Thanks :) 

Answer

Hi Ainhoa,

I'm not sure if this is different when working with Smart projects., but we handle this situation by grouping the customers in a client group. You can link Offices for the main client under Customer > Main Data > Offices. When the customers are linked in this way, it is possible to change the client in the invoice stage to one of the other Offices in the invoice's Client Data section.

0
Answered

SMS to Vendors

Irina I 2 years ago in Home Portal / Classic Projects updated by YURII 1 year ago 8

We want to start using the integrated text message service, but I have a few questions.


Can we send SMS from the vendor's profile or only from quotes/projects/invoices? We'd like to be able to contact our vendors to check their availability for potential projects.


I understood that only templates can be used, but can I create my own templates? I don't have credentials for opening / editing templates. 


Thank you!

Irina Ionescu

0
Answered

Possible to have multiple default calculation units?

Meghan Cooper 2 years ago in Home Portal updated 2 years ago 4

Is it possible to have a few calculation units which can be considered "default"? We have several different jobs which have mutually exclusive calculation units, so it would be helpful for there to be a ranking order of default calculation units so that all jobs/receivables have the correct one by default to make setting up POs and receivables quicker.

0
Answered

How do you set system to send a reminder to vendor when deadline is close?

Clarice M. 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

Somehow it is sending the XTRF administrator a reminder and not the Vendor. Also, administrator is receiving an email notification when the client deadline is close, even though projects are closed.

0
Under review

How do you reopen a job to add a PO number?

Hi,

At the moment, when a vendor uploads the deliverables to the portal and presses the 'I finished the job' button, the project on XTRF is automatically closed. This happens when the job is the last step of the workflow. How do you disable this? As I would like the project to still be opened since I need to check files and also if it has been closed I couldn't find a way to enter new details such as a PO number (which sometimes is delivered to us after the job is finished). Currently, the system is not set to send files automatically to clients.