Questions?

They are answered by the XTRF community and our experts

0

Add groupmail to CC for a project

Wim 2 years ago in Home Portal / Classic Projects 0

Hi,


I am wondering how we can add a groupmail address to CC for a certain project so the people in the groupmail address can follow up on the project.

I know there is the option to add a Project coordinator besides a Project manager, but what if we want to send this to a groupmail? (Just making an account for a groupmail would use up an XTRF license.)

Adding the mail address to CC in the templates could work, but then all the mails for all projects would be forwarded. I only want to forward the mails in case of emergency when the PM in charge is out of the office.


Thank you in advance.

Wim 

0
Answered

Contract Number - Invoices

Hi,

I was wondering if it would be possible to add several Contract Numebrs to one client in XTRF. You can only add one at the moment.

The reason why I am asking this is because we currently have several clients fow which we have several contracts. The client wants us to add a Contract Number on their Invoice, but we can only add the one in the Clients profile.

A possible solution would be to include this option in the "Add Project" tab so that our PMs could select, which contract number is to be used.

0
Answered

Smart Projects default Project Coordinator not respond to settings

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

The settings allow default project coordinator to be logged-in user.  But this does not work for Smart Projects, please fix this bug.  I have been asked to make this a suggestion in Echo in order to get the attention of your development team. 

0
Answered

Finding uninvoiced jobs

Hi all,


What is the "correct" way of listing all jobs by a certain vendor that haven't been invoiced? It's easy in the vendor module, but I haven't found an easy way to do display that metric as a PM. I realize this may be a dumb question, but I haven't been able to find a solution.


Thanks!

Answer
Thijs Senten 2 years ago

In the jobs view, you can filter on Invoiced = no & on vendor. That should give you the information you need. If you don't see those filters, try editing your view and add them.



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Answered

Views with null in a date field

Ted 2 years ago in Home Portal updated by Jussi Rautio 1 year ago 4

I'm trying to make a view of clients who do not have a value in a custom date field.  I can filter the view by date, but I can't exclude clients who have that date filled in.  Does anybody know a good workaround of if filtering this way is a planned improvement?

0

Integration with Trados - How do you use it?

Corrina Galetza 2 years ago in Home Portal / Classic Projects with CAT integration updated by Jussi Rautio 2 years ago 3

We saw that we can integrate XTRF with our Trados version. However, I noticed that there are some issues. We can only integrate local Trados (we have Groupshare on Cloud) and that the integration works only for classic projects, something that means we would still need to individually assign receivables and payables since the system (with classic projects) doesn't assign them automatically. Can you please share your experience with Trados integration into your XTRF system? What do you use it for?



0

How can we create a "Volume" Report?

jeleber85 2 years ago in Home Portal updated by mark 2 years ago 1

How can we create a "Volume" Report?

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Under review

when I have a multilingual project I still can add only one freelancer for all these languages. How to add a freelancer per language?

when I have a multilingual project I still can add only one freelancer for all these languages. How to add a freelancer per language?

Answer

Please study our Basic Guide to Project Management. What you are asking about is explained in the clip about Job Splitting.

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Answered

Adding items to invoice

Dennis Rosenbaum 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 3

When we add items to an invoice with the button (add an item for each receivable) we expect that all the discounts will be used within the invoice items. In stead the discount is set to 0%. Could you explain why this is?

Answer

You can apply the discounts on several levels. 


If you applied it on the Total Agreed of the Task, it will not be visible on the invoice items, if you use the option [add an item for each task receivable].


If you, however discount a particular item (let's say Translation, but not Proofreading), using this option to create invoice items makes sense and the discounts should be visible. 

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Answered

Development : provider evaluation system

SBWC 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 1

Hi,

The current evaluation system of the 5 stars rating is simple, however following an ISO audit our auditor thought it was lacking in terms of depth of information. Even if we now add comments, would it be possible to have not just one criteria of evaluation, but also other criteria like:

 - time to deliver

 - business relationship

 - quality of translation


Is this kind of development possible?

While keeping a general rating, being able to break it down would allow more insight.

Maybe, since the LISA evaluation exist, would it be simpler to set up specific criteria within LISA?