Questions?

They are answered by the XTRF community and our experts

0
Answered

non confirmity ERROR WHEN SAVING

Berber 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta 2 years ago 3

Every time when I update a client complaint or a non-confirmity in a task I almost always get an error message when I save the error.

Answer
Konrad Gorszczak 2 years ago

Hello Berber,


Can you please address this issue to our Service Desk or alternatively, contact directly you Account Manager.


Thank you in advance.


Konrad

XTRF Team

0
Under review

What is the regex syntax to include a specific folder name when creating a bundle?

Jaime Zuniga 2 years ago in Home Portal / Classic Projects with CAT integration updated by Łukasz Kaleta 2 years ago 2

I have a folder structure which contains many subfolders, and in each folder the filename is the same, but I only need to import files that are in specific folders.


For example, consider if I had 3 folders called EN, DE and FR, and they all contained files named file.txt. So, I am looking to create a bundle that only finds file.txt when it is in the EN folder, The rest can be placed in the Remaining files bundle.


I can write a regex that finds file.txt, but I am having a problem figuring out the correct syntax to include the folder name.


Any ideas?

Jaime


0
Answered

XTRF Academy - Join the Revolution - Free implementation!

Nick Briggs 2 years ago in Home Portal updated by Łukasz Kaleta 2 years ago 3

@XTRF - Are there any plans to grant access to the automnomous and free "self-training package composed of video guides and easy-to-follow instructions" for existing users as opposed to just those signing up for the new XTRF Small Teams Edition? 


We would be interested in access to these on an ongoing basis.


Answer
Łukasz Kaleta 2 years ago

Although Maciej's comments remain true, we have decided to open XTRF Academy to all our existing clients. (If you struggle getting this access, please contact Service Desk.)


I hope you, the XTRF veterans, will see it as a chance to get to know Smart Projects and when you already use them, it will help you onboard new hires.


Our promise is to keep adding new content for your proficiency in XTRF use. Thank you for your support in these efforts you showed us so far.

0
Answered

How to create a report with the total amount Invoiced, month by month?

nabylm 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta 2 years ago 4

Hi, I would like to have, in the dashboard section, the sum of all the Invoices I sent, by month. Is that doable?


Thanks a lot!

Answer
Jussi Rautio 2 years ago

You can create a widget with the invoiced sum of current/previous month, but I do not think there is a way to group invoice sums by month. You can of course create a separate view and a  widget for each month but that's a bt cumbersome.

0
Answered

Difference between Admin User and Super User in XTRF

Sancho Leath 2 years ago in Home Portal updated 2 years ago 5

In recent days I was made aware that XTRF differentiates between the admin user, which is used by the XTRF customer to configure the system based on LSP needs, and a so-called SuperUser. This was the first time I had heard this term. Apparently there are certain actions that can only be performed by this SuperUser. This is rather confusing and not quite logical to me. Why have a system admin that has restricted rights, rights that cannot be granted in the user section of the XTRF confiuration? One example where this showed up is that only the SuperUser has the right to delete several database entries (such as invoices at once). The admin user can only delete one at a time?!?


@XTRF: Would you mind explaining the reasoning behind this approach? If there isn't a good reason, could you please give the admin user the same right as the SuperUser, effectively doing away with the SuperUser?


Looking forward to your feedback.

Sancho

Answer

There is the original 'admin' user in every XTRF, yours included. You can't delete it or edit its name. 

Then, any additional users can be included in the Administrators group. Their user rights will be just a little bit limited. The ability to delete multiple entities at the same time from a browse is one important difference. 


In short, you do have the 'super-user' rights with the original admin user. We don't really use the term 'super-user' in XTRF terminology by the way.

0
Answered

project minimums at project level?

mark 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta 2 years ago 1

I have a question about project minimums and want to make sure we're doing this correctly. 


It seems that project minimums are set in the price profiles and can be set at the Task level or the Task Receivable level. Is this correct? 


So, is there an option to have a project minimum for the full project also? 


We frequently have projects with multiple languages pairs that we need to apply a project minimum to. So, we end up applying a project minimum to one task, then apply a discount of 100% to the second task. It works, but makes the invoice a bit confusing. Is there another way of doing this? Am I missing a function in XTRF?

0
Answered

Is XTRF fully compatible with memoQ 8?

Answer
Mikołaj Pastuszko 2 years ago

We are currently adjusting XTRF integration to work properly with memoQ 8. It is planned to be fully functional in XTRF 7.


Until XTRF 7 is released it is recommended to stay with the latest version of memoQ 7.

0
Answered

Invoicing

Hello

I´ve created an invoice but the price appears in Zero



Only appears the price in Tasks Value.
Is it OK? in the invoice the price is Zero



Could you help me with thiss?
Thanks

Answer
Łukasz Kaleta 2 years ago

Hi Nancy!


What you're missing here is adding Tasks you'd like to have on that Invoice as Items. You can do that by clicking one of the buttons below the list of Tasks - "Add one item for all tasks", "Add an item for each task" or "Add an item for each task receivable".


Please keep in mind that such change can be done only if your Invoice is in "Not Ready" status, so you might need to roll it back to such. 


Kind regards, 

Bartosz

0
Answered

Exchange rate

nancy 2 years ago in Home Portal / Classic Projects updated by marta.joniec 1 year ago 6

Hello

I´ve created a Project and the currency used for vendor was Argentina Peso. When I see the Project Summary Margin is -985%. I think system didn´t take the exchange rate (0,891)

I appreciate if you could help me with this.

Regards

0
Answered

Assign Vendor in Workflow definition depending on Branch

Alexandros 2 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta 2 years ago 6

Hi,


I wanted to ask if it is possible to assign a vendor (Project Manager) in a job (project management) in the workflow definition, based on the Branch of the customer for the selected project/quote?

I am guessing it would either have to be done through some automatic action or an automated way of selecting a vendor I am not aware of?

Answer
Łukasz Kaleta 2 years ago

The PM for the project/task is selected at the project creation stage. There is no setting in the definition of the workflow that would allow you set the default PM for the Project/Task. I'm afraid there is no automatic action that would suit your purpose. It's might be possible to use a macro to reassign PM responsible for a project. In this case please contact you Account Manager who can pass your request to our Customization Departament