Questions?

They are answered by the XTRF community and our experts

0
Answered

Change or remove LISA evaluation score

Sancho Leath 5 years ago in Home Portal / Smart Projects updated by Christiane Lueke 10 months ago 7

I was surprised to find out that it is not possible to change or delete LISA evaluation scores in Smart Projects. Helpdesk asked me to raise the question here.

So what are you to do if the wrong score was submitted, or in our case, you simply want to remove LISA evaluation scores because you're not using that scoring system anymore?

Answer

HI Sancho

It is not possible to remove the LISA evaluation once it was submitted. But you can change the score by changing the Error storage and submitting it again. The system will recalculate the score.

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Answered

Release notes for 8.1.7 and 8.1.8

Sancho Leath 5 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 5 years ago 1

Could you please add the release notes for these two versions? Looks like SaaS was updated to 8.1.8 on November 10. Would be good to know what was addressed in these patch fixes. Thank you!

Answer

Hi Sancho

I've added appropriate entries in the Versions forum.

Best regards,

Marek

0

How to map LSP between XTRF and CAT tool

Hello, I wanted to ask if anyone know how to map an LSP (created specifically in XTM) between XTRF and XTM (but if you managed to do so between different CAT tool, like MemoQ - any advice would be helpful!).

Whenever I try to map the agency profile in XTRF with the LSP in XTM and I run a project with connector in XTRF, a duplicated vendor in XTM is created, instead of assign the existing LSP.

Any advice on how to approach it would be great!

Thanks

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Answered

Convert a Provider into a Client

Andres Romberg 5 years ago in Home Portal / Classic Projects updated 5 years ago 2

Hi everyone, We have a large volume of Providers who also need to be in our "Clients" list.  We are wondering if there is any quick (maybe even massive) way to migrate/copy a Provider (or larger groups thereof) and make them into Clients, so that we do not need to re-create each one. 

We tried exporting the data, but it came out very "dirty" and full of unreadable stuff.  

Any advise or tips are welcome. 

Answer

Hi Andreas

I'm afraid that there's no faster way than export/import. 

When it comes to the export, you can customize the columns that should be exported, so maybe limiting the number of information could make it more manageable. 

0

To add additional columns in the Job module

Nick 5 years ago in Home Portal updated by Jussi Rautio 5 years ago 1

Hi all.

I have one more question. Is it possible to add additional columns in the Job module using filters to the Tabs of the Job Display tabs: Quantity (Job payables tab), Volume of words (not only from Smart project)?

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Answered

Rates for specialization

Nick 5 years ago in Home Portal / Classic Projects updated by rolindo ondagan 3 years ago 5

We have vendors who work in various specializations. And each specialization at a different rate. Is it possible to make the program so that each specialization has its own rate? And not one rate for all specializations.

Answer


Hi Nick
Yes, it's possible. If you add rates manually please make sure to unselect the checkbox all specializations:

Now you will be able to select the specialization (or specializations) for the rate.

In this case, you will need to add each rate individually.

It works also when you import rates, you need to put each rate with its individual specialization in a sperate row.

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Answered

Time-to-Quantity Conversion Expressions

Donna Meyer 5 years ago in Home Portal / Classic Projects updated by Marek Joniec (XTRF Product Manager) 5 years ago 1

Is there more information on how to use this field under Calculation Unit configurations?  I would like to be able to enter a unit count (number of text-boxes for example) and have that automatically convert to Hours.  I'm assuming the formula would look like this if we assumed 3 minutes per text-box 


${minutes}*3/60

But can I use this when entering a new receivable? I don't know if this was the intention for this field and cannot find any information in the knowledge base.

Thank you!

Answer

Hi Donna

In general, that formula will work. 

If you would like to generate a report with the number of text-boxes calculation units and present the results in hours it should work.


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Answered

Quote / Project numbering

Donna Meyer 5 years ago in Home Portal / Classic Projects updated by Marek Joniec (XTRF Product Manager) 5 years ago 2

Hello - Using classic version - we have been using different Project numbers when a Quote is converted to a Project. We would like to consider moving back to using the SAME number for affiliated quotes and projects.  1) Is it allowed in XTRF to use the same number for both?  2) Is it possible to change after several years of doing it differently?

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Answered

How do I send automatic job offers to Vendors in Classic Projects?

Daya 5 years ago in Home Portal / Classic Projects updated by Martynas Juodis 5 years ago 9

We want to start sending automatic emails to our vendors for specific projects only. What are the options for Classic Projects? Or would it be better to upgrade to Smart Projects and use the Job Offer option?

Answer

Classic Projects offer pretty much the same functionality. It is called Availability Requests. 

You can send an Availability Request to any vendor (or >1 vendors) you like and let them accept or reject the offer. Go to Job > Requests. 

One step forward would be to come up with Vendor Selection Rules, which are basically filtering templates for appropriate vendors. In addition to standard, job-based context (type, languages, specialization), you can add other filters, like custom fields, categories and other. You can quickly get results according to those and rely on them to send Availabilty Requests by hand. 

Finally,  you can use the Vendor Selection Rules in an automation. A special step, preceding the jobs is set up on the Workflow Definition level, which uses one of these Vendor Selection Rules to send out invitations. There  is a tab "Availability Requests" in every Task, which will inform you about the outcome of the automation. 

Whichever method you use, you can rely on either of two assignment rules: 'first one wins', or 'PM will decide'.

This is one big difference compared to Smart Projects and their Job Offer. 

The other significant difference is lack of cascading offers. 

More reading here

https://knowledgebase.xtrf.eu/display/XTRFHelp/Assigning+a+Vendor+within+Availability+Requests

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Answered

Automatic payment reminders

J_N 5 years ago in Home Portal updated 5 years ago 7

Hi All,

I am trying to figure out whether it is possible to set automatic payment reminders for the clients' unpaid invoices somewhere in the XTRF. I have to admit that I did not find any solution other than sending the reminders manually.


What I am looking for is a setting that would send a reminder to a client when an invoice is 3 days overdue (for example). Is such an option available?

Thank you for your advice.