Questions?

They are answered by the XTRF community and our experts

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Answered

Applying overall project discount

Emily Nash 5 years ago in Home Portal / Smart Projects updated by Cori Alcorn 5 years ago 8

Apologies if this has already been asked elsewhere, but is there anyway of applying a bulk discount to the total cost of a project rather than going through language by language?

I even tried setting a discount at client level in their price profile but it didn't have any affect on the quote when I created it.

If this isn't currently possible I think it would be good to vote on it as I believe many people would benefit from being able to apply an overall discount, especially on projects with over ten target languages.

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Answered

Multiple source languages in Smart Projects

Emily Nash 5 years ago in Home Portal / Smart Projects updated by mark 5 years ago 7

Is there a way of adding multiple source languages into a Smart Project for quotation purposes.

For example, I have a project with 18 target languages. The client requested translation from EN-US, however it works out more cost effective for them to translate into ES-ES and PT-PT first, before adapting the content from ES-ES to ES-419 and PT-PT to PT-BR.

I want to be able to show them in the same quote, as well as in the same project. Is there anyway that this can be done?

Alternatively, can this be done with Classic Projects?

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Answered

Placeholders for email templates

Katie Black 5 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 5 years ago 3

Good morning,

We would like to add the amount of total words and the client name in the email templates that we send to our linguists when sending a job offer. Could you please let me know how this could be done?

Thanks!

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Answered

Memsource Integration - Project Templates not displaying in the Workflow template?

We are testing Memsource and created a project template in the platform. The integration with XTRF and Memsource is fully operational. 

However, when I open the workflow template, "CAT Tool" tab, the Memsource project template is not displayed in the "Project Template" dropdown menu. 

Image 995

Anyone any ideas what I am missing?

Thanks in advance. 

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Answered

"Multiple Change" feature filtering

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

The "Multiple Change" feature is very useful. 


The major drawback with it is the lack of filtering. For example, if you want to batch process several jobs, you manually need to scroll through the job list to select the applicable jobs. This is time consuming (negating the helpfulness of the feature) and error prone.

It would be great if the user could avail of filtering options when the engage the "Multiple Change" feature.

Answer

Hi Kenneth 

The Multiple Change option is also available in the Jobs display, with the full range of filters applicable for Jobs:

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Answered

Quote Module Filtering

Kenneth Larmer 5 years ago in Home Portal / Classic Projects updated by Marek Joniec (XTRF Product Manager) 5 years ago 3

Would it be possible to extend the "Tasks" and "Jobs" filtring to the top level of the "Quotes" module, similar to the functionality of the "Projects" module.


Projects module filtering


These options in the Projects module are exceptionally helpful for filtering specific job types and using the multiple jobs feature to apply certian batch actions. 

Answer

The same Tasks and Jobs sub-tabs in the Projects module can be used to look up Quote-related Tasks and Jobs. 

Add filter "Quote phase" (set to yes) or "Project phase" (set to no) to achieve such list. 

You can also add Quote-related columns.




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Answered

Project Template Restrictions!

Kenneth Larmer 5 years ago in Home Portal / Classic Projects updated by Jaime Zuniga 5 years ago 2

We have a particular client whose projects range from 10 languages to 28 languages, with the same vendors used in every scenario; therefore, the use of project templates should be exceptionally helpful. 

These projects starts in the “Quotes” module and then converted into a project when the client approves the quote. When approved, the template option is not available. The “Project Template” filed is not visible on the project form.


Can templates be applied to a project when the project is converted to a project or in the “Quotes” module? If not, is there another way of applying this replicated information (vendors, contacts, payables etc)?


This seems like a crazy restriction to me, especially for such a useful feature. Is there a way to enable this feature, otherwise templates are essentially useless for the vast majority of our projects!


Answer

Hi Kenneth

Classic templates are applicable only for projects. In the Product Development Ideas forum, there's already an Idea for such development. But I think you've already found that. 

I'd suggest supplementing that thread with a comment that it would be useful to add it also to the Client Portal.


In the meantime, I'd like to point out that in Home Portal any Project or Quote can be used as a template for the new Quote. For this, you can use the Duplicate or Duplicate as Quote option.

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Answered

Can Classic Projects start automatically on creation?

This may be a stupid question, but is there an option that allows workflows to automatically start on creation? What I'm trying to do is configure a workflow that starts automatically when a client launches a project from the client portal.


So far, I can automate almost everything up including quote sending, conversion into project and file delivery, but it still seems to need the click of a button to actually start the workflow.


Am I missing something here? It seems like a basic functionality.

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Error when importing large Trados analysis files

Tino Hother 6 years ago in Home Portal / Classic Projects updated 5 years ago 2

Hi,


When we try to import SDL Studio analysis files that have more than 1MB, xtrf is returning an Unknown format message.


Is there a file size restriction for Studio logs?


Best regards,

Tino

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Answered

What is Default TM Rates Type

I could not find an answer to this in What's on this page or the Forum. This field is found in the Price Profile of vendors, under Competencies & Rates. The options are Percentage or Fixed.

Answer

The field is Default TM Rates Type. It is found on Client Settings and Vendor Settings > Default Values. 


The default value is Percentage.