Questions?

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”?

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?

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

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 :) 

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

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.

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.

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.

Hi,

So I'm having this problem where I have to manually share files from one job to the next one, even though on the right panel I have written down the XX will receive jobs from XX for example and XX will send files to XX. Am I missing something? It's very annoying to keep doing so manually. I'm assuming there is some setting that I missed, however it is still very misleading that the system is telling you that it will be sharing files automatically and it doesn't..

I'm trying to create a virtual column/macro for a Customer Contact Person whether they have Customer Portal access, can they access multiple offices in the portal, and which kind of Manage Rights they have (Default Office, Department...)

I can get the access status with canLogInToCustomerPortal() and the offices with isAssociatedWithManyCustomers()

However, the method canManageOnlyRelated() does not work. Is there a work-around to see which kind of rights the Contact Person has?