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We want to identify potential editors for a specific client. In order to be considered, these vendors must already have worked on 50 or more translation or transcription jobs for this client. I'm having trouble pulling this data.

In the Vendors module, I can find vendors who have done at least 50 jobs, including at least one job for this client. This means that I'll sometimes find vendors who have done more than 50 jobs but only one or two jobs for the client. I don't want them to appear in my search because they aren't qualified to be considered for editing. 

In Projects > Jobs, I can find all the jobs a vendor has done for this client, but it's time-consuming to tally the number of jobs per vendor. 

How can I find vendors who've done 50 or more jobs for this specific client? Thanks.

Do you know of a way to set a default specialization for a client?

It should be pre-selected whenever you create a project for that specific client.

How can i delete a smart project ? 

When i tried to delete a project,  i received this message " Smart project can't be removed ".

Hi,

SInce the question about the word count was answered in a great way. I have a similar question for the margin. (We are using smart projects) 

Would it be possible to create a VC on job level to get the margin for that language combination? This would help us checking the jobs. 

Currently we report on margin on project level as a workaround.

A project has been created and a wrong Client has been associated to the project.

Is there a way to modify the "Client" when the project has been created? 

I'm finding that it takes much longer than I expected to vet each individual new vendor's profile - this includes checking rates for services, viewing the attached resume/CV, looking up the vendor's professional website/LinkedIn profile, contacting references, etc. How long does it usually take VMs to vet vendors? Which sections do you make sure to view versus ignore until needed later, when the vendor is already working with you?

Hi, 

I have a question regarding the actual start date for a project that was started from a quote.

The current situation is: We receive a rfq, whe create a quote and some jobs in the process (file preparation jobs) need to be completed before we can do a wordcount and give the customer a price. So far so good. But when this client accepts this quote and places the order 5 days later. The project is created and the actual start date for that project is 5 days earlier. 

Shouldn't this date be the date that the customer places the order, or even better the date that the first action in the project is performed after the order is placed?

Regards,

Robrecht

We have some projects that don't work well with the available XTRF file categories:

Some examples are transcription projects, voiceover projects, and subtitling projects. It would be great to have the option to edit these, but we don't. Does anyone else deal with projects that don't fit these file types? Do you use the "Other" category frequently?

Thanks!

Hello, I would like to know if it's possible to integrate a smart project in XTRF with Phrase

Hello,

is anyone dealing with XML invoices?

Currently it is not posible to export XML invoices from XTRF and from 2024 electronic invoicing will be compulsory in many european countries.

Can someone share knowledge about this?

Thanks

Laura