Questions?

They are answered by the XTRF community and our experts

0
Answered

project minimums at project level?

mark 3 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 3 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

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

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 3 years ago in Home Portal / Classic Projects updated by marta.joniec 2 years 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

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

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

0
Under review

How to prevent Accounts from being able to issue quotes for certain clients?

Tomas Buchta 3 years ago in Home Portal / Classic Projects updated 3 years ago 5

Hello, we are trying to find some ways how to (temporarily) disable the possibility to issue quotes for certain clients (who are not paying for example). Is there any way how this can be achieved without actually deleting the client completely?

Answer

Hi Tomas!


You can reassign users to another user group with no right to issue quotes.


It's done in User Groups and Rights. Simply create a new group, or duplicate an existing one and uncheck Add box in the quotes line. 


If you intend to take away the right to create quotes for some clients only, it is not so much doable. 


If you, however would accept only the dedicated users allowed on client data, this might be the option for you:


Let us know what you think!

Maciej

0
Answered

Notification when no vendor has accepted job/no vendor was selected

Alexandros 3 years ago in Home Portal / Classic Projects updated 3 years ago 6

Hi,


I see in the notification templates that there are emails for "When nobody has been selected to job from Job Offers" and "When nobody has approved an availability request" but I am pretty sure we never receive any such notifications (we use Classic projects). 


I also do not see any such event in the settings. Is this only for Smart projects?

Answer
Olaf Staszkiewicz 3 years ago
You can set this under Configuration -> Workflow Definitions -> Select the workflow you want to modify and then check these settings:

Kind regards,

Peter

0
Searching answer

I need to go back and update a lot of receivables from a lot of jobs. What's the fastest way of doing that?

Angelo 3 years ago in Home Portal / Classic Projects updated 3 years ago 6

A lot of receivables had the wrong quantity, so now I have to go back and change all the receivables.  All the total agreed stay the same, so the invoices stay identical.  What's the fastest way of doing these changes?

0
Answered

Is it possible to receive (send) a notification when the deadline of a particular step in the workflow is overdue and it has not been closed?

Eduardo D 3 years ago in Home Portal / Classic Projects updated by Emma Skagerberg 3 years ago 13

I believe receiving a notification for when these 2 options happen at the same time would definitely avoid any type of delays on the Project Management's end, as sometimes it could be difficult to simultaneously keep track of all opened steps in several projects. Notification could be send both to Project Manager and Vendor assigned. 

Answer
Olaf Staszkiewicz 3 years ago

Hi Eduardo,


You can specify notification settings in Configuration -> Projects -> Settings. I have these checkboxes in my mind


These notifications are in fact sent only to the Vendor by default, but all defaults can be obvioulsy changed. To add a Project Manager as a recipient, do the following.


1. Go to Configuration -> Notifications -> Notifications -> Templates. 

2. Then, choose the wanted one - When job's deadline is nearing.

3. In the Recipient field, add (by clicking on a plus) the Project Manager, just as shown.


Such prepared notification will be send to all people set in the Recipient field, so in this case - to both, the Vendor and the Project Manager.

0
Answered

How to cancel/reject quote that was approved by the client by mistake?

How can we cancel a quote that the client approved by mistake so they don't need it? 

Answer
Olaf Staszkiewicz 3 years ago

Tomas,


However it cannot be cancelled, each classic quote can be simply deleted - which removes it also from Client Portal :)

0
Answered

Automating opening projects

Aida Martirosyan 3 years ago in Home Portal / Classic Projects updated 3 years ago 6

We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows). 
Anyone else facing similar issue or would like to automate project opening?

Answer

Hi Aida,

To me it looks like a perfect use case for a Smart Connector.

Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.


Here's a YouTube link to our 30-minute webinar on the subject: 

And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide