They are answered by the XTRF community and our experts
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.
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.
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.
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.
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
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.
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.
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?
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?
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
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.
The Multiple Change option is also available in the Jobs display, with the full range of filters applicable for Jobs:
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.
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.
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.
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!
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.
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?
I wanted to ask who is making the use of the "Client Feedback" module and is tracking opened and resolved issues? In my company we do it a lot, and we are suffering from not being able to measure the issues in a very efficient way. We are missing the "Resolution Date" of the issue - so whenever someone marks the issue as "Resolved" - there is no track of the date and time of closing the issue. Unless I was not able to find it anywhere.
If any of you found it, could you please share? Or if you have any accurate workaround for that? I would appreciate any hints on that.
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