They are answered by the XTRF community and our experts

Under review

Tracking vendors' rejected job offers

Seyma Albarino 3 years ago in Home Portal / Smart Projects updated by mark 3 years ago 5

We would like to be able to track the number of job offers a vendor has rejected. Is that possible? If so, where is the data stored and how can we access it?


Rejected and unanswered Job Offers are not stored anywhere. It is not possible to tell who got the offer after you assign someone to a job. 

Under review

WYSIWYG for Client and Internal Notes

Sancho Leath 3 years ago in Home Portal / Smart Projects updated 3 years ago 2

There was talk to have this feature implemented for 8.2 and then 8.3. For which version is it currently planned?

Besides formatting tools to differentiate and highlight important pieces of information in these notes fields, having active hyperlink that are clickable in the notes fields would be very practical.


Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).

Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.


How to place all languages in the same PO

Marcela 4 years ago in Home Portal / Smart Projects 0

Hello. We recently did a DTP project with 25 target languages. They were all worked on by the same designer. When it was time to issue the PO, the system wouldn't let me do it unless I created a PO for EACH language individually. I wanted to just have all languages in the same PO so I could issue a PO for the total amount for the vendor. Is that possible? Thank you!


Vendor availability accuracy

Sancho Leath 4 years ago in Home Portal / Smart Projects updated 4 years ago 1

Vendor availability is a useful parameter for PMs when planning projects. Based on the productivity of each vendor and the assigned jobs, the remaining availability for the vendor is displayed as a graph or percentage. Has anyone else come across the following issues and are these bugs or is there a workaround?

  • If a job is accepted but does not specify a volume yet (e.g. project announced by customer without volume info), the availability of the vendor for the estimated time period of the job is completely blocked, i.e. the availability is down to 0%. The same is true for editing jobs that are specified/billed by the hour once the job is finished. Rather than completely blocking the vendor availability when the volume of the job is not known yet, the availability should either remain unaffected (until volume is entered for the job) or a more sophisticated indicator for unspecified volumes is used (color, pattern, asterisk, etc.).
  • Vacation days entered by vendors block the availability on those days. The current issue is that XTRF does not use calendar days (e.g. June 20) but hourly ranges (e.g. 00:01 to 23:59 of June 20) for this blocking action. Due to different time zones, one vacation day as entered by the vendor now registers as two vacation days in the Home Portal (e.g. June 20 and 21). I believe this is a known issue, as the time zone bug has been on the list for a long time. But since development seems to be driven by voting now, I wanted to get this out to the UE community.

Volume in notifications for new job proposals

Sandra Lara 3 years ago in Home Portal / Smart Projects updated by Myriam Garcia 2 years ago 2

We are modifying the templates for notifications and we want to include the volume. However, we want to retrieve that information from the Payables, section, this one exactly: 

I cannot find any code in the template to include that information. Do you know how to do it, if possible?


Copying Tasks for Multilingual Quotes

Heidi 3 years ago in Home Portal / Smart Projects updated by Wim 2 years ago 3

I am trying to give Smart Projects another chance. I searched for this issue in the forum but couldn't find a matching topic. Is there no way to copy a task (receivables) from one language down to 10 more? It seems quite tedious to do it manually 10 times.

Under review

Page refresh after canceling receivables and payables


When hitting cancel in the receivables or payebles window a page refesh still occurs.

This was solved for the save button. It would be great if tis also gets resolved for the cancel button.


Provider price when selecting provider

Robrecht Belien 7 months ago in Home Portal / Smart Projects updated by Małgorzata Pasicka 7 months ago 1


We currently only see the word rate when looking for a vendor in smart project.

For almost every project the CAT analysys is already available. So it should be possible to show the total purchase price and margin.
I've seen this in other TMS. Is this possible in Xtrf or is in on the roadmap?


Production planning and bottlenecks

Sancho Leath 2 years ago in Home Portal / Smart Projects updated 2 years ago 1

We are trying to find a better way of anticipating production bottlenecks and engaging more in proactive production planning. As an LSP, it is easy to limit oneself to reactive production planning ... and deal with the consequences. Being able to anticipate bottlenecks in production resources and cyclical customer demand would help to be better prepared.

Essentially, the new productivity view that was recently introduced could be a very basic form of doing so, if it wasn't limited to 1 week!?! I truly hope the request for longer time periods (best case: date range definable by user) has been heard. This would at least cover the number and size of past/current/future jobs of a predefined (via SmartView filters) vendor group. Another way would be to extract all relevant data via API and running a custom analysis on PowerBI or equivalent.

Any other thoughts (XTRF included)?


Hyperlinked text in job instructions

Sancho Leath 3 years ago in Home Portal / Smart Projects updated 2 years ago 7

Has anyone found a way to hyperlink text in the job instructions of Smart Projects? XTRF Customization claims this is possible, but I haven't found a way to make it work yet.

When adding a URL with or without https, or an email address, in the job instructions of the Home Portal, this is rendered as a clickable link in the Vendor Portal job instructions. But how can you render hyperlinked text in the Vendor Portal, e.g. "Click here for further details" (with hyperlink pointing to specific URL reference)?