They are answered by the XTRF community and our experts


Expiration of job offers when using automated vendor rules in smart projects

Katie 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 4

Hi! We are testing out vendor rules in smart projects. We have a problem, which is that we cannot set the overall expiration time for the offers. If there are two cascades, sent every 10 minutes, all offers expire after 20 minutes. If there are two cascades, and they are sent every hour, all offers expire after two hours. The "number of cascades" * "cascade interval" = "offer expiration time". We don't want this. We want to be able to set the expiration for 24 hours if needed, and not limit it depending on the number of cascades, but XTRF has told us this is not possible.

Does anyone else who uses vendor rules have a good solution for this? How are others using automated vendor rules with such short expiration times?


Interpreting services

project 2 years ago in Home Portal / Smart Projects updated by Jussi Rautio 2 years ago 1

We have clients who need interpreting services as well, but when we make new project - it shows only translation option even when we have created this service is settings. 

So when we send it out to Vendors it shows up as translation not interpreting that confuses them.

Is here anybody who offers interpreting services and how you solve this issues in xtrf ?


Smart Projects and the need for flexibility

francois.massion 2 years ago in Home Portal / Smart Projects updated by Sancho Leath 2 years ago 7

I would like to know the opinion of others re. a discussion we are having with the XTRF developpers. There is a great idea behind Smart projects: Standardization of processes, control of the production steps, automation, data and reports.

The price seems to be a loss of flexibility and no direct access to the files which is a major issue for our company, because we regularly encounter the following issues:

  • we just wand to look at the processed files 
  • we use the processed files for various operations on the content (e.g. analyses, extraction of terms, correcting minor errors)
  • people using the files (outside standard tasks such as translation or QA) can be internal, external, registered in XTRF or not. They can work in parallel processes (e.g. extracting information while the translator translates)
  • The tools used can be everything on the market + macros and scripts
  • The operations on the files can be standard or very individual (one-off issues).

For all these reasons we feel we would lose our flexibility if we are forced by Smart projects to upload and download everything and to squeeze all actions into a task or a procedure. We want to standardize what makes sense, but at the same time access the files on our file server and be able to do some action without up- and downloading the files every time or calling-up an XTRF script.

Are we the only ones with this requirement? Can the others process all their jobs via standard tasks? Our understanding is that sooner or later the Classic projects will be phased out and only the Smart projects will remain.


Best way to assign 2 or more jobs to the same vendor

Innovalang 2 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 2 years ago 1

Is it possible to assign 2 or more jobs to the same vendor? 

What is the best way to do it?


Vendor selection rules, in Smart Projects, does not contain enough filters

Jaime Zuniga 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 4

I am trying to set up a vendor selection rule in a smart project and am running into an issue. This particular account is multilingual and we use only MLVs for each language. Some of these MLV's languages overlap with the other MLVs. So the use of a particular category does not necessarily help to distinguish the languages. For instance, let's say ABC Corp offers ES-ES and PT-BR, while XYZ also offers those languages, but I want to use ABC for ES-ES, and XYZ for PT-BR, and since this is a smart project, I want this to be automated.

In a classic project I run into the same problem, but I circumvent the problem by adding a filter for Target as Native Language under Vendor. This filter is not available in a smart project. Can anyone offer advice on how this can be done in a smart project.



Łukasz Kaleta 2 years ago

A request for development has been placed on our Ideas forum: - comment & upvote if you miss any specific filters.


Set automatic receivables (with established values) for a process template?

Molly 2 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 11 months ago 3


Under classic projects workflow definitions, we are able to set specific receivables. This really comes in handy to set up, for example, minimum fees or just to ensure that the receivables cover all the steps in a workflow.

I see there are automatic receivables option with Smart Projects but it appears to be totally tied to CAT analysis/jobs involving word counts. I'm looking to have automatic receivables using the HOUR calculation unit.

Here is an example of how we want to use this:

-Open project, select "Interpreting" smart project process & select client 

-Opened project has pre-filled receivable "Interpreting @ 2 hours x $X/hr" (rate pulled from client price list)

This saves a lot of time when opening frequent, single-process type projects with established pricing. Is there some configuration I'm missing? Or, can we expect to have this sort of functionality in Smart Projects in the future? 


Hi All

I'm afraid that at the moment the only option available in the system are the receivables based on the cat analysis.

There is an idea for this kind of development :

And we have it in our plans as something to be added in the system, not in the nearest future thou.

Best regards,



Sales Person receives notification when project is closed

Is it possible the sales person receives a notification when the project - created by his/her quote - is closed?

It is important to make the follow up with the client.

We are not sending the automatic email to the client at the end of the project.


(Smart Projects) Multiple processes in a single project, similar to creating new tasks in Classic.

Adrián Flores 4 weeks ago in Home Portal / Smart Projects updated by mark 3 weeks ago 26

We receive small, periodic job orders from a particular client several times a month. The way we handle this in Classic projects is by generating multiple tasks within a single project that we create every month (not the same vendors are assigned to every small job order). We are currently transitioning from Classic to Smart, and would like to keep handling this client's requests using a single project per month. Is there a way to achieve this using Smart Projects and keep a detailed record of each order (like we had with tasks)?

Thanks in advance.


Smart Projects: Splitting a job (3-way)

In Classic projects we had a way of splitting a job (say Translation) in several parts. But it seems Smart projects doesn't have this option.

Is there anything we can do to have a single project with a translation job split 3 ways, one editor, and one Proofreader?