Questions?

They are answered by the XTRF community and our experts

0
Answered

How can I add files to closed project?

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

I want to add an offline deliverable to a closed project, but I can't see an option to do that anywhere. 

Answer

Hi NadiA

To add files to a closed project you need to change the project status. In XTRF project becomes closed automatically when all process steps are in the Ready od Canceled status. 

the simplest way to reopen the project is to change the status of one of the steps (for example the last step in the process) back to start, add the files add then change the step status to Ready.

You can do similar if the step is canceled, you can change it to Opened and then back to Canceled again.

best regards,

Marek

0
Answered

What is the difference between a task and a job?

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

I haven't been able to figure it out, and the XTRF Knowledge base hasn't been very helpful. Thank you!


Answer

Hi Marcela,

The easiest way to explain the difference would be that a task is one whole workflow and a job is one part of a workflow (e.g. translation job, review job ...). So jobs are parts of a workflow and a task is the whole workflow.

Kind regards,

Peter

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Answered

Not setting target language

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

Hello again, I have a DTP project that has EN as source language but many languages as target which are not really relevant to the project, since this is not a language thing but a design thing. Is it OK if I don't set up a target language? What will happen with my receivable if I do this? Thank you!

Answer

Hi Marcela

Technically the project in XTRF requires both source and target language, at least form the Vendor assignment perspective. You can't select a Vendor for a job if there's no language pair.

And since you can't select a Vendor you can't start and complete job, thus the project won't get closed.

In a case like this, when the Target language is not so important, I'd suggest selecting the same language twice, as both the source and target of the project.

Best regards,

Marek

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Answered

¿Can I include all projects of the month in just one invoice number?

Jacob Mendoza 2 years ago in Home Portal / Smart Projects updated 2 years ago 4
Answer

Hi Jacom

Yes, when you add multiple tasks to the invoice the whole group will get one Invoice number.

And yes, You can add there only tasks that were not invoiced yet.

Best regards,

Marek

0
Answered

Is it possible to serch in view on multiple clients?

Robrecht Belien 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

Hi, 

Is it possible to search on multiple clients (or in any other text filter) by using some sort of expression?

eg: If I have a view with the filter "client name" can I search for "client x" and "client y"?

Regards,

Answer

Hi Robrecht

It depends on which module you have this view because some filters are not available in all modules.

When it comes to the filters there are several types of filters in the system (just like the types of custom fields): tex type, selection, date etc.

The "Client name" filter is the tex type, it's a simple text filter and it is not possible to use it for this purpose. It will allways search the inserted strings of characters againts the names of your clients. 

But there is another filter called "Client" and it is a selection type. For example in projects module you will find this filter in the Client group


Please bear in mind to select the multiple selection in the configuration of the filter. This way you can search for projects of more then one client.


This filter is available for views in: Opportunities, Quotes, Projects and Invoicing modules.

It is not available in the Clients module.

Best regards,

Marek

0
Answered

Rates in projects/tasks view

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

For external reporting purposes we need report on word rate that was invoiced. Now I only see the possibility in the view to add totals. Is there way to have this more specfied? So in our report we want to be able to retrieve information like 21 cents per word for 6000 words.

Thanks if you can help.

Answer

Hi Krijn

There's no column in the system that could show you such information. It is possible that it could be added as a Custom Column (Virtual column). 

There are some examples of column code already shared by the community, you can try to search there for something similar:

https://xtrf.userecho.com/communities/8/topics/633-sharing-virtual-column-code

Or you can contact your Customer Succes Manager if you'd like to get this kind of customization from our Customization Team.

Best regards,

Marek

0
Answered

Change or remove LISA evaluation score

Sancho Leath 2 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 2 years ago 6

I was surprised to find out that it is not possible to change or delete LISA evaluation scores in Smart Projects. Helpdesk asked me to raise the question here.

So what are you to do if the wrong score was submitted, or in our case, you simply want to remove LISA evaluation scores because you're not using that scoring system anymore?

Answer

HI Sancho

It is not possible to remove the LISA evaluation once it was submitted. But you can change the score by changing the Error storage and submitting it again. The system will recalculate the score.

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Answered

Release notes for 8.1.7 and 8.1.8

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

Could you please add the release notes for these two versions? Looks like SaaS was updated to 8.1.8 on November 10. Would be good to know what was addressed in these patch fixes. Thank you!

Answer

Hi Sancho

I've added appropriate entries in the Versions forum.

Best regards,

Marek

0
Answered

Applying overall project discount

Emily Nash 2 years ago in Home Portal / Smart Projects updated by Cori Alcorn 2 years ago 8

Apologies if this has already been asked elsewhere, but is there anyway of applying a bulk discount to the total cost of a project rather than going through language by language?

I even tried setting a discount at client level in their price profile but it didn't have any affect on the quote when I created it.

If this isn't currently possible I think it would be good to vote on it as I believe many people would benefit from being able to apply an overall discount, especially on projects with over ten target languages.

0
Answered

Multiple source languages in Smart Projects

Emily Nash 2 years ago in Home Portal / Smart Projects updated by mark 1 year ago 7

Is there a way of adding multiple source languages into a Smart Project for quotation purposes.

For example, I have a project with 18 target languages. The client requested translation from EN-US, however it works out more cost effective for them to translate into ES-ES and PT-PT first, before adapting the content from ES-ES to ES-419 and PT-PT to PT-BR.

I want to be able to show them in the same quote, as well as in the same project. Is there anyway that this can be done?

Alternatively, can this be done with Classic Projects?