They are answered by the XTRF community and our experts
I want to add an offline deliverable to a closed project, but I can't see an option to do that anywhere.
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.
I haven't been able to figure it out, and the XTRF Knowledge base hasn't been very helpful. Thank you!
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.
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!
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.
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.
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"?
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.
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.
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:
Or you can contact your Customer Succes Manager if you'd like to get this kind of customization from our Customization Team.
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?
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.
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!
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.
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?
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