Questions?

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.

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.

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?

Thanks.

When the final job is set to Ready, the project is automatically closed, even if the PM has not delivered the files to client. Is it possible to avoid this, apart from creating a new job called Delivery to client or similar?

Hi XTRF,

I have noticed that sometimes the task deadline in a Smart project is empty while the project deadline is filled. I would have expected that in Smart the task deadline is always the same as the project deadline, but apprantly there is exceptions.

For reporting purposes, it is important to know what is going on here. Is there some logic, or is it a bug somewhere?

Thanks in advance,

Regards,

Krijn

Is it possible for Project Coordinators to receive all notifications instead of Project Managers getting them? I am referring to Vendors' and Job's notifications.

Hello! I just updated the file list for vendor A in my project, and Vendor B got notified as well, because the file got automatically shared with both vendors, even though it was destined only for Vendor A. The only way to prevent this that I know of is marking the file to be shared as "Other", so it doesn't get shared with anybody, and then sharing it manually with the vendors I want. Is there another way to do this? Thanks!

Dear XTRF Users,

During XTRF Summit I will be conducting workshop about best practices in smart projects. 

I would like to not only base on my experience but also receive input from you, what would you like to see during our meeting? Are there any particular topics which I should talk about? Please feel free to write here any ideas from PM perspective - that workshop will be dedicated for you. :-) 

Thank you!

best,

Martyna

Hello,

One of the things our PMs have to do is work helping clients on jobs that they are working on for their own accounts. To organize this, we want to find a way to create a new Client and connect them to our own existing one as an Account.

So for example, Client X does projects for Client Y and they outsource one of Client Y's projects to us. Is there a way to attribute the project to Client Y, while only notifying and invoicing Client X on the progress of the project?

Thank you!