Questions?

They are answered by the XTRF community and our experts

0
Answered

How to present/display coloured (green, red) warnings in the list of opende projects in new layouted widgets, as it was in old-view Dashboard??

m.wiewior 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 3

In the previous version of XTRF you, Dashboard, you could with a quick view spot the projects which are delayed (these were marked with green, orange, red). Can you do that in new smart views?

0
Answered

SMARTPROJECTS - how to deal with a customer (LSP) who has several price profiles with different VAT grids and different pricing?

Kaspars Klavins 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 1

As far as we know, smart projects use the customers default price profile, but we have customers with several price profiles with different prices and different CAT grid. Is there any suitable solution for this?

0
Answered

Non conformities disappear

Berber 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 6

Recently I have been adding a few non-conformities in several smart projects but after putting status resolved they disappear from the map and I also dont see them in the feedback of the resource. What is happening here?

Answer
Berber 2 years ago

I submit a support request for this now, as it seems to be more of a bug. thanks marek!

0
Under review

If a project has several jobs and deadlines under the same language pair...

Trond Samstad 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 1

If a project has several jobs and deadlines under the same language pair, how and where do we add those dates?

What we definitely will need is to be able to enter more than one client-side deadline under each language pair, since some of our projects have batches of files that come from the client one after the other, and where each batch has its own deadline. Those deadlines are of course not the same as the vendor-side deadlines. Would you then add a dummy-step at the end of the process and call that “client-side deadline”?

0
Answered

Margin 1 and 2

Åsa H 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

We work in Smart projects.

To be able to measure costs, we have added our PM:s as "vendors" (Linked with users) and add a cost for project management for each project. This means that the calculated magin in xtrf includes both internal and external costs. Now we are looking for a way to create a report for the margin after external costs only, as well as one after external and internal costs. That is, Margin 1 and 2.

Any suggestions to how we could do this?

 

0
Answered

How to invoice to a different client after the project is closed

Ainhoa 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 3

We're having some trouble invoicing to some of our clients because sometimes we have a main client that orders the services and at the end of the month, this client send us a list in which we can find all the information about what project belongs to what client (they have 6 different companies, with different addresses and different VAT numbers). 

Any idea on how to change the client in the invoicing phase once the project is closed?

Any help will be much appreciated.

Thanks :) 

Answer
Łukasz Kaleta 2 years ago

Hi Ainhoa,

I'm not sure if this is different when working with Smart projects., but we handle this situation by grouping the customers in a client group. You can link Offices for the main client under Customer > Main Data > Offices. When the customers are linked in this way, it is possible to change the client in the invoice stage to one of the other Offices in the invoice's Client Data section.

0
Answered

How do you set system to send a reminder to vendor when deadline is close?

Clarice M. 2 years ago in Home Portal / Smart Projects updated 2 years ago 2

Somehow it is sending the XTRF administrator a reminder and not the Vendor. Also, administrator is receiving an email notification when the client deadline is close, even though projects are closed.

0
Under review

How do you reopen a job to add a PO number?

Clarice M. 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta 2 years ago 3

Hi,

At the moment, when a vendor uploads the deliverables to the portal and presses the 'I finished the job' button, the project on XTRF is automatically closed. This happens when the job is the last step of the workflow. How do you disable this? As I would like the project to still be opened since I need to check files and also if it has been closed I couldn't find a way to enter new details such as a PO number (which sometimes is delivered to us after the job is finished). Currently, the system is not set to send files automatically to clients.

0
Answered

Files not being shared automatically between jobs

Clarice M. 2 years ago in Home Portal / Smart Projects updated by Marcela 1 year ago 12

Hi,

So I'm having this problem where I have to manually share files from one job to the next one, even though on the right panel I have written down the XX will receive jobs from XX for example and XX will send files to XX. Am I missing something? It's very annoying to keep doing so manually. I'm assuming there is some setting that I missed, however it is still very misleading that the system is telling you that it will be sharing files automatically and it doesn't..

Answer

Dear Marcela,

The problem is that categories in this process are not consistent. Which means that if Translator uploaded CAT package (return) there was no way of sharing it with the editor automatically.

Here is a video that should help you out with adding this particular file category.

Video for file categories

Be aware that I did not amend the changes that are shown in the video.

Have a great 

0
Answered

Smart Projects default Project Coordinator not respond to settings

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

The settings allow default project coordinator to be logged-in user.  But this does not work for Smart Projects, please fix this bug.  I have been asked to make this a suggestion in Echo in order to get the attention of your development team.