Questions?

They are answered by the XTRF community and our experts

0

How much does it cost for the customization team to create a credit note template?

Chris 4 years ago updated 4 years ago 2
0

How do I set TM rates for different matches for our client invoice?

Chris 4 years ago updated 4 years ago 2

We are pretty new to XTRF. How do we set up different rates for different matches for our client invoice? 

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Workflow Directories: select all files function (folder/file structure)

Monika 4 years ago updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 4 years ago 1

Hello, I would like to know if there is a way of multiple files selection, in the Workflow Directories?

If we have multiple files in the Task, and we need to remove them, is there a way to select them all, instead of selecting every file separately?

Regards,

Monika

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De-Archiving Smart Projects

mark 4 years ago updated 4 years ago 2

We just came across a few items where we needed to update archived projects (to add files, to add feedback...). Awhile ago there was some mention of adding a de-archive option for smart projects. (https://xtrf.userecho.com/communities/8/topics/1380-adding-new-files-to-an-archived-project)

Any thoughts here? This would be a useful addition. I don't even think we'd need to have the files de-archived, but allowing us to update some project data and add updated files ourselves would be very useful.

Thanks!

0

Has anyone set up single sign on with Google Services?

mark 4 years ago updated 4 years ago 3

We'd love to implement it but are currently 1) slogging through how feasible it is and 2) how stable it is. 

Any experience out there?

Thanks!

0

Project manager workload reporting

mark 4 years ago updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 4 years ago 1

We currently report workloads of our project managers as a function of how much revenue they are carrying and the gross number of projects. However, this is far from perfect. When we have large projects we batch the projects to have a single project with a single receivable, and then many projects where the actual work happens, with no receivable. We do this to simplify the invoicing as well as to manage smart projects with multiple source languages. On these projects, we need to have a lead PM on the primary invoicing xtrf project, and then we have multiple PMs on the other projects. As you may imagine, this leads to reporting where one PM has tons of revenue, and the others have none. It's not awful, but it's a challenge. Also, we have been trying to add more project coordinators, but XTRF doesn't seem to allow for an easy way to report on project coordinators.

Sorry for the long intro. But my question is how to others report on Project Manager work loads? What successes have you had with using XTRF and/or what work around do you implement to get a handle on how busy they are?

Thanks for the input!

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disable chat

Marcela 4 years ago updated 4 years ago 4

Hello! Is there any way to have the chat disabled without having to click on the box each time for every project? Thanks!

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LEDES

Laura Jimenez 4 years ago updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 4 years ago 3

Hello,

has anyone been requested with a LEDES format file?

https://en.wikipedia.org/wiki/Legal_Electronic_Data_Exchange_Standard

is it posible to create this in XTRF?

Thanks

Laura

0

Backup PM

We are trying to add a specific user as a Backup PM in a client's profile, under Identification Data. However, this user is not included as an option in the list. He is included in every other list under Sales Data, i.e. we can choose him as a Project Manager responsible. Any ideas?