Questions?

They are answered by the XTRF community and our experts

0

Use of different branches vs. all headquarters

Meghan Cooper 4 years ago updated by Wim 4 years ago 3

Wondering how other users employ the branch functionality. Do you use headquarters for vendors and clients, or is there different information that you display to different groups? I'm wondering if our setup is unnecessarily complicated by having multiple branches to choose from when onboarding clients and vendors. 

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How to create jobs via API??

mark 4 years ago updated 4 years ago 1

I feel like I may be missing something straightforward... but...

How do you create a new job (smart projects) via API? I can create projects, create payables, update jobs, add vendors... but I don't see how to create a job. I can get job details...


What am I missing? Any help would be appreciated.


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Notification Email Expression Tags Personalisation

laura orlando 4 years ago updated by Martyna Pałasz (XTRF Deployment & Training Specialist) 4 years ago 5

Hello,

I've recently changed the header of my notification emails to providers to display certain project info.
The expression tag ${job.shortDescription} displays the languages requested for a project but not in alphabetical order, which is something my provider requested in order to process the file quicker on their side.
Is there another expression tag or multiple ones I can use to obtain this order in the header? 

You have a new Job: [Job code], [Job name], [Languages in A-Z order], [Job Type]


Also is there an expression tag list I can refer to that shows a preview of how the info are going to be displayed?

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Answered

Double Booking Alert

Juan Cardona 4 years ago updated by Bogusław Reich (XTRF Product Owner) 4 years ago 3


Hi,

We would like to request the Double Booking Alert functionality with the Planned Start Date and Planned deadline fields.

This is because that field reflects the actual time when the Vendor is busy and this is the useful information we need to prepare our reports and plan our workflow.

I think this should be easy to implement, as it wouldn't require to code much.

Other fields only reflect the time on which we created the event and not the actual time the vendor is busy interpreting or translating.

Answer

The alert you described is already available in Smart Projects. Additionally, for both Classic and Smart Projects, you may benefit from the upcoming Vendors Workload view mode that is planned to be released soon in XTRF 8.5. In this mode you will be able to see the details of your Vendors' scheduled Jobs for the time period of your interest. Jobs ovelapping for a given vendor will be clearly visible there.

0

Permissions by client

mark 5 years ago updated 5 years ago 3

We do use the User Groups to manage access permissions... but we'd love to be able to limit access to specific clients. 

Example... we have 10 PMs but only three of them work on client X. Client X has specific privacy requirements. Can we set user rights so only the three PMs have access to Client X's projects/files?

I don't think this is possible, so maybe it should be in the 'suggestions' area.

Thanks!

0

Can we designate general location of cloud hosting? Or is Germany the only location?

mark 5 years ago updated by Marcin Jakubowski 5 years ago 3

Can we designate general location of cloud hosting? Or is Germany the only location?

We could benefit from having servers in the US. Any thoughts or would that only be self hosting?

0

Can you update the Project Manager via API?

mark 5 years ago updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 5 years ago 1

Can you update the Project Manager via API? I don't think you can, but this would be helpful for us.

Thanks

0
Under review

How to sort jobs per preferred vendor

ikassios 5 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 5 years ago 1

Is it possible in client's profile under preferred vendors to also see jobs on which each preferred vendor has worked on for the client? In other words, select preferred vendor based on job (eg. project name, end client name etc) and not just the client.

Thanks in advance,

Ioannis

Answer

Such filtering is not possible on a client's profile, but can be done in Projects > Jobs view. 

Just use the filter "Vendor > Preferred by Client (any Price Profile)" as shown below. You will then see how many and what different jobs are done by particular names. 

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Google Sheets Add On Question - Old Data Remains

mark 5 years ago updated 5 years ago 3

Quick question about the Google Sheets Add On.

I have a spreadsheet that I'm using the google sheets add on. I'm pulling projects that I closed last week. However, when a new week rolls around, while the data updates, if I have fewer records in the new week, XTRF writes all the new fields up to the last current record, and then leaves all the old data. So, some of the old data remain in what is supposed to be one week of data.


Does that make sense? Do I have some settings wrong for this?

Thanks.

0

XTRF document preview problems

Wim 5 years ago updated by Marcin Jakubowski 5 years ago 1

Hi,

I know this should be reported to the Support desk, but I was wondering if anyone else is experiencing problems with generating previews for quotes etc.

We have our self hosted version of XTRF, but somehow, it feels that the generation of previews is linked to XTRF servers. We have exactly the same problem on our test environment hosted by XTRF. So I was wondering if other people have this problem as well.

We tried to restart XTRF multiple times, but it did not solve a thing..