Questions?

They are answered by the XTRF community and our experts

0
Answered

Language based surcharge (PM fee)

Olga Haznaci 5 years ago updated by Marek Joniec (XTRF Product Manager) 5 years ago 1

Is it possible to automatically apply a surcharge for specific target languages?

Answer

Hi Olga

I'm afraid it is not possible to have a surcharge for a language combination that would be applied automatically after task creation. 

Automatic surcharges are only available on the client price profile level, which means those are applied automatically to all languages in the project/quote.

If it would be possible to calculate that surcharge into the basic rate I'd suggest raising the service basic rates for those selected languages in a way that would compensate the auto surcharge.

Best regards,

Marek

0

Vendor Emails going to Promotions section of email?

mark 5 years ago updated by Sancho Leath 5 years ago 9

We just had two vendors today tell us that our vendor request emails just started going to the 'promotions' section of their email making them more likely to be missed. I assume they use Gmail.

Has anyone else had this issue? Is there anything you can do to reduce this likelihood? FYI, we use the hosted XTRF.

thanks!

0
Answered

Crisis - no access to vendor portal. Anyone else?

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

I'm curious. THis morning we can't log onto the vendor portal nor can many (or all???) of our vendors. We're on the hosted solution. Is anyone else having this issue? 

0
Under review

Different Grids in resources Price Profiles

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

 I see a different Breakdown/Grids in a different resources price profiles, how is this possible? This should be all the same. There are different percentages for Internal 95-99% for example. In a just signed up resource this is 30% but in an older resources profile its 20%. Please check this asap.

Answer

It is more than possible. 

Firstly, because different vendors have different rates. TM rates can be different too. 

If your question is why your particular vendors have different TM rates, it is most probably because they were added at different stages and you modified the default rates in the meantime. If you do that, already existing vendors' rates do not update, but the newly created vendors will get the new defaults. You can always change them per vendor after all. 

0
Answered

Can Classic and Smart modules be used simultaneously?

Olga Haznaci 5 years ago updated by Marek Joniec (XTRF Product Manager) 5 years ago 1

We have a dilemma because for some of the clients the simpler layout of Smart projects would work better, but for some clients it makes more sense to stay in the Classic projects module due to their complexity. 

Is it possible to use both modules simultaneously and would it in any way limit or affect VM and reporting functionality? 

Answer

Hi Olga

You can use both project management modules in your system at the same time, there's no problem with that.

Most of the Task-based reports should also work fine with Smart projects, it depends on the particular report, what filters are applied. Smart and classic projects have a different structure so it may happen that in some cases reports will require some tune-up.

Best regards,

Marek

0
Answered

Can invoiced projects be reopened?

Marcela 5 years ago updated 5 years ago 2

Can they? Thanks!

Answer

Hi Marcela

You can reopen a project that has been invoiced. The status of the project and invoicing run in parallel and one does not bloc the other in XTRF.

There's just one thing if the project was already invoiced the modification of the Receivables will be not possible.

But aside from that, everything else should work just fine.

Best regards,

Marek 

0

PM photo in email signature

Kristine 5 years ago updated by Reinis Straume (LMI:T) 5 years ago 6

Is it possible to have an individual photo in each PMs signature in XTRF? 

At the moment is seems that the photo included in our project manager's signature can not be personalized and changed for each project manager?

Has somebody managed to do that?

Thank you! 

0
Answered

services shown on quote request form

Wim 5 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 5 years ago 2

Hi,

I was wondering where I can set which services are shown in the quote request form.

We have some services that are only used for particular clients and would not like any new clients to be able to see or select these.

Answer

Hi 

THe Quote request form uses the list of services selected in the Client Portal configuration.

So all services selected in the Client portal configuration, are automatically available on the QRF.

If you don't use Client Portal don't worry, the Client Portal doesn't have to be enabled for the list of services to work.

0
Answered

Adding new files to an archived project

mark 5 years ago updated 5 years ago 2

I have a new situation with archived projects using smart projects. 

We had an old project that we had to run more edits on, but the project was already archived. We decided not to create a new project, since the translator was just going to do another round of edits and it didn't deserve a new project, and we handled it outside of XTRF. However, now it's done and we want to keep the new files as part of the archived zip files.


So, I'm going to download the archived files, extract the files, create a new zip with the new final document, and then archive that zip folder.


My question... Is there any thought of adding functionality to make archives more useable in Smart Projects? It's frustrating that XTRF Smart Projects can't extract files from archives requiring workarounds.


Thanks

Answer

Hi Mark

We're looking into adding the de-archive option to the Smart project, it's a draft at the moment but hopefully, we would be able to deliver it within one of next releases. I can't promise 8.3 but maybe right after that.

0

Quote Field Names - variance between smart view and quote

mark 5 years ago 0

We're trying to get a better handle of our quotes and reports, and we want to confirm what date related field names in the quote correlate to date related field names in the Smart View. I am making assumptions but just wanted to confirm. Also, is there an editable language setting that we can edit field names to make sure the match if there is a discrepancy? Or am I just reading this wrong? Thanks!

In Quote>>In Smart Quote View
Expected Delivery Date>>Estimated Delivery Date and Time
Created On>>Added On
Offer Expiration>>Offer Expiration
Start Date and Time>>Planned Start Date and Time of first process step

Thanks!