Questions?

I believe the 5 star rating is a quick and easy way to indicate if there are any serious issues. Even though LISA is been out of commission, its model is still alive in many companies. That being said, it would be good if XTRF could import ratings directly from memoQ and allow for the uploading of other files to provide more flexibility.

After a quick glance, I don't see any reports related to QA except for the client satisfaction survey, it would be good to add a couple of internal ones (overall rating frequency distribution and per vendor/task come to mind).

Dear Laura,

we already got you covered. For such case, there is a History button in each Smart Project.

There you can check 10 last actions performed and the person responsible for each activity.

Changing invoice numbering is possible in the Professional plan.

No modification of .rptdesign file is needed.

File model used in Smart Projects is significantly different from the one used in Classic Projects. All automations offered in Smart Projects rely on additional metadata associated with files in a project (e.g. file category, languages, who added it, with whom it is shared with etc.) A common file system provided by the underlying operating system is incapable of storing all this extra metadata. Thus, the files in Smart Projects are managed solely by XTRF.

This approach has the following benefits:

• XTRF can better understand the role of each file within a project and use it to automate various project management tasks.

• Each file operation within a project is recorded by XTRF, making the full history of files available when needed.

• Project files are secured using the same mechanisms as other XTRF system files, so the probability of unauthorized access or data leak is significantly reduced.

At any moment, users can download or upload files from/to a project or job and work with them locally. Note that most of the metadata associated with the file are lost when it is downloaded (exported) from the project. Full information about the file remains, however, in XTRF. In turn, when a file is uploaded to a Smart Project or Job (via Client Portal, Home Portal or Vendor Portal), XTRF tries to automatically detect and suggest metadata for the file (e.g. category and languages detection is based on file content, while file sharing is automated based on the process configuration).

XTRF offers also three automations that can simplify file upload and download (import and export):

• Smart Connectors can be used at the beginning of the process to automatically create a project based on files put into a specific folder (local or FTP).

• Automatic File Delivery can be used at the end of the process to send the result files (i.e. delivered in the final step in the process) to the client.

• Scripted Jobs can be used at any step of the process to either automatically process the project files (e.g. using an external Web Service via REST API) or add new files to the project.

It is not available in the Smart Projects.

It was recently requested on the Product Development Ideas - please see https://xtrf.userecho.com/topics/368 and vote it up.

The example you showed shows quite the contrary - it works just fine as the Rate Value of 0,075 Euro is shown for Job Type: translation & editing and calculation unit: target word. 

If this is not the case and the question is more universal, let me assure you that you should ALWAYS look for faulty set up or incorrect choice. 

Be aware that XTRF is very strict in such cases: 

- Job Type

- Calculation Unit

- Specialisation 

must check out between the context of the quote / project and the client's Price Profile. 

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Friendly tip: avoid screenshots that include personal or company details. I corrected yours this time;). 

The class and methods which are being used in BIRT4:

xtrfContext.getBranchCompanyData().getImageData()

are not accessible from notification level. But an external image can be put to the inside email like that:

Once the vendor indicates his/her vacation in the Vendor Portal, this information will be visible in the Home Portal in the Vendors section, Availability column. Please note that the blue fields refer to vacation days, while the green ones to the working days. Hover over the fields to see the exact dates. The information can also be displayed when you select vendors for a given job. 

By default, however, the Availability column will not be visible in the default Select Vendor view. To make it appear at all times, you need to create a custom one.

The system will not automatically prevent the Home Portal user/PM from selecting a vendor who marked his/her vacation in the Vendor Portal.

In Smart Projects, however, you can define a rule for the Job Offers to exclude vendors who indicated their unavailability within a specified period. Note that this is not possible in the Classic version.