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Hi there, I'm a fan of the Classic View of XTRF - I use XTRF in the spring as an example of how to manage vendor performance and capacity in a quality management class I teach. I've just logged onto the system per usual in the spring, to find that my access to the Classic View has been discontinued. I can now only use Smart View, which means that the work instructions I have written for my classes will need to be rewritten. I've tried doing a general search for "how to create a project in "smart" view of XTRF" and only more "advanced" topics come up. The resources I've found on YouTube are all outdated. In XTRF Academy, I'm blocked from accessing content on how to set up projects in Smart View until I complete prerequisites. I do not need the prerequisite training.

Could someone help me with the simple question of how to create a project in "smart" view? I need to create multiple language projects for my students to practice assigning and rating vendors, and I'm finding it to be very complicated to set up, with any work instructions via XTRF that I am able to access being outdated.

If someone could point me in the direction of an accurate, current work instruction on creating a project in XTRF, I would be most grateful.

Best,

Alaina Brandt

Hi All,

is any of you know how to get availability requests in smart projects in Macro, as AvailabilityRequests() only works with classic projects.

We have a client that needs to keep each of their projects, and the researchers for each project, segmented. However, if we set up a single client with multiple contacts, they could go into the portal and see all of each other's projects. Is there a way to keep each project isolated? Any suggestions would be helpful! Maybe the answer is to eliminate access to the client portal? Are there any other thoughts?

We think that a very useful feature would be that all Notes fields would populate the name of the Project Manager with the current date and time, as soon as they click the Edit pencil to add a comment. Having several comments in the Notes fields from different members of the team creates confusion. We have added users to do this manually, but they obviously bypass it.

Hello everyone,

We have just started implementing this tool in our company and we don't know how to merge our Power Bi with the projects, finances and all the data in XTRF. 

We were working in Excel before :(

Any ideas?

Thank you!

Hi everyone,

I'm preparing a custom column that works on any opportunities view. I want to find the quote associated with every opportunity on a set view. I have implemented a solution far from ideal, which includes getting the opportunity's name and using QuoteFilter to find a quote by the same name. As expected, it doesn't work if the quote's name is different than the opportunity's (if someone's changed the quote's name), or if there are multiple quotes by the same name. I would like to do the same thing with IDs, but I don't know of any methods I am aware of that can take an opportunity ID and give the quote associated with the opportunity. Has anybody accomplished something like this? Is this possible at all?

Thanks in advance for reading.

Efe

We've been using the QBO sync for the past month or so.  It generally does what the documentation says.  However, I'm having a problem where a sprinkling of client invoices aren't being synced to QBO.  A subset of these invoices--I found out through doing a few QBO searches--had an invoice number that matched a vendor bill that was previously in QBO from a couple of years ago (and thus never existed in XTRF).  By preemptively re-numbering my vendor's old invoices in QBO I could avoid the problem ahead of time.  But now I'm still having invoices that don't sync and as far as I can tell the invoice number either doesn't exist at all in QBO or is so old that it's not showing up in a standard search.  

If anybody has an idea of where I can go from here, I'd love to hear it. Or if you're having the same issue, let me know!

Hi,

I'm wondering if there is a way to download the XTRF quote (the PDF file) either in the smart or the classic quotes. In Smart there is a quote confirmation that can be edited and sent, whereas in classic projects the quote for the entire project that appears under Documents in the project level would be interesting, but I didn't find a way to get either PDFs via the APIs.

Thanks,

István