The Questions & Answers forum is not supported by XTRF anymore. Please address all your questions to the XTRF Support.

Create receivables for "classic project" via API
Hi,
it seems that there is no way of creating new receivables via API for the CLASSIC project? Or Im missing something in your documentation

Show internal or client notes in Dashboard
Is it possible to show the client or internal notes (see image below) from a project (Smart) as a column in the dashboard? I think have marked ALL the "Notes" checkboxes in the column tree, but none of them show these notes.
Thanks

Double Booking Alert
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.

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.

Filter by Tax number
Is there a way to search / filter clients in SmartViews by their Tax No.?
Which client properties does the Client Properties filter search in?
Thank you!

Is it possible not to close a project after the last job has been set to ready?
When the final job is set to Ready, the project is automatically closed, even if the PM has not delivered the files to client. Is it possible to avoid this, apart from creating a new job called Delivery to client or similar?

We also add a final PM step for QA or PM review... This is what we use to allow the PM to close the project manually.

BIRT Template Client PO number to be inserted inside invoice
Dear All,
Do you know the variable name for the Client PO Number for customer invoice BIRT Template?
Thanks.
Thierry

Permissions by client
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!

task deadline in smart project
Hi XTRF,
I have noticed that sometimes the task deadline in a Smart project is empty while the project deadline is filled. I would have expected that in Smart the task deadline is always the same as the project deadline, but apprantly there is exceptions.
For reporting purposes, it is important to know what is going on here. Is there some logic, or is it a bug somewhere?
Thanks in advance,
Regards,
Krijn

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

Project Coordinator - Notifications
Is it possible for Project Coordinators to receive all notifications instead of Project Managers getting them? I am referring to Vendors' and Job's notifications.
Customer support service by UserEcho