Questions?

They are answered by the XTRF community and our experts

0
Answered

Double Booking Alert

Juan Cardona 5 years ago updated by Bogusław Reich (XTRF Product Owner) 5 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

Filter by Tax number

Reinis Straume (LMI:T) 5 years ago in Home Portal updated 5 years ago 2

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!

0
Answered

Is it possible not to close a project after the last job has been set to ready?

Sandra Lara 5 years ago in Home Portal / Smart Projects updated by mark 5 years ago 18

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?

Answer
mark 5 years ago

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.

0

BIRT Template Client PO number to be inserted inside invoice

Thierry ABAQUE 5 years ago in Home Portal / Classic Projects updated 5 years ago 2

Dear All,

Do you know the variable name for the Client PO Number for customer invoice BIRT Template?

Thanks.

Thierry

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

task deadline in smart project

Krijn 5 years ago in Home Portal / Smart Projects updated 5 years ago 2

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

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

Project Coordinator - Notifications

vanesa potenzoni 5 years ago in Home Portal / Smart Projects updated 5 years ago 2

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.

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

How do I stop vendors from receiving automatic emails at certain points in a project

Marcela 5 years ago in Home Portal / Smart Projects updated 5 years ago 4

Hello! I just updated the file list for vendor A in my project, and Vendor B got notified as well, because the file got automatically shared with both vendors, even though it was destined only for Vendor A. The only way to prevent this that I know of is marking the file to be shared as "Other", so it doesn't get shared with anybody, and then sharing it manually with the vendors I want. Is there another way to do this? Thanks!