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Automating opening projects

Aida Martirosyan 7 years ago in Home Portal / Classic Projects updated 7 years ago 6

We have raised this question before as well but still...
Our clients send us work orders which have list of movies they want to order along with language pair, movie duration, service requested, etc. Currently the project managers are opening one project for each work order and each movie is one task. Opening a project which has 30 tasks in it is time consuming. A good solution would be getting XTRF to read the work order (can be easily saved as xml) and creating projects automatically (we already have per service workflows). 
Anyone else facing similar issue or would like to automate project opening?

Answer

Answer
Answered

Hi Aida,

To me it looks like a perfect use case for a Smart Connector.

Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.


Here's a YouTube link to our 30-minute webinar on the subject: 

And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide

With the current XTRF version, creating (or possibly) duplicating these projects individually, if you don't want to deal with long waiting times for a multi-task project, is the only option I see. In future (not sure when), XTRF is thinking about handling such project types in what has been described as a project folder that optimizes the handling of multi-batch projects.


XTRF: Any new developments on that front?

Hi Sancho,
So far we use the templates but that means putting each task name (movie title in our case) one by one and the same about the Quantity (which is the movie duration). All these details though are already in the work order. 

Answer
Answered

Hi Aida,

To me it looks like a perfect use case for a Smart Connector.

Its role is to start new project or quote based on a repetitive information, or on data stored in a separate file like the XML you mentioned. A connector like this can monitor and capture file uploads to a folder on server disk or in a mailbox.


Here's a YouTube link to our 30-minute webinar on the subject: 

And if you are interested in a more technical intro, follow this link to our Help: https://knowledgebase.xtrf.eu/display/XTRFHelp/Smart+Connectors+-+Technical+Guide

Hi Lukasz,

I have sent examples of our excel files and XML to XTRF and the answer I have so far is that it will cost around 3000 Euros to enable this function for us and then another 3000 per month to support totaling to 39000 Euro per year. And this amount changes if we want to do this for more clients. The truth is the amounts seem not just expensive but absurd.

Dear Aida,


I think there was some misunderstanding between you and an Account Manager, as the official price list for Smart Connectors is following:


€50 / month (package of 2)
€119 /month (package of 5)
€119/month (each following 10)


We will contact you immediately to straighten it out.

Thank you Olaf for clarifying the matters. Updating my message about the costs not to scare everyone. At the time the 5 user package was 300 Euro (not 3000 as we registered after a phone meeting). Of course the updated  119 Euros looks even better.