+3
Answered

Exporting margin per language

Robrecht Belien 1 year ago in Home Portal / Smart Projects • updated by mark 9 months ago 11

Hi,

SInce the question about the word count was answered in a great way. I have a similar question for the margin. (We are using smart projects) 


Would it be possible to create a VC on job level to get the margin for that language combination? This would help us checking the jobs. 


Currently we report on margin on project level as a workaround.

I did it in task level. We are using classic project but as I saw it works for smart projects as well. But I don't really understand the job level. Maybe this is because we don't use smart projects

I think in smart projects the task level is used for the client side (receivables) and the job level is the provider side (payables).
The idea is to create a view with all jobs, including vendor name and the margin for the language combo for that job.

I try to translate it. :-)

You have a project with multiple target language. So you have some tasks in the project. I think margin can be measured only in task level except every tasks has one vendor job. If you have more workflow steps it will be useless.

indeed, it would only be usefull if there is 1 job with payables. In most of our proces templates we have multiple jobs, most of them internal. That's why I would like to check on language combo. 

In that case if there are 3 jobs,they will all show the same margin, but by looking at the vendor name it's easy for us to remove the inhouse vendors.

+2

Hi, we're trying to do the same thing. We notice that in the view that appears in the client invoicing section after you click "add task-based client invoice" does in fact show you the total agreed and total cost by language pair. This is the only place we can find this information. The problem is that these views only will show "uninvoiced invoiceable tasks" and to get a full picture we need to see invoiced tasks as well. So it seems like XTRF has the capacity to measure this (I assume based on the language pairs of receivables and job payables in the same project) but we can't fully figure out how to get this info.

I think it should be easy to create a task based view that corresponds to that information. In fact, when you go to the "add task-based client invoice" you are actually shown a task-based view. In a task based view you can add "language pair", "total agreed", "total costs" and "margin" as columns without having to create any virtual columns. We have created a similar overview and added virtual columns for "external costs" and "internal costs".


Example for external costs:

#set( $payablesvalue = 0.0)

#set ($task = ${utils.unwrap($this)})

#set ( $currency = $task.getCurrency())

#set($activities = $task.getActivitiesInWorkflow())

#foreach( $activity in $activities )

    #if(!$activity.getProvider().isInHouse())

        #set( $payablesvalue = $payablesvalue + $activity.getAllPayablesValue())

     #end

#end

${utils.getXtrfDecimalFormattingUtils().formatCurrency($payablesvalue, $currency)}



Thanks. It seems though the challenge of using  "add task-based client invoice" is that it excludes any invoiced task from the view. So there is no historical data, and no exporting function on this page. What other Task based views are there in smart projects?

+1

@Robrecht: I just saw this topic is a couple of months old, so not sure if it's still relevant, but can't you just create a job-level view with the columns Task>Language combination and Task>Margin? This seems to work here, but we're using classic projects so I'm not sure if the available columns are different.

Using smart projects, jobs only include the cost, not the revenue. So you can't pull margins out of it. But you can pull margin out of it. Maybe that works. I'm going to check it out. Thanks!

Answered

Thanks for reviving this thread.


Tasks are not something we want to show in Smart Projects. It is hard to hide them completely on installations without classic projects, but we would like to keep them away from view.


One of the changes XTRF 7 has brought is Jobs view. And this gives you access to tasks, ie. languages. Here is an example of a Jobs view with the total, margin and target language column - all from tasks:


This seems to me like the only way where margin data can be retrieved from on Smart Projects.

+1

It's interesting that I now see you can have margin at the job report per task. But I'll look forward to seeing the agreed amount when we upgrade to version 7.0