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Answered

First Close Date and memoQ 9 compatibility of 8.3

Sancho Leath 1 year ago in Home Portal / Smart Projects with CAT integration updated by Bogusław Reich (XTRF Product Owner) 1 year ago 6

Could you please expound on the new concept of the First Close Date (released with 8.3)? Currently it seems as if this field is left unlocked after closing the project. Will an additional field be added/visible when reopening and closing a project? So far I am not able to see such a field, unless the the finish date of the last job of a project is that field. I am sure there is an easy explanation.

Speaking of which, it would be helpful to continue posting an example for each new feature of the latest minor release, as was partly done in the past. The same goes for compatibility of the new XTRF version with CAT tools, e.g. is XTRF 8.3 compatible with memoQ 9.0?

Answer

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Answer

In 8.2 we rolled out a change concerning First Close Date in Classic Projects. The change is described in details in this article. The change from XTRF 8.3 is a similar change, but this time for Smart Projects. Actual Close Date has been renamed to First Close Date, and it doesn't get updated now if you reopen and close again a Project. The field can only be updated manually by 'admin' user.

Regarding compatibility with memoQ 9, out integration was not tested against this version before the release of 8.3. We are planning the tests in the nearest future and, when the compatibility is confirmed, the information will be published in the release notes.

@Sancho... I thought First Close Date was released earlier - maybe 8.2? I remember because the renaming of the field messed up my reporting. :)

In the absence of XTRF's feedback, I'll contribute. I believe there was a problem initially with close date as if you opened a project (maybe for a minor update) and closed it again, it would update the close date to the most recent date. That has the potential of causing problems with reporting. I remember an instance where six months after a very large project closed, I needed to open it for a minor tweak in the record, and it threw off my financial reporting. I remember having discussions on this board (but I can't find it) where they said they would create a "first close date" and then a "most recent close date" of some type, but I would love an update on that. They did add is the ability to edit this field to account for the type of errors above, and I believe this field is only editable by an admin account. 

And I'm always interested in learning how CAT tools are being integrated better, but it feels like CAT tools aren't a priority with XTRF. :(

+1
Answer

In 8.2 we rolled out a change concerning First Close Date in Classic Projects. The change is described in details in this article. The change from XTRF 8.3 is a similar change, but this time for Smart Projects. Actual Close Date has been renamed to First Close Date, and it doesn't get updated now if you reopen and close again a Project. The field can only be updated manually by 'admin' user.

Regarding compatibility with memoQ 9, out integration was not tested against this version before the release of 8.3. We are planning the tests in the nearest future and, when the compatibility is confirmed, the information will be published in the release notes.

How does the Admin update this date? I have admin rights but this seems uneditable

The date can be changed only by the user logging in as 'admin' (not a regular user with Administrator's privileges).