Skip to main content

XTM Cloud 13.10

Generating costs in the New costs tab

Use the procedure below to generate project costs.

Important

New costs are a Beta feature.

Costs generated in the New costs tab screen are based on the details entered in the Users > Edit user > New rate cards tab screen (for details, see New rate cards) and in the Users > LSP Editor > New rate cards tab screen (for details, see New rate cards for LSPs).

Neither New costs nor New rate cards have any influence on the current project costs (managed in the Projects > Project Editor > Estimates > Costs tab screen).

Procedure. To generate project costs:

  1. Select Projects > Project list tab.

  2. From the Project list, select the project for which you want to generate costs.

    You can use the features in the Simple search and Advanced search tab screens to find the relevant project.

  3. In the relevant project row, select the context menu icon ellipsis_vertical_context_menu_brand_refreshed.svg in the left-hand side column.

  4. From the context menu, select money-bill-regular.svg Show Estimates . Then, select the New costs tab at the top of the screen.

    Note

    money-bill-regular.svg Show Costs will replace the money-bill-regular.svg Show Estimates option if your XTM Cloud Administrator has selected the Disable proposals in project estimates setting (for details, see Cost settings).

  5. At the top of the New costs tab:

    1. from the Generate costs based on dropdown, select the relevant option:

      • Initial metrics.

      • Current metrics.

    2. if required, use the Dummy assignee setting to generate project costs based on another user's rate cards. For more information about appointing a user with a Linguist role as a dummy assignee, see Adding users. To generate project costs based on the dummy assignee's rate cards:

      1. from the first dropdown, select one user whose rate cards are to be used for cost generation. In the dropdown, you see:

        • Choose (default) – the dummy assignee has not been selected.

        • a list of users with a Linguist role, for whom the Dummy user for cost generation setting has been selected in the Users > Edit user > General info tab. For more information about selecting a user with a Linguist role as a dummy assignee, see Adding users.

      2. from the second dropdown, select one of the two options to specify when the dummy user's rate cards are to be used:

        • when no assignment (default) – the dummy assignee's rate cards will only be used for the workflow steps to which no user or LSP has been assigned yet.

        • for the entire workflow – the dummy assignee's rate cards will be used for all workflow steps, even if a different user or an LSP has already been assigned to them.

    3. select the Generate button.

Result: the new project cost is displayed in the New costs tab screen.

If an error has occurred during cost generation, the red error icon red-error-circle-exclamation.svg is displayed in the first column, in the cost list, and the relevant cost row is highlighted in red. When you hover over the icon, you see why the costs could not be calculated correctly. The reasons can be:

  • Project analysis has not finished yet. In this case, try to generate costs after a short wait.

  • There are no chargeable workflow steps in the project. This happens if your XTM Cloud Administrator has selected the Show Chargeable checkbox in Workflow Editor setting for your instance (for details, see Cost settings), but the Chargeable checkbox has been deselected for all workflow steps, either by your XTM Cloud Administrator for the relevant workflow definition (for details, see Creating workflow definitions) or by a Project Manager in the Workflow editor, for the relevant project. In this case, first select the Chargeable checkbox for at least one workflow step, in the Workflow editor. Then, try to generate costs again.

  • No workflow steps in the project have been assigned to a Linguist or an LSP. In this case, first assign all workflow steps in the project to the relevant Linguist(s)/LSP(s) and then try to generate costs again. Alternatively, until you assign anyone to the relevant task(s), use a dummy assignee to generate project costs.

  • Rate cards for one or more workflow assignees are missing. In this case, add missing rate cards for the relevant users and/or LSPs. For details, see Adding a new rate card.

  • One or more workflow assignees have a different billing currency from the system billing currency and the exchange rate for their currencies is missing. In this case, your XTM Cloud Administrator must specify the relevant exchange rate. For details, see Exchange rates.

If a cost could only be partially generated, the yellow warning icon yellow_warning_triangle.svg is displayed in the first column, in the cost list, and the relevant cost row is highlighted in yellow. When you hover over the icon, you see why the costs could not be calculated correctly. Each reason is only mentioned once. The reasons can be:

  • One or more tasks in the project have not yet been assigned to any Linguist or LSP. Assign users to the relevant workflow steps and generate the costs again. Alternatively, until you assign anyone to the relevant task(s), use a dummy assignee to generate project costs.

  • A user group has been assigned to one or more tasks in the project. Generate the costs again after once of the Linguists from the relevant group accepts the relevant task. Alternatively, until any of the Linguists from the user group accepts the relevant task(s), use a dummy assignee to generate project cost.

If required, in the New Costs tab screen, you can also:

In this section: