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XTM Cloud 13.4

Project Editor - Estimates: Costs

The Costs tab allows you to calculate your direct cost for translating the project. The figures are based on the rate cards of the linguists who have been assigned to tasks in the workflow.

By selecting the relevant option from the Generate costs based on dropdown list, you may choose to calculate based on:

  • Metrics.

  • Current metrics.

  • Statistics source.

  • Statistics target.

  • Time or metrics.

  • Time or current metrics.

  • Time or statistics source.

  • Time or statistics target.

There are also options to replace missing rates or time with zeros, or to select a “dummy linguist” from the Dummy assignee dropdown list. Their rate card settings would be used for cost estimation either for the entire workflow or only where no linguist is currently assigned (i.e. with where no assignment option selected).

All costs and Purchase Orders generated on the project will be displayed in a table with the following details:

  • Date – The date of the cost or PO generation.

  • Generated by – Username of the Project Manager who generated the relevant cost or PO.

  • Based on – The selected value for the Generate costs based on parameter.

  • Price – The total cost of the project.

  • Delivery date – Delivery due date of the project.

  • Words – The total of words in all source files in the project.

  • ICE – The total of ICE matches in all source files in the project.

  • Leveraged – The total of 100% leveraged matches in all source files in the project.

  • the cost generation status icon:

    • circle-info-solid_blue_navy.svg– indicates that the costs have been correctly generated and displays the Cost ID when you hover over the icon. If the Projects require cost approval parameter has been enabled by your XTM Cloud Administrator (for details, see Cost settings), these details can additionally be displayed when you hover over the icon:

      • Cost approved by followed by the username of the relevant Cost Approver and their note (if they have left any) and the time and date of cost approval, if the project cost has been approved, OR

      • Cost rejected by followed by the username of the relevant Cost Approver and their note (if they have left any) and the time and date of cost rejection, if the project cost has been rejected.

      • Cost updated by followed by the username of the relevant Cost Manager and their note (if they have left any) and the time and date of cost generation.

    • orange-warning-circle-exclamation.png– indicates that costs have been partially generated and displays the Cost ID and the details when you hover over the icon. If the Projects require cost approval parameter has been enabled by your XTM Cloud Administrator (for details, see Cost settings), these details can additionally be displayed when you hover over the icon:

      • Cost approved by followed by the username of the relevant Cost Approver and their note (if they have left any) and the time and date of cost approval, if the project cost has been approved, OR

      • Cost rejected by followed by the username of the relevant Cost Approver and their note (if they have left any) and the time and date of cost rejection, if the project cost has been rejected.

      • Cost updated by followed by the username of the relevant Cost Manager and their note (if they have left any) and the time and date of cost generation.

    • red-error-circle-exclamation.svg – indicates that the project costs could not be calculated and displays the error details when you hover over the icon.

All table columns call be sorted in ascending or descending order.

Each time the Generate button is clicked, the costs are recalculated and stored as a separate line. Also, you can filter the costs by:

  • Cost type:

    • Metrics.

    • Current metrics.

    • Statistics source.

    • Statistics target.

    • Time or metrics.

    • Time or current metrics.

    • Time or statistics source.

    • Time or statistics target.

  • PO number

When you are running a continuous project and your XTM Cloud Administrator has configured relevant options for automation of continuous projects (for details, see Automation of continuous projects), you can notice that the Accrued project cost and Project phase period columns fill in with data during specific events, such as reanalysis of the project, or uploading new files with the same name as already existing in the project.

The important columns for continuous projects are:

  • Price – Indicates the individual cost of each estimate.

  • Project phase period – Indicates the time range when a specific continuous project phase was in translation.

  • Accrued project cost – Sums the previous costs that have an entry in the Project phase period column. It sums only costs of the completed project phases and any costs generated since completion of the latest phase

  • Generated by – Informs if costs have been generated manually or automatically and what event triggered them.

To view the details of the cost, select the line. The cost for each Linguist is displayed in a separate line. Both costs for non-analyzable files and additional costs can be specified as either a fixed amount or as a percentage of the base price.

If the full cost cannot be calculated, then the price will be displayed with a red star and an alert icon will be displayed in the last column. Hover over the icon to see a popup message explaining why the full cost is not calculated.

You can then generate a PO for each Linguist. A popup will open where you can select the PO file format, calculation method, and custom fields. You can decide to include rates or a cost breakdown into languages or languages and workflow steps. Also, you can specify whether the PO should be automatically emailed to the Linguist, add a comment, and customize the footer and font sizes.