XTM Cloud 13.8

Cost settings section

Projects require cost approval

Link cost approvals to the start of the project. By enabling this feature, you make sure that translation work does not exceed your budget nor is it outsourced at unfavorable rates.

When this parameter is enabled at system level:

Cost approval threshold

This parameter is displayed if you have selected the Projects require cost approval parameter.

The minimum amount that triggers the cost approval process when generated project costs equal or exceed the threshold. If project costs are higher than the agreed threshold amount, the Cost approval process is activated. If project costs are lower than the threshold amount, the Cost approval process does not apply.

Show Chargeable checkbox in Workflow Editor

Set a step in the workflow which is chargeable. This can be useful if the customer has pre-purchased a certain level of service. If this level of service is exceeded, then the step may become chargeable. When you enable the Show Chargeable checkbox in Workflow Editor parameter:

Show Chargeable checkbox on the Tasks screen

This parameter is only active if you have selected the Show Chargeable checkbox in Workflow Editor parameter.

When you select the Show Chargeable checkbox on the Tasks screen parameter, Linguists are able to select and clear the checkbox in the Chargeable column, in the Tasks > Active tab screen.

Default cost type

Decide what the generated costs is to be based on: Current metrics, Statistics source, Statistics target, Time or statistics source, Time or statistics target, Time or metrics initial, Time or metrics current. The settings introduced here may be changed per each project.

Filter by cost type

Set the way costs are filtered and displayed when generating costs in the Costs table under Projects > Show estimates > Estimates > Costs. You can have them all displayed, or only those based on Metrics, Current metrics, Statistics source, Statistics target, Time or statistics source, Time or statistics target, Time or metrics initial, Time or metrics current. The settings introduced here may be changed per each project.

Use zero for missing rates and Use zero for missing time

If you select this setting, XTM Cloud can generate costs for Linguists who do not have any values set in their rate cards or do not track time. This option is activated here, and in the Project Editor under Projects > Show Estimates > Costs.

Auto-generate costs for new project

Calculates project costs automatically once the project analysis is finished. This option is only applicable for projects that are assigned to users with valid rate cards or to dummy users for cost generation.

Dummy assignee

This parameter is displayed, when the Auto-generate costs for new project parameter has been selected.

Specifies a dummy assignee whose rate card values can be used to estimate costs.

Override assignments

This parameter is displayed, when the Auto-generate costs for new project parameter has been selected.

Specifies whether to use dummy assignee settings for the entire workflow or only where no Linguist has been assigned.

Force manual time tracking before start of the project

This option can be configured only at the level of global system settings. If you select this setting, Project Managers, Linguists, and LSPs can enter a time value in the fields assigned to steps with the Calculate costs based on time option enabled. To make the Force manual time tracking feature work to your advantage two other actions are required. You can enable the option of calculating costs on the basis of time tracked manually for any step of the workflow. Save your changes. When setting up a project, apply the workflow in which you have activated the Calculate costs based on the manual tracking option.

Include costs with warnings in Cost and metrics reports

You can enable Project Managers to include such projects in the Cost and metrics report, in which costs have been generated with warnings.

This parameter is disabled by default.

Disable proposals in project estimates

When you select this parameter:

This parameter is disabled by default.