Project estimates
To calculate price estimates, the Portal Customer created in XTM must have all estimate factors filled out correctly; this will allow the Portal Requester to proceed to the estimates and payment pages.
In your XTM instance:
Go to the Customers tab, search for your customer and click the required entry.
Choose the Estimate factors tab from the sidebar. Fill in as required.
Note
Make sure that your rate cards have linguists or a dummy user assigned to them. Otherwise, it will be impossible to generate cost estimates in the XTM Portal.
Once the payment has been accepted, the Project Manager will be able to see that the project has been paid within XTM : Projects > Portal Project > Show general.
Estimate factors - XTM view