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XTM Portal Administrator and User Manual 23.1

Tracking and downloading projects

Once the translation request has been sent to XTM, an analysis of cost estimates begins.

Under the XTM Projects tab, the Requester can:

  • perform a Simple search or an Advanced search based on multiple criteria

  • see the project's ID

  • see the project's Name

  • check the project's Status

  • check the Source language

  • check the Target languages

  • check the Date created – the date on which the project was created

  • check the project's Due date

  • check cost Estimates

  • check Date estimated – the time and date of the most recent estimation

  • check the project's Final costs – the value equals project's costs that have been generated and approved by the PM.  The value will only be visible if the XTM Cloud PM successfully generates project costs under Estimates > Costs and sets the value of the General info > XTM Portal cost status parameter to Approved

  • check the Cost status – the column displaying the current value of the Cost status parameter from XTM Cloud:

    • Not set

    • Approved

    • To be approved

    • Not required

  • check the Cost ID by hovering over the circle-dollar-blue.svg icon – the value will only be visible if the XTM Cloud PM successfully generates project costs under Estimates > Costs and sets the value of the General info > XTM Portal cost status parameter to Approved

  • download target files by language as soon as they are ready

Project statuses are updated automatically as they change within XTM Cloud.

XTM Portal offers a search bar where you can look for any of your projects by:

  • IDs

  • project name

  • source and target languages

  • date created

  • status

  • estimates

  • date estimated

Two additional icons on the right indicate:

Cost estimates are prices roughly calculated based on the costs and rate cards set up in XTM. The figures displayed on the XTM Project list may change if XTM Project Managers calculate the costs of the projects again.

When the project is finished in XTM, the user has to generate the cost to check if it has changed.

Note

Emails received by the Requesters linked to Customer PMs are sent from XTM, but this option can be switched off by the XTM Support Team to avoid receiving the same email twice.

Finished projects can be downloaded: