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XTRF Home Portal Modules

People card (Smart project)

In this card, you can check and change information about everyone involved in the project. Most fields are filled in automatically, but you can change the selection as long as the project or job is open.

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Project Responsible Persons

  • Sales Person: imported from the client profile Main data tab > Sales data subtab.

  • Project Manager: assigned according to the rule from the Automatic People Assignments automation (see the Automatic People Assignments article).

  • Account Manager: imported from the client profile > Main data tab > Sales data subtab.

  • Project Coordinator: imported from the client profile > Main data tab > Sales data subtab..

The Account Manager Responsible and Project Coordinator Responsible fields in the client profile are hidden by default. To unhide them, go to the Configuration.png Configuration menu > General Configuration > Hidden Fields.

Client Contact Persons

  • The Main Contact: either the person who requested the project in the Client Portal or the client’s default contact person (for projects created in the Home Portal).

    The default contact person can be set for each price profile (see the Client profile – Rates tab section).

  • Additional Contacts: to be entered manually at project level. They will be included in CC in all the XTRF-to-client e-mail notifications concerning this project.

Vendor Contact Persons

Vendors and their contacts are listed per language. If a vendor has no contact person, they could be added in this card.