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XTRF Home Portal Modules

Project side panel

Project_side_panel.png

In the project side panel on the right, you can perform the following actions:

  • Change the project’s status. For details, see the Smart project statuses and available actions section.

  • Start jobs (available when all the listed requirements are met).

    Start_jobs.png

  • Check the details of files sent to the client.

    Files_sent.png

  • Send a project confirmation to the client after you have added the receivables.

    Send_confirmation.png

  • Add categories to the project.

    Categories.png

  • Use the Custom fields that were added to the project. For details, see the Add a custom field guide.

    Custom_fields.png

  • Leave feedback about the project management in XTRF.

    Feedback.png

In this section:

A document containing detailed project information, including the overall project cost, requested service, and language pairs. The project confirmation is sent to the client once a project is started.

A label you can define in XTRF and use to organize your data. You can create a category and apply it to items such as Projects, Clients, Vendor Invoices, etc., to structure and filter your data.