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XTRF Home Portal Overview

Notifications

If something goes wrong with your Smart projects or quotes, you will be informed about it in the notifications section on the top menu bar.

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You will be notified about the following issues:

  • One or more jobs did not start as planned.

  • One or more jobs were not finished on time.

  • A vendor has overlapping jobs on their schedule.

  • No one has responded to the Automatic job offers.

The number of issues will be displayed next to the bell.png icon.

  • Click the bell.png icon to expand the notifications menu. The issues are listed in order of occurrence.

  • Click on a project, quote, or vendor to open the related page.

For projects and quotes, the issues will be listed on top of the page in the Issues card.

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For vendors, the overlapping jobs will be color-marked in the Vendor’s Current Jobs table.

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The notifications will be displayed until the related issues are resolved.

Users will only see notifications about projects and quotes in which they are assigned as project managers.