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XTM Cloud 26.2

Exporting rate cards

Important

The Users > User list > Export > Rate cards functionality and the New rate cards are Beta features.

You can export all active new rate cards to an Excel file. In the export file, you will see all active new rate cards (part of the Costs 2.0 Beta program) for both internal users (for details, see New rate cards) and LSPs (for details, see New rate cards for LSPs). However, you will NOT see:

  • the deactivated rate cards for both internal users (for details, see Deactivating a new rate card) and LSPs (for details, see Deactivating a new rate card for an LSP). The reason is, they are currently considered irrelevant as they are not currently used for new cost generation. When you activate them again, they will be listed in the Excel export file.

  • the current (Costs 1.0) rate cards for internal users (for details, see Adding user rate cards).

  • the current (Costs 1.0) rate cards for LSPs (managed in the Users > LSP Editor > Rate cards tab screen).

Procedure. To export new rate cards:

  1. Select Users > User list.

  2. In the top right-hand corner of the screen, select the Export button.

  3. From the dropdown list, select Rate cards.

Result: an Excel file is downloaded. In the exported file:

  • You only see information about active new rate cards for both internal users and external users (LSPs).

  • One table row represents one rate card for one user (or one LSP). A single user (or LSP) can have many table rows, as they can have multiple new rate cards. The user's rate card row is further broken down into separate rows for each workflow step to which the user has access. So, if a user has access to 5 different workflow steps, they will have 5 table rows in the Workflow Steps section columns for each rate card: one row for each workflow step.

  • The table columns are grouped into these categories: General Info, Pricing, Language modifiers, and Workflow Steps. The cells in the majority of columns only contain one value, but there are these exceptions:

    • In the Subject matter column, you can see one or more values per cell because one rate card can refer to multiple subject matters. Subject matters are separated by a semicolon (;). If a user's rate card refers to all possible subject matters, All is displayed in the relevant cell. If you want to edit the subject matter list for a user, copy the subject matter name from the Acceptable value to copy column, in the Subject matters sheet of the Excel export file.

      Example 20. Example: Subject matter column values

      A user has these subject matters in their rate card:

      • Aerospace.

      • Broadcasting, Printing & Publishing.

      • Building & Construction.

      In their table row, you see this information in the Subject matter column:

      AEROSPACE; PRINTING; BUILDING_AND_CONSTRUCTION.


    • In the Language combinations column, you can see one or more values per cell because one rate card can refer to multiple language combinations. If a user's rate card refers to all possible language combinations, All is displayed in the relevant cell. A single language combination is placed in brackets and consists of one source language code followed by an arrow and then one or more target language codes, separated by a comma (,).

      Example 21. Example: Language combination column values

      A user has these language combinations in their rate card:

      • English (USA) to German (Austria) and German (Germany).

      • English (UK) to French (France).

      In their table row, you see this information in the Language combinations column:

      (en_US->de_AT,de_DE)(en_UK->fr_FR).


If the rate card export fails, an error message is displayed in the bottom right-hand corner of the Users > User list tab screen. It included an error ID that you can copy using the copy icon Copy.png, and send to XTM Support.

To request support

Visit our Support Portal.

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