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XTM Cloud 26.4

Customer Editor – Estimate factors

In the Customer Editor > coins_solid_brand_refreshed.svg Estimate factors tab screen, Project Managers can set the factors that are used to automatically calculate the cost and duration estimates for the customer.

Procedure. To access the Customer Editor > coins_solid_brand_refreshed.svg Estimate factors tab:
  1. Select the Customers > Customer list tab.

  2. Select the required customer in the Customer list screen.

    Result: the Customer list > Edit view is opened for the selected customer.

  3. From the left-hand side panel, select coins_brand_refreshed.svg Estimate factors.

    Result: the Customer list > Estimate factors settings are displayed.

. The factors are:
  • Base cost per page.

  • Base cost per word.

  • Base cost per character.

  • Base pages per day.

  • Base words per day.

  • Base characters per day.

  • Minimum word count.

  • Minimum character count.

  • Minimum charge.

  • Minimum charge on discount.

  • Calculate estimates per page.

  • Currency.

  • Calculation method.

  • Work schedule.

  • Rounding point.

  • Paying VAT.

  • Project management fee.

  • Project discount days factor.

  • Project discount price factor.

  • Factors for the number of copies.

  • Speed factors – Premiums. There are three levels which become progressively faster and more expensive.

  • Metrics factors for all the different types of matching.

  • Price and duration factors for additional steps in the workflow.

  • Actual price or factors for document authentication.

For more information about the estimate factors, see Project Editor - Estimates.