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XTRF Client Portal 2.0 Documentation

  • XTRF Client Portal 2.0 Documentation
  • Projects module

Projects module

Main page

The main Projects module page displays a list of your current and past projects with key details, including status, dates, and total cost. Additionally, you can filter your projects by status, start date, and deadline.

Projects_module.png

  • To locate a specific project, use the search field at the top of the page.

  • To open a project, click anywhere on its line in the list.

  • To reuse project data to create a new project or quote, click the Vertical_dots.png icon in the left-hand side column and select the Reuse details in project or Reuse details in quote option. For details, see Reuse project data in a new project or quote request.

Projects with To review status are always displayed at the top of the project list. For more information about reviews, see Perform a review.

Project page

This section describes the standard project page. Your language service provider can add custom fields and checkboxes to this page.

Project_page.png

On the project page, you can:

The project page consists of the following cards:

  • The Basic information card displays the project's status, start and deadline dates, languages, assigned project manager, and total project cost.

    • For closed projects, the Leave feedback button is displayed. For details, see the Leave feedback guide.

    • When at least one project file is ready to be delivered, the Download all available deliverables as .zip button is enabled.

  • The Details card displays the selected service, specialization, reference number (optional), and contact persons.

  • The Tasks card displays the details of localizing separate language pairs included in this project.

    Depending on the project type your language service provider (LSP) uses, the task status can be either Open or one of the following: Open, Closed, or To review. In the latter case, task lines will be clickable and have their own pages, on which you can download task-related files.

  • The Project files card consists of three tabs, in which you can access source, reference, and deliverable links and download files individually or in bulk.

    Important

    Some specific file formats, such as xliff or sdlxliff, will not be displayed as source files on the project page even if they have been processed by your LSP. For this reason, the absence of files in these formats in the Project files card should not be considered an issue.

In this section: