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XTRF Home Portal Modules

Smart projects

A Smart project's page consists of several cards arranged in logical order. Here you can check, update, and add project details, as well as manage the entire localization process.

Smart_project1.png

At the top of the page, the project’s ID, name, and action menu icon are displayed.

  • To change the project’s name, click on it and enter a new name.

    You cannot change the project’s ID. However, you can change how projects are numbered in XTRF. For details, see Numbering Schemes.

  • Open the project action menu by clicking the Vertical_dots.png icon to do the following:

    • To create another project with the same data (except for the Volume, Files , and the information from the Finances card), select Duplicate project.

    • To create a new quote based on the project details: client, service, languages, jobs, vendors, and responsible persons, select Duplicate as quote.

    • To remove the project from your system, select Delete.

    • To archive a closed or canceled project, select Archive (for details, see Archive projects and quotes).

  • If the project has issues that need to be addressed, a special warning will be displayed.

    2_-_Smart_project_-_warning.png

  • To navigate the project, use the sidebar on the left.