Home Portal

Skip to end of metadata
Go to start of metadata
The display tab of a task is composed of multiple tabs where you can perform such actions as entering a task's main data and instructions and reviewing the task's financial information, invoice and the messages and CRM-related actions associated with it.

The Tabs of the Task's Display

Main Data - Task - Quote

The Main Data tab contains the essential details of the task, including the task's name, unique ID number, customer and contact person.

Input Files - Task - Quote

The Input Files tab is where you can manage the files to be used for the selected task. Here you can manually upload the files or if you have earlier pasted them into the appropriate XTRF directories, synchronise them in order for them to appear on the page.

Instructions - Task - Quote

In the Instructions tab, you can can review instructions about the overall quote and include new instructions about a given task. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

Receivables - Task - Quote

The Receivables tab is where you add the individual charges to the customer for each of the task's activities and if necessary, include or remove any discounts and/or surcharges. Also, here you can override the minimum charge defined in the customer's price profile and use the task's lower total value instead.

Availability Requests - Task - Quote

The Availability Requests tab is where you can send notifications to vendors in order to identify which vendors are available for and interested in the task's activities.  You also decide here how the vendors will be assigned to the their activities:

Activities - Task - Quote

The Activities tab is where you create new and manage existing activities for a task. In this tab you can review the activity's main specifics, such as the activity type, its assigned provider and the total agreed for each activity. You can also access the profile of an activity by simply clicking either its information listed in the table or Edit.png.

Finance - Task - Quote

In the Finance - Task tab, you can decide if a task should be considered for invoicing when the quote is converted into a project and the task is finished. You also can review the exchange rate between the base system currency and the currency used in the customer's price profile for this quote. If you have changed the exchange rate in Configuration, you can mark the date here, as well.

Documents - Task - Quote

In the Documents tab, you can review the document to be used for the task quote and select its recipient. Another feature of this tab is the option to send the quote to a selected user at your company to review before submitting it to the customer. 

Messages - Task - Quote

When a user has entered his/her mailbox in Configuration, XTRF can keep a record in the Messages tab of all the work-related emails he/she has associated with the task.

 

Search Sections