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To start learning about the way costs are managed in XTM Cloud, begin with this place: Configuration → Data → Estimates → Exchange rates (administrative privileges required!).
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You need to specify workflow step(s) that should be chargeable in your project by selecting the appropriate checkbox. However, you must first activate the function that enables this to happen. To do so, select Configuration → Data → Estimates → Cost settings → Cost settings → Show Chargeable checkbox in Workflow Editor.
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XTM Cloud has a highly flexible rate card function that supports billing in a defined currency. These rate cards are another prerequisite for future generation of costs. For this reason, our next step is to configure rate cards for active users. To do so, select Users → (select a user) → Rate cards.
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Make sure that the Chargeable checkbox has been selected for the workflow step that is subject to payment:
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Finally, go to the Project editor → Estimates → Costs, and choose the basis for your costs by selecting the relevant option in the Generate costs based on dropdown:
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Once you click the Generate button, all the costs that are generated will be displayed in the previously mentioned Costs tab, in the form of a UI record (Project editor → Estimates → Costs).
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As you can see, there are some basic pieces of information about the entry, such as:
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As you might have noticed, costs are generated for the entire project. T o To see a breakdown per Linguist, click on the entry. You will see more details.
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Generate PO → a default PO will be downloaded.
Generate custom PO → a popup will open. In it, you can select the PO file format, calculation method, and custom fields. You can decide to include rates or a cost breakdown into languages or languages and workflow steps. You can also specify whether the PO is to be emailed to the linguist automatically, add a comment, and customize the footer and font sizes. You can also configure a custom PO layout that is to be applied globally, by selecting Configuration → Data → Estimates → PO settings → Default PO.
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Email PO to linguist → You can send a PO to the linguist straight away. The sending status will be marked in the relevant column on the right-hand side.
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Also very important: the settings under (administrative privileges required!)
Go to Configuration → Data → Estimates → Cost settings → Automation of continuous projects → Save history of project metrics, statistics, tracked time and costs when.
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The project was reanalyzed. ICE matches were inserted in previously translated segments. Statistics remain unchanged.
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At this point, there are Costs for 10 No matching segments. |
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The linguist changed the translation in each segment.
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At this point, there are Costs for 10 ICE-matched and 10 No matching segments. |
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Continuous project update: example
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The linguist ONLY translated new segments (11-15) and approved segment 10 (Leveraged match).
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At this point, there are Costs for 15 No matching segments and 1 Leverage-matched segment. |
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The linguist corrected the translations of the old segments (1-10).
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At this point, there are Costs for 9 ICE-matched segments, 1 Leverage-matched segment and 15 No matching segments. |
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Option 2 – resetting Statistics enabled
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The client created a simple project with 1 step and 1 file (a .txt file) containing 10 segments.
None of the segments received a TM match, and the linguist translated all the segments.
The client reanalyzed the project. ICE matches were inserted in previously translated segments. Statistics are reset. From now on, they are only available at Statistics history level (Project editor → Statistics → Statistics history).
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At this point, there are Costs for 10 No matching segments. |
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The linguist changed the translation in each segment.
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At this point, there are Costs for 10 ICE-matched and 10 No matching segments. |
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Continuous project update: example
The client created a simple project with 1 step and 1 file (a .txt file) containing 10 segments.
None of the segments received a TM match and the linguist translated all the segments.
The client made a continuous project update (modified the .txt file by adding 5 new segments, bringing the total number of segments to 15). ICE matches were inserted in previously translated segments (except for one segment in which a Leveraged match was inserted). Statistics are reset. From now on, they are only available at Statistics history level.
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At this point, there are Costs for 10 No matching segments. |
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The linguist ONLY translated new segments (11-15) and approved segment 10.
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At this point, there are Costs for 1 Leverage-matched segment and 15 No matching segments. |
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The linguist corrected the translations of the old segments (1-10).
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At this point, there are Costs for 9 ICE-matched segments, 1 Leverage-matched segment and 15 No matching segments. |
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