Sign in to the XTRF Home Portal.
Click the
button on the top menu bar and select Project from the drop-down menu.
Alternatively, go to the Projects moduleand click the Add Project button in the top right-hand corner.
You will be directed to the Add Project page.
Provide a concise name for the new project.
(Optional) Select the client.
If the selected client has no contact person defined, you will be asked to add one. If the selected client requires to assign a budget code to projects, an obligatory Budget Code drop-down list will appear.(Optional) Select the group you want this project to be linked to. To learn more about project groups, see the Use the Project Group feature guide.
(Optional) Select the service.
Click the Add Project button. You will be directed to the Smart project page, where you can select source and target languages, add source files, assign vendors, add payables and receivables, and start your project. To learn more about Smart projects, see the Smart projects article.
If the selected client is marked as a permanent non-payer, you will see a warning on the Order card.