February 2023
Consult the list of changes introduced in February 2023.
The February 2023 release introduces the following features and enhancements:
- Administrators and Lead Project Managers can manage custom quote templates.
- A custom quote template is a resource (based on an
*.xlsxfile) which controls the look and feel of the quote: information displayed and branding. - Administrators, Lead Project Managers and Project Managers can select custom quote templates during project template creation or project creation. When users select a custom quote template, the default quote template (provided behind scenes by the system) no longer applies.
- A custom quote template is a resource (based on an
- Administrators and Lead Project Managers can perform granular assignments in vendor order templates. MANAGERS and ASSIGNEES can be set at source level or at target level.
- Administrators and Lead project Managers can granular assignments in vendor order templates, when configuring a vendor order template.
- Administrators, Lead Project Managers, and Project Managers can decide whether the users in a group are automatically matched by the system with workflow tasks based on the user' language pairs and service types.
- Administrators, Lead Project Managers, and Project Managers can filter tasks by the batch they belong to. This operation is available from the project Stages tab and Task History tab.
- Project Group enhancements:
- You can add projects from multiple locations to a project group.
- You can check the last date when the project group data was aggregated on each tile included on the project group Dashboard tab.
- You can create a project group while creating a project. After the project is saved, it is included in the project group automatically.