In the System Values: Basic section, you can configure some of the values used throughout the system.

CAT tools

In this subsection, you can manage the list of the CAT tools available for selection by vendors.

Open

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected CAT tool to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a CAT tool.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all CAT tools.

  • Activate or deactivate the selected CAT tools.

  • Mark or unmark the selected CAT tools as preferred.

Add a CAT tool:

1. Click the Add button on top of the CAT Tools table. You will be directed to the Add CAT Tool page.
   
   

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2. In the Name field, provide the CAT tool name.

3. Decide whether the CAT tool should be Active and thus selectable.

4. Decide whether the CAT tool should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether the CAT tool should be a Default one.

6. Click the Save button.

Countries

In this subsection, you can manage the list of countries and territories available for selection on the XTRF portals.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected country or territory to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a country or territory section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a country or territory.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all countries or territories.

  • Activate or deactivate the selected countries or territories.

  • Mark or unmark the selected countries or territories as preferred.

Add a country or territory

1. Click the Add button on top of the Countries table. You will be directed to the Add Country page.
   
   

    

2. In the Name field, provide the name of the country or territory.

3. In the Symbol field, provide the country code.

4. (Optional) In the Country-specific Tax No… fields, provide the name(s) of the tax identification numbers.

5. From the Tax No. Checking Method drop-down list, select the appropriate option for the Tax No checking:

   • Not Checkable

   • Automatically Checked (EU country)

   • Manually Checked (Russia)

6. Decide whether the CAT tool should be Active and thus selectable.

7. Decide whether the CAT tool should be marked as a Preferred Item and thus appear on top of the drop-down lists.

8. Decide whether the CAT tool should be a Default one.

9. Click the Save button.

Departments

In this subsection, you can manage departments that can be selected in client profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected department to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a department section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a department.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all departments.

  • Activate or deactivate the selected departments.

  • Mark or unmark the selected departments as preferred.

Add a department

1. Click the Add button on top of the Departments table. You will be directed to the Add Department page.
   
   

2. In the Name field, provide the name of the new department.

3. Decide whether this department should be Active and thus selectable.

4. Decide whether this department should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether this department should be a Default one.

6. Click the Save button.

Discounts & Surcharges

In this section, you can manage the discounts and surcharges that can be used in payables and receivables.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected discount or surcharge to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a discount or surcharge section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a discount or surcharge.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all discounts or surcharges.

  • Activate or deactivate the selected discount or surcharge.

  • Mark or unmark the selected discount or surcharge as preferred.

Add a discount or surcharge

1. Click the Add button on top of the Discounts & Surcharges table. You will be directed to the Add Discount / Surcharge page.
   
   

    

2. In the Name field, provide a name for the discount or surcharge.

3. In the Description field, add information about this discount or surcharge.

4. In the Value field, enter the desired percentage value for a surcharge. For a discount, add a '-' before the value.

5. From the Type drop-down list, select the entity to which the discount or surcharge should be applied: Task or Job.

6. Decide whether the discount or surcharge should be Active and thus selectable.

7. Decide whether the discount or surcharge should be marked as a Preferred Item and thus appear on top of the drop-down lists.

8. Decide whether the discount or surcharge should be a Default one.

9. Click the Save button.

Fields of Study

In this subsection, you can manage the fields of study that can be selected while adding education to the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected field of study to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a field of study section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a field of study.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all fields of study.

  • Activate or deactivate the selected fields of study.

  • Mark or unmark the selected fields of study as preferred.

Add a field of study

1. Click the Add button on top of the Fields of study table. You will be directed to the Add Field of Study page.
   
   

    

2. In the Name field, provide the name of the new field of study.

3. Decide whether the field of study should be Active and thus selectable.

4. Decide whether the field of study should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether the field of study should be a Default one.

6. Click the Save button.

Hardware

In this subsection, you can manage the hardware types available for selection in the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected hardware to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add hardware section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete the hardware.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all hardware.

  • Activate or deactivate the selected hardware.

  • Mark or unmark the selected hardware as preferred.

Add hardware

1. Click the Add button on top of the Hardware table. You will be directed to the Add Hardware page.
   
   

    

2. In the Name field, provide the name of the new hardware.

3. Decide whether the hardware should be Active and thus selectable.

4. Decide whether the hardware should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether the hardware should be a Default one.

6. Click the Save button.

Industries

In this subsection, you can manage the industries available for selection in the client profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected industry to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add an industry section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete an industry.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all industries.

  • Activate or deactivate the selected industries.

  • Mark or unmark the selected industries as preferred.

Add an industry

1. Click the Add button on top of the Industries table. You will be directed to the Add Industry page.
   
   

    

2. In the Name field, provide the name of the new industry.

3. Decide whether the industry should be Active and thus selectable.

4. Decide whether the industry should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether the industry should be a Default one.

6. Click the Save button.

Payment Methods

In this subsection, you can manage the payment methods for both client and vendor payments.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected payment method to open its page. Click the icon to open it in edit mode.

• Click the icon to delete a payment method.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all payment methods.

  • Activate or deactivate the selected payment methods.

  • Mark or unmark the selected payment methods as preferred.

Add a payment method

1. Click the Add button on top of the Payment Methods table. You will be directed to the Add Payment Method page.
   
   

    

2. From the Payment Type drop-down list, select the appropriate payment type.
   Note: To add a new payment type, go to the Configuration menu > System Values: Advanced > Payment Types.

3. In the Name field, provide a name for the new payment method

4. Decide whether this method should be Active and thus selectable.

5. Decide whether this method should be marked as a Preferred Item and thus appear on top of the drop-down lists.

6. Decide whether this method should be a Default one.

7. Provide the Account Owner Name and address data of the account owner.

8. In the Custom Fields tab or other available tabs, provide the required data (the tabs and fields will differ depending on the selected payment type)

9. Click the Save button.

Payment Plans

In this subsection, you can manage payment plans that can be selected during the invoicing process.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected payment plan to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a payment plan section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a payment plan.
  Note: Only custom payment plans can be deleted.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all payment plans.

  • Activate or deactivate the selected payment plans.

  • Mark or unmark the selected payment plans as preferred.

Add a payment plan

1. Click the Add button on top of the Payment Plans table. You will be directed to the Add Payment Plan page.
   
   

    

2. In the Name field, provide a name for the new plan.

3. Decide whether this plan should be Active and thus selectable.

4. Decide whether this plan should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether this plan should be a Default one.

6. Click the Save button.

Positions

In this subsection, you can manage positions that can be selected in user, client, and vendor profiles.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected position to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a position section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a position.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all positions.

  • Activate or deactivate the selected positions.

  • Mark or unmark the selected positions as preferred.

Add a position

1. Click the Add button on top of the Positions table. You will be directed to the Add Position page.
   
   

    

2. In the Name field, provide the name of the new position.

3. Decide whether this position should be Active and thus selectable.

4. Decide whether this position should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether this position should be a Default one.

6. Click the Save button.

Rejection Reasons

In this subsection, you can manage rejection reasons that can be selected while rejecting classic quotes on the Home Portal.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected rejection reason to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a rejection reason section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a rejection reason.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all rejection reasons.

  • Activate or deactivate the selected rejection reasons.

  • Mark or unmark the selected rejection reasons as preferred.

Add a rejection reason

1. Click the Add button on top of the Rejection Reasons table. You will be directed to the Add Rejection Reason page.
   
   

    

2. In the Name field, provide a name for the new rejection reason.

3. Decide whether this rejection reason should be Active and thus selectable.

4. Decide whether this rejection reason should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether this rejection reason should be a Default one.

6. Click the Save button.

Services

In this subsection, you can manage services available for selection in projects and quotes on the Home and Client Portals.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected service to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a service section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a service.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all services.

  • Activate or deactivate the selected services.

  • Mark or unmark the selected services as preferred.

Add a service

1. Click the Add button on top of the Services table. You will be directed to the Add Service page.
   
   

    

2. In the Name field, provide a name for the new service.
   Note: We recommend giving the services self-evident names as the clients will select services based on their names only.

3. Decide whether this service should be Active and thus selectable.

4. Decide whether this service should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether this service should be a Default one.

6. Select the Project Type - Smart or Classic.

7. Select the appropriate Process Template for smart projects or Workflow for classic projects.

8. Select the Job Type that will be visible on client invoices.
   Note: The selected job type doesn’t have to reflect all the actual jobs performed in the project.

9. Click the Save button.

Software

In this subsection, you can manage the software types available for selection in the vendor profile.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected software to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add software section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete the software.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all software.

  • Activate or deactivate the selected software.

  • Mark or unmark the selected software as preferred.

Add software

1. Click the Add button on top of the Software table. You will be directed to the Add Hardware page.
   
   

    

2. In the Name field, provide the name of the new software.

3. Decide whether the software should be Active and thus selectable.

4. Decide whether the software should be marked as a Preferred Item and thus appear on top of the drop-down lists.

5. Decide whether the software should be a Default one.

6. Click the Save button.

States & Provinces

In this subsection, you can manage administrative divisions for addressing purposes.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected state or province to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a state or province section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a state or province.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all states and provinces.

  • Activate or deactivate the selected states and provinces.

  • Mark or unmark the selected states and provinces as preferred.

Add a state or province

1. Click the Add button on top of the States & Provinces table. You will be directed to the Add State / Province page.
   
   

    

2. In the Name field, provide the name of the new administrative division.

3. In the Symbol for Addressing field, provide an abbreviation.

4. Decide whether this state or province should be Active and thus selectable.

5. Decide whether this state or province should be marked as a Preferred Item and thus appear on top of the drop-down lists.

6. Decide whether this state or province should be a Default one.

7. Click the Save & Add next button to add another state or province or the Save button to finish the adding.

Tax Rates / VAT Rates

In this subsection, you can manage tax rates available in the system.

• Edit the default view or create a new one. To learn how to do that, see the Classic views article.

• Use the filters on the left to narrow down your search.

• Click on the selected tax rate to open its page. Click the icon to open it in edit mode. Most of the available settings are described in the Add a tax rate section below. To learn how to add a localized value, see the Add localized values section.

• Click the icon to delete a tax rate.

• Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:

  • Select or deselect all tax rates.

  • Activate or deactivate the selected tax rates.

  • Mark or unmark the selected tax rates as preferred.

Add a tax rate

1. Click the Add button on top of the Tax Rates table. You will be directed to the Add Tax Rate page.

    

    

2. In the Name field, provide the name of the new tax rate.

3. In the Tax Percentage Value field, provide the value of the new tax.

4. Decide whether this tax rate should be Active and thus selectable.

5. Decide whether this tax rate should be marked as a Preferred Item and thus appear on top of the drop-down lists.

6. Decide whether this tax rate should be a Default one.

7. Click the Save button.

Add localized values

If some members of your company use the Home Portal in a different language, you may want to add localized names to the system values.

1. Open a system value in edit mode.
   
   

    

2. Click the Show Localized Names link in the Name section. The Localized Name section will appear.

3. Click the Add Localized Value button. The Add Localized Value pop-up window will appear.
   
   

    

4. Select the desired Language.

5. In the New Value field, provide the user group name in the selected language.

6. Click the Save button. The new name will appear in the Localized Name section.

7. Click the Save or Save and Exit button at the bottom of the page.