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XTM Academy

Procedure and settings for automatically calculating workflow step due dates

Note

In this case, XTM automatically calculates the due dates for each workflow step.

Note

This procedure can change the individual due date per language(s) and per file for a given workflow.

  1. Edit the project using this procedure and open the General tab from the left-hand side menu.

  2. Check the Auto-calculate due dates for workflow steps box. Scroll to the bottom and click save.

  3. From the left-hand side menu, click on the Workflow tab.

  4. If changing due dates for a particular language then add a filter per language by either:

    1. Clicking on the language name in the Workflow Management section.

    2. Select the language from the Language dropdown just below the Edit Workflow button located near the top left hand side.

      Note

      This option allows you to add or edit due dates for multiple languages simultaneously.

    3. Proceed to step 7.

  5. If changing due dates for a particular file then perform the following steps:

    1. Click on the menu icon File_Open_Icon.png beside the file name in the Workflow Management section.

    2. Click on the Change workflow / due dates option located near the bottom.

    3. Proceed to step 7.

  6. From the top click on the Edit Workflow button.

  7. For each step, click the pencil beside the Percentage of whole workflow duration box. Enter the percentage of time that each step takes.

  8. In the final step click on the Due Date box and select the due date for the entire workflow.

    Note

    At this point, XTM will calculate the due date for each step based on the percentage entered for each step and the final due date.