Wiki

Vendors workload

Georgiana Iancu — Tue, 04 Jun 2024 12:49:50 GMT

Current Revision posted to Wiki by Georgiana Iancu on 6/4/2024 12:49:50 PM

Dear vendors,

We would like to inform you that our product is now considered a legacy system. As a result, it will no longer be available for sale. Additionally, we have scheduled the removal of these pages for December 31, 2025.

Thank you for your understanding and continued support.

Overview

Vendors workload is a tool which combines reporting and planning functionalities for your vendors. Reporting part allows to estimate current assigned and available volumes of your vendors. For example, it allows to find out available volumes for a certain period of time in a certain language pair (or set of language pairs), or certain vendor. Planning part allows to view all work time slots assigned to your vendors, quickly edit time frames and volumes, and even assign unassigned tasks to vendors (along with generating POs and sending notifications).

Reporting part

This report allows to represent vendors' free and busy times on the timeline. You can specify start and end dates of a period, filter vendor list by different criteria (for example, select specific vendor, language pairs, or statuses of ongoing works).

Report data is based on vendors' productivity specified in their profiles, unavailability days, existing tasks. Depending on a vendor's time zone, workday start and end times are converted into user's time zone accordingly.

Note. Take a note that if you specify long period and don't filter the list (and you have a lot of vendors), then it may significantly decrease rendering performance. Before increasing time period, try to limit number of vendors displayed in the report.

The first column of the report displays vendor names and their photos. Additionally, under the name you will find two numbers: the first one shows average volume processed, while the second one represents maximum average volume in a specified period which vendor can deliver according to the productivity settings.

Main area of the report contains timeline which you can scroll horizontally. On the timeline, you will find separate columns for each day of a specified period, with colored blocks representing availability type: green (available), grey (unavailable) and red (busy on assignment). Hovering mouse pointer over red block allows to view a tooltip with brief information about assignment, and clicking on this block will populate detailed assignment data on the right panel:

This way, you can see date and deadline of an assignment, its status, amounts and list of included tasks.

At the bottom of the vendor list you will find totals showing average volumes in work and available volume for all displayed vendors. By applying filters, you can, for example, quickly find out volumes which you can process in a specified time period in a certain language.

Planning part

Interactive planner can be found on the second tab of this page:

In contrast to reporting part, this view includes only actual work data, which is taken from the assignment's Time tracking table, which is used to plan work time of a vendor over a particular assignment:

This table is filled automatically when you select a vendor in an assignment. However, you can also manually edit automatically created time slots. One way to do that is a conventional one: open an assignment, switch to the Time tracking tab, and make edits. However, timeline in the Report part of the Vendors workload page allows to do this faster: you can simply move and resize segments on the timeline, and these changes will be immediately saved in the database. Also, you can double click on the timeline fragment to open modal dialog to edit time slot:

Here, you can edit start and end times, change volume and provide additional notes. If you decrease the volume, unassigned volumes will be displayed in the right part of the planner. This list contains all translation assignments from a selected period, which contain any undistributed volumes. You can drag and drop these assignments to the timeline. If dragged assignment already has a vendor selected, then you will be able to drag it only to row which belongs to that vendor. Assignments with empty vendors can be dragged to any row. In this case, target vendor will be assigned and, if necessary, TBM will generate purchase order and notification to a selected vendor.

Also, when you drag unassigned volume to the timeline, application will estimate how much time a vendor will need to process assigned volume. If this time exceeds amount of time available in the target day, application will display modal dialog offering to decrease average volume assigned to a vendor on that day.

Moreover, instead of dragging and dropping unassigned volumes to the timeline, you can use Auto assign button:

When clicking this button, application will make an attempt to automatically distribute unassigned volume over a timeline, and then you can adjust automatically created segments.

You can also select any segment on a timeline to view more detailed information about linked assignment:

This group with detailed info also contains View assignment button, which allows to quickly view assignment (and edit it if needed) using a modal dialog.

Underlining, planning tool allows to manage time slots assigned to your vendors, quickly make adjustments, as well as view and edit assignments.

Vendors workload

Georgiana Iancu — Tue, 04 Jun 2024 12:49:26 GMT

Revision 3 posted to Wiki by Georgiana Iancu on 6/4/2024 12:49:26 PM

Dear vendors,

Thank you for your understanding and continued support.

Overview

Reporting part

This way, you can see date and deadline of an assignment, its status, amounts and list of included tasks.

Planning part

Interactive planner can be found on the second tab of this page:

Moreover, instead of dragging and dropping unassigned volumes to the timeline, you can use Auto assign button:

When clicking this button, application will make an attempt to automatically distribute unassigned volume over a timeline, and then you can adjust automatically created segments.

You can also select any segment on a timeline to view more detailed information about linked assignment:

This group with detailed info also contains View assignment button, which allows to quickly view assignment (and edit it if needed) using a modal dialog.

Underlining, planning tool allows to manage time slots assigned to your vendors, quickly make adjustments, as well as view and edit assignments.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Mon, 11 Mar 2024 12:09:37 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 3/11/2024 12:09:37 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

6.1.78 (21-Apr-2023)

[IMPROVE] Application settings - added 'Reset quote numbering each year' option.
[IMPROVE] Vendor search - Not archived is selected by default.
[IMPROVE] Vendor selection - vendors are displayed in the recommendation priority order by default.
[IMPROVE] Project and job delivery notification dialog won't be displayed after switching job status to Sent, if corresponding template is disabled or if there are no notifications can be generated for this event.
[IMPROVE] DatePaid field is now available in cusotm reports for the Invoice data type.
[BUG] Job files are not linked with project files after accepting a quote.
[BUG] Assignment status switched to In work after sending availability request.
[BUG] Fixed custom list view creation error.
[BUG] Fixes in the vendor planner.
[BUG] Project - Import from Studio - existing jobs not linked with Studio project.
[BUG] Quote planning - after clicking OK prices and planned vendors arent' updated.
[BUG] Fixed filter creation error in list views.
[BUG] QuickReports do not work after opening Vendor planner.
[BUG] Zero quantities in assignment tasks after assigning the translator.
[BUG] Analysis differ from Studio analysis. This will require to install latest version of TBM Connector plugin, which will be published soon.
[BUG] Disabling workload planner in vendor profile doesn't remove it from workload planner view (if existing planner records exist).
[BUG] Document messages are not saved in the Translation assignment.
[BUG] Application error when editing Roles -> Type permissions.
[BUG] HTML editor - copy/paste images does not work.
[BUG] Default report - Unpaid invoices - filters does not work.
[BUG] Assignments - Job offers can be sent 2 times.
[BUG] Fixed error when importing Specializations table into vendors from Excel.
[BUG] Test piece drop down list is empty.
[BUG] A lot of smaller bug fixes.

6.1.79 (16-Jun-2023)

Translation assignment - Vendor search - added possibility to filter vendors by a vendor group.
All lists - fixes in the totals row (sums for some columns were not calculated).
Fixes in some default reports.
Language cloud integration - downloaded files are stored in the root folder instead of the out folder.
Language cloud integration - when importing LC project, TBM doesn't link created assignment and job tasks with LC tasks correctly.
Translation project - Files - Collect files - list files does not include additional files uploaded to translation assignments.
When 2 users create a quote/job/project/assignment at the same time, they get same document number, which could lead to sharing same folders by these entities. We have fixed this, and now even simultaneously created entities won't have the same number and folder name.
Average rating now has additional decimal number.
Fixed errors when changing project status.
Users with "Is active" checkbox unchecked continue to receive automatic notifications.
Quote planning - after clicking OK prices and planned vendors are not updated.
Vendor planner tool - after removing a vendor from an assignment, unassigned task does not return to the list of unassigned tasks.
Vendor planner tool - after assigning unassigned task to a vendor, sorting in the planner could get corrupted.
Vendor planner tool - added Responsible person to details of a selected assignment.
Number of smaller bug fixes.
Fixes in TBM connector for Studio versions 2022 and 2021 CU10. If download won't be available, please check later.

6.1.80 (20-Oct-2023)

[IMPROVE] Added few new variables in mail messages to insert codes of language pairs: AssignmentLanguagePairCode, JobLanguagePairCode, QuoteLanguagePairCodes, ProjectLanguagePairCodes.
[IMPROVE] When disabling workload planner for a vendor, exisitng entries will also be automatically deleted.
[IMPROVE] Returned free invoice editing and status change.
[IMPROVE] Added filters to list of vendors when adding them to price-list.
[IMPROVE] Added 'Clear filter' buttons in live filters in quotes, jobs, projects, vendors.
[IMPROVE] Improved project creation from quotes. From the 'Projects' tab, when user clicks New button, new project gets automatically filled with a quote data.
[BUG] Fixed message variables not always filled correctly when creating a message from an invoice.
Fixed a bug in Document messages tab in translation assignments.
[BUG] Fixed few issues with importing json files in the application settings.
[BUG] Improved number reserving mechanism. Reserved numbers are now correctly cleared when window is closed, so they can be used again when creating new entities.
[BUG] Small fixed in analysis import dialog.

6.1.84 (11-Mar-2024)

[BUG] Variables in email with a job offer sometimes get empty values.
[BUG] Fixed a number of reasons of application crashes.
[BUG] Existing PO will be automatically deleted when another vendor is assigned in a translation assignment.
[BUG] Unavailability days won't be used by automatic workload planner.
[IMPROVE] When editing job quantity, then if a job has a single linked assignment, the system will offer to make corresponding corrections in a linked assignment, with re-sending new PO to assigned vendor, if PO was already generated.
[BUG] Price list - load prices from another price list - list wasn't refreshed after executing this action.
[BUG] Jobs - fill receivables - both modes were working identically.
[BUG] Assignments - fixed rounding issue when automatically filling Payables table.
[BUG] Few smaller bug fixes and performance improvements.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Mon, 11 Mar 2024 12:08:23 GMT

Revision 36 posted to Wiki by Eugene Kuchynski on 3/11/2024 12:08:23 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

6.1.78 (21-Apr-2023)

[IMPROVE] Application settings - added 'Reset quote numbering each year' option.
[IMPROVE] Vendor search - Not archived is selected by default.
[IMPROVE] Vendor selection - vendors are displayed in the recommendation priority order by default.
[IMPROVE] Project and job delivery notification dialog won't be displayed after switching job status to Sent, if corresponding template is disabled or if there are no notifications can be generated for this event.
[IMPROVE] DatePaid field is now available in cusotm reports for the Invoice data type.
[BUG] Job files are not linked with project files after accepting a quote.
[BUG] Assignment status switched to In work after sending availability request.
[BUG] Fixed custom list view creation error.
[BUG] Fixes in the vendor planner.
[BUG] Project - Import from Studio - existing jobs not linked with Studio project.
[BUG] Quote planning - after clicking OK prices and planned vendors arent' updated.
[BUG] Fixed filter creation error in list views.
[BUG] QuickReports do not work after opening Vendor planner.
[BUG] Zero quantities in assignment tasks after assigning the translator.
[BUG] Analysis differ from Studio analysis. This will require to install latest version of TBM Connector plugin, which will be published soon.
[BUG] Disabling workload planner in vendor profile doesn't remove it from workload planner view (if existing planner records exist).
[BUG] Document messages are not saved in the Translation assignment.
[BUG] Application error when editing Roles -> Type permissions.
[BUG] HTML editor - copy/paste images does not work.
[BUG] Default report - Unpaid invoices - filters does not work.
[BUG] Assignments - Job offers can be sent 2 times.
[BUG] Fixed error when importing Specializations table into vendors from Excel.
[BUG] Test piece drop down list is empty.
[BUG] A lot of smaller bug fixes.

6.1.79 (16-Jun-2023)

Translation assignment - Vendor search - added possibility to filter vendors by a vendor group.
All lists - fixes in the totals row (sums for some columns were not calculated).
Fixes in some default reports.
Language cloud integration - downloaded files are stored in the root folder instead of the out folder.
Language cloud integration - when importing LC project, TBM doesn't link created assignment and job tasks with LC tasks correctly.
Translation project - Files - Collect files - list files does not include additional files uploaded to translation assignments.
When 2 users create a quote/job/project/assignment at the same time, they get same document number, which could lead to sharing same folders by these entities. We have fixed this, and now even simultaneously created entities won't have the same number and folder name.
Average rating now has additional decimal number.
Fixed errors when changing project status.
Users with "Is active" checkbox unchecked continue to receive automatic notifications.
Quote planning - after clicking OK prices and planned vendors are not updated.
Vendor planner tool - after removing a vendor from an assignment, unassigned task does not return to the list of unassigned tasks.
Vendor planner tool - after assigning unassigned task to a vendor, sorting in the planner could get corrupted.
Vendor planner tool - added Responsible person to details of a selected assignment.
Number of smaller bug fixes.
Fixes in TBM connector for Studio versions 2022 and 2021 CU10. If download won't be available, please check later.

6.1.80 (20-Oct-2023)

[IMPROVE] Added few new variables in mail messages to insert codes of language pairs: AssignmentLanguagePairCode, JobLanguagePairCode, QuoteLanguagePairCodes, ProjectLanguagePairCodes.
[IMPROVE] When disabling workload planner for a vendor, exisitng entries will also be automatically deleted.
[IMPROVE] Returned free invoice editing and status change.
[IMPROVE] Added filters to list of vendors when adding them to price-list.
[IMPROVE] Added 'Clear filter' buttons in live filters in quotes, jobs, projects, vendors.
[IMPROVE] Improved project creation from quotes. From the 'Projects' tab, when user clicks New button, new project gets automatically filled with a quote data.
[BUG] Fixed message variables not always filled correctly when creating a message from an invoice.
Fixed a bug in Document messages tab in translation assignments.
[BUG] Fixed few issues with importing json files in the application settings.
[BUG] Improved number reserving mechanism. Reserved numbers are now correctly cleared when window is closed, so they can be used again when creating new entities.
[BUG] Small fixed in analysis import dialog.

6.1.84 (11-Mar-2024)

[BUG] Variables in email with a job offer sometimes get empty values.
[BUG] Fixed a number of reasons of application crashes.
[BUG] Existing PO will be automatically deleted when another vendor is assigned in a translation assignment.
[BUG] Unavailability days won't be used by automatic workload planner.
[IMPROVE] When editing job quantity, then if a job has a single linked assignment, the system will offer to make corresponding corrections in a linked assignment, with re-sending new PO to assigned vendor, if PO was already generated.
[BUG] Price list - load prices from another price list - list wasn't refreshed after executing this action.
[BUG] Jobs - fill receivables - both modes were working identically.
[BUG] Assignments - fixed rounding issue when automatically filling Payables table.
[BUG] Few smaller bug fixes and performance improvements.

System requirements

Eugene Kuchynski — Wed, 01 Nov 2023 07:37:57 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 11/1/2023 7:37:57 AM

To install and run Trados Business Manager Desktop, you need:

OS: Microsoft Windows 7 or higher
APS.NET Core Runtime and .NET Runtime, version 6
.NET Framework 8 (to run licensing utility)
CPU and RAM: Any (application takes 300-800 Mb of memory while in use)
Hard drive: SSD recommended to speed-up database operations

To install and run Trados Business Manager Online, you need:

OS: Microsoft Windows Server, any version, with Internet Information Services feature installed
Database engine (Microsoft SQL Server or PostgreSQL)
APS.NET Core Hosting Bundle, version 6
.NET Framework 8 (to run licensing utility)
CPU and RAM: Any. Take a note here that each additional user creates additional load for CPU and RAM. The more concurrent connections, the more requests are sent to database, which CPU has to process. However, in general, if your server can run Windows Server, it can run TBM with around 10-30 users. However, in fact it could appear that it supports hundreds of users, and actual performance data can be gathered while testing TBM in a real scenario.
Hard drive: SSD recommended to speed-up database operations

NOTE
When you run Trados Business Manager for the first time (clean installation), you will be prompted to enter a password. By default, user name is Admin, and password is User@TBM. After logging in, you can go to the Security > Users, select Admin user and change its password.

TBM Team performance test results

Based on internal tests performed using different configurations, we have certain findings described below.

First of all, it is critically important to not to disable Connection pooling in database connection strings. If you don't include any connection pooling parameters in the connection string (for example, Max Pool Size), then application will automatically enable connection pooling and set max pool size to 1000. Each user connected to the application in any point of time will use 1 slot in the connection pool.

CPU	RAM	Database engine	Number of momentum concurrent users	Approximate number of supported users	Average loading time of 2 most used pages (Dashboard then Job list)	CPU loading	Memory usage
Intel Xeon E5-2630 2.2 GHz (4 logical cores)	8 GB	PostgreSQL	200 (each new user connects after 0.5 secs after previous user)	300	10-20 sec	about 50%	About 2 Gb
Intel Core i7-9750H 2.6 GHz (12 logical threads)	32 GB	Microsoft SQL Server (recommended!)	200 (each new user connects after 0.5 secs after previous user). We were not able to conduct test with larger amount of users, because each user requires to run browser instance, and there was not enough local resources to do that. When we'll manage to conduct a test with 1000 users, we'll update this table.	1000	8-15 sec	about 30%	About 2 Gb

Take a note that these are only estimated numbers, and they don't create any commitment, because real performance will depend on your database size and other applications running on a server. Also, in real scenario users don't navigate between pages each 0.5 secs - this period is usually greater (about 1-3 secs of not greater).

Tags: Installation, System, requirements

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Tue, 24 Oct 2023 05:57:48 GMT

Revision 35 posted to Wiki by Eugene Kuchynski on 10/24/2023 5:57:48 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

6.1.78 (21-Apr-2023)

[IMPROVE] Application settings - added 'Reset quote numbering each year' option.
[IMPROVE] Vendor search - Not archived is selected by default.
[IMPROVE] Vendor selection - vendors are displayed in the recommendation priority order by default.
[IMPROVE] Project and job delivery notification dialog won't be displayed after switching job status to Sent, if corresponding template is disabled or if there are no notifications can be generated for this event.
[IMPROVE] DatePaid field is now available in cusotm reports for the Invoice data type.
[BUG] Job files are not linked with project files after accepting a quote.
[BUG] Assignment status switched to In work after sending availability request.
[BUG] Fixed custom list view creation error.
[BUG] Fixes in the vendor planner.
[BUG] Project - Import from Studio - existing jobs not linked with Studio project.
[BUG] Quote planning - after clicking OK prices and planned vendors arent' updated.
[BUG] Fixed filter creation error in list views.
[BUG] QuickReports do not work after opening Vendor planner.
[BUG] Zero quantities in assignment tasks after assigning the translator.
[BUG] Analysis differ from Studio analysis. This will require to install latest version of TBM Connector plugin, which will be published soon.
[BUG] Disabling workload planner in vendor profile doesn't remove it from workload planner view (if existing planner records exist).
[BUG] Document messages are not saved in the Translation assignment.
[BUG] Application error when editing Roles -> Type permissions.
[BUG] HTML editor - copy/paste images does not work.
[BUG] Default report - Unpaid invoices - filters does not work.
[BUG] Assignments - Job offers can be sent 2 times.
[BUG] Fixed error when importing Specializations table into vendors from Excel.
[BUG] Test piece drop down list is empty.
[BUG] A lot of smaller bug fixes.

6.1.79 (16-Jun-2023)

Translation assignment - Vendor search - added possibility to filter vendors by a vendor group.
All lists - fixes in the totals row (sums for some columns were not calculated).
Fixes in some default reports.
Language cloud integration - downloaded files are stored in the root folder instead of the out folder.
Language cloud integration - when importing LC project, TBM doesn't link created assignment and job tasks with LC tasks correctly.
Translation project - Files - Collect files - list files does not include additional files uploaded to translation assignments.
When 2 users create a quote/job/project/assignment at the same time, they get same document number, which could lead to sharing same folders by these entities. We have fixed this, and now even simultaneously created entities won't have the same number and folder name.
Average rating now has additional decimal number.
Fixed errors when changing project status.
Users with "Is active" checkbox unchecked continue to receive automatic notifications.
Quote planning - after clicking OK prices and planned vendors are not updated.
Vendor planner tool - after removing a vendor from an assignment, unassigned task does not return to the list of unassigned tasks.
Vendor planner tool - after assigning unassigned task to a vendor, sorting in the planner could get corrupted.
Vendor planner tool - added Responsible person to details of a selected assignment.
Number of smaller bug fixes.
Fixes in TBM connector for Studio versions 2022 and 2021 CU10. If download won't be available, please check later.

6.1.80 (20-Oct-2023)

[IMPROVE] Added few new variables in mail messages to insert codes of language pairs: AssignmentLanguagePairCode, JobLanguagePairCode, QuoteLanguagePairCodes, ProjectLanguagePairCodes.
[IMPROVE] When disabling workload planner for a vendor, exisitng entries will also be automatically deleted.
[IMPROVE] Returned free invoice editing and status change.
[IMPROVE] Added filters to list of vendors when adding them to price-list.
[IMPROVE] Added 'Clear filter' buttons in live filters in quotes, jobs, projects, vendors.
[IMPROVE] Improved project creation from quotes. From the 'Projects' tab, when user clicks New button, new project gets automatically filled with a quote data.
[BUG] Fixed message variables not always filled correctly when creating a message from an invoice.
Fixed a bug in Document messages tab in translation assignments.
[BUG] Fixed few issues with importing json files in the application settings.
[BUG] Improved number reserving mechanism. Reserved numbers are now correctly cleared when window is closed, so they can be used again when creating new entities.
[BUG] Small fixed in analysis import dialog.

Composing messages

Eugene Kuchynski — Thu, 19 Oct 2023 12:21:56 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 10/19/2023 12:21:56 PM

Creating messages

Try to send test message. Click Mail sender from the quick access menu:

Click New to create a new message. Message composing window appears:

At the top you select E-mail account to use to send a message (default e-mail account automatically selected for new messages). Date represents a moment of a message creation. It is assigned automatically, but you can change it when needed. Message sent selector shows sending status of the message. After sending, it will be automatically changed to Sent.

In the Subject field you specify conventional message subject.

Request read notification flag allows to add read confirmation to a message. However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.

The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.

SDL Trados Business Manager has extensive mechanism of message templates and variables. To apply one of message templates, click Apply template text on the toolbar and select a template.

To create a new template, go to Reference data > Message templates and create a new template.

Variables

When you create a new mail message or message template, you can use variables in a message text and subject line.

To insert variable, use Insert variable button on the toolbar above message editor:

Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the Translation assignment group.

Here is the list of the currently supported variables:

Section	Variables
Recipient	Recipient first name Recipient last name Recipient title Login to web-portal RecipientPassword
Invoice	Number Date Term Full amount Due amount Currency name Currency symbol
Translation job	Number Date Deadline PO number Job name Weighted volume Specialization Amount Currency Language pair Services (list of comma-separated services from the Job tasks table) Instructions (support formatting) Customer name JobURL (requires to fill Web-app option in the application settings) RequiredSoftware (list of comma-separate names of software required to be used) JobLanguagePairCode (language pair ISO codes)
Translation project	ProjectNumber ProjectDate ProjectTerm ProjectCustomer ProjectCustomerContact ProjectName ProjectSpecialization ProjectPO ProjectSourceLanguage ProjectSourceLanguageCode ProjectTargetLanguages (list of comma separated names of target languages) ProjectTargetLanguageCodes (list of comma separated codes of target languages) ProjectTotalAmount ProjectTotalAmountCurrency ProjectAverageVolume ProjectURL (requires to fill Web-app option in the application settings) RequiredSoftware (list of comma-separate names of software required to be used) ProjectLanguagePairCodes (space-separated list of language pars ISO codes)
Translation assignment	Number Date Deadline Deadline in local vendor's time zone PO number Job name Weighted volume Specialization Language pair Services (list of comma-separated services from the Job tasks table) Amount Amount offered to a vendor Currency Instructions (support formatting) URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to SDL Trados Business Manager Team Online version; web-portal address must be specified in the application Settings, in the Web-app URL field) AssignmentVendorPickNotes AssignmentNotesFromVendor AssignmentVendor AssignmentStatus RequiredSoftware (list of comma-separate names of software required to be used) AssignmentLanguagePairCode (language pair ISO codes)
Quote	QuoteDate QuoteDueDate QuoteDeliveryTerms QuoteJobName QuoteAmount QuoteCurrency QuotePaymentPolicy QuoteItemsInfo QuoteCreatedBy QuoteDocumentNumber QuoteURL (requires to fill Web-app option in the application settings) QuoteLastMessageFromCustomer RequiredSoftware (list of comma-separate names of software required to be used) QuoteLanguagePairCodes (space-separated list of language pars ISO codes)
Vendor quote	QuoteVendorNumber QuoteVendorDate QuoteVendorDeadline QuoteVendorSourceLanguageName QuoteVendorSourceLanguageCode QuoteVendorTargetLanguageNames QuoteVendorTargetLanguageCodes QuoteVendorSpecialization QuoteVendorJobName QuoteVendorAverageVolume QuoteVendorServices QuoteVendorVendor QuoteVendorAmount QuoteVendorCurrency QuoteVendorNotes QuoteVendorAcceptanceNotes QuoteVendorURL
User's data	First name Last name Company name Address E-mail Phone Web-page Web-portal Skype ProZ profile Twitter profile Facebook profile LinkedIn profile
Customer	CustomerName CustomerCode CustomerVAT CustomerAddress CustomerCountry
Incoming invoice	InvoiceInNumber InvoiceInDate InvoiceInTerm InvoiceInAmount InvoiceInNumberOfAssignments
Test piece	TestPieceName TestPieceLanguage TestPieceSpecialization TestPieceSourceText TestPieceTargetText TestPieceComments TestPieceScore TestPieceReferenceNumber
Sender's data (user or responsible person)	First name Last name E-mail
No category	List of attached files Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services

Recipients

Here you specify message recipients.

E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above, {RecipientFirstName} variable will be replaced by Sam in the first message, and by Barbara in the second.

CC and BCC fields allows to send message copies to the specified addresses.

To add recipients faster, you may use Add recipient from vendor list and Add recipient from client contract list buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click OK. Selected contacts will be added to the Recipients list.

Files

This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See File manager article for details.

Linked documents

SDL Trados Business Manager allows to send invoices, payment reminders, job offers, purchase orders, etc.

In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a Send invoice via Business Manager button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.

Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.

Message previewing

To see how used variables work, you can preview a message by selecting Preview button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.

Scroll this window to view all messages and confirm that they look as expected.

Message sending

To send prepared message, click Send button. If a message is not saved, it will be saved automatically.

You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.

After successful sending, message status will be changed to Sent.

If any invoice is selected in the Linked documents tab, then status of this invoice will be changed to Sent.

Tags: mail, mail sender, email

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 16 Jun 2023 09:13:05 GMT

Revision 34 posted to Wiki by Eugene Kuchynski on 6/16/2023 9:13:05 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

6.1.78 (21-Apr-2023)

[IMPROVE] Application settings - added 'Reset quote numbering each year' option.
[IMPROVE] Vendor search - Not archived is selected by default.
[IMPROVE] Vendor selection - vendors are displayed in the recommendation priority order by default.
[IMPROVE] Project and job delivery notification dialog won't be displayed after switching job status to Sent, if corresponding template is disabled or if there are no notifications can be generated for this event.
[IMPROVE] DatePaid field is now available in cusotm reports for the Invoice data type.
[BUG] Job files are not linked with project files after accepting a quote.
[BUG] Assignment status switched to In work after sending availability request.
[BUG] Fixed custom list view creation error.
[BUG] Fixes in the vendor planner.
[BUG] Project - Import from Studio - existing jobs not linked with Studio project.
[BUG] Quote planning - after clicking OK prices and planned vendors arent' updated.
[BUG] Fixed filter creation error in list views.
[BUG] QuickReports do not work after opening Vendor planner.
[BUG] Zero quantities in assignment tasks after assigning the translator.
[BUG] Analysis differ from Studio analysis. This will require to install latest version of TBM Connector plugin, which will be published soon.
[BUG] Disabling workload planner in vendor profile doesn't remove it from workload planner view (if existing planner records exist).
[BUG] Document messages are not saved in the Translation assignment.
[BUG] Application error when editing Roles -> Type permissions.
[BUG] HTML editor - copy/paste images does not work.
[BUG] Default report - Unpaid invoices - filters does not work.
[BUG] Assignments - Job offers can be sent 2 times.
[BUG] Fixed error when importing Specializations table into vendors from Excel.
[BUG] Test piece drop down list is empty.
[BUG] A lot of smaller bug fixes.

6.1.79 (16-Jun-2023)

Translation assignment - Vendor search - added possibility to filter vendors by a vendor group.
All lists - fixes in the totals row (sums for some columns were not calculated).
Fixes in some default reports.
Language cloud integration - downloaded files are stored in the root folder instead of the out folder.
Language cloud integration - when importing LC project, TBM doesn't link created assignment and job tasks with LC tasks correctly.
Translation project - Files - Collect files - list files does not include additional files uploaded to translation assignments.
When 2 users create a quote/job/project/assignment at the same time, they get same document number, which could lead to sharing same folders by these entities. We have fixed this, and now even simultaneously created entities won't have the same number and folder name.
Average rating now has additional decimal number.
Fixed errors when changing project status.
Users with "Is active" checkbox unchecked continue to receive automatic notifications.
Quote planning - after clicking OK prices and planned vendors are not updated.
Vendor planner tool - after removing a vendor from an assignment, unassigned task does not return to the list of unassigned tasks.
Vendor planner tool - after assigning unassigned task to a vendor, sorting in the planner could get corrupted.
Vendor planner tool - added Responsible person to details of a selected assignment.
Number of smaller bug fixes.
Fixes in TBM connector for Studio versions 2022 and 2021 CU10. If download won't be available, please check later.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 21 Apr 2023 12:42:50 GMT

Revision 33 posted to Wiki by Eugene Kuchynski on 4/21/2023 12:42:50 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

6.1.78 (21-Apr-2023)

[IMPROVE] Application settings - added 'Reset quote numbering each year' option.
[IMPROVE] Vendor search - Not archived is selected by default.
[IMPROVE] Vendor selection - vendors are displayed in the recommendation priority order by default.
[IMPROVE] Project and job delivery notification dialog won't be displayed after switching job status to Sent, if corresponding template is disabled or if there are no notifications can be generated for this event.
[IMPROVE] DatePaid field is now available in cusotm reports for the Invoice data type.
[BUG] Job files are not linked with project files after accepting a quote.
[BUG] Assignment status switched to In work after sending availability request.
[BUG] Fixed custom list view creation error.
[BUG] Fixes in the vendor planner.
[BUG] Project - Import from Studio - existing jobs not linked with Studio project.
[BUG] Quote planning - after clicking OK prices and planned vendors arent' updated.
[BUG] Fixed filter creation error in list views.
[BUG] QuickReports do not work after opening Vendor planner.
[BUG] Zero quantities in assignment tasks after assigning the translator.
[BUG] Analysis differ from Studio analysis. This will require to install latest version of TBM Connector plugin, which will be published soon.
[BUG] Disabling workload planner in vendor profile doesn't remove it from workload planner view (if existing planner records exist).
[BUG] Document messages are not saved in the Translation assignment.
[BUG] Application error when editing Roles -> Type permissions.
[BUG] HTML editor - copy/paste images does not work.
[BUG] Default report - Unpaid invoices - filters does not work.
[BUG] Assignments - Job offers can be sent 2 times.
[BUG] Fixed error when importing Specializations table into vendors from Excel.
[BUG] Test piece drop down list is empty.
[BUG] A lot of smaller bug fixes.

Test pieces

Eugene Kuchynski — Fri, 24 Feb 2023 12:40:53 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 2/24/2023 12:40:53 PM

General overview

This table allows to create test pieces for different language pairs and specializations, select predefined proofreaders who will be checking submitted tests, and configure automatic offerings of tests pieces to vendors who add corresponding languages and specializations to their profiles.

You start with navigating to Reference data > Test pieces, to open list of tests:

To add or edit a test piece, click New or select any existing test piece:

Name. Just short name of a test piece, which will help to select it from drop-down lists or mail messages.

Language pair and Specialization. Pair of values which describes target language and domain of a test piece.

Offer to new vendors. Allows to enable or disable test piece. When checked, vendors will receive an offer to pass this test piece once they add matching language pair or specialization to their profile.

Notes. Internal notes for managers.

Instructions for vendor. Visible notes/instructions for vendors passing this test.

Proofreaders. This table allows to add desired vendors who will be checking submitted test pieces. It is not mandatory to fill this table, but if you know in advance list of persons whom you'd like to entrust reviewing, you can add these persons here. Additionally, if proofreader works on paid basis, mark Paid review box. For such proofreaders, TBM will create translation assignment and PO when sending a test for reviewing.

Source text. Just a text to translate. Formatting is not supported here, so it should be plain multi-line text.

Manual test piece allocation

Manager can manually assign test piece to a vendor. It could be helpful if you don't use vendor portal and automatic offerings.

To manually assign a test piece, open vendor editing form and switch to the Test pieces tab. On this tab, add a new test piece: click New, then select test piece from drop-down menu, and save changes. After new test piece appears in the table, click Send button to generate mail message.

Mail message composing window opens:

Check if all is correct and click Send. Then you can click OK to close a message and return to a vendor profile.

Automatic test piece offerings

If you use vendor portal, test pieces could be offered automatically. It happens in 2 situations: when vendors logs on into the system, or when vendor edits own profile and adds new languages or specializations. In both cases, if system finds any enabled test piece which still wasn't added to a vendor profile, it displays a dialog offering to take a new test piece(s):

Vendor may accept or decline new tests. If vendor declines to take them, system won't offer same tests anymore. If vendor accepts them, test pieces will be added to a profile, where vendor can view them and process.

Manually adding test pieces by vendors

If vendor declined a test piece once, but later decides to take it, it's possible to do from a dashboard or profile in the vendor portal. To do this, logon onto the system and:

From the dashboard, scroll to the Test pieces widget and click Add new test
Open your profile (user name in the top right corner > My profile), then switch to the Test pieces tab and click Add new test button:

A dialog will be displayed where you can choose from available test pieces. Select one or multiple tests and click OK to add them to a profile. After that, you can start working on them.

Submitting tests

Vendors can self-submit tests when they're done. To do this, open your profile, switch to the Test pieces tab, open any test piece with 'In work' status and enter value into the Target text field. Then, in the list of tests, click Submit button. Manager will get notification about submitted test and take appropriate action.

Reviewing test pieces

After getting a notification about submitted test piece, open vendor profile and find it by reference number. Test piece will have Submitted by vendor status. To send a test to proofreader, select it and click Send for review button:

If you added default proofreaders, drop-down menu under this button will display list of these vendors. Otherwise, there will be only one option: Empty recipient. Selecting this option will create a new e-mail message with details of selected test piece, but with empty recipient. You're free to select recipient on your own.

If you select one of predefined vendors, application may behave differently depending on settings:

If this proofreader has Paid review mark, then TBM will create translation assignment, one task with automatically calculated number of target words, generate PO for this work and e-mail message with attached PO and test piece details. Then, translation assignment window will be shown, where you can make any changes. Create email message can be found under Mail messages tab.
If proofreader hasn't Paid review mark, only e-mail message will be created, as with Empty recipient option, but proofreader's details will be added to the Recipients table, so you can just click Send button to quickly send a message.

Informing vendors about test piece results

After you get reviewed test piece from a proofreader, you can quickly find it in the system by reference number:

Open list of vendors
Click a button to view all test pieces from all vendors:
Find test piece by reference number
Open it and provide score and comments for vendor
Depending on a score, test piece will be highlighted with color: green - passed (score > 7). yellow - average (5-7), red - not passed (<5).
Click Send results button:
TBM will automatically notify a vendor by e-mail (you will see a confirmation in the right bottom corner):

Tags: reference data, test piece

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 17 Feb 2023 07:21:25 GMT

Revision 32 posted to Wiki by Eugene Kuchynski on 2/17/2023 7:21:25 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

6.1.76 (03-Feb-2023)

Bug fixes.

6.1.77 (17-Feb-2023)

[IMPROVE] Vendor dashboard - Ongoing tasks widget - dates now include time part.
[BUG] Vendor dashboard - fixed an issue with providinbg invoice number when creating a new invoice by vendors.
[BUG] Vendor list - when exporting and importing from Excel, applicaiton didn't process Specializations table correctly.
[BUG] User settings - fixed non-working Invoice settings tab.
[BUG] Vendor workload planner - if workload planner is disabled for a vendor, then data which could be previously created for that vendor won't be displayed in the planner.
[IMPROVE] Installer of Online version - active Internet connection no more required to run installation.
[BUG]Small fixes.

Download links for older versions

Eugene Kuchynski — Fri, 03 Feb 2023 07:01:26 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 2/3/2023 7:01:26 AM

This article contains links to older versions. We add links when corresponding request comes from our users.

Version 5.3.44:

community.rws.com/.../sdl_5F00_business_5F00_manager_5F00_5.3.44.0.zip

Versionn 4.14.20:

community.rws.com/.../baccs_5F00_4.14.20.1.zip

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 20 Jan 2023 06:22:07 GMT

Revision 31 posted to Wiki by Eugene Kuchynski on 1/20/2023 6:22:07 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

6.1.75 (17-Jan-2023)

[IMPROVE] Vendor planner:
- Now it is possible to move tasks between vendors;
- Now it is possible to specify default time slot duration (min. 15 min)
[IMPROVE] When sending a mail message with attachments whose total size exceeds 7 Mb, the application will show a warning that such message could be not delivered.
[IMPROVE] Vendor batch change dialog - added 2 new parameters: Method of determining invoice due date and Days number.
[BUG] Create department dialog is empty.
[BUG] Fixed a bug appeared when closing search panel in the job list.
[BUG] Essential version - changed default number/dates formatting culture is not saved.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 02 Dec 2022 13:13:40 GMT

Revision 30 posted to Wiki by Eugene Kuchynski on 12/2/2022 1:13:40 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

6.1.73 (02-Dec-2022)

[BUG] Print button does not appear in the list of incoming invoices and editing form.
[BUG] When importing a job from Studio into exisitng project, then if selected project does not contain target language of an imported job, then TBM sets incorrect language pair in a created job.
BUG] Invoice PDF file can't be generated if value specified under Settings - Invoice settings - File name template contains back slashes to create subfolders in a target folder.
BUG] Payment out - when clicking Add invoice and then selecting invoice and clicking OK, selected invoice does not appear in the list.
BUG] Incoming invoice editing form - Linked payments tab does not work.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 25 Nov 2022 11:56:54 GMT

Revision 29 posted to Wiki by Eugene Kuchynski on 11/25/2022 11:56:54 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

6.1.72 (25-Nov-2022)

[IMPROVE] Customer contact drop-down - archived contacts won't be shown in the selection list.'
[IMPROVE] Improved assignment deliveries - when application automatically switches to a next assignment in a workflow, all files delivered in a previous assignment will be automatically moved to a next assignment.
[IMPROVE] Some improvements in the logic of automatic price caluclation based on adjustment factors.
[BUG] Fixed non-working Upload additional file button of the file manager in the customer portal.
[BUG] General bug fixes.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 18 Nov 2022 12:28:20 GMT

Revision 28 posted to Wiki by Eugene Kuchynski on 11/18/2022 12:28:20 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

6.1.70 (14-Nov-2022)

Bug fixes

6.1.71 (21-Nov-2022)

[IMPROVE] Vendor portal - added Export to PDF button in all lists. Previosuly this button was hidden on portals.
[IMPROVE[ QuickReports - TextField widget now supports variable and rich text editing, which allows to get formatted text using data coming from a data source.
[IMPROVE] Rounding mode specified in an Analysis import setting will also be applied to average volumes. Previously, rounding was applied only to initial quantities.
[BUG] Vendor portal dashboard - when user opens assigned test piece, Target text field is not editable, so vendors were unable to send test resutls.

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 04 Nov 2022 13:42:33 GMT

Revision 27 posted to Wiki by Eugene Kuchynski on 11/4/2022 1:42:33 PM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.

6.1.69 (04-nov-2022)

[IMPROVE] It's not possible anymore to create new jobs for closed or archived projects.
[IMPROVE] Expenses - added Tax2 field.
[FIX] Required software field is not available when creating a new quote request from the client portal.
[FIX] Average volume is not re-calculated when changing Unit of the job task or assignment task.

Workload planner

Eugene Kuchynski — Fri, 04 Nov 2022 12:49:03 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 11/4/2022 12:49:03 PM

The idea behind Workload planner is to get a clear picture of the current jobs and to get help with decisions about incoming offers. Initially, this feature was developed for individual translators, who know their average day capacity. However, it could be useful for companies as well, regardless how many translators you have and which capacity you can provide, because this tool presents ongoing jobs in a clear and readable chart, giving you another representation of your work.

To turn the planner on, please open application Settings, switch to the Productivity settings, and mark Turn on workload planner check-box. In the same settings group, specify your daily capacity.

After that, when any new job will be created or any old job will be re-saved, the program will try to allocate it through days from the job day until job deadline. Weekend days will be left free (if not specified otherwise). As with workload planner for vendors, application automatically "plans" work in a way that working pariods are selected for as latest time as possible, to leave maximum empty work slots in earlier times. We have selected such method of automatic planning based on the following reason: if new job (probably more urgent) comes while you're working on other jobs, application will know better if you can deliver new job before its deadline or not. If to plan previous job for earlier times, work slots will be occupied, although they can be moved to later times to free up some work slots for the more urgent work. So, TBM initially puts work to latest delivery time to keep as much free slots for new jobs as possible.

To see how allocation was done, switch to the Workload planner tab in the job editing window. It contains very simple table with information about planned working days and volume assigned for each day.

You can make any corrections in this table to adjust automatic results. In this case, mark Manual allocation check-box to prevent overriding your changes when the job will be saved.
Above the table you can see weighted volume of the job being edited. This value is calculated from the job tasks table by applying adjustment factors of each used unit. When making manual changes in this table, it is recommended to control equity of table amount and weighted volume.

To open main Workload planner, select Scheduler and planning section in the navigation tree and then select Workload planner item.

Example of the Workload planner window:

When the planner is opened, a default time period will be preselected (see Planner parameters in the top right corner). Usually it includes few previous days from today and nearest two weeks. Also, parameters group contain Show labels on the chart checkbox, which allows to turn labels off and on. The chart contains a lot of jobs and a lot of labels, correspondingly. Turning labels off allows to make the picture clearer, while you still can get additional details by hovering mouse arrow over necessary job.

Main pane consists of a bar chart, where X axis contains days, and Y axis represents volumes. Each day may include any number of jobs (colorized rectangles). Top red line represents maximum day capacity. Of course, our goal is to avoid exceeding this line and appearing of jobs on weekends.

Hover mouse pointer on any bar to see detailed information about the job, which includes job volume and deadline. Double click on a job to get full information about it in the Selected job details panel. In this panel, the following information is displayed: job number, date, deadline, client and volume. Below them, two additional numbers are displayed (unassigned volume of the selected job and remained capacity for the selected day), followed by the job allocation table, which is similar to that in the job editing form. You can make any manual adjustments in this table, and they will be immediately saved in the database. When any manual change is made here, Manual allocation check-box will be set automatically for the job being edited.

If you make any external changes (add or edit any job from the dashboard or job list), click refresh browser page by pressing F5.
When any job is selected (hover mouse pointer over a job and click View data), you can use the buttons on the toolbar to reallocate a selected job.

For example, you had a job to translate 4000 words, which lasts from 10th to 12th day of a month, which means that you have 3 days to complete it. If Earliest delivery method is used and day capacity is 2500 words, than the program will place 2500 words to 10th day and 1500 words to 11th day. Say, a new urgent job arrives (700 words), which must be started and delivered on 10th day. After adding this job, planned volume for the 10th day will become 3200 words (2500 + 700):

But we can easily see that the first job can be re-allocated and shifted to later days. Simply select it and click Try move to earliest delivery (no weekends) on the ribbon. Since we have free slots in the next days, this job can be re-allocated.

As 12th day is still free, you can easily see that on 11th and 12th days you can translate about 2800 new words without exceeding default daily capacity.

When Try move to the specified period is clicked, you will be able to manually set time period when plan to work on the selected job. If possible, the program will place this job explicitly to these days.

You may add exceptions, which will be taken into account when the system will automatically allocate jobs. To do this, select Manage exception days in the Workload planner view. You will see simple list containing two columns: Day and Volume. If you are fully unavailable on certain day, add it and set volume to zero. If you are partially unavailable, enter average value which you can process on that day.

Tags: workload planner

Importing analysis data from CAT tools

Eugene Kuchynski — Fri, 04 Nov 2022 10:28:46 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 11/4/2022 10:28:46 AM

Overview

Trados Business Manager supports the importing of analysis reports which have been generated from different CAT tools into quotes, projects and jobs. This section describes the workflow and the possibilities provided by this feature.

During quote, translation project and translation job creation you can fill items (tasks) manually, or use the Analysis report importer tool to quickly fill an entity from a report generated by a supported CAT tool.

List of supported analysis reports:

Trados Studio
MemoQ
Memsource
XTM
World Server
Smartling
Deja Vu X3
Lionbridge

Trados Business Manager will try to load as much data as possible and in the ideal case it won't be necessary to manually edit any fields.

Analysis import is supported by different entities (quotes, jobs, projects), and you can access this function from the toolbar, by clicking Import data from CAT tools button:

When this option is selected, you will see the following popup window:

In this window, please select the required CAT tool, and then drop analysis file to the file area or click Select file to upload button and then select a file on your computer. Or if your job (or project) has attached analysis file where Analysis file is selected as File type, then you can switch to the Select from uploaded file tab here and select this file. The application will then immediately process a file and default analysis report importing results window will be opened:

When you import analysis data into translation project, behavior could be slightly different comparing to translation jobs and quotes. Analysis report could contain values for multiple language pairs. In this case, during analysis import, you can specify language pair for each value (or it could be determined automatically, if analysis report contains such information). Then, when data is being imported, TBM will create or correct translation jobs which belong to a current translation project. If job with corresponding language pair isn't found, it will be automatically created.

The main option in this window is the Analysis import settings. It's a reference to settings which control the import process (which units will be imported, should unit conversion be applied, should the system import all fuzzy types or only the average volume, etc.). See the separate article describing analysis import settings.

Erase existing tasks checkbox allows to force deletion of existing items in a job when importing analysis results. However, if particular task in a job was already assigned to any vendor, it won't be deleted anyway.

Analysis per file allows to import not aggregated data from the whole analysis report, but split it by files included in a report. See corresponding article for details.

The analysis table contains all information about volumes in an imported analysis file. The main column here is the Target fuzzy type. When analysis data is loaded, TBM will attempt to determine corresponding fuzzy types from a current Fuzzy scheme (global default scheme or a scheme used in a current entity). Take a note that of some fuzzy type is not included in a fuzzy scheme, it won't be picked up by the application. Since different CAT tools use different codes for fuzzy types TBM may not correctly determine the matching fuzzy types. If you see empty values in this column, please manually select the matching fuzzy types. Your selection will be saved for future use, by adding corresponding fuzzy keyword to the Synonyms column of a selected fuzzy type.

The Language column specifies the language pair. When the analysis report is being imported into the translation project, the value in this field specifies a job where it will be imported. Since the translation job may only have one language pair, and if the imported analysis report contains information about different target languages, TBM can import the data into separate jobs.

When you are ready, just click OK, and the analysis data will be transferred into a base entity (quote, job or project). TBM will automatically pick-up the prices and calculate the amounts.

Tags: CAT Tools, import, analysis files

Changes introduced in Trados Business Manager 6.1.0

Eugene Kuchynski — Fri, 28 Oct 2022 10:04:26 GMT

Revision 26 posted to Wiki by Eugene Kuchynski on 10/28/2022 10:04:26 AM

In this article you will find list of changed and detailed information about changes implemented in Trados Business Manager 6.1.

Blog article

Please check this blog article describing changes in detail, with screenshots and explanations.

Video introduction

https://youtu.be/2-vrll3PKBA

Changelog

Added possibility to change application font size, font color and font family.
Added a feature to change default formatting culture for dates and numbers in the application UI.
New Vendor time management feature.
Added Swiss QR invoices.
Studio Live integration improvements (assign users, get detailed project data in the list of projects).
New Vendor quotes feature. Allows to request quotes from vendors, vendors can send quotes back using vendor portal, and managers can view/accept/decline/negotiate quotes.
New Quote planning tool, which allows to estimate quote amount based on vendors planned to be used in a project.
New Custom notifications feature, which allows to create custom notification for any object and then display it at a specified time.
New Notification categories feature, which allows to categorize notifications and setup excluded or included categories which a user should receive or not.
API improvements - added endpoint to get recommended vendors for assignments, as well as new endpoints for required software and productivity settings for vendors.
List views - improved visual filter builder, by adding additional level of properties selector for complex properties.
List views - added Refresh button, to reload data (to check if they were externally changed, for example).
Quotes, projects, jobs, assignments - added Required software field, which allows to specify software required to be used in a project. Also, added corresponding variables to message templates to include this data into generated messages and notifications.
Quotes - added Workflow field (which will be automatically copied to a project when a quote is accepted).
File manager - added Hide from portals checkbox.
Translation job tasks editor - added a button to quickly clone selected tasks to other service.
Assignments candidates - added Change status button.
Improved UI in the file attachments dialog. You can easily differentiate a source from where proposed files are coming from.
E-mail account page - added Test button to test provided settings.
QuickReport list - predefined reports are now highlighted.
Highly improved application performance and memory consumption.

Bug fixes:

Fixed a bug when notification was received only in one browser, if the same user is logged in from different browsers.
Assignment - automatic notification wasn't sent when a new candidate was added and assignment status was changed to Prepare.
Vendor portal - rejected job offers were still displayed in the list of assignments (but hidden from the dashboard).

New articles in the documentation

Reports > Vendor’s workload
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6023/vendors-workload
Time tracking in assignments
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6024/time-tracking-in-assignments
Quote planning
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6025/quote-planning
Assigning users
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6026/assigning-users
Viewing Trados Live project details
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6027/viewing-trados-live-project-details
Custom notifications
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6028/custom-notifications
Application fonts and colors
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6029/application-fonts-and-colors
Swiss QR invoices
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6031/swiss-qr-invoices
Quote requests
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/6032/quotes-from-vendors

Changed articles in the documentation

https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4774/vendors
Added Productivity settings abstract.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5917/project-planning
Second screenshot and abstract after it.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5909/list-views---filtering-data
Added information about complex properties nesting in the filter editor.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4925/notifications
New default notifications. Information about notification categories.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4858/vendor-selection
Change status button. Automatic notifications for candidates.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4815/job-tasks-and-receivables
Added info about all button in the Job tasks table toolbar, including new Copy to another service button.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4812/job-editing-form
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4807/quote-creation
Added information about Required software field.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4912/composing-messages
Added RequiredSoftware variable.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4757/application-language
Added information about formatting dates and numbers throughout the application.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4888/dashboards
Added information about improved dashboard customization capabilities, including new preview mode and possibility to edit list views on fly.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5914/list-views---customization
Added a new section at the end about quick list view customization feature.
https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager
Added information about hiding files from portals.

16.1.1 (2021-12-10)

Important!!! With this release, we're moving from .NET 5 to .NET 6. This affects only Team and Enterprise editions users. To keep TBM working after installing this update, please install .NET 6 Hosting Bundle (currently you have this bundle installed for .NET 5). For Essential version users, no additional actions are required, as all necessary files are bundled into installer.
[NEW] Added custom formatting rules functionality. See this documentation article.
[NEW] Implemented better editing in nested lists (for example, job tasks table). Now it's possible to quickly move between table records without closing modal dialog. We considered implementing editing right inside tables, but found out that in many cases there is not enough space to render editors. In the result, editing via modal dialogs remains, but with quick navigation between records and possibility to quickly create new items. In the result, this new feature should highly increase productivity when entering/editing data. See documentation here.
[NEW] Clients - added possibility to provide multiple addresses/departments for clients, and select them in quotes/projects/jobs/invoices.
[NEW] Custom mark for documents - it is now possible to set marks for selected documents, and these records will be rendered with bookmark icon in the top left corner of a row. It is up to user how to use this functionality (for marking important records, or for marking processed and closed jobs, etc.). See documentation here.
[NEW] Added new built-in security role - 'PM'. Intended to be assigned to project managers, which should be able to view only those documents where that users are selected as Responsible person. See documentation here.
Trados Live integration - implemented project planning functionality for translation projects. See documentation here.
Trados Live integration - added possibility to batch import missing users in the list of vendors.
GroupShare integration - when selecting a project or job, detailed information about GS project files will be retrieved and displayed below tables.
List of projects, jobs and assignments - removed progress bar below each row. Progress will now be displayed only for a currently selected object below the table. This will save some space and make tables clearer.
Lists which support live filters - added Close button to filtering panels.
Job tasks table - added totals to the 'Quantity average' column.
Sent invoices are now protected from editing and deleting.
Localization - added more cultures to the list for selecting custom culture used to format dates and numbers in the application.
Automatic notifications - improved mechanics of automatic determination of notification recipients.
Multi-tenancy - added 'Last used' column to the list of tenants.
[BUG] Fixed incorrect selection after applying a filter. If some row is selected before applying any filter, and applied filter removes that row from a table, this hidden row remains in the selected rows collection, which could lead to undesired behaviors.
[BUG] Fixed a bug which allowed to delete service type in some cases when it was still referenced, which lead to database integrity corruption.
[BUG] Fixed automatic PO generation issue.
[BUG] Custom fields - it is not possible anymore to edit custom field name, type, length after a custom field has been added to the database.

6.1.6 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.9 (2021-12-14)

Fixed error in assignments (when creating new empty assignment)
Fixed a bug when vendor self-registration didn't work in the multi-tenancy environment
Config page didn't work correctly if installed SQL instance had non-default name
Small bug fixes

6.1.10 (2021-12-21)

Improved performance in multi-user scenario
Responsible person field will be automatically populated upon quote/project/job creation based in value of the Associated vendor field specified for a current user
File selector won't be displayed upon creation of entities (for example, assignment from a job), if source entity has no files for selection
Fixed slow search in the Language pair combobox
Fixed a bug when it was not possible to download files containing 'plus' character in their names

6.1.11 (2021-12-21)

Fixed a bug in reports, not allowing to provide parameter values before report generation.
Fixed a bug when application crashed after a number of quick page changes.
Fixed a bug in Settings > Application settings, p1 > Number format > Apply number format - function worked correctly, but after it finishes, loading window didn't hide, preventing to do further actions.

6.1.15 (2021-12-23)

Fixed validation issues and added more validation throughout the application

6.1.17 (2021-12-27)

[Bug] Fixes in printing system.
[Bug] Entity creation via modal dialog - OK button is disabled until any data field is edited.
[Bug] Applying live filters in translation assignments by language pairs and specializations didn't work.
[Bug] Sorting state in list views was not saved between page switches.
[Bug] Department creation on fly - customer is not pre-selected selected even when creating a department from a job/quote/project where customer is already selected.
[Bug] Attempt to fix Out of memory exception when composing recommendations in assignments using machine learning mechanism.

6.1.18 (04-jan-2022)

Some bug fixes and performance improvements.

6.1.20 (12-jan-2022)

[IMPROVE] Performance improvements. We're working on more performance improvements for the next update.
[IMPROVE] Improved tabs behavior:
- When some entity is edited, tab caption gets updated correctly according to a changed caption of an edited object;
- When a new entity is created, tab caption changes to reflect caption of a saved entity.
[Bug] Custom fields disappeared from forms in the last update.

6.1.23 (18-jan-2022)

Significantly improved application performance, which mainly will be noticeable in multi-user environments. However, even in Essential version improvements should be visible.
Switched to different data grid component. Although we carefully tested new grid, there is a probability of bugs. If any, please share with us, so we can quickly fix this. Advantages of the new grid:
- Improved filtering row. For example, date columns allow to quickly filter by some common periods (current year, today, quarter 2 of previous year, etc.), number columns contain different filtering operators (greater, less, less or equal), etc.
- Improved rendering performance.
- Improved content fit in cells.
[BUG] Fixed slow behavior in cloud drive attachment dialogs.
[BUG] Vendor search panel - search by cities didn't work.
[BUG] Fixed vendor self-registration issue in multi-tenant environments.
[BUG] Translation assignment - fixed incorrect behavior after creating mail messages to vendors and clicking Cancel in the modal dialog with created messages.
[BUG] Role configuration screen - fixed a bug leading to application crash on attempt to add a new member access permission.

6.1.24 (21-jan-2022)

Trados Studio integration - when importing analysis into a job or project, it is now possible to select which analysis files should be used - older or newer ones, in cases when multiple analysis files are found for a certain language of a Studio project. Important! An updated TBM Connector plug-in is required to use this funcitonality - version 6.0.5 will soon be published on the App Store.
Added possibility to round amounts in quote items table using different modes (from zero to 3 decimal places, or to nearest 5, 10, 20, 50 or 100).
Dashboard - grids will now display scrollbar when their height exceeeds certain limit.
[BUG] Fixed a bug with connecting to OneDrive account from the application settings.
[BUG] In certain cases, impossibility to delete rows from nested tables.

6.1.28 (26-jan-2022)

More performance improvements.
Quote > Quote items table - added new button allowing to quickly round amounts in selected quote items to nearest 5, 10, 20, 50, 100.
Translation project - when selecting Base quote, application will ask if user wants to create jobs in a project from items of a selected quote.
List view customization dialog - added possibility to specify default column width (% or pixels).
Some columns in different views which were not available for sorting and filtering are now enabled for filtering and sorting.
Invoice > Create payment > Cancel - invoice status didn't return to its original state.

6.1.29 (27-jan-2022)

Important fixes in filtering functionality

6.1.30 (28-jan-2022)

Fixed issues with vendor portal.
Fixed non-working buttons inside grids (accept quote, deliver assignment, etc.).
Some fixes with selection in grids.

6.1.31 (31-jan-2022)

[NEW] Implemented statuses for clients (active, new, registered, blocked, archived).
Improved data member selection combo-box (for example, when adding a new column to a list view). Sometime, this list may contain 2 different elements with identical captions. We have added data type in addition to caption to this drop-down, to make it more clear what a field means.
[BUG] Invoice > Invoice items > Add job - list was empty.
[BUG] Filtering by CAT column didn't work.
[BUG] Vendor portal - vendor profile page - Services provided field was too small by default.
[BUG] Vendor portal - when vendor finished to edit profile, TBM opened list of vendors by default, which contains only single row for a current vendor. Now, users will be moved to the dashboard after editing their profile.

6.1.32 (01-feb-2022)

Improved experience when unhandled error occurs in the application.
Decreased frequency of 'This object was edited by another user' errors.
[BUG] Linked expenses isn't displayed in jobs when added via customization.
[BUG] Fixed a number of sorting and filtering bugs in list views.
[BUG] Fixed an error which occurred when opening customer editing dialog from a nested list view.

6.1.33 (08-feb-2022)

[NEW] Feature most of TBM users will like: quick list view customization, allowing to quickly move/add/remove columns, change captions, default sorting and width. See 'Quick customization' section in this article:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/5914/list-views---customization
[NEW] Self-registration on client's portal
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6096/client-self-registration
[IMPROVE] Moved DisableHttps parameter from appsettings.json to appsettings_global.json file. Reason: appsettings.json gets overwritten after each application update, which resets this setting each time for users who enabled it, while appsettings_global.json file is a user file which never gets touched by the installer.
[BUG] Invoices with zero amounts are not marked as paid when a payment is created over such invoices.
[BUG] Incoming invoice - editing 'Amount' field does not initiate invoice amount recalculation.
[BUG] Vendor profile - after editing Alternative email and then erasing it, validation message is generated saying that provided e-mail is invalid.
[BUG] Translation assignments - after changing quantity in any assignment task and then saving, sometimes application does not allow to save an assignment saying that incorrect total volume in the Time tracking table.
[BUG] 'Create quote request' button in the translation project editing window didn't work.

6.1.34 (09-feb-2022)

[IMPROVE] In the view customization dialog, it is now possible to add 'Studio project path' filed for Quotes, Projects and Jobs. This field was hidden before.
[IMPROVE] Added 'Create assignment' button to the Job tasks table, which allows to create a new translation assignment for selected job tasks.
[BUG] Fixed issues with saving and restoring sorting and filtering states when switching between list views.
[BUG] After dashboard or list view loading, data in some cells could be empty, re-appearing after refresh. This should be solved now.
[BUG] 'The given key 'skip' was not present in the dictionary' error appeared sometimes when creating an assignment and cancelling file selection dialog.
[BUG] Studio create project dialog - folder to create a project was determined incorrectly according to a template specified in the application settings

6.1.35 (10-feb-2022)

Small bug fixes (opening modal lists, for example adding a role to a user, adding a job task to the list of assignment tasks, etc.)

6.1.37 (01-mar-2022)

[NEW] Overhauled file manager. Includes a lot of updates:
- Default source, ref and out folders;
- Possibility to add reference files in different levels with auto-propagation to lower levels;
- Upload zip files and extracting them keeping folder structures;
- Download folder contents as zip;
- Improved tracking of files for which jobs/assignments were created;
- Improved file selectors when creating jobs and assignments, with possibility to automatically preselect files;
- Description of all changes and new video tutorial can be found on this page:
  File manager
[NEW] Possibility to import analysis files on per-file basis, with possibility to automatically create assignments only for selected files.
[NEW] It is now possible to remove time part from dates. In certain places, date by default is displayed without time part. For cusotm views, corresponding setting is now available.
Purchase order file name now will correspond to purchase order number.
Price-list item - added 'Disable fuzzy re-calculation' checkbox, which allows to prevent automatic conversion of a price value into other fuzzy types according to fuzzy shcheme.
Improved receivables and paybles by adding 'Fuzzy type' column. Now it's possible to keep fuzzy types when copying data from Tasks.
Analysis import dialog improvements:
- added possibility to import analysis files on per-file basis (not totals). Supported by installing TBM Studio Connector version 6.0.7);
- added 'Quantity rounding' option, which allows to round quantities according to specified selection;
- added option to copy existing tasks to Receivables/Payables before importing data.
Added 'Help' buttons in many places of the application, which open corresponding Wiki articles.
Improved units conversion in assignments - added 'Source quantity' and 'Source unit' column. Now you can change cinvert units right inside Tasks table. See Unit conversion article.
[FIX] Price-lits form - 'Linked vendors' tab was empty.
[FIX] Translation assignment task - amount is not re-calculated when 'Work time' value is changed.

6.1.38 (08-mar-2022)

Small fixes

6.1.39 (01-apr-2022)

[IMPROVE] Translation project - when PO number field gets edited, system will offer to propagate that value to jobs existing in a project.
[IMPROVE] Translation assignment - job selection combo-box improvements: if a project is selected, this list will contain only jobs which beling to that project.
[IMPROVE] Improved performance of the File manager grid.
[IMPROVE] File manager - added 'Date' column to the list.
[IMPROVE] Settings - added an option to disable default behavior of creating 'source', 'ref' and 'out' folders.
[BUG] Portals self-registration - system will autoamtically delete leading and trailing spaces in user's name and email, which could lead to issues with logging in into the system.
[BUG] Fixes in the vendor profile on the vendor portal. Now it's easier to add services, languages, etc.
[BUG] View cusotmization lists - 'Target roles' cell value disappeared after applying some filtering in the grid.
[IMPROVE] Ledger, report list and QuickReport list - toolbars are now always visible when scrolling window contents.
[BUG] Report list - after deleting a report page is no longer refreshed.
[BUG] Few fixes in default purchase order templates.
[BUG] Fixed 'File is too large' issue on the vendor portal when vendors upload files (invoices, for example).

6.1.40 (07-apr-2022)

Workload planner and calendar issues fixed:
- Automatically created entries now follow the same logic as vendors workload planner, by putting time slots into as latest possible frame;
- When workload planner is synced with calendar and online calendar, application now deletes data more correctly (when user manually deletes workload planner entries from TBM);
- Fixes in Outlook calendar sync.
Incoming invoices - added possibility to add invoice items without linking them to some translation assignment.
[BUG] Fixed a bug when saving data using Ctrl-Enter shortkey.
[BUG] Essential version - fixed issues with changing default database location.
[BUG] A number of small bug fixes.

6.1.41 (14-apr-2022)

[NEW] Possibility to batch create client/vendor portal users. In the vendor and client list, there is a new 'Bacth create users' button, which allows to quickly create users (logins) for selected records. See documentation.
[IMPROVE] Improved partial delivery experience for assignments. It includes few improvements:
- There are separate message (notification) templates for partial and final delivery. Please check partial delivery template after updating TBM;
- Assignments got additional status: Partially delivered.
[IMPROVE] Split Responsible person into 2 fields: Sales person and Project manager. Sales person works with a quote, while Project manager is a person responsible for processing translation project after accepting a quote.
[IMPROVE] Improved UI for adding supported languages for vendors.
[IMPROVE] Vendor portal - added 'Upload CV' button on the Profile page.
[FIX] Fixed price picking mechanism, which now works more correctly.

6.1.42 (21-apr-2022)

[NEW] Volume discounts. Now it's possible to create volume discounts which will be automatically applied in jobs and assignments when certain volume of work is reached during specified period. Additionally, discounts may have different levels (target client, domain, language pair). See documentation here.
[IMPROVE] Alternate row colors in tables.
[BUG] Essential version - application sometimes starts in demo mode even if correct license is installed. After license re-check, it started to work correctly. Now this should be fixed.

6.1.43

[NEW] New planning functionality on the Vendors workload page. Now, in addition to reporting part, it is possible to quickly adjust, assign and re-plan working tasks for your vendors. See documentation here.
[NEW] Default vendor's dashboard - added 'Ongoing tasks' widget.
[IMPROVE] Improved rendering performance in some large forms.
[IMPROVE] Vendor portal - users can now upload invoice PDF files for existing invoices as well (previously, it was possible only during invoice creation).
[FIX] Lists views - Delete button - error appeared if to quickly click Yes multiple times (for example, do double click).
[FIX] Few small fixes.

6.1.44 (29-apr-2022)

This is urgent fix.
[IMPROVE] All 'Amount' fields - added currency name near number to make it easier to understand in which currency an amount is expressed.
[IMPROVE] Reference data creation - added verification, which will show confirmation on attempt to create a record with similar name (will help to avoid creating identical language pairs, clients, units, etc.).
[FIX] Fixed default price-list reports.

6.1.45 (19-May-2022)

[NEW] Settings - added a parameter to disable Vendor workload planner.
[NEW/IMPROVE] Security system:
- Role page for default role - added 'Restore default' button, which allows to revert a role to its default state after making manual changes.
- Added possibility to configure notification categories on the role level. See documentation here.
- Added possibility to change default behavior for combining user roles (from default 'Granted in all roles' to 'Granted in any role'). See documentation here.
- User page - added 'View notification summary' button, which will show list of notifications and their state for a selected user - allows to understand in which cases one or another user will be receiving certain type of notification, according to settings provided in message templates, roles and user settings.
[IMPROVE] All lists - added 'Select all' button, which allows to select all records on a current page.
[IMPROVE] All lists - when 'Required software' field added to the list (of quotes/projects/jobs), its contents will be displayed correctly.
[IMPROVE] Translation assignment - Candidates tab - added a button to quickly change default acceptance behavior for selected candidates.
[IMPROVE] Translation assignment - Vendor search dialog - improved by adding more filters on the right panel, improved rendering performance, added possibility to hide timeline to save space.
[IMPROVE] List views - when deleting many records at once, loading window will be shown, as deletion procedure could take some time.
[BUG] Fixed a bug with saving reports.
[BUG] Vendor list - filter is not cleared when search panel is closed.
[BUG] Fixed critical bug when an entity folder can be deleted if according to application settings entity folder is created on the root level of base folder (i.e., separate folder for an entity is not created).
[BUG] Job delivery notification - sometimes delivery files were not attached to automatically generated e-mail message.

6.1.47 (03-Jun-2022)

[NEW] Added 'Messages' tab to assignments. Allows to exchange messages between vendor and manager. Corresponding message template ('Message added to an assignment') was added to the Reference data > Message templates table.
[IMPROVE] We made significant improvements in the application performance, especially when used concurrently by multiple results. See updated System requirements article.
[IMPROVE] Vendor languages - converted existing Fluency string field to combo-box, which now allows to select data from a corresponding reference data table. Accordingly, added 'Fluencies' table to the 'Reference data' navigation group.
[IMPROVE] Vendor portal - when vendor creates an invoice, and if created invoice contains attached PDF file, this file will be included in a mail notification.
[IMPROVE] Added a new notification - payment created for a vendor. Please check new default message template 'New payment created' under Reference data > Message templates, and disable it if needed.
[IMPROVE] Translation assignments - improved reply to vendor counter offers experience.
[IMPROVE] Change toast notification design.
[BUG] Fixed Dropbox connection error in the application settings.
[BUG] Translation assignment - PO not generated automatically when vendor accepts job offer from the vendor portal, when candidate is added via Vendor field, not through Assignment candidates table.

6.1.48 (17-Jun-2022)

[NEW] Implemented translation assignment cancelation process. See documentation here.
[IMPROVE] Settings - Workload planner - added possibility to switch vendor workload planner to 'per-task' mode.
[IMPROVE] Reference data - Services - added possibility to exclude particular services from usage by the workload planner.
[IMPROVE] Various improvements in the Vendors workload planner view.
[IMPROVE] Customer drop-down list - added customer category to the list.
[IMPROVE] Improved automatic notifications to customers. From now, when customer contact is not selected in a document, application will display modal dialog to select customer contacts who should receive notification, instead of sending it to all customer contacts.
[IMPROVE] Notification about invoice created by a vendor using vendor portal - e-mail message will now include invoice PDF file, if it was attached.
[IMPROVE] Improved price pick-up mechanism in translation jobs.
[BUG] Fixed issues in JSON export from the application settings.
[BUG] Fixed a bug which leads to application freeze when switching to the Resulting price-list tab when creating a new customer, appeared in version 6.1.46.

6.1.50 (29-Jun-2022)

This update is focused on performance - we have significantly improved memory and CPU consumption, especially in multi-user scenarios. Breaking change: as part of performance improvement process, we have identified that storing customer logos and vendor photos directly in the database is bad practice. During update, application will extract this data from the database and copy images to the following folder: wwwroot\logos. Thus, when you copy or backup your database, this folder also must be copied (and then restored).
[NEW] Batch change feature in the vendor list - it allows not only change certain fields in batch mode, but also add holidays to vendors based on user-defined criteria (for example, add holidays to all vendors from certain country, or to all vendor having certain language in the list of native languages, etc.)
[NEW] Add support of 3 file types in the analysis import tool: WorldServer, Smartling, XTM.

6.1.51 (14-Jul-2022)

[NEW] Improved Language Cloud integration by adding 2 new features: Project Syncing including WebHooks support) and Project creation from LC. You can find details in the documentation articles here and here.
[BUG] Fixed a bug not allowing to select values from drop-down lists in certain cases.

6.1.53 (20-Jul-2022)

[NEW] Vendor contracts - new feature allowing to register and manage vendor contracts. See documentation here.
[BUG] Filter builder - fixed a bug not allowing to enter custom functions for DateTime fields.
[BUG] Fixed a bug with saving cloned reports.
[BUG] Smaller bug fixes.

6.1.55 (27-Jul-2022)

[NEW] Better project/delivery experience. Now, when you set job or project status to Sent (or Delivered), a new modal dialog will appear, which allows to control notifications to be sent to your client and(or) vendors worked on a project. See updated documentation article here.
[IMPROVE] Slightly improved assignment ratings. Now you can add comments to a rating, and send this information to a vendor (by selecting Send a message to a vendor > Rating comments).
[BUG] Fixed a bug when drop-down lists in selection boxes may be empty.
[BUG] Fixed a bug with non-working 'Ctrl-Enter' keyboard shortcut in data entry forms.

6.1.56 (02-Aug-2022)

[IMPROVE] Invoices - system will now save last used client contact, and apply it when creating next invoices for a same client.
[BUG] Fixed a bug with saving a project when status is changed from Processing to Delivered.
[BUG] Customization - field selector - added data type information in addition to field caption, which helps to differentiate fields with identical captions.
[BUG] Customization - field selector - fixed a bug when certain fields could have empty caption.
[BUG] Customer contact photos were lost after previous update.

6.1.57 (05-Aug-2022)

[NEW] Automated vendor groups. You can now mark vendor groups as automated, and TBM will automatically apply vendors upon creating translation assignments if matchin vendor group is found.
[IMPROVE] Improved overall usage of vendor groups:
- In translation assignments, if matching vendor groups are found, a corresponding icon will appear near vendor selection box;
- In project planner, system will recommend matching vendor groups to fill planner faster;
- In quote planner, system will recommend matching vendor groups to fill planner faster and faster estimate possible delivery time;
[IMPROVE] When copying translation projects, system will display confirmaiton if project jobs should also be copied.
[BUG] Fixed some JSON import bugs.
[BUG] Fixed a bug when cloned data entry form had incorrect field captions.

6.1.59

Fixed issues with language switching, when some labels could remain in previously selected language.
Fixed an issue when some cells in lists could display empty text, although data actually exists there.
Small bug fixes.

6.1.60 (24.08.2022)

[NEW] User profile - added 'Default e-mail account' field, which allows to select default email account used when generating notification after user's actions.
[IMPROVE] Added a button to quickly add selected job task data to a price-list.
[IMPROVE] Field and column captions in custom view can now be left empty to use default values. This eliminates an issue when captions in custom view were not localizable (if other users use the app in different language).
[IMPROVE] Analysis import settings - added default rounding options.
[BUG] Fixed few issues with custom fields (for example, changing predefined values).
[BUG] LanguageCloud downlead files - files are downloaded by default to the 'out' folder instead of root folder.
[BUG] Exception when filtering by 'Date paid' column in the invoice list.

6.1.61 (25.08.2022)

[BUG] Fixed a bug when database created for a new tenant didn't have default reports and roles.

6.1.62 (02.09.2022)

[IMPROVE] Improved LC integration via WebHooks. See updated article here: https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6409/project-syncing-and-webhooks
[IMPROVE] Customer - added 'Default manager' field, which allows to select default responsible person when creating new quotes, projects, jobs.
[BUG] Fixed situations when TBM could send similar notification after similar event (for example, assignment confirmation message to vendors).
[BUG] Fixed partially missing time slots in the vendor workload planner.
[BUG] Fixed missing data in invoices generated by 'Generate PDF' button.
[BUG] Fixed missing recipient when creating mail message with invoice from the invoice preview screen.
[BUG] Fixed error with job deletion if job has linked expenses.

6.1.63 (12.09.2022)

[IMPROVE] Disabled auto-switching of reference data fields to read-only mode when they already have some value selected. We have realized that this functionality descrease users' performance, because editing a value in such field requires additional click on the Edit button, which was identified as non-productive.
[BUG] Fixed a bug when average quantity in assignments was zero, if assignments were created by clicking 'Create assignments' button in the Translation project > Assignments tab.
[BUG] Fixed a bug with impossibility to create custom fields in non-default tenants.
[BUG] Fixed issues with importing analysis data into quotes.

6.1.64 (16-sep-2022)

[NEW] TQA profiles and TQA reports! Please check the following documentation articles about the new functionality:
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6522/tqa-profiles
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6525/tqa-reports
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6524/importing-tqa-reports-from-studio
https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/6523/language-cloud-tqa-profiles
Minor bug fixes

6.1.65 (30-sep-2022)

[IMPROVE] API layer is now incorporated in the main application. Now, instead of separate installer and separate application (website), everything is included in a single app, and all api endpoints are available via https://main_url_address/api/ path. Corresponding changes have been implemented in the documentation. Now you can uninstall separate API application, remove website and application pool from the IIS manager.
[BUG] Fixed a number of bugs, including a bug with repetitive fields in the tree in the detail view customization form.

6.1.66 (14-oct-2022)

[Improve] Assignments auto switching through the workflow. Made necessary changes to improve this functionality - application now picks up next assignments better (it takes into account project jobs, as well as File name value provided for each trasnslation assignment task).
[BUG] Fixed vendor goups exporting and cloning functionality (vendor group items were not exported or cloned).
[BUG] Fixed an error occurring when loading invoice logo in the user settings.

6.1.67 (21-oct-2022)

[IMPROVE] Price-lists - added possibility to quickly link vendors and clients directly from the price-list editing form.
[IMPROVE] Application version is now displayed in left panel and login screen, to help users to faster identify which version they are using.
[BUG] Fixed export to Excel from translation assignments.
[BUG] Fixed vendor deletion issues.
[BUG] Fixed a bug when a column added to a list view via quick customization feature disappeared after refreshing a page.

6.1.68 (28-oct-2022)

[IMPROVE] Added 'Disable workload planner' option to vendor profiles, which allows to exclude particular vendors from registering workload planner records from assignments created for them.
[BUG] Fixed a bug with incorrect calculation of license seats when logging in to vendor or customer portal when maximum number of regular users already logged in.
Small improvements.