Project creation and editing

Eugene Kuchynski — Mon, 26 Apr 2021 10:51:36 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/26/2021 10:51:36 AM

To create a project, select New in the Project list and start filling data:

Main data tab

The form contains a number of tabs. First one, Main data, allows to enter basic information about a project: status, date and deadline, client, default fuzzy scheme for project jobs, specialization, PO number, etc. Responsible person field is intended only for teams and allows to select staff member responsible for this project. Later you will be able to generate reports showing performance of each staff member.

Status of a project may change automatically depending on a status of project's jobs. When all jobs of a project are in the processing state, finished, delivered or paid, respectively, then project status could change to In work, Finished, Delivered or Closed.

Note. When Responsible person is selected, and a user exists in the system which is linked with that responsible person, then that user will get notifications about created project or changed status.

Price-list field allows to explicitly specify price-list for a project and underlying translation jobs, if you wish to use non-default price-list for a selected customer.

Base quote field allows to select a quote which was used as a base to create this project. When quote is accepted and project is created over it, this field is filled automatically.

In the middle of the form you can select Source language and Target languages. Target languages are selected in a form of tags:

Target languages don't limit language pairs used in translation jobs inside a project, but allow to quickly create new jobs.

Work time section allows to view summary of time tracking data from all jobs belonging to a project. Data displayed in this group will be correct only if you correctly fill corresponding fields in jobs. Here you can get some statistical information, like total work time in minutes, processed volume per hour and income per hour.

Totals group displays project totals (amount, assigned amount, margins, etc.). This group is visible no matter which tab is currently selected, and values here are updated each time you make any changes in a project (for example, edit job task or create a new assignment).

Jobs and Job tasks tabs

See Translation jobs and job tasks article.

Assignments and Assignment tasks tabs

See Translation assignments and assignment tasks article.

Files tab

See File manager article.

Invoices and Invoices incoming tabs

These tabs display invoices linked with a project.

Instructions tab

Allows to provide instructions for a project using an editor which supports rich formatting. When you will be creating jobs under a project, these instructions will be copied to all created jobs (with possibility to make individual edits in each job).

Mail messages tab

List of all messages linked with a project. Here you can view all created messages, edit them and send.

Messages tab

Allows to send quick messages to a client contact or to a project manager (from a client's portal).

Checklist tab

Here you can add checklist which should be following before delivery of a project.

Additional expenses tab

Displays additional expenses linked with a project. Linked expenses are taken into account when the system calculates project margins.

Audit trail tab

Allows to track all changes made in a project by any user.

Tags: documents, translation, editing, projects

Project creation and editing

Eugene Kuchynski — Fri, 23 Apr 2021 07:57:00 GMT

Revision 6 posted to Wiki by Eugene Kuchynski on 4/23/2021 7:57:00 AM

To create a project, select New in the Project list and start filling data:

Main data tab

Price-list field allows to explicitly specify price-list for a project and underlying translation jobs, if you wish to use non-default price-list for a selected customer.

Base quote field allows to select a quote which was used as a base to create this project. When quote is accepted and project is created over it, this field is filled automatically.

In the middle of the form you can select Source language and Target languages. Target languages are selected in a form of tags:

Target languages don't limit language pairs used in translation jobs inside a project, but allow to quickly create new jobs.

Jobs and Job tasks tabs

See Translation jobs and job tasks article.

Assignments and Assignment tasks tabs

See Translation assignments and assignment tasks article.

Files tab

See File manager article.

Invoices and Invoices incoming tabs

These tabs display invoices linked with a project.

Instructions tab

Mail messages tab

List of all messages linked with a project. Here you can view all created messages, edit them and send.

Messages tab

Allows to send quick messages to a client contact or to a project manager (from a client's portal).

Checklist tab

Here you can add checklist which should be following before delivery of a project.

Additional expenses tab

Displays additional expenses linked with a project. Linked expenses are taken into account when the system calculates project margins.

Audit trail tab

Allows to track all changes made in a project by any user.

Tags: documents, translation, editing, projects

Project creation and editing

Eugene Kuchynski — Mon, 09 Dec 2019 06:01:52 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:01:52 AM

To create a project, select New in the Project list and start filling data:

The form contains a number of tabs. First one, Main data, allows to enter basic information about a project: status, date and deadline, customer, default fuzzy scheme for project jobs, specialization, PO number, etc. Responsible person field is intended only for teams and allows to select staff member responsible for this project. Later you will be able to generate reports showing performance of each staff member.

Price-list field allows to explicitly specify price-list for a project and underlying translation jobs, if you wish to use non-default price-list for a selected customer.

Base quote field allows to select a quote which was used as a base to create this project. When quote is accepted and project is created over it, this field is filled automatically.

In the middle of the form you can select Source language and Target languages. Target languages are selected in a form of tokens:
How it looks on Windows version:

And in web-version:

Target languages don't limit language pairs used in translation jobs inside a project, but allow to quickly create new jobs. In addition, when language pair is selected in a translation jobs, project's language pairs will be highlighted in the drop-down list.

Instructions tab allows to provide instructions for a project using an editor which supports rich formatting. When you will be creating jobs under a project, these instructions will be copied to all created jobs (with possibility to make individual edits in each job).

Totals section displays project totals (amount, assigned amount, margins, etc.). This group is visible no matter which tab is currently selected, and values here are updated each time you make any changes in a project (for example, edit job task or create a new assignment).

Tags: documents, translation, editing, projects

Project creation and editing

Paul Filkin — Fri, 13 Sep 2019 08:45:25 GMT

Revision 4 posted to Wiki by Paul Filkin on 9/13/2019 8:45:25 AM

To create a project, select New in the Project list and start filling data:

Tags: documents, translation, editing, projects

Project creation and editing

Eugene Kuchynski — Thu, 18 Jul 2019 11:36:14 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 7/18/2019 11:36:14 AM

To create a project, select New in the Project list and start filling data:

Tags: documents, translation, editing, projects

Project creation and editing

Eugene Kuchynski — Thu, 18 Jul 2019 11:09:54 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 7/18/2019 11:09:54 AM

To create a project, select New in the Project list and start filling data:

Tags: documents, translation, editing, projects

Project creation and editing

Eugene Kuchynski — Sun, 14 Jul 2019 07:27:12 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/14/2019 7:27:12 AM

To create a project, select New in the Project list and start filling data:

In the middle of the form you can select Source language and Target languages. Target languages are selected in a form of tokens. Target languages don't limit language pairs used in translation jobs inside a project, but allow to quickly create new jobs. In addition, when language pair is selected in a translation jobs, project's language pairs will be highlighted in the drop-down list.

Tags: documents, translation, editing, projects