<?xml version="1.0" encoding="UTF-8" ?>
<?xml-stylesheet type="text/xsl" href="https://uat.community.rws.com/cfs-file/__key/system/syndication/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/"><channel><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks</link><description /><dc:language>en-US</dc:language><generator>Telligent Community 12 Non-Production</generator><item><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks</link><pubDate>Fri, 23 Apr 2021 07:59:34 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:a49a3599-8f7e-4143-8df8-142850011d27</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks#comments</comments><description>Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 7:59:34 AM&lt;br /&gt;
&lt;p&gt;On these tabs you can view, create and edit project assignments.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Translation assignments&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab:&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619164758429v1.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;It&amp;#39;s&amp;nbsp;a standard assignment list, but shows only assignments which belong to a currently opened project.&amp;nbsp;From here you can double click any&amp;nbsp;assignment to open it&amp;#39;s editing form.&amp;nbsp;To create a new translation assignment, click&amp;nbsp;&lt;strong&gt;New&lt;/strong&gt;, which is the default way of creating entries in SDL Trados Business Manager. The assignment creation form will be opened.&amp;nbsp;Also, above this table you will find the&amp;nbsp;&lt;strong&gt;Create assignments&lt;/strong&gt;&amp;nbsp;button. This button will create a number of empty&amp;nbsp;assignments&amp;nbsp;according to a selected&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;and existing jobs&lt;/span&gt;&lt;span&gt;.&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;value defines the number of steps (vendors). When you create a new workflow, you only have to specify which service types it includes and in which order. If the source order contains a step defined in a workflow, a new translation assignment will be created. If a job contains a service which is not defined in a workflow, this service will be included in the&amp;nbsp;&lt;strong&gt;last&lt;/strong&gt;&amp;nbsp;assignment.&amp;nbsp;If workflow is not selected, then application will create one assignment per each job which contains any unassigned volumes. It does not depend on service types (for example, if job contains multiple services, like translation, proofreading, editing, then all these services will be included in a single assignment).&lt;/span&gt;&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;&lt;strong&gt;Note&lt;/strong&gt;. Please check&lt;span&gt; &lt;a href="/product-groups/translationproductivity/business-manager/w/wiki/5051/workflows"&gt;Workflows&lt;/a&gt;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article to read about automation possibilities it provides.&lt;/div&gt;
&lt;p&gt;&lt;span&gt;&lt;strong&gt;Example:&lt;/strong&gt;&amp;nbsp;You have a job with&amp;nbsp;&lt;strong&gt;Translation&lt;/strong&gt;,&amp;nbsp;&lt;strong&gt;Proofreading&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;strong&gt;Editing&lt;/strong&gt;&amp;nbsp;services. If you wish to create three assignments (assign a job to three contractors), then the selected workflow must include all these three service types. However, if your workflow only contains&amp;nbsp;the&amp;nbsp;&lt;strong&gt;Translation&lt;/strong&gt;&amp;nbsp;work type, then the system will create one assignment for such job, and include all three services there. If your workflow contains only&amp;nbsp;&lt;strong&gt;Translation&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;strong&gt;Proofreading&lt;/strong&gt;, then the system will create 2 assignments: first for translation, and second for proofreading and editing.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;As a result of this action (&lt;strong&gt;Create assignments&lt;/strong&gt;), the system will create assignments with necessary tasks, with zero amounts and empty&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Vendor&amp;nbsp;&lt;/strong&gt;field. Deadlines of assignments will be determined automatically (based on workflow step, project deadline, and assignment volume, comparing to other assignments in a row). When necessary, change deadlines manually when assignments will be created.&lt;/p&gt;
&lt;p&gt;If you already know who will performing tasks, select necessary vendors in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Vendor&amp;nbsp;&lt;/strong&gt;column of the list. It is not mandatory to open assignment editing window - instead, you can select an assignment and click Apply vendor button on the toolbar.&amp;nbsp;The system will apply selected vendor and calculate assignment amount based on a vendor&amp;#39;s price list.&lt;/p&gt;
&lt;p&gt;To confirm this, you will see some value in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Amount&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;column, and you can switch to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Assignment tasks&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab to view which prices have been automatically applied to an assignment:&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619164772287v2.png" alt=" " /&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;Such approach allows to simultaneously work with a lot of entities and minimize amount of clicks/window switches while managing a project.&lt;/p&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: automation rule, documents, translation, workflow, projects, assignments, tasks&lt;/div&gt;
</description></item><item><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks/revision/4</link><pubDate>Thu, 04 Jun 2020 10:58:31 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:a49a3599-8f7e-4143-8df8-142850011d27</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks#comments</comments><description>Revision 4 posted to Wiki by Eugene Kuchynski on 6/4/2020 10:58:31 AM&lt;br /&gt;
&lt;p&gt;On these tabs you can view, create and edit project assignments.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Translation assignments&lt;/strong&gt; tab:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088000856v1.png" /&gt;&lt;br /&gt;&lt;span&gt;It&amp;#39;s&amp;nbsp;a standard assignment list, but shows only assignments which belong to a currently viewed project.&amp;nbsp;From here you can double click any&amp;nbsp;assignment to open it&amp;#39;s editing form.&amp;nbsp;To create a new translation assignment, click&amp;nbsp;&lt;strong&gt;New&lt;/strong&gt;, which is the default way of creating entries in SDL Trados Business Manager. The job creation form will be opened.&amp;nbsp;Also, above this table you will find the&amp;nbsp;&lt;strong&gt;Create assignments&lt;/strong&gt;&amp;nbsp;button. This button will create a number of empty&amp;nbsp;assignments&amp;nbsp;according to a &lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;/span&gt;&lt;span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; (optionally), selected above this table.&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt; value defines the number of steps (contractors). When you create a new workflow, you only have to specify which service types it includes and in which order. If the source order contains a step defined in a workflow, a new translation assignment will be created. If a job contains a service which is not defined in a workflow, this service will be included in the &lt;strong&gt;&lt;span style="text-decoration:underline;"&gt;last&lt;/span&gt;&lt;/strong&gt; assignment.&amp;nbsp;If workflow is not selected, then application will create one assignment per each job which contains any unassigned volumes. It does not depend on service types (for example, if job contains multiple services, like translation, proofreading, editing, then all these services will be included in a single assignment).&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Example:&lt;/strong&gt;&amp;nbsp;You have a job with &lt;strong&gt;Translation&lt;/strong&gt;, &lt;strong&gt;Proofreading&lt;/strong&gt; and &lt;strong&gt;Editing&lt;/strong&gt; services. If you wish to create three assignments (assign a job to three contractors), then the selected workflow must include all these three service types. However, if your workflow only contains&amp;nbsp;the &lt;strong&gt;Translation&lt;/strong&gt; work type, then the system will create one assignment for such job, and include all three services there. If your workflow contains only &lt;strong&gt;Translation&lt;/strong&gt; and &lt;strong&gt;Proofreading&lt;/strong&gt;, then the system will create 2 assignments: first for translation, and second for proofreading and editing.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&lt;/span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; determines if next assignment in a sequence should be started automatically after delivery of a previous assignment.&lt;/p&gt;
&lt;p&gt;As a result of this action (&lt;strong&gt;Create assignments&lt;/strong&gt;), the system will create assignments with necessary tasks, with zero amounts and empty &lt;strong&gt;Contractor&lt;/strong&gt; field. Deadlines of assignments will be determined automatically (based on workflow step, project deadline, and assignment volume, comparing to other assignments in a row). When necessary, change deadlines manually when assignments will be created.&lt;/p&gt;
&lt;p&gt;If you already know who will performing tasks, select necessary contractors in the &lt;strong&gt;Contractor&lt;/strong&gt; column of the list. It is not even obligatory to open assignment editing window, because after selecting a contractor the system will immediately calculate assignment amount based on contractor&amp;#39;s price list.&lt;/p&gt;
&lt;p&gt;To confirm this, you will see some value in the &lt;strong&gt;Amount&lt;/strong&gt; column, and you can switch to the &lt;strong&gt;Assignment tasks&lt;/strong&gt; tab to view which prices have been automatically applied to an assignment:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088485651v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;Such approach allows to simultaneously work with a lot of entities and minimize amount of clicks/window switches while managing a project.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: automation rule, documents, translation, workflow, projects, assignments, tasks&lt;/div&gt;
</description></item><item><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks/revision/3</link><pubDate>Fri, 13 Sep 2019 08:46:32 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:a49a3599-8f7e-4143-8df8-142850011d27</guid><dc:creator>Paul Filkin</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks#comments</comments><description>Revision 3 posted to Wiki by Paul Filkin on 9/13/2019 8:46:32 AM&lt;br /&gt;
&lt;p&gt;On these tabs you can view, create and edit project assignments.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Translation assignments&lt;/strong&gt; tab:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088000856v1.png" /&gt;&lt;br /&gt;&lt;span&gt;It&amp;#39;s&amp;nbsp;a standard assignment list, but shows only assignments which belong to a currently viewed project.&amp;nbsp;From here you can double click any&amp;nbsp;assignment to open it&amp;#39;s editing form.&amp;nbsp;To create a new translation assignment, click&amp;nbsp;&lt;strong&gt;New&lt;/strong&gt;, which is the default way of creating entries in SDL Trados Business Manager. The job creation form will be opened.&amp;nbsp;Also, above this table you will find the&amp;nbsp;&lt;strong&gt;Create assignments&lt;/strong&gt;&amp;nbsp;button. This button will create a number of empty&amp;nbsp;assignments&amp;nbsp;according to a &lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;/span&gt;&lt;span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; (optionally), selected above this table.&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt; value defines the number of steps (contractors). When you create a new workflow, you only have to specify which service types it includes and in which order. If the source order contains a step defined in a workflow, a new translation assignment will be created. If a job contains a service which is not defined in a workflow, this service will be included in the &lt;strong&gt;&lt;span style="text-decoration:underline;"&gt;last&lt;/span&gt;&lt;/strong&gt; assignment.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Example:&lt;/strong&gt;&amp;nbsp;You have a job with &lt;strong&gt;Translation&lt;/strong&gt;, &lt;strong&gt;Proofreading&lt;/strong&gt; and &lt;strong&gt;Editing&lt;/strong&gt; services. If you wish to create three assignments (assign a job to three contractors), then the selected workflow must include all these three service types. However, if your workflow only contains&amp;nbsp;the &lt;strong&gt;Translation&lt;/strong&gt; work type, then the system will create one assignment for such job, and include all three services there. If your workflow contains only &lt;strong&gt;Translation&lt;/strong&gt; and &lt;strong&gt;Proofreading&lt;/strong&gt;, then the system will create 2 assignments: first for translation, and second for proofreading and editing.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&lt;/span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; determines if next assignment in a sequence should be started automatically after delivery of a previous assignment.&lt;/p&gt;
&lt;p&gt;As a result of this action (&lt;strong&gt;Create assignments&lt;/strong&gt;), the system will create assignments with necessary tasks, with zero amounts and empty &lt;strong&gt;Contractor&lt;/strong&gt; field. Deadlines of assignments will be determined automatically (based on workflow step, project deadline, and assignment volume, comparing to other assignments in a row). When necessary, change deadlines manually when assignments will be created.&lt;/p&gt;
&lt;p&gt;If you already know who will performing tasks, select necessary contractors in the &lt;strong&gt;Contractor&lt;/strong&gt; column of the list. It is not even obligatory to open assignment editing window, because after selecting a contractor the system will immediately calculate assignment amount based on contractor&amp;#39;s price list.&lt;/p&gt;
&lt;p&gt;To confirm this, you will see some value in the &lt;strong&gt;Amount&lt;/strong&gt; column, and you can switch to the &lt;strong&gt;Assignment tasks&lt;/strong&gt; tab to view which prices have been automatically applied to an assignment:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088485651v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;Such approach allows to simultaneously work with a lot of entities and minimize amount of clicks/window switches while managing a project.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: automation rule, documents, translation, workflow, projects, assignments, tasks&lt;/div&gt;
</description></item><item><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks/revision/2</link><pubDate>Tue, 16 Jul 2019 09:04:02 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:a49a3599-8f7e-4143-8df8-142850011d27</guid><dc:creator>Paul Filkin</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks#comments</comments><description>Revision 2 posted to Wiki by Paul Filkin on 7/16/2019 9:04:02 AM&lt;br /&gt;
&lt;p&gt;On these tabs you can view, create and edit project assignments.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Translation assignments&lt;/strong&gt; tab:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088000856v1.png" /&gt;&lt;br /&gt;&lt;span&gt;It&amp;#39;s&amp;nbsp;a standard assignment list, but shows only assignments which belong to a currently viewed project.&amp;nbsp;From here you can double click any&amp;nbsp;assignment to open it&amp;#39;s editing form.&amp;nbsp;To create a new translation assignment, click&amp;nbsp;&lt;strong&gt;New&lt;/strong&gt;, which is the default way of creating entries in SDL BaccS. The job creation form will be opened.&amp;nbsp;Also, above this table you will find the&amp;nbsp;&lt;strong&gt;Create assignments&lt;/strong&gt;&amp;nbsp;button. This button will create a number of empty&amp;nbsp;assignments&amp;nbsp;according to a &lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;/span&gt;&lt;span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; (optionally), selected above this table.&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt; value defines the number of steps (contractors). When you create a new workflow, you only have to specify which service types it includes and in which order. If the source order contains a step defined in a workflow, a new translation assignment will be created. If a job contains a service which is not defined in a workflow, this service will be included in the &lt;strong&gt;&lt;span style="text-decoration:underline;"&gt;last&lt;/span&gt;&lt;/strong&gt; assignment.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Example:&lt;/strong&gt;&amp;nbsp;You have a job with &lt;strong&gt;Translation&lt;/strong&gt;, &lt;strong&gt;Proofreading&lt;/strong&gt; and &lt;strong&gt;Editing&lt;/strong&gt; services. If you wish to create three assignments (assign a job to three contractors), then the selected workflow must include all these three service types. However, if your workflow only contains&amp;nbsp;the &lt;strong&gt;Translation&lt;/strong&gt; work type, then the system will create one assignment for such job, and include all three services there. If your workflow contains only &lt;strong&gt;Translation&lt;/strong&gt; and &lt;strong&gt;Proofreading&lt;/strong&gt;, then the system will create 2 assignments: first for translation, and second for proofreading and editing.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&lt;/span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; determines if next assignment in a sequence should be started automatically after delivery of a previous assignment.&lt;/p&gt;
&lt;p&gt;As a result of this action (&lt;strong&gt;Create assignments&lt;/strong&gt;), the system will create assignments with necessary tasks, with zero amounts and empty &lt;strong&gt;Contractor&lt;/strong&gt; field. Deadlines of assignments will be determined automatically (based on workflow step, project deadline, and assignment volume, comparing to other assignments in a row). When necessary, change deadlines manually when assignments will be created.&lt;/p&gt;
&lt;p&gt;If you already know who will performing tasks, select necessary contractors in the &lt;strong&gt;Contractor&lt;/strong&gt; column of the list. It is not even obligatory to open assignment editing window, because after selecting a contractor the system will immediately calculate assignment amount based on contractor&amp;#39;s price list.&lt;/p&gt;
&lt;p&gt;To confirm this, you will see some value in the &lt;strong&gt;Amount&lt;/strong&gt; column, and you can switch to the &lt;strong&gt;Assignment tasks&lt;/strong&gt; tab to view which prices have been automatically applied to an assignment:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088485651v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;Such approach allows to simultaneously work with a lot of entities and minimize amount of clicks/window switches while managing a project.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: automation rule, documents, translation, workflow, projects, assignments, tasks&lt;/div&gt;
</description></item><item><title>Translation assignments and translation assignment tasks</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks/revision/1</link><pubDate>Sun, 14 Jul 2019 07:27:12 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:a49a3599-8f7e-4143-8df8-142850011d27</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4798/translation-assignments-and-translation-assignment-tasks#comments</comments><description>Revision 1 posted to Wiki by Eugene Kuchynski on 7/14/2019 7:27:12 AM&lt;br /&gt;
&lt;p&gt;On these tabs you can view, create and edit project assignments.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Translation assignments&lt;/strong&gt; tab:&lt;br /&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088000856v1.png" alt=" " /&gt;&lt;br /&gt;&lt;span&gt;It&amp;#39;s&amp;nbsp;a standard assignment list, but shows only assignments which belong to a currently viewed project.&amp;nbsp;From here you can double click any&amp;nbsp;assignment to open it&amp;#39;s editing form.&amp;nbsp;To create a new translation assignment, click&amp;nbsp;&lt;strong&gt;New&lt;/strong&gt;, which is default way of creating entries in SDL BaccS. Job creation form will be opened.&amp;nbsp;Also, above this table you will find&amp;nbsp;&lt;strong&gt;Create assignments&lt;/strong&gt;&amp;nbsp;button. This button will create a number of empty&amp;nbsp;assignments&amp;nbsp;according to a &lt;strong&gt;Workflow&lt;/strong&gt;&amp;nbsp;and&amp;nbsp;&lt;/span&gt;&lt;span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; (optionally), selected above this table.&amp;nbsp;&lt;strong&gt;Workflow&lt;/strong&gt; value defines number of steps (contractors). When you create a new workflow, you have to only specify which service types it includes and in which order. If source order contains a step defined in a workflow, a new translation assignment will be created. If a job contains a service which is not defined in a workflow, this service will be included in the &lt;strong&gt;&lt;span style="text-decoration:underline;"&gt;last&lt;/span&gt;&lt;/strong&gt; assignment.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style="background-color:#ccffcc;"&gt;&lt;strong&gt;Example&lt;/strong&gt;. You have a job with &lt;strong&gt;Translation&lt;/strong&gt;, &lt;strong&gt;Proofreading&lt;/strong&gt; and &lt;strong&gt;Editing&lt;/strong&gt; services. If you wish to create three assignments (assign a job to three contractors), then selected workflow must include all these three service types. However, if your workflow contains only Translation work type, then the system will create one assignment for such job, and include all three services there. If your workflow contains only &lt;strong&gt;Translation&lt;/strong&gt; and &lt;strong&gt;Proofreading&lt;/strong&gt;, then the system will create 2 assignments: first for translation, and second for translation and proofreading.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&lt;/span&gt;&lt;strong&gt;Automation rule&lt;/strong&gt; determines if next assignment in a sequence should be started automatically after delivery of a previous assignment.&lt;/p&gt;
&lt;p&gt;As a result of this action (&lt;strong&gt;Create assignments&lt;/strong&gt;), the system will create assignments with necessary tasks, with zero amounts and empty &lt;strong&gt;Contractor&lt;/strong&gt; field. Deadlines of assignments will be determined automatically (based on workflow step, project deadline, and assignment volume, comparing to other assignments in a row). When necessary, change deadlines manually when assignments will be created.&lt;/p&gt;
&lt;p&gt;If you already know who will performing tasks, select necessary contractors in the &lt;strong&gt;Contractor&lt;/strong&gt; column of the list. It is not even obligatory to open assignment editing window, because after selecting a contractor the system will immediately calculate assignment amount based on contractor&amp;#39;s price list.&lt;/p&gt;
&lt;p&gt;To confirm this, you will see some value in the &lt;strong&gt;Amount&lt;/strong&gt; column, and you can switch to the &lt;strong&gt;Assignment tasks&lt;/strong&gt; tab to view which prices have been automatically applied to an assignment:&lt;br /&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563088485651v2.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;Such approach allows to simultaneously work with a lot of entities and minimize amount of clicks/window switches while managing a project.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: automation rule, documents, translation, workflow, projects, assignments, tasks&lt;/div&gt;
</description></item></channel></rss>