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Changes introduced in SDL Trados Business Manager Lite version 5.2
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  • Wiki
  • +Licensing & Installation
  • +TBM 6
  • +Trados Business Manager Connector plugin
  • -Trados Business Manager plugin
    • -What's new in Trados Business Manager
      • Changes introduced in SDL BaccS Lite 5.0.0
      • Changes introduced in SDL Trados Business Manager Lite version 5.2
      • +Changes introduced in SDL Trados Business Manager Lite version 5.3
      • Changes introduced in Trados Business Manager lite version 5.1.0
      • Changes introduced in Trados Business Manager Lite version 5.1.1
    • +Introduction and configuration
    • +Time tracker
    • +List of projects
    • +Creating invoices and quotes
    • Custom invoice and quote templates
    • Dashboard and charts
    • Electronic invoices
    • Switching from Business Manager Team to Business Manager Lite
    • TellMe
  • +FAQ
  • TBM 5 documentation
  • Download links for older versions

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Changes introduced in SDL Trados Business Manager Lite version 5.2

New Release for SDL Trados Business Manager Lite version 5 (Build 5.2.0, released on 6 November 2019)

The SDL Trados Business Manager Lite version 5.2.0 (referred to as "Business Manager Lite") release addresses the following:

(BACCS-440) Changed the overall logic of the plugin. When a project is added to the Business Manager Lite database, the system automatically creates tasks from a project analysis which are added to the Project tasks table. These tasks can't be edited for the synced project, but it is possible to add custom tasks. When the project becomes non-synced (where the synced box is unchecked) the user can freely edit the analysis tasks. For synced projects, when you add or remove files from a project or create a new analysis the analysis tasks will be automatically adjusted on the next synchronization. Comparing this to the previous approach the user can now view all the data used to calculate the project amount (instead of clicking an additional button).
This new approach simplifies the quote and invoice creation procedure since the additional dialog to configure the analysis import setting doesn't get displayed anymore. Instead, the system directly transfers data from a project to the quote/invoice. In other words, if you wish to convert data to different units you do this in advance in the project editing window.

(BACCS-43) Project editing window - added a 'Convert analysis' button, which allows you to perform the following actions for non-synced projects:

  • 'Convert analysis into average volumes'
  • 'Convert analysis into different unit'

(BACCS-444) Settings - added the 'Default analysis units' parameter.  This controls the units which should be imported by default to synced projects: Words or Characters.

(BACCS-441) Project editing window - added new columns to the Project tasks table:

  • 'Sort'
  • 'Notes'

(BACCS-380) Improved TellMe integration - added three new commands:

  • 'Search invoice by number'
  • 'Search quote by number'
  • 'Search project by name'.

Each of these actions allows you to search for a quote/invoice number or project name.  A successful result will  open the quote/invoice/project editing window. If there is no result an error message is displayed.

(BACCS-439) Project editing window - added Time tracker data to the form.  This allows you to make changes in records created by the time tracker for a particular project.

(BACCS-426) Synchronisation performance - Improved performance of the project synchronization process.

(BACCS-431) Added a data import feature - It is now possible to migrate from the legacy BaccS Desktop, or Business Manager Team, to Business Manager Lite. A button to import the data can be found in the Settings screen.

(BACCS-432) Added a 'Specialization' column to the default prices (global and per-customer) - now it's possible to create different prices for different specializations.

(BACCS-438) Improved project syncing functionality - Synchronization is now performed immediately after project creation in Trados Studio as opposed to every 5 minutes. This assures improved support for notifications (Quote/Invoice creation) which now appear immediately after the creation of a new Trados Studio project.

(BACCS-433) Custom Quote templates - Fixed a bug preventing the use of a custom quote template that was selected in the settings.

(BACCS-442) Error reporting - Fixed an issue where Business Manager Lite caught exceptions generated by Trados Studio and showed a duplicated error dialog.

Downloading and Installing

There is no automatic update for Business Manager Lite, so you will need to download the plugin from your MySDL Account and save it to your desktop.  Double-click the plugin file and follow the on-screen instructions to download and apply the update.

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