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Trados Business Manager > Wiki

Portal usage and dashboard
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  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • +List views and data entry forms: usage and customization
    • Dashboards
    • +Reference data
    • +Documents
    • +Security system
    • +Service functions
    • +Data export and import
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
    • -Portal for customers
      • Creating an account for a customer
      • Portal usage and dashboard
      • Editing personal information
      • Working with quotes
      • Working with translation jobs
      • Working with translation projects
      • Working with invoices and payments
      • Viewing reports
      • Client self-registration
    • +Portal for Vendors
    • +Integrations in Business Manager
    • +CV
  • +Trados Business Manager Connector plugin
  • +Trados Business Manager plugin
  • +FAQ
  • TBM 5 documentation
  • Download links for older versions

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Portal usage and dashboard

When customer logs in into the system, a default customer dashboard will be displayed. Navigation tree will contain fewer items (which are duplicated in the top toolbar), there will be fewer buttons on toolbars, and list of projects/jobs/invoices/payments/credit notes will display only entities of a customer associated with a user.

Default dashboard looks like this:

It provides access to the following data and actions:

  • list of ongoing quotes projects;
  • lists of ongoing jobs and projects;
  • list if unpaid invoices;
  • charts with turnaround and average volumes;
  • navigation toolbar with:
    • buttons to open separate views for credit notes, translation projects, translation jobs, invoices and payments;
    • a button to view and edit personal profile;
    • a button to change application language and default formatting culture;
  • additional toolbar to quickly create quote requests, projects and jobs;
  • a button to quickly view different reports.

Widgets with lists on the dashboard support filtering functionality. To view/edit corresponding entity, simply click anywhere on a row.

Chart widgets has buttons to view charts in full screen mode, as well as drop-down menus to choose displayed period.

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