Projects module
Projects tab
In this tab, you can browse, open and manage available projects. By default, you see the list of all projects, with several filters on top of the table and information about languages, finances, dates, and responsible PM in columns. However, you can select another view or create a new one by clicking on the View drop-down list. Project browse
To learn more about views, see the Smart views article.
Manage projects
To open a project, click on its line in the list. To open a Classic project in edit mode, click the icon in the last column.
To add a new project, click the Add Project button. You will be directed to the Add Project page. To learn more about projects, see the Smart projects or Classic projects articles.
If you select the checkbox in the left column, several additional buttons appear on top of the list of tasks.
Click the Duplicate button to create another project with the same data (except the Volume, Files, and the information from the Finances card). When duplicating a Classic project, you will be directed to the Duplicate Project page, where you can select what data should be duplicated. You can also change some details on the project and task levels.
Click the Duplicate as Quote button to create a new quote based on the project details: client, service, languages, jobs, vendors, and responsible persons. This option is available for Smart projects only.
Click the Export button to download the list of projects in a CSV file.
Click the Delete button to erase the project from the system. A pop-up window appears, where you have to type in ‘Delete’ to confirm the erasing.
Note: Only uninvoiced projects without invoiced jobs or tasks can be deleted.If the project is linked to a quote, decide whether you want to delete the associated offer.
If there is an associated project in a CAT tool, decide whether you want to delete it too.
Projects with Closed and Cancelled statuses can be archived in order to save space on the server. The project files will be compressed, password-protected, and accessible only by Home Portal admin users (see the User Management - User Groups and Rights article). Other project data will still be visible and can be changed (except for the project status). To archive a project, click the icon next to the Delete button and select Archive. For Smart projects, this action is permanent and cannot be undone.
If you want to create a similar project with the same input files, use the Duplicate option. If you plan to create several projects based on the same scenario, opt for project templates. To learn more about project templates, see the Templates tab section of this article.
Add a project
To add a new project, you can click:
the button on the top menu bar and select Project from the drop-down menu
the Add Project button on top of the project list.
You will be directed to the Add Project page.
On this page, you need to:
Provide a concise name for the new project.
(Optional for Smart projects) Select the client.
(Optional) Select the group you want this project to be linked to.
(Optional for Smart projects) Select the service.
Click the Add Project button.
Depending on your selected service, you will be directed to the Smart or Classic project page.
Groups tab
In the Groups tab, you will see the list of existing groups along with their status and financial details. Use the filters on top of the list to narrow it down or search for a particular group.
You can select another view or create a new one by clicking on the View drop-down list.
To enter the selected group, click on its line in the list.
To add a new group, click the Add Group button on top of the groups table.
To download the list of groups in a CSV file, click the Export button.
To hide the filters, click the icon.
Templates tab
In this tab, you can create and manage project templates for Classic projects. Using templates allows you to copy the repeating details for similar projects automatically.
On the Browse Project Template page, you can:
Search for a particular template using the filters on the left.
Edit the template by clicking the icon
Edit the view or create a new one in the View drop-down menu.
Add a new template
Click the Add button on top of the templates list. You will be directed to the Add Project Template page.
Provide a Name for the new template.
(Optional) Provide a short Description.
Click the Select Project button. The Select Project pop-up window appears.
Locate the project that will be used for creating the template using the filters on the left.
Click on its line in the list.
The pop-up closes and a new section appears on the Add Project Template page, where you can check the project’s ID and name.
Check the Send Availability Requests box to
In the Propagate table, decide which data from the selected project will be used in the template. If you don’t want to copy some of the information to other projects, uncheck the corresponding boxes.
Click the Save button. The Add Project Based on this Template button appears at the bottom of the page.
Add a new project from a template
On the Browse Project Template page, click the icon next to the selected template
or
on the selected template’s page, click the Add Project Based on this Template button.
You will be directed to the Add Project page.Fill in the necessary details. For a step-by-step guide for creating projects, go to the Classic projects - Add a project article.
Click the Next button. You will be directed to the Step 1: Set values for tasks and receivables page. Here you can decide which tasks to include and change some task and receivables details.
In the Tasks section:
Provide the Start Date and Time and Deadline dates for the new project’s tasks.
(Optional) Delete the tasks you don’t want to copy to the new project by clicking the icon in the Delete column on the left.
In the Receivables section, provide the Quantity for the new project’s tasks.
Note: You can’t edit other task or receivables settings on this page. You can edit them in the corresponding task displays after the project is created.
Click the Next button. You will be directed to the Step 2: Set values for jobs and payables page. Here you can decide which jobs to include, whether to send availability requests, and change some job and payables details.
In the Jobs section:
Provide the Start Date and Time and Deadline dates for the new project’s jobs.
(Optional) Delete the jobs you don’t want to copy to the new project by clicking the icon in the Delete column on the left.
Note: You can only delete a job if there is another job for the same workflow activity. Otherwise, the icon is not displayed. For example, if you have two proofreading jobs in the same task, you can delete one of those jobs.
(Optional) Check the Send availability requests box and provide the Request Deadline to invite the vendors to the new project. The requests will be sent to the vendors listed in the Requested Vendors column. To delete a vendor, click the icon next to the selected vendor.
In the Payables section, provide the Quantity for the new project’s jobs.
Click the Next button. You will be directed to the Step 3: Upload Files page. Here you can upload files for the new project.
Click the Upload File button. The Upload File pop-up window appears.
From the Assign To drop-down list, select where to assign the uploaded files: to all tasks or to selected tasks or language combinations. If you click on the Select Language Combination or Select Tasks option, additional sections will appear where you can select one or several tasks or language combinations.
Check the Unzip box to decompress the archived files automatically.
Click the Include in Availability Request box to send the uploaded file to potential vendors along with the requests.
Select the file’s Category from the drop-down list.
Click the Add Files… button. To add other files with different categories or settings, repeat steps i-v.
Click the Save button. The added files appear in the table, where you can check their details or delete the unnecessary ones.
Click the Next button. You are directed to the new project’s display. To learn more about it, see the Classic projects - Project display article.
Tasks tab
In this tab, you can browse, open and manage all the tasks you have in the system. By default, you see the list of all tasks, with several filters on top of the table, and information about clients, language combinations, finances, dates, responsible PM, and task status in columns. You can select another view or create a new one by clicking on the View drop-down list.
Click on the task to open the related Smart project or the Classic task display. To open a Classic task in edit mode, click the icon in the last column.
Click the Export button in the top right-hand corner to download the list of tasks in a CSV file.
If you select one or several checkboxes in the left column, two additional buttons will appear on top of the list of tasks.
(For Classic tasks only) Click the Multiple Change button to make changes to several tasks at once. For more details, see the Classic projects - Multiple change article.
Click the Add Invoice button to create an invoice for the selected tasks. If you select one or several tasks for the same client, you will be directed to the Client Invoice page. For more details, see the Invoicing module - Client Invoice page article. If you select tasks for different clients, the invoices will be automatically created with the Not Ready status.
Jobs tab
In this tab, you can browse, open and manage all the jobs you have in the system. By default, you see the list of all jobs with several filters on top of the table and information about clients, vendors, language combinations, dates, project names, responsible PM, and job status in columns. You can select another view or create a new one by clicking on the View drop-down list.
Click on the job to open the related Smart project or the Classic job display. To open a Classic job in edit mode, click the icon in the last column.
Click the Export button in the top right-hand corner to download the list of jobs in a CSV file.
(For Classic jobs only) If you select one or several checkboxes in the left column, the Multiple Change button will appear on top of the list of tasks. Click it to make changes to several jobs at once. For more details, see the Classic projects - Multiple change article.
Resources tab
In this tab, you can browse or upload additional files that can be used in projects (e.g., TMs, terminologies, reference files, etc.). You can select the resource files which will be used in workflows instead of manually uploading the files while creating new projects. To learn more about resource selection in classic workflows, see the Projects and Quotes - Workflow Resources Selection Rules (Classic) article.
Use the filters on the left to locate the desired resource file.
Click on a resource line to check its details in the Workflow Resource pop-up window. The available fields will differ between CAT tools.
To save the selected resource file on your local machine, click the Download button.
To edit the resource file details, click the icon. Editing options depend on the selected CAT tool.
(For XTM and Memsource resources only) To open the resource file on the CAT tool instance, click the CAT tool logo in the Open/Download column.
To make changes to several entities at once, select the boxes in the left column and click the icon above. The drop-down menu appears, where you can:
Select or deselect all resources.
Delete the selected entities.
Click the Multiple Change button to change the Description and Default fields for the selected resources. The available options depend on
the selected CAT tool.
Add a resource
To add a resource file, click the Add button on top of the entity table. The Workflow Resource pop-up window appears.
Select the CAT tool System and Resource Type.
Provide the resource Name.
(Optional) Provide a Description.
In the Files section, click the Manage Files button. The Add Resource from File(s) pop-up window appears, where you can select the necessary files from the tree menu or upload them.
To add files from your local machine, click the Upload File button.
Select the desired files and click the Add Selected button.
(Optional) Select the Client you are creating this resource for.
With the Default checkbox, select whether you want this resource to be the default one.
Select the languages assigned to this resource so the resource can be linked to the projects concerning this language.
(Optional) Select the Specialization of this resource.
Click the Save button.