The structure of the project. In this image, the first folder is the overall quote, and directly underneath the quote folder is a language combination. Below the language combination folder is its task.

• • When you click on an item's name, you are taken to that item's display page.
  • To edit an item, click . When you click this, you are taken to that item's display page.
  • To delete an item, click . A confirmation window appears. Confirm your decision.

Click either this button or  next to the overall project to add a new language combination.

 When you click on one, you are taken to a new page. For a description of the page, click here: Add Language Combination.

Click to modify multiple items at once.

When you click on this, you are taken to a new page. For a description of the page, click here: Multiple Change.

Click either this button or  next to the language combination for which the task is to be created.

When you click on one, you are taken to a new page. For a description of the page, click here: Create Task.

Click to duplicate an existing task in the project and also configure what information is reproduced.

When you click on this button, you are taken to a new page. For a description of the page, click here: Copy Task.

Click to begin all workflows included in this project which have not been started yet.

A list of all the tasks included in this project.

• • When you click on a task's name, you are taken to the task's display page.
  • To edit a task, click  . When you click this, you are taken to that task's display page. For a description of the display, click here: Task Display - Project.
  • To delete a task, click  . A confirmation window appears. Confirm your decision.

Actions which you can apply to either one or multiple tasks.

 Click here for a description of the actions...

	The list of available actions.
Select All	To select all the items in the table.
Deselect All	To deselect all the selected items in the table.
Upload Input Files	To manually upload input files for the selected task.
Deliver Files	To send the ready files of the selected task to the client. When you select this, you are taken to a new page. For a description of the page, click here: Deliver Files.
Deliver All Files	To send the ready files of all this project's tasks to the client. When you select this, you are taken to a new page. For a description of the page, click here: Deliver Files.
Multiple Change	Click to modify multiple items at once. When you click on this, you are taken to a new page. For a description of the page, click here: Project - Multiple Change.

Click to create a new task and select for which language combination it will be performed.

When you click on one, you are taken to a new page. For a description of the page, click here: Create Task.

Click to duplicate an existing task in the project and also configure what information is reproduced.

When you click on this button, you are taken to a new page. For a description of the page, click here: Copy Task.

A list of all the jobs included in this project.

• • When you click on an job's name, you are taken to the job's display page.
  • To edit a job, click . When you click this, you are taken to that job's display page. For a description of the page, click here: Task Display.
  • To delete a job, click . A confirmation window appears. Confirm your decision.

The identification data number assigned to this project.

The unique name of the project.

Enter the text into the field.

The current state of the project.

• • To terminate a project, click .
  • To mark a project as being finished, click .

The person at your company responsible for the project.

To select a different project manager, click . When you click on this, a new window appears. For a description of the window, click here: Change Project Manager.

The specific workflow to be used in the project.

Click the drop-down list and select a workflow.

A qualification such as knowledge of medicine or law terms required for an job in the project to be performed.

Click on the drop-down list and select an item.

The date when the project has been created.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The date when the entire project is to begin.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The date when the entire project is to be completed.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The date when the project really began.  

The date when the statuses of all task receivables were changed to , the statuses of the final job in all tasks were changed to  and all tasks closed.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

Supplementary information necessary for this project, for example, the date and location of a spoken translation.

To have the additional fields be visible, select the tickbox.

 Click here for a description of the additional fields...

	Here you can enter extra information, such as when the translation should be started and completed.
Place of Event	The location of the event related to the project. Such information can be necessary for spoken translations. Enter the text into the field.
Date of Event	The date of the event related to the project. Such information can be necessary for spoken translations. Manually enter the date in the appropriate date format set in System   Configuration or click and select from the calendar.

 

 

The client for whom the project is intended.

• • To select a client, begin typing his/her name into the field and select the client from the suggestions list. You can also choose a client by clicking . When you click on this button, a window with the Client Browse appears.
  • To create a new client, click . When you click on this button, you are taken to a new page. For a description of the page, click here: Client Create.
  • Click Browse FTP to view the client's FTP server, provided that the server is outside of your local network.

The client's unique rates to be applied to this project.

Click on the drop-down list and select the price profile.

The client's own Purchase Order number to be appended to the project.

Enter the information into the field.

The individual to whom the project's notifications and ready files are to be sent.

• • To include more contact persons, click More. Additional fields appear.

     Click here for a description of the additional fields....

    	The additional recipients of the project's notifications and ready files.
    Send Back to	The individual to whom the project's ready files will be sent. Click the drop-down list and select a contact person. To have the selected contact person be the Send Back to individual for  all of the project's tasks, select the Change in All Tasks tickbox.   This field is mandatory.
    Additional Contacts	Any other individuals to whom the notifications related to the project will be sent. An additional contact will also receive a copy of the notification about the project's ready files. Click the drop-down list and select a contact person. When selected, the contact person appears above the drop-down list: To delete a selected contact, click . To add all of the client's available contact persons, click Add all. To remove all the selected contacts, click Remove all. To have the selected contact person be the Additional Contacts for all of the project's task, select "Change in All Tasks".

  • To create a new contact person for this client, click . When you click this, a new window appears. For a description of the window, click here: Contacts Management.
  • To have the selected contact person be the Contact Person for all of the project's tasks, select "Change in All Tasks".

A classification to be applied to the project which can help a user when locating a project or creating a financial report.

Click on the drop-down list and select an item. The category appears above the drop-down list:

• • To delete a selected item, click .
  • To add all categories, select Add all.
  • To remove all selected categories, select Remove all.

Click to save any modifications.

Click to view a detailed overview of the entire project.

When you click on this, a new window appears.  

Click to terminate the modification process.