Difference between revisions of "Project details, Details tab"

From Protemos Wiki
Jump to: navigation, search
 
(118 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
[[http://cloud.protemos.com/project/0000]]
+
__FORCETOC__
−
+
On the '''Details''' tab of the project page, you can:
−
On the “'''Details'''” tab of the “'''Project Details'''” page, you can:
+
 
 +
*See project details and finances summary.
 +
 
 +
*Complete, reopen, cancel, save it as a template, clone, delete or update the project.
 +
 
 +
*Go to other tabs of the project: '''<u>[[Project details, Files tab|Files]]</u>, <u>[[Project details, Jobs tab|Jobs]]</u>, <u>[[Project details, Finances tab|Finances]]</u>''' and '''<u>[[Project details, CAT logs tab|CAT logs]]</u>'''.
 +
 
 +
== '''Project details''' ==
 +
 
 +
The info displayed in the project details is the one you entered when creating the project. You can update these details by clicking the <U>[[Update project|'''"Update"''']]</U> button.
 +
 
 +
On this page, you also can: complete, cancel, save as a template, clone, delete, view project history, add tags:
 +
 
 +
[[File:3 det.png|border|900px]]  
 +
 
 +
<span style="color:red">'''Note:'''</span> The project cannot be deleted if it has receivables or payables which are linked to invoices.
 +
 
 +
=='''Project history'''==
 +
 
 +
Here you can click '''“View history”''' to see when and by whom the project status was changed.
 +
 
 +
[[File:1 history.png|border|900px]]
  
−
- See project details and finances summary
+
[[File:2 hisotry.png|border|900px]]
  
−
- Complete, reopen, cancel, delete or update the project
+
=='''Messages'''==
  
−
- Go to other tabs of the project: '''Files''', '''Jobs''', '''Finances''' and '''CAT logs'''.
+
In the '''Messages''' field you can communicate with a client for whom the project was created '''(if they use the Client Portal and can log in to the system)'''.
  
−
== Project details and finances summary ==
+
Enter your message and click the '''"Send"''' button:
  
−
The info displayed in the project details is the one you entered during the project creation and update.  
+
[[File:Send message.png|border|400px]]
  
−
You can update those details by pressing the “'''Update'''” button.
+
A client will get an email when a message is sent to them.
  
−
Project finances summary is based on the data entered on the “'''Finances'''” tab of the project.  
+
The same applies to the responsible project managers, they will get emails when a client sends a message.
  
−
== Project actions ==
+
You can read the message and reply straight from the email:
  
−
You can see the following buttons over the upper right corner of the project details page:  
+
[[File:Message email.png|border|500px]]
  
−
“'''Complete'''” – marks the project as completed. When the project is completed, this button turns to the “Reopen project”, so using it you can open the project again.
+
By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective project.
  
−
“'''Cancel'''” – marks the project as canceled. It does not remove any information or files within the project, so you can relaunch it by pressing the “Reopen project” button.
 
  
−
“'''Update'''” – opens the “New project/Update project details” page.
+
<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
  
−
“'''Delete'''” – deletes the project. The system will warn you:
+
You also can communicate with clients on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details.
  
−
If you press “OK”, all the project data and files will be deleted with no option for recovery, so please be careful using this button.
+
== '''Project tabs'''==
  
−
== Tabs on the project ==
+
Apart from the '''Details''', the project has the following tabs:
  
−
Apart from the “'''Details'''”, the project has the following tabs:
+
[[File:1lk.png|border|450px]]
 
   
 
   
−
The “'''Files'''” tab contains all the files related to the project, click to see the details.
+
*The '''<u>[[Project details, Files tab|Files tab]]</u>''' contains all the files related to the project, click to see the details.
  
−
The “'''Jobs'''” tab is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.
+
*The '''<u>[[Project details, Jobs tab|Jobs tab]]</u>''' is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.
  
−
The “'''Finances'''” tab is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
+
*The '''<u>[[Project details, Finances tab|Finances tab]]</u>''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
  
−
The “'''CAT logs'''” tab calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.
+
*The '''<u>[[Project details, CAT logs tab|CAT logs tab]]</u>''' calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.

Latest revision as of 09:33, 7 September 2022

On the Details tab of the project page, you can:

  • See project details and finances summary.
  • Complete, reopen, cancel, save it as a template, clone, delete or update the project.

Project details

The info displayed in the project details is the one you entered when creating the project. You can update these details by clicking the "Update" button.

On this page, you also can: complete, cancel, save as a template, clone, delete, view project history, add tags:

3 det.png

Note: The project cannot be deleted if it has receivables or payables which are linked to invoices.

Project history

Here you can click “View history” to see when and by whom the project status was changed.

1 history.png

2 hisotry.png

Messages

In the Messages field you can communicate with a client for whom the project was created (if they use the Client Portal and can log in to the system).

Enter your message and click the "Send" button:

Send message.png

A client will get an email when a message is sent to them.

The same applies to the responsible project managers, they will get emails when a client sends a message.

You can read the message and reply straight from the email:

Message email.png

By clicking "Reply to this message", you will be redirected to the "Messages" field of the respective project.


Tip: If your client cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

You also can communicate with clients on other objects. Please check the "Messages" page for more details.

Project tabs

Apart from the Details, the project has the following tabs:

1lk.png

  • The Files tab contains all the files related to the project, click to see the details.
  • The Jobs tab is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.
  • The Finances tab is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
  • The CAT logs tab calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.
Retrieved from "https://wiki.protemos.com/index.php?title=Project_details,_Details_tab&oldid=23532"