Difference between revisions of "New project"

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''Create project page: [https://cloud.protemos.com/project/create/ cloud.protemos.com/project/create]
  
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Create new projects can both managers and clients.
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----
  
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However, in case of necessity managers can disable Project creation by clients in the client portal.
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=='''General information'''==
  
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=='''Create project by client'''==
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Both managers and clients can create new projects.
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However, the account administrator can disable project creation by clients in the '''[[Client portal]]''' settings if necessary.
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=='''Create project by manager'''==
  
 
1. To create a project, click on the '''Project''' menu on the top panel and then click '''"New project"''':
 
1. To create a project, click on the '''Project''' menu on the top panel and then click '''"New project"''':
  
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[[File:New projct by client.png|border|150px]]
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[[File:New project.png|border|100px]]
  
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Or you may go to '''Projects''' and press the '''"New project"''' button:  
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Or you may go to '''Projects''' and click the '''"New project"''' button:  
  
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[[File:2 new project button.png|border|1100px]]
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[[File:Projects.png|border|900px]]
 
 
 
Both of these actions will open the '''New project''' page.
 
Both of these actions will open the '''New project''' page.
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2. Enter the basic project data into the fields:
 
2. Enter the basic project data into the fields:
  
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[[File:Edited new project window.png|border|900px]]
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[[File:New project1.1.png|border|700px]]
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<span style="color:red"> '''Note:''' </span> If you cannot find the necessary client, make sure that they can be <U> '''[[Update client details#Assignability|assigned]]''' </U> to projects and quotes.
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Having entered all the data about the project, click '''"Create"''' button and the '''<u>[[Project details, Details tab|Project details page]]</u>''' will be displayed.
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The project status is '''"Active"''' now:
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[[File:1 just.png|border|900px]]
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Here you can:
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3.  <U>[[Project details, Details tab#Project actions|'''Update project details''']]</U>,  and <U>[[Project details, Files tab#Project input|'''upload project-related files''']]</U> on the Files tab.
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4. <U>[[Project details, Finances tab#Receivables from client|'''Enter receivables''']]</U> on the Finances tab.
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5. <U>[[Project details, CAT logs tab#Upload Cat log|'''Upload Cat log files''']]</U>.
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6. <U>[[Project details, Jobs tab|'''Assign jobs to translators''']]</U> on the Jobs tab.
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7. <U>[[Project details, Finances tab#Invoice receivables|'''Create the invoice for your client''']]</U>, and
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<U>[[Project details, Finances tab#Invoice payables|'''create invoices for vendors''']]</U>.
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Here you can also cancel the project if necessary:
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[[File:1 cancel.png|border|900px]]
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The project gets the '''"Canceled"''' status, but you can reopen it if needed:
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[[File:1 reopen.png|border|900px]]
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8. Once the project is done, click the '''"Complete"''' button and the system will notify your client about the project completion:
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[[File:12 compl.png|border|900px]]
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The project gets the '''"Completed"''' status.
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You will be notified by email when the client accepts or rejects the project.
  
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*'''Project name'''—the name of the project, text field.
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Or you can move forward the project by marking it as accepted or rejected:
  
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*'''Description'''—a description of the project, text field. '''If you have not found a language pair or specialization, you can specify them in the "Description" field'''.
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[[File:1 compl rej.png|border|900px]]
  
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*'''Language pairs'''—a drop-down list of source and target languages for the translation project.
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9. If the client rejects the project, it gets the '''"Completion rejected"''' status with indication the reason. You can fix the mistakes and complete the project again:
  
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*'''Specialization'''—a drop-down list of specialization for the translation project.
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[[File:123 compl.png|border|900px]]
  
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*'''Client contact person'''— a contact person on your side. The manager can add or edit a contact person for you.
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At this stage, you can also '''Cancel''' the project.
  
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*'''Start at'''—the start date and time of the project.
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10. If the client accepts the project, it gets the following status:
  
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*'''Deadline at'''—the deadline date and time for the project.  
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[[File:134 coml.png|border|900px]]
  
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Having entered all the data about the project, press '''"Create"''' and the Project details page will be displayed.
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You can reopen the project, if needed, by clicking the '''"Reopen"''' button:
  
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[[File:Bla.png|border|900px]]
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[[File:Reopen.png|border|900px]]
  
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<span style="color:red">'''Note:'''</span> Pay attention, that the created project will have a '''"Draft"''' Status and will not be visible to the manager. You also can delete the project at this stage.
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*For information on how to create projects based on templates, please see the '''<U>[[Project templates#Create project based on template|Create project based on template]]</U>''' section.
  
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You can update project details, <U>[[Project details, Files tab#Project input|'''upload project files''']]</U>, <U>[[Project details, CAT logs tab#Upload Cat log|'''upload Cat log files''']]</U> if necessary.
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*For information on how to create Protemos projects from Smartcat projects, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from Smartcat projects]]</U>'''  
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section.
  
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3. Once you're done with the preparation, press the button '''"Propose"''':
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=='''Project proposed by client'''==
  
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[[File:11 propose.png|border|900px]]
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1. Whenever the clients propose projects, you will be notified by email:
  
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The request for a new project will be sent to the project manager. You will be notified by email when the manager confirms the start of the project or rejects it.
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[[File:1 no reply email.png|border|500px]]
  
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4. In case you need to update the project or you want to delete it, you can press the '''"Draft"''' button.  
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Here you can open, confirm or decline the project right from the email by clicking the corresponding links (you need to log into the system).
  
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[[File:11 draft.png|border|900px]]
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You may also open the project page in Protemos. To do so go to '''Projects''' menu:
  
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The project will be back to the '''"Draft"''' Status and the manager will get the corresponding email. You can delete the project at this stage.
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[[File:11 Projects.png|border|120px]]
  
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<span style="color:red">'''Note'''</span>: If the project was accepted by the manager and has the '''"Active"''' Status you will not be able to move it to draft or delete:
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And click on the project name:
  
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[[File:Active client.png|border|900px]]
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[[File:3 the list.png|border|1200px]]
  
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=='''Create project by manager'''==
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2. Having checked the project details, files if any, etc., accept or reject it:
  
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1. To create a project, click on the '''Project''' menu on the top panel and then click '''"New project"''':
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[[File:4accept.png|border|1000px]]
  
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[[File:Projects menu new project.png|border|200px]]
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The client will receive the corresponding notification, and the project will get the relative status.  
  
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Or you may go to '''Projects''' and press the '''"New project"''' button:
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Then proceed with the project as you usually do.
  
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[[file:Project New button.png|border|1100px]]
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=='''Project statuses'''==
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Both of these actions will open the '''New project''' page.
 
  
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2. Enter the basic project data into the fields:
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*'''Proposed by client''' — the project gets this status if the project was proposed by a client.
  
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[[File:1 new project manager.png|border|600px]]
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The client can move it to draft or delete it if needed.  
  
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*'''Project name'''—the name of the project, text field.
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The manager can confirm or reject the project.
  
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*'''Description'''—a description of the project, text field.
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*'''Active, confirmed by manager''' — the project gets this status if the manager confirmed the proposal from a client or if the manager created the project.
  
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*'''Language pairs'''—source and target languages for the translation project, drop-down list of values you defined in the '''<u>[[Language pairs]]</u>'''  settings.
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The client cannot move it to draft or delete it.  
  
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*'''Specialization'''—an area of specialization for the translation project, the drop-down list of values you defined in the '''<u>[[Specializations]]</u>''' settings.
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The manger can complete, update, cancel, or delete the project.
  
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*'''Client'''—a client for whom the project is done. You can add or edit the clients on the '''<u>[[Clients list|Clients  page]]</u>'''.
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*'''Proposal rejected''' — the project gets this status if the manager rejected the proposal from a client.
  
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*'''Contact person'''—a contact person on the client side. You can add or edit contacts in a client's profile using the '''<u>[[Client view page – Contact persons tab|Contact persons tab]]</u>'''.
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The manger can reopen, update, or delete the project.
  
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*'''Primary manager'''—a primary manager in your company who is responsible for this project. By default, the system selects the current user. Managers are added by an administrator on the '''<u>[[Add manager|Managers page]]</u>''' .
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*'''Completed''' — the project gets this status when the manager completed it.
  
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*'''Secondary manager'''—a secondary manager in your company who is responsible for this project if necessary.
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The client can accept or reject the project.
  
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*'''Start at'''—the start date and time of the project. By default, the current time is selected.
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The manager can update, clone, save as template or move forward the project by marking it as accepted or rejected.
  
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*'''Deadline at'''—the deadline date and time for the project.
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*'''Completion accepted''' — the project gets this status if the client or the manager accepts it.
  
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Having entered all the data about the project, press '''"Create"''' and the '''<u>[[Project details, Details tab|Project details page]]</u>''' will be displayed.
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The manager can reopen the project.
  
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[[File:Active.png|border|900px]]
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*'''Completion rejected''' — the project gets this status if the client or the manager rejects it.
  
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You can <U>[[Project details, Details tab#Project actions|'''update project details''']]</U>, <U>[[Project details, Files tab#Project input|'''upload project-related files''']]</U>, <U>[[Project details, Finances tab#Receivables from client|'''enter receivables''']]</U>, <U>[[Project details, Jobs tab|'''assign jobs to translators''']]</U>, <U>[[Project details, CAT logs tab#Upload Cat log|'''upload Cat log files''']]</U> , <U>[[Project details, Finances tab#Invoice receivables|'''create invoice for the client''']]</U>, <U>[[Project details, Finances tab#Invoice payables|'''create invoice for the vendor''']]</U>.
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The manger can complete the project again, update or cancel.
  
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*'''Canceled''' — the project gets this status if the manager cancels the project.
  
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*For information on how to create projects based on templates, please see the '''<U>[[Project templates#Create project based on template|Create project based on template]]</U>''' section.
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The manger can cancel the project when the project has "Active, confirmed by manager" or "Completion rejected" statuses. If necessary, the manager can reopen it:
  
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*For information on how to create Protemos projects from SmartCAT projects, please see the '''<U>[[SmartCAT integration#Create Protemos projects from SmartCAT projects|Create Protemos projects from SmartCAT projects]]</U>''' section.
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[[File:Redirect.jpg|40px|link=New project]] Back to the '''table of contents'''.

Latest revision as of 16:51, 26 September 2022

Create project page: cloud.protemos.com/project/create

General information

Both managers and clients can create new projects.

However, the account administrator can disable project creation by clients in the Client portal settings if necessary.

Create project by manager

1. To create a project, click on the Project menu on the top panel and then click "New project":

New project.png

Or you may go to Projects and click the "New project" button:

Projects.png

Both of these actions will open the New project page.

2. Enter the basic project data into the fields:

New project1.1.png

Note: If you cannot find the necessary client, make sure that they can be assigned to projects and quotes.

Having entered all the data about the project, click "Create" button and the Project details page will be displayed.

The project status is "Active" now:

1 just.png

Here you can:

3. Update project details, and upload project-related files on the Files tab.

4. Enter receivables on the Finances tab.

5. Upload Cat log files.

6. Assign jobs to translators on the Jobs tab.

7. Create the invoice for your client, and create invoices for vendors.

Here you can also cancel the project if necessary:

1 cancel.png

The project gets the "Canceled" status, but you can reopen it if needed:

1 reopen.png

8. Once the project is done, click the "Complete" button and the system will notify your client about the project completion:

12 compl.png

The project gets the "Completed" status.

You will be notified by email when the client accepts or rejects the project.

Or you can move forward the project by marking it as accepted or rejected:

1 compl rej.png

9. If the client rejects the project, it gets the "Completion rejected" status with indication the reason. You can fix the mistakes and complete the project again:

123 compl.png

At this stage, you can also Cancel the project.

10. If the client accepts the project, it gets the following status:

134 coml.png

You can reopen the project, if needed, by clicking the "Reopen" button:

Reopen.png

section.

Project proposed by client

1. Whenever the clients propose projects, you will be notified by email:

1 no reply email.png

Here you can open, confirm or decline the project right from the email by clicking the corresponding links (you need to log into the system).

You may also open the project page in Protemos. To do so go to Projects menu:

11 Projects.png

And click on the project name:

3 the list.png

2. Having checked the project details, files if any, etc., accept or reject it:

4accept.png

The client will receive the corresponding notification, and the project will get the relative status.

Then proceed with the project as you usually do.

Project statuses

  • Proposed by client — the project gets this status if the project was proposed by a client.

The client can move it to draft or delete it if needed.

The manager can confirm or reject the project.

  • Active, confirmed by manager — the project gets this status if the manager confirmed the proposal from a client or if the manager created the project.

The client cannot move it to draft or delete it.

The manger can complete, update, cancel, or delete the project.

  • Proposal rejected — the project gets this status if the manager rejected the proposal from a client.

The manger can reopen, update, or delete the project.

  • Completed — the project gets this status when the manager completed it.

The client can accept or reject the project.

The manager can update, clone, save as template or move forward the project by marking it as accepted or rejected.

  • Completion accepted — the project gets this status if the client or the manager accepts it.

The manager can reopen the project.

  • Completion rejected — the project gets this status if the client or the manager rejects it.

The manger can complete the project again, update or cancel.

  • Canceled — the project gets this status if the manager cancels the project.

The manger can cancel the project when the project has "Active, confirmed by manager" or "Completion rejected" statuses. If necessary, the manager can reopen it:

Redirect.jpg Back to the table of contents.

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