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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----
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=='''General information'''==
  
 
Both managers and clients can create new projects.
 
Both managers and clients can create new projects.
  
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However, in case of necessity managers can disable project creation by clients in the client portal.
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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 client'''==
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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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*'''Project name'''—the name of the project, text field.
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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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*'''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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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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*'''Language pairs'''—the drop-down list of source and target languages for the translation project.
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The project status is '''"Active"''' now:
  
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*'''Specialization'''—the drop-down list of specialization for the translation project.
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[[File:1 just.png|border|900px]]
  
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*'''Client contact person'''— a contact person on the client's side. The manager can add or edit the contact person for the client.
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Here you can:
  
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*'''Start at'''—the start date and time of the project.
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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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*'''Deadline at'''—the deadline date and time for the project.  
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4. <U>[[Project details, Finances tab#Receivables from client|'''Enter receivables''']]</U> on the Finances tab.
  
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Having entered all the data about the project, press '''"Create"''' button and the Project details page will be displayed:
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5. <U>[[Project details, CAT logs tab#Upload Cat log|'''Upload Cat log files''']]</U>.
  
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[[File:Bla.png|border|900px]]
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6. <U>[[Project details, Jobs tab|'''Assign jobs to translators''']]</U> on the Jobs tab.
  
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<span style="color:red">'''Note:'''</span> A newly created project has the '''"Draft"''' status and is not visible to the manager.
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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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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, or delete the project.
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Here you can also cancel the project if necessary:
  
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3. Once you're done with the preparation, press the '''"Propose"''' button:
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[[File:1 cancel.png|border|900px]]
  
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[[File:11 propose.png|border|900px]]
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The project gets the '''"Canceled"''' status, but you can reopen it if needed:
  
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The request for the 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 reopen.png|border|900px]]
  
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The project will have '''"Proposed by client"''' status
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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:Proposed by client Screenshot 1.png|border|400px]]
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[[File:12 compl.png|border|900px]]
  
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4. In case you need to update or delete the project, you should move it to the '''"Draft"''' status:
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The project gets the '''"Completed"''' status.
  
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[[File:11 draft.png|border|900px]]
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You will be notified by email when the client accepts or rejects the project.  
  
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The manager will get the corresponding notification.
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Or you can move forward the project by marking it as accepted or rejected:
  
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<span style="color:red">'''Note'''</span>: If the project was accepted by the manager, thus, has the '''"Active"''' status, you will not be able to move it to draft or delete it:
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[[File:1 compl rej.png|border|900px]]
  
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[[File:Active client.png|border|900px]]
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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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5. If the manager hasn't accepted the project, you will get the corresponding email containing the rejection reason.
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[[File:123 compl.png|border|900px]]
  
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In this case, the project gets the '''" Proposal rejected"''' status:
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At this stage, you can also '''Cancel''' the project.
  
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[[File:1 rejected.png|border|400px]]
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10. If the client accepts the project, it gets the following status:
  
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6. When the work is done, the project will have the '''"Completed"''' status and you can '''Accept''' or '''Reject''' it:
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[[File:134 coml.png|border|900px]]
  
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[[File:Accept reject.png|border|900px]]
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You can reopen the project, if needed, by clicking the '''"Reopen"''' button:
  
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7. If you '''Accepted''' or '''Rejected''' the project, it will have the following statuses:
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[[File:Reopen.png|border|900px]]
  
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[[File:Completing accepted.png|border|400px]] [[File:Completing rejected.png|border|400px]]
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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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8. The project manager can also cancel the project when it has '''"Active"''' or '''"Completing rejected"''' statuses. If they do so, you will get a corresponding notification, the status of the project will be canceled:
 
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[[File:1 Canceled.png|border|400px]]
 
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=='''Create project by manager'''==
 
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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:Projects menu new project.png|border|200px]]
 
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Or you may go to '''Projects''' and press the '''"New project"''' button:
 
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[[file:Project New button.png|border|1100px]]
 
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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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[[File:1 new project manager.png|border|600px]]
 
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*'''Project name'''—the name of the project, text field.
 
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*'''Description'''—a description of the project, text field.
 
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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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*'''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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*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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*'''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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=='''Project proposed by 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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1. Whenever the clients propose projects, you will be notified by email:
  
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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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[[File:1 no reply email.png|border|500px]]
  
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*'''Secondary manager'''—a secondary manager in your company who is responsible for this project if necessary.
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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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*'''Start at'''—the start date and time of the project. By default, the current time is selected.
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You may also open the project page in Protemos. To do so go to '''Projects''' menu:
  
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*'''Deadline at'''—the deadline date and time for the project.
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[[File:11 Projects.png|border|120px]]
  
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Having entered all the data about the project, press '''"Create"''' button and the '''<u>[[Project details, Details tab|Project details page]]</u>''' will be displayed. The status of the project will be '''"Active"''':
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And click on the project name:
  
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[[File:Active.png|border|900px]]
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[[File:3 the list.png|border|1200px]]
  
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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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2. Having checked the project details, files if any, etc., accept or reject it:
  
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4. If there are any reasons to not proceed, you can easily cancel the project:
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[[File:4accept.png|border|1000px]]
  
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[[File:Cancel 1.png|border|900px]]
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The client will receive the corresponding notification, and the project will get the relative status.  
  
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The status of the project will be '''"Canceled"''', but, if needed, you will be able to reopen it:
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Then proceed with the project as you usually do.
  
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[[File:Canceled 3.png|border|900px]]
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=='''Project statuses'''==
  
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5. Once the project is done, press the '''"Complete"''' button:
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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 complete button.png|border|900px]]
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The client can move it to draft or delete it if needed.  
  
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The project status will be '''"Completed"'''. 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:
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The manager can confirm or reject the project.
  
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[[File:1 accep reject.png|border|900px]]
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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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6. If the client rejects the project, it will have the following status:
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The client cannot move it to draft or delete it.
  
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[[File:Completing rejected.png|border|350px]]
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The manger can complete, update, cancel, or delete the project.
  
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You will know the reason for rejecting it. You can fix the mistakes and complete the project again:
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*'''Proposal rejected''' — the project gets this status if the manager rejected the proposal from a client.
  
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[[File:Rejected.png|border|900px]]
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The manger can reopen, update, or delete the project.
  
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At this stage, you can also '''Cancel''' the project:
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*'''Completed''' — the project gets this status when the manager completed it.
  
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[[File:Cancel 2.png|border|900px]]
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The client can accept or reject the project.
  
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7. If the client accepts the project, it will have the following status:
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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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[[File:Completing accepted.png|border|350px]]
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*'''Completion accepted''' — the project gets this status if the client or the manager accepts it.
  
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You can reopen the project, if needed, by pressing '''"Reopen"''' button:
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The manager can reopen the project.
  
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[[File:Reopen.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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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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