Difference between revisions of "New project"

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''Create project page:[https://cloud.protemos.com/project/create/ https://cloud.protemos.com/project/create]
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''Create project page: [https://cloud.protemos.com/project/create/ cloud.protemos.com/project/create]
  
 
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Both managers and clients can create new projects.
 
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.
+
However, the account administrator can disable project creation by clients in the '''[[Client portal]]''' settings if necessary.
 
 
=='''Create project by client'''==
 
 
 
1. To create a project, click on the '''Project''' menu on the top panel and then click '''"New project"''':
 
 
 
[[File:New projct by client.png|border|150px]]
 
 
 
Or you may go to '''Projects''' and press the '''"New project"''' button:
 
 
 
[[File:2 new project button.png|border|1100px]]
 
 
Both of these actions will open the '''New project''' page.
 
 
 
2. Enter the basic project data into the fields:
 
 
 
[[File:Edited new project window.png|border|900px]]
 
 
 
*'''Project name'''—the name of the project, text field.
 
 
 
*'''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'''.
 
 
 
*'''Language pairs'''—the drop-down list of source and target languages for the translation project.
 
 
 
*'''Specialization'''—the drop-down list of specialization for the translation project.
 
 
 
*'''Client contact person'''— a contact person on the client's side. The manager can add or edit the contact person for the client.
 
 
 
*'''Start at'''—the start date and time of the project.
 
 
 
*'''Deadline at'''—the deadline date and time for the project.
 
 
 
Having entered all the data about the project, press '''"Create"''' button and the Project details page will be displayed:
 
 
 
[[File:Bla.png|border|900px]]
 
 
 
<span style="color:red">'''Note:'''</span> A newly created project has the '''"Draft"''' status and is not visible to the manager.
 
 
 
You can <U>[[Project details, Files tab#Project input|'''upload project files''']]</U> and <U>[[Project details, CAT logs tab#Upload Cat log|'''Cat log files''']]</U> if necessary.
 
 
 
You can also update project details or delete the project.
 
 
 
To do so, press '''"More actions"''' and then click the relevant buttons:
 
 
 
[[File:1 more actions.png|border|900px]]
 
 
 
3. Once you're done with the preparation, press the '''"Propose"''' button:
 
 
 
[[File:11 propose.png|border|900px]]
 
 
 
The request for the new project will be sent to the project manager, and the project gets the '''"Proposed by client"''' status:
 
 
 
[[File:Proposed by client Screenshot 1.png|border|400px]]
 
 
 
4. In case you need to update the project, you should move it to the '''"Draft"''' status:
 
 
 
[[File:11 draft.png|border|900px]]
 
 
 
The manager will get the corresponding notification.
 
 
 
<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:
 
 
 
[[File:Active client.png|border|900px]]
 
 
 
5. If the manager hasn't accepted the project, you will get the corresponding email containing the rejection reason.
 
 
 
In this case, the project gets the '''" Proposal rejected"''' status:
 
 
 
[[File:11 reje11cted.png|border|400px]]
 
 
 
You will be notified by email when the manager confirms the start of the project or rejects it.
 
 
 
6. When the manager completes the project, it gets the '''"Completed"''' status.
 
 
 
You will get the corresponding notification and you can '''Accept''' or '''Reject''' the project:
 
 
 
[[File:Accept reject.png|border|900px]]
 
 
 
7. If you '''Accepted''' or '''Rejected''' the project, it gets the following statuses:
 
 
 
[[File:Completing accepted.png|border|400px]] [[File:Completing rejected.png|border|400px]]
 
 
 
8. The project manager can also cancel the project when it is in the '''"Active"''' or '''"Completion rejected"''' statuses. If they do so, you will receive the corresponding notification, the project will get the '''"Canceled"''' status:
 
 
 
[[File:1 Canceled.png|border|400px]]
 
  
 
=='''Create project by manager'''==
 
=='''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"''':
 
1. To create a project, click on the '''Project''' menu on the top panel and then click '''"New project"''':
  
[[File:Projects menu new project.png|border|200px]]
+
[[File:New project.png|border|100px]]
  
Or you may go to '''Projects''' and press the '''"New project"''' button:  
+
Or you may go to '''Projects''' and click the '''"New project"''' button:  
  
[[file:Project New 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:
  
[[File:1 new project manager.png|border|600px]]
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[[File:New project1.1.png|border|700px]]
  
*'''Project name'''—the name of the project, text field.
+
<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.
  
*'''Description'''—a description of the project, text field.
+
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.  
  
*'''Language pairs'''—source and target languages for the translation project, drop-down list of values you defined in the '''<u>[[Language pairs]]</u>'''  settings.
+
The project status is '''"Active"''' now:
 
 
*'''Specialization'''—an area of specialization for the translation project, the drop-down list of values you defined in the '''<u>[[Specializations]]</u>''' settings.
 
 
 
*'''Client'''—a client for whom the project is done. You can add or edit the clients on the '''<u>[[Clients list|Clients  page]]</u>'''.
 
 
 
*'''Contact person'''—a contact person on the client side. You can add or edit contacts in the client's profile using the '''<u>[[Client view page – Contact persons tab|Contact persons tab]]</u>'''.
 
  
*'''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>'''.
+
[[File:1 just.png|border|900px]]
  
*'''Secondary manager'''—a secondary manager in your company who is responsible for this project if necessary. 
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Here you can:
  
*'''Start at'''—the start date and time of the project. By default, the current time is selected.
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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.
  
*'''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.
  
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.  
+
5. <U>[[Project details, CAT logs tab#Upload Cat log|'''Upload Cat log files''']]</U>.
  
The project status is '''"Active"''' now:
+
6. <U>[[Project details, Jobs tab|'''Assign jobs to translators''']]</U> on the Jobs tab.
  
[[File:Active.png|border|900px]]
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7. <U>[[Project details, Finances tab#Invoice receivables|'''Create the invoice for your client''']]</U>, and
 
 
Here 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 the invoice for your client''']]</U>,  
 
 
<U>[[Project details, Finances tab#Invoice payables|'''create invoices for vendors''']]</U>.
 
<U>[[Project details, Finances tab#Invoice payables|'''create invoices for vendors''']]</U>.
  
 
Here you can also cancel the project if necessary:
 
Here you can also cancel the project if necessary:
  
[[File:Cancel 1.png|border|900px]]
+
[[File:1 cancel.png|border|900px]]
  
 
The project gets the '''"Canceled"''' status, but you can reopen it if needed:
 
The project gets the '''"Canceled"''' status, but you can reopen it if needed:
  
[[File:Canceled 3.png|border|900px]]
+
[[File:1 reopen.png|border|900px]]
  
5. Once the project is done, press the '''"Complete"''' button and the system will notify your client about the project completion:
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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:
  
[[File:1 complete button.png|border|900px]]
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[[File:12 compl.png|border|900px]]
  
 
The project gets the '''"Completed"''' status.  
 
The project gets the '''"Completed"''' status.  
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Or you can move forward the project by marking it as accepted or rejected:
 
Or you can move forward the project by marking it as accepted or rejected:
  
[[File:1 accep reject.png|border|900px]]
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[[File:1 compl rej.png|border|900px]]
 
 
6. If the client rejects the project, it gets the '''"Completion rejected"''' status with indication the reason.
 
 
 
You will know the reason for rejecting it. You can fix the mistakes and complete the project again:
 
  
[[File:Rejected.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:
  
At this stage, you can also '''Cancel''' the project:
+
[[File:123 compl.png|border|900px]]
  
[[File:Cancel 2.png|border|900px]]
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At this stage, you can also '''Cancel''' the project.
  
7. If the client accepts the project, it gets the following status:
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10. If the client accepts the project, it gets the following status:
  
[[File:Completing accepted.png|border|350px]]  
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[[File:134 coml.png|border|900px]]  
  
You can reopen the project, if needed, by pressing '''"Reopen"''' button:
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You can reopen the project, if needed, by clicking the '''"Reopen"''' button:
  
 
[[File:Reopen.png|border|900px]]
 
[[File:Reopen.png|border|900px]]
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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.
 
*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.
  
*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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*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.
 
section.
  
=='''Project statuses'''==
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=='''Project proposed by client'''==
 +
 
 +
1. Whenever the clients propose projects, you will be notified by email:
 +
 
 +
[[File:1 no reply email.png|border|500px]]
 +
 
 +
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:
 +
 
 +
[[File:11 Projects.png|border|120px]]
  
*'''Draft status'''—the newly created project by a client gets this status.
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And click on the project name:
  
It's not visible for the manager and the client can propose, update or delete the project.
+
[[File:3 the list.png|border|1200px]]
  
[[File:Draft.png|border|450px]]
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2. Having checked the project details, files if any, etc., accept or reject it:
  
*'''Proposed by client'''—the project gets this status if the project was proposed by a client.
+
[[File:4accept.png|border|1000px]]
  
The client can move it to draft or delete, if needed.  
+
The client will receive the corresponding notification, and the project will get the relative status.  
  
The manager can confirm or reject the project.
+
Then proceed with the project as you usually do.
  
[[File:Proposed by client.png|border|450px]]
+
=='''Project statuses'''==
  
*'''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.
+
*'''Proposed by client''' — the project gets this status if the project was proposed by a client.
  
The client cannot move it to draft or delete it.  
+
The client can move it to draft or delete it if needed.  
  
The manger can complete, update, cancel or delete the project.
+
The manager can confirm or reject the project.
  
[[File:1 active confirmed.png|border|450px]]
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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.
  
*'''Proposal rejected'''—the project gets this status if the manager rejected the proposal from a client.
+
The client cannot move it to draft or delete it.  
  
The manger can reopen, update or delete the project.
+
The manger can complete, update, cancel, or delete the project.
  
[[File:1 proposal rejected.png|border|450px]]
+
*'''Proposal rejected''' — the project gets this status if the manager rejected the proposal from a client.
  
*'''Completed'''—the project gets this status, when the manager completed it.
+
The manger can reopen, update, or delete the project.
  
[[File:Completed.png|border|450px]]
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*'''Completed''' — the project gets this status when the manager completed it.
  
 
The client can accept or reject the project.
 
The client can accept or reject the project.
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The manager can update, clone, save as template or move forward the project by marking it as accepted or rejected.
 
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 when the client accepts it.
+
*'''Completion accepted''' — the project gets this status if the client or the manager accepts it.
  
 
The manager can reopen the project.
 
The manager can reopen the project.
  
[[File:2 accepted.png|border|450px]]
+
*'''Completion rejected''' — the project gets this status if the client or the manager rejects it.
 
 
*'''Completion rejected'''—the project gets this status if the client reject it.
 
  
 
The manger can complete the project again, update or cancel.
 
The manger can complete the project again, update or cancel.
  
[[File:1 status rejected.png|border|450px]]
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*'''Canceled''' — the project gets this status if the manager cancels the project.
 
 
*'''Canceled'''—the project gets this status if the manager cancel 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:
 
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:
  
[[File:Canceled.png|border|450px]]
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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.