Difference between revisions of "Project details, Jobs tab"
From Protemos Wiki
Aleksandra.d (talk | contribs) (→Batch actions for project jobs) |
|||
| (14 intermediate revisions by 2 users not shown) | |||
| Line 5: | Line 5: | ||
— Create new jobs and assign them to vendors (e.g. translators, proofreaders, etc.). | — Create new jobs and assign them to vendors (e.g. translators, proofreaders, etc.). | ||
| − | — Open each job for editing, clone or delete it. | + | — Open each job for editing, clone, or delete it. |
— Do the same action with several jobs in one click. | — Do the same action with several jobs in one click. | ||
| − | To start creating a new job, | + | To start creating a new job, click '''"Add job"''': |
| − | [[File: | + | [[File:add_job.1.png|border|1070px]] |
It will open the '''<u>[[Create job|New job]]</u>''' page. | It will open the '''<u>[[Create job|New job]]</u>''' page. | ||
| Line 17: | Line 17: | ||
Here you can also open '''<u>[[Job view|the necessary job]]</u>''' from the list or go to the '''<u>[[Vendor view page, General tab|vendor profile]]</u>''' right from this tab by clicking on their names: | Here you can also open '''<u>[[Job view|the necessary job]]</u>''' from the list or go to the '''<u>[[Vendor view page, General tab|vendor profile]]</u>''' right from this tab by clicking on their names: | ||
| − | [[File: | + | [[File:Projects job.png|border|1070px]] |
To '''<U>[[Clone job|clone]]</U>''', '''<U>[[Update job|update]]</U>''' or delete the job, please click on the corresponding buttons. | To '''<U>[[Clone job|clone]]</U>''', '''<U>[[Update job|update]]</U>''' or delete the job, please click on the corresponding buttons. | ||
<span style="color:red">'''Note:'''</span> The job cannot be deleted if: | <span style="color:red">'''Note:'''</span> The job cannot be deleted if: | ||
| − | *It has payables | + | *It has payables that are linked to invoices. |
*Its job output files are assigned as input files for another job. | *Its job output files are assigned as input files for another job. | ||
*If the job is chained. | *If the job is chained. | ||
| Line 28: | Line 28: | ||
=='''Batch actions for project jobs'''== | =='''Batch actions for project jobs'''== | ||
| − | On the '''Jobs''' tab of the project you can also start, accept, reject, etc., several jobs in one click. | + | On the '''Jobs''' tab of the project, you can also start, accept, reject, etc., several jobs in one click. |
To do so, select the required jobs from the list and then click the relevant button to implement the action you need: | To do so, select the required jobs from the list and then click the relevant button to implement the action you need: | ||
| − | [[File: | + | [[File:Bulk actions.png|border|900px]] |
| − | So, for example, to | + | So, for example, to propose several jobs at once, tick the necessary jobs on the list and click the '''"Offer"''' button: |
| − | [[File: | + | [[File:Offer bulk.png|border|900px]] |
The system will indicate how many jobs were successfully shifted to the next stage: | The system will indicate how many jobs were successfully shifted to the next stage: | ||
| − | [[File: | + | [[File:1wert.png|border|200px]] |
| + | |||
| + | =='''Project Jobs Gantt chart'''== | ||
| + | |||
| + | You can check the chart with all the jobs related to the project: | ||
| + | |||
| + | [[File:Job chart job.png|border|1000px]] | ||
| + | |||
| + | You can open the necessary job page by clicking on the job bar. | ||
=='''Project tabs'''== | =='''Project tabs'''== | ||
| Line 46: | Line 54: | ||
Apart from '''Jobs''', the project has the following tabs: | Apart from '''Jobs''', the project has the following tabs: | ||
| − | [[File: | + | [[File:Jobs tab.png|border|400px]] |
*The '''<u>[[Project details, Details tab|Details tab]]</u>''' contains the project details you entered during the project creation and update. | *The '''<u>[[Project details, Details tab|Details tab]]</u>''' contains the project details you entered during the project creation and update. | ||
Latest revision as of 09:34, 7 September 2022
Contents
General information
On the Jobs tab of a project you can:
— Create new jobs and assign them to vendors (e.g. translators, proofreaders, etc.).
— Open each job for editing, clone, or delete it.
— Do the same action with several jobs in one click.
To start creating a new job, click "Add job":
It will open the New job page.
Here you can also open the necessary job from the list or go to the vendor profile right from this tab by clicking on their names:
To clone, update or delete the job, please click on the corresponding buttons.
Note: The job cannot be deleted if:
- It has payables that are linked to invoices.
- Its job output files are assigned as input files for another job.
- If the job is chained.
Batch actions for project jobs
On the Jobs tab of the project, you can also start, accept, reject, etc., several jobs in one click.
To do so, select the required jobs from the list and then click the relevant button to implement the action you need:
So, for example, to propose several jobs at once, tick the necessary jobs on the list and click the "Offer" button:
The system will indicate how many jobs were successfully shifted to the next stage:
Project Jobs Gantt chart
You can check the chart with all the jobs related to the project:
You can open the necessary job page by clicking on the job bar.
Project tabs
Apart from Jobs, the project has the following tabs:
- The Details tab contains the project details you entered during the project creation and update.
- The Files tab contains all the files related to the project.
- The Workflow tab is used to build chains of consecutive jobs within the project.
- The Finances tab is used to enter all receivables from the client and to view the payables to the vendors.
- The CAT logs tab calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.
