Difference between revisions of "Create project"
From Protemos Wiki
| (45 intermediate revisions by 5 users not shown) | |||
| Line 1: | Line 1: | ||
| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
| − | |||
You can create the project if you have already entered | You can create the project if you have already entered | ||
| − | <U>[[Clients|'''clients ''']]</U> and | + | <U>[[Clients|'''clients''']]</U> and |
| − | <U>[[Vendors|'''vendors ''']]</U> in your database. | + | <U>[[Vendors|'''vendors''']]</U> in your database. |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| + | The basic steps are as follows: | ||
| − | [[ | + | 1. Go to the <U>[https://cloud.protemos.com/project/index '''Projects list''']</U> page and click "<U>[https://cloud.protemos.com/project/create '''New project''']</U>" (or just go to the '''Projects → New project''' menu): |
| − | + | [[File:Projects.png|border|900px]] | |
| + | 2. Enter project info and click "'''Create'''": | ||
| − | [[File: | + | [[File:CreTE B.png|border|290px]] |
| − | 3. Upload project-related files to | + | 3. Upload project-related files to the |
<U>[[Project details, Files tab|'''Files tab''']]</U>. | <U>[[Project details, Files tab|'''Files tab''']]</U>. | ||
| − | 4. Enter the receivables on | + | 4. Enter the receivables on the |
| − | <U>[[Project details, Finances tab|'''Finances tab ''']]</U>. | + | <U>[[Project details, Finances tab#Receivables from client|'''Finances tab''']]</U>. |
| − | 5. Assign jobs to translators on | + | 5. Assign jobs to translators on the |
| − | <U>[[Project details, Jobs tab|'''Jobs tab''']]</U>. | + | <U>[[Project details, Jobs tab|'''Jobs tab''']]</U> '''(Enterprise version only)'''. |
Please see also | Please see also | ||
| − | <U>[[Jobs|'''instructions for jobs ''']]</U>. | + | <U>[[Jobs|'''instructions for jobs''']]</U>. |
| − | |||
| − | |||
6. When done, close the project. If needed, you may | 6. When done, close the project. If needed, you may | ||
| − | <U>[[ | + | <U>[[Clients receivables list#Invoice creation|'''create invoice for the client''']]</U>. |
| − | |||
| − | |||
| − | |||
| − | |||
| + | For more info on projects, please see our <U>[[Projects|'''wiki pages''']]</U> or a video tutorial [[File:YT client.png|60px|link=https://www.youtube.com/watch?v=38SpFkjDD9s]] | ||
| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
Latest revision as of 17:47, 28 February 2023
Back to the Quick Start Guide main page.
You can create the project if you have already entered clients and vendors in your database.
The basic steps are as follows:
1. Go to the Projects list page and click "New project" (or just go to the Projects → New project menu):
2. Enter project info and click "Create":
3. Upload project-related files to the Files tab.
4. Enter the receivables on the Finances tab.
5. Assign jobs to translators on the Jobs tab (Enterprise version only). Please see also instructions for jobs.
6. When done, close the project. If needed, you may create invoice for the client.
For more info on projects, please see our wiki pages or a video tutorial 
Back to the Quick Start Guide main page.
