Difference between revisions of "New project"

From Protemos Wiki
Jump to: navigation, search
(→‎Create project by client)
 
(31 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
''Create project page:[https://cloud.protemos.com/project/create/ https://cloud.protemos.com/project/create]
+
''Create project page: [https://cloud.protemos.com/project/create/ cloud.protemos.com/project/create]
  
 
----
 
----
Line 13: Line 13:
 
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]]
+
[[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.
Line 23: Line 23:
 
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]]
+
[[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.
+
[[File:1 just.png|border|900px]]
−
 
 
−
*'''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>'''.
 
−
 
 
−
*'''Secondary manager'''—a secondary manager in your company who is responsible for this project if necessary. 
 
−
 
 
−
*'''Start at'''—the start date and time of the project. By default, the current time is selected.
 
−
 
 
−
*'''Deadline at'''—the deadline date and time for the project.
 
−
 
 
−
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 project status is '''"Active, confirmed by manager"''' now:
 
−
 
 
−
[[File:1 project active.png|border|750px]]
 
  
 
Here you can:
 
Here you can:
Line 66: Line 48:
 
Here you can also cancel the project if necessary:
 
Here you can also cancel the project if necessary:
  
−
[[File:2 project active.png|border|750px]]
+
[[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]]
  
−
8. Once the project is done, press the '''"Complete"''' button and the system will notify your client about the project completion:
+
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]]
+
[[File:12 compl.png|border|900px]]
  
 
The project gets the '''"Completed"''' status.  
 
The project gets the '''"Completed"''' status.  
Line 82: Line 64:
 
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]]
+
[[File:1 compl rej.png|border|900px]]
  
 
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:
 
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:
  
−
[[File:Rejected.png|border|900px]]
+
[[File:123 compl.png|border|900px]]
  
−
At this stage, you can also '''Cancel''' the project:
+
At this stage, you can also '''Cancel''' the project.
−
 
 
−
[[File:Cancel 2.png|border|900px]]
 
  
 
10. If the client accepts the project, it gets the following status:
 
10. If the client accepts the project, it gets the following status:
  
−
[[File:Completing accepted.png|border|350px]]  
+
[[File:134 coml.png|border|900px]]  
  
−
You can reopen the project, if needed, by pressing '''"Reopen"''' button:
+
You can reopen the project, if needed, by clicking the '''"Reopen"''' button:
  
 
[[File:Reopen.png|border|900px]]
 
[[File:Reopen.png|border|900px]]
Line 102: Line 82:
 
*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>'''  
+
*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.
  
Line 121: Line 101:
 
[[File:3 the list.png|border|1200px]]
 
[[File:3 the list.png|border|1200px]]
  
−
2. Having checked the project details, files if any, etc., press the '''"Confirm"''' button:
+
2. Having checked the project details, files if any, etc., accept or reject it:
  
−
[[File:4 confirm button.png|border|1200px]]
+
[[File:4accept.png|border|1000px]]
  
−
The client will receive the corresponding notification, and the project will get the "Active, confirmed by manager" status.  
+
The client will receive the corresponding notification, and the project will get the relative status.  
  
 
Then proceed with the project as you usually do.
 
Then proceed with the project as you usually do.
Line 131: Line 111:
 
=='''Project statuses'''==
 
=='''Project statuses'''==
  
−
*'''Draft status'''—a newly created project by a client gets this status.
+
*'''Proposed by client''' — the project gets this status if the project was proposed by a client.
  
−
It's not visible for the manager and the client can propose, update or delete the project.
+
The client can move it to draft or delete it if needed.  
−
 
 
−
[[File:Draft.png|border|450px]]
 
−
 
 
−
*'''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, if needed.  
 
  
 
The manager can confirm or reject the project.
 
The manager can confirm or reject the project.
  
−
[[File:Proposed by client.png|border|450px]]
+
*'''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.
−
 
 
−
*'''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 client cannot move it to draft or delete it.  
  
−
The manger can complete, update, cancel or delete the project.
+
The manger can complete, update, cancel, or delete the project.
  
−
[[File:1 active confirmed.png|border|450px]]
+
*'''Proposal rejected''' — the project gets this status if the manager rejected the proposal from a client.
  
−
*'''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.
  
−
The manger can reopen, update or delete the project.
+
*'''Completed''' — the project gets this status when the manager completed it.
−
 
 
−
[[File:1 proposal rejected.png|border|450px]]
 
−
 
 
−
*'''Completed'''—the project gets this status, when the manager completed it.
 
−
 
 
−
[[File:Completed.png|border|450px]]
 
  
 
The client can accept or reject the project.
 
The client can accept or reject the project.
Line 167: Line 133:
 
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 if the client or the manager 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 or the manager rejects 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]]
+
*'''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]]
+
[[File:Redirect.jpg|40px|link=New project]] Back to the '''table of contents'''.

Latest revision as of 17:51, 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.

Retrieved from "https://wiki.protemos.com/index.php?title=New_project&oldid=23867"