Difference between revisions of "Project details, Details tab"

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On the '''Details''' tab of a project page, you can:
 
On the '''Details''' tab of a project page, you can:
  
- See project details and finances summary.
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*See project details and finances summary.
  
- Complete, reopen, cancel, save it as a template, clone, delete or update the project.
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*Complete, reopen, cancel, save it as a template, clone, delete or update the project.
  
- Go to other tabs of the project: '''<u>[[Project details, Files tab|Files]]</u>, <u>[[Project details, Jobs tab|Jobs]]</u>, <u>[[Project details, Finances tab|Finances]]</u>''' and '''<u>[[Project details, CAT logs tab|CAT logs]]</u>'''.
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*Go to other tabs of the project: '''<u>[[Project details, Files tab|Files]]</u>, <u>[[Project details, Jobs tab|Jobs]]</u>, <u>[[Project details, Finances tab|Finances]]</u>''' and '''<u>[[Project details, CAT logs tab|CAT logs]]</u>'''.
  
 
== '''Project details''' ==
 
== '''Project details''' ==
  
The info displayed in the project details is the one you entered when creating the project. On this page, you can  
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The info displayed in the project details is the one you entered when creating the project. You can update these details by pressing the <U>[[Update project|'''"Update"''']]</U> button.
  
[[File:Project details new.png|border|1000px]]
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On this page, you also can: complete, cancel, save as a template, clone, delete, add tags:
  
You can update these details by pressing the <U>[[Update project|'''"Update"''']]</U> button.
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[[File:Project details new.png|border|900px]]  
 
 
== '''Project actions''' ==
 
 
 
Over the upper right corner of the project details page, press '''" Actions"'''  to see the following buttons:
 
 
 
[[File:Project action buttons.png|border|1000px]]
 
 
 
*'''"Complete"'''—marks the project as completed. When the project is finished, this button turns to the '''"Reopen project"''' and lets you open the project again.
 
 
 
*'''"Cancel"'''—marks the project as canceled. It does not remove any information or files within the project, so you can relaunch it by pressing the '''"Reopen project"''' button.
 
 
 
*'''"Save as template"'''—saves the '''<U>[[Save project as template|project as a template]]</U>'''.
 
 
 
*'''"Clone"'''—'''<U>[[Clone project|copies the project]]</U>'''.
 
 
 
*'''"Update"'''—opens the '''<u>[[Update project| Update project details]]</u>''' page.
 
 
 
*'''"Delete"'''—deletes the project. The system will warn you:
 
 
 
[[File:Warning.png|border|400px]]
 
 
 
If you press "'''OK'''", all the project data and files will be deleted with no option for recovery, so please be careful using this button.
 
  
 
<span style="color:red">'''Note:'''</span> The project cannot be deleted if it has receivables or payables which are linked to invoices.
 
<span style="color:red">'''Note:'''</span> The project cannot be deleted if it has receivables or payables which are linked to invoices.

Revision as of 11:43, 20 March 2020

On the Details tab of a project page, you can:

  • See project details and finances summary.
  • Complete, reopen, cancel, save it as a template, clone, delete or update the project.

Project details

The info displayed in the project details is the one you entered when creating the project. You can update these details by pressing the "Update" button.

On this page, you also can: complete, cancel, save as a template, clone, delete, add tags:

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Note: The project cannot be deleted if it has receivables or payables which are linked to invoices.

Project tabs

Apart from the Details, the project has the following tabs:

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  • The Files tab contains all the files related to the project, click to see the details.
  • The Jobs tab is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.
  • The Finances tab is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
  • The CAT logs tab calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.