Difference between revisions of "Project details, Details tab"

Revision as of 09:54, 19 October 2020

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

• See project details and finances summary.

• Complete, reopen, cancel, save it as a template, clone, delete or update the project.

• Go to other tabs of the project: Files, Jobs, Finances and CAT logs.

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, view project history, add tags:

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

Project history

Here you can click “View history” to see when and by whom the project status was changed.

Messages

In the Messages field you can communicate with the client for whom the project was created (if they use the Client Portal and can log in to the system).

Enter your message and press the "Send" button:

Both you and a client will get emails once the message is sent.

You can read the message and reply straight from the email:

By pressing "Reply to this message", you will be redirected to the "Messages" field of the respective project.

Project tabs

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

• 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.