Difference between revisions of "Project details, Jobs tab"

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On the '''Jobs''' tab of a project you can:
 
On the '''Jobs''' tab of a project you can:
  
- 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, press '''"Add job"''':  
 
To start creating a new job, press '''"Add job"''':  
  
[[File:Project jobs tab add new job.png|border|900px]]
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[[File:2020-08-20 165759.png|border|900px]]
  
 
It will open the '''<u>[[Create job|New job]]</u>''' page.
 
It will open the '''<u>[[Create job|New job]]</u>''' page.
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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:Project jobs tab  job buttons.png|border|900px]]
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[[File:2020-07-15 142517.png|border|900px]]
  
 
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 it has payables which are linked to invoices, or its job output files are assigned as input files for another job.
+
<span style="color:red">'''Note:'''</span> 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'''==
 
=='''Batch actions for project jobs'''==
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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:Project job butch action button.png|border|900px]]
+
[[File:1rthyj.png|border|900px]]
  
So, for example, to start several jobs at once, tick the necessary jobs on the list and press the '''"Start"''' button:
+
So, for example, to propose several jobs at once, tick the necessary jobs on the list and press the '''"Propose to vendor"''' button:
  
[[File:Job butch start button.png|border|900px]]
+
[[File:123erw.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:Changed status after batch action.png|border|900px]]
+
[[File:1wert.png|border|200px]]
  
 
=='''Project tabs'''==
 
=='''Project tabs'''==
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Apart from '''Jobs''', the project has the following tabs:
 
Apart from '''Jobs''', the project has the following tabs:
  
[[File:Project tabs Jobs.png|border|500px]]
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[[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.

Revision as of 14:05, 26 August 2020

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, press "Add job":

900px

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:

900px

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:

900px

So, for example, to propose several jobs at once, tick the necessary jobs on the list and press the "Propose to vendor" button:

900px

The system will indicate how many jobs were successfully shifted to the next stage:

1wert.png

Project tabs

Apart from Jobs, the project has the following tabs:

Jobs tab.png

  • 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.