New project/Update project details

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Project creation page: http://cloud.protemos.com/project/create

Update project details page: http://cloud.protemos.com/project/update/XXXX (replace XXXX with the valid project number)


General information

On the project creation page you can enter the basic project data into the fields:

Project creation page n.jpg

Project name – the name of the project, text field.

Description – the description of the project, text field.

Language pairs – the source and target languages for the translation project, drop-down list of values you defined in the Languages settings.

Specialization – the area of specialization for the translation project, the drop-down list of values you defined in the Specializations settings.

Client – the client for whom the project is done. You can add or edit the clients on the Clients page.

Contact person – the contact person on the client side. You can add or edit the contacts on the Contact persons tab of Clients page.

Primary manager – the primary manager in your company who is responsible for this project. By default, the system selects current user.

The users are added by the administrator on the Users page.

Secondary manager – the secondary manager in your company who is responsible for this project (if necessary).

Start – the date and time of project start. By default, the current time is selected.

Deadline – the date and time of the project deadline.

Free of charge – please select this checkbox if you are doing the project for free.

If you are going to charge the customer, leave it unchecked. This status can be changed when updating the project.

Create project

When you have entered all the data about the project, press "Create":

W project creation.jpg

It will open the Project details page.

Note: Managers will be warned while creating a project for the client with a risk score of 3.0 or less on the ProZ.com Blue Board:

Blueboard warning project creation.jpg

Update project

On this page, you can update the basic details of the project:

W project update page.jpg

Confirm changes with the "Update" or revoke with the "Cancel" button.

Note: If a project has receivables that are linked to a client, the client cannot be changed.