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vtiger:vtiger_projects

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vtiger:vtiger_projects [2019/03/13 08:16]
5.16.119.214 		vtiger:vtiger_projects [2019/04/29 13:47] (current)
karma
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-<​a2s> ​+**Projects** are our translation projects.\\
  
-             ​.-------. ​      ​.-------. +__How to open projects in vTiger?__\\ 
-             ​|Request| ​      ​|Search | +Menu: Projects > Projects (on the left side)\\ 
-             '​-------' ​      '​-------'​ +In the left corner you see menu icons:\\ 
-                 ​| ​              | +{{:​vtiger:​projects_1.png?​400|}}\\
-                 ​v ​              v +
-             #​------# ​       #-------# +
-             ​|Vtiger| <===== |TOP 100| +
-             ​|Leads |        |Offers | +
-             #​------# ​       #-------# +
-                   \ +
-                    \ +
-                     ​\ +
-                      v +
-                     #​-----#​ +
-                     |Reply| +
-                     #​-----#​+
  
-</​a2s>​+Active projects look like this:\\ 
 +{{:​vtiger:​1.png?​600|}}\\
  
-Projects are our translation projects.+__How to add a project?​__\\ 
 +Clink the button “Add project” in the top right  corner\\ 
 +{{:​vtiger:​projects_3.png?​250|}}\\
  
-How to open projects?+Then fill in the following fields:\\ 
 +{{:​vtiger:​projects_13.png?250|}}
  
-- Menu: Projects > Projects +  * Assigned To  * (choose ​your name from Users)\\ 
- +  ​* ​Project Name  * [[tips:​project_name|Project name]] ​should ​reflect ​the project main idea or file name. Use the following format: ​E.g. EN>RU Honda_Part_Catalogue_G-EPC_111218\\ 
-In the left corner you see menu icon: +  ​* ​Start Date\\ 
- +  ​* ​Target End Date\\ 
-{{:​vtiger:​projects_1.png?​400|}} +  ​* ​Actual End Date (only if you deliver the project after deadline)\\ 
- +  ​* ​Organisations\\
-Active projects look like this: +
- +
-{{:​vtiger:​1.png?​600|}} +
- +
-How to add a project? +
- +
-- Clink the button “Add project” in the top right  corner +
- +
-{{:​vtiger:​projects_3.png?​400|}} +
- +
-- Then fill in the following fields: +
- +
-{{:​vtiger:​projects_13.png?​400|}} +
- +
-o Assigned To  * (choose from Users) +
- +
-o Project Name  * (it should ​start with the language combination,​ like DE>EN, and file or project +
-  +
-name. If it has several words, change ​the space to underscore. ​E.g. EN>​RU ​ +
- +
-Honda_Part_Catalogue_G-EPC_111218) +
- +
-o Start Date  +
- +
-o Target End Date +
- +
-o Actual End Date (only if you deliver the project after deadline) +
- +
-o Organisations+
  
 {{:​vtiger:​projects_4.png?​400|}} {{:​vtiger:​projects_4.png?​400|}}
  
-Either you start printing the name and choose from the list or add a new company. +Either you start printing the name and choose from the list or add a new company.\\ 
- +How to add a new company while adding new project?\\ 
-How to add a new company while adding new project? +Click on the + button and fill in the fields: Organization Name and Assigned To. Click Save.\\
- +
-Click on the + button and fill in the fields: Organization Name and Assigned To. Click Save.+
  
 {{:​vtiger:​projects_5.png?​400|}} {{:​vtiger:​projects_5.png?​400|}}
  
-Then continue adding the project:+Then continue adding the project:\\
  
-o Status+**Status**\\
  
 {{:​vtiger:​projects_6.png?​400|}} {{:​vtiger:​projects_6.png?​400|}}
  
-Delivered (after you have sent the files to the client) +  * Delivered (after you have sent the files to the client)\\ 
- +  ​* ​On Hold (Project has started but the client asked to wait.)\\ 
-On Hold (Project has started but the client asked to wait.) +  ​* ​Waiting for Feedback (if you delivered the project and the client said, that they send their feedback soon)\\ 
- +  ​* ​In Progress\\ 
-Waiting for Feedback (if you delivered the project and the client said, that they send their feedback soon) +  ​* ​invoiced (after you have sent an invoice to the client)\\ 
- +  ​* ​payment received (after you received the payment)\\
-In Progress +
- +
-invoiced (after you have sent an invoice to the client) +
- +
-payment received (after you received the payment)+
  
 {{:​vtiger:​projects_7.png?​400|}} {{:​vtiger:​projects_7.png?​400|}}
  
-o Progress:+**Progress**:\\
  
-10% - if started+  * 10% - if started\\ 
 +  * 30% - sent for translation\\ 
 +  * 50% - sent PO to the translator\\ 
 +  * 70% - translation received, sent to the proofreader + PO\\ 
 +  * 90% - proofread translation received, sent to the translator for final check\\ 
 +  * 100% - all files delivered to the client\\
  
- 30% - sent for translation+**Target budget**
  
- 50% - sent PO to the translator +* Format for EUR:\\
- +
- 70% - translation received, sent to the proofreader + PO +
- +
- 90% - proofread translation received, sent to the translator for final check +
- +
- 100% - al files delivered to the client +
- +
-o Target budget +
- +
-Format for EUR: +
  
 {{:​vtiger:​projects_8.png?​400|}} {{:​vtiger:​projects_8.png?​400|}}
  
-Format for USD: +* Format for USD:\\
  
 {{:​vtiger:​projects_9.png?​400|}} {{:​vtiger:​projects_9.png?​400|}}
  
-o Priority: +**Priority**:\\ 
- +  ​* ​Low\\ 
-Low +  ​* ​Normal\\ 
- +  ​* ​High\\
-Normal +
- +
-High+
  
 {{:​vtiger:​projects_10.png?​400|}} {{:​vtiger:​projects_10.png?​400|}}
  
-o Descriptions,​ e.g. file names or job number / PO number from the client +**Descriptions**, e.g. file names or job number / PO number from the client\\
- +
-Click the Save button. +
- +
-{{:​vtiger:​projects_11.png?​400|}} +
- +
-NB! Add project number to Google sheets table: +
- +
-{{:​vtiger:​projects_12.png?​400|}} +
  
 +Click the **Save** button.
  
vtiger/vtiger_projects.1552464987.txt.gz · Last modified: 2019/03/13 08:16 by 5.16.119.214

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