Projects are our translation projects.

How to open projects in vTiger?
Menu: Projects > Projects (on the left side)
In the left corner you see menu icons:

Active projects look like this:

How to add a project?
Clink the button “Add project” in the top right corner

Then fill in the following fields:

• Assigned To * (choose your name from Users)
  
• 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
  
• Start Date
  
• Target End Date
  
• Actual End Date (only if you deliver the project after deadline)
  
• Organisations
  

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?
Click on the + button and fill in the fields: Organization Name and Assigned To. Click Save.

Then continue adding the project:

Status

• Delivered (after you have sent the files to the client)
  
• 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
  
• invoiced (after you have sent an invoice to the client)
  
• payment received (after you received the payment)
  

Progress:

• 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
  

Target budget

* Format for EUR:

* Format for USD:

Priority:

• Low
  
• Normal
  
• High
  

Descriptions, e.g. file names or job number / PO number from the client

Click the Save button.