User Tools
vtiger:vtiger_projects
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
vtiger:vtiger_projects [2019/03/13 05:52] 93.73.196.255 |
vtiger:vtiger_projects [2019/04/29 13:47] (current) karma |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | <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\\ | ||
| + | * Start Date\\ | ||
| + | * Target End Date\\ | ||
| + | * Actual End Date (only if you deliver the project after deadline)\\ | ||
| + | * Organisations\\ | ||
| - | In the left corner you see menu icon: | + | {{:vtiger:projects_4.png?400|}} |
| - | {{:vtiger:projects_1.png?400|}} | + | 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.\\ | ||
| - | Active projects look like this: | + | {{:vtiger:projects_5.png?400|}} |
| - | {{:vtiger:projects_2.png?400|}} | + | Then continue adding the project:\\ |
| - | How to add a project? | + | **Status**\\ |
| - | - Clink the button “Add project” in the top right corner | + | {{:vtiger:projects_6.png?400|}} |
| - | {{:vtiger:projects_3.png?400|}} | + | * 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)\\ | ||
| - | - Then fill in the following fields: | + | {{:vtiger:projects_7.png?400|}} |
| - | {{:vtiger:projects_13.png?400|}} | + | **Progress**:\\ |
| - | o Assigned To * (choose from Users) | + | * 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\\ | ||
| - | o Project Name * (it should start with the language combination, like DE>EN, and file or project | + | **Target budget** |
| - | + | ||
| - | name. If it has several words, change the space to underscore. E.g. EN>RU | + | |
| - | Honda_Part_Catalogue_G-EPC_111218) | + | * Format for EUR:\\ |
| - | o Start Date | + | {{:vtiger:projects_8.png?400|}} |
| - | o Target End Date | + | * Format for USD:\\ |
| - | o Actual End Date (only if you deliver the project after deadline) | + | {{:vtiger:projects_9.png?400|}} |
| - | o Organisations | + | **Priority**:\\ |
| + | * Low\\ | ||
| + | * Normal\\ | ||
| + | * High\\ | ||
| + | {{:vtiger:projects_10.png?400|}} | ||
| + | **Descriptions**, e.g. file names or job number / PO number from the client\\ | ||
| + | Click the **Save** button. | ||
vtiger/vtiger_projects.1552456337.txt.gz · Last modified: 2019/03/13 05:52 by 93.73.196.255
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International
