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vtiger:vtiger_projects
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vtiger:vtiger_projects [2019/03/13 10:38] 5.16.119.214 |
vtiger:vtiger_projects [2019/04/29 13:47] (current) karma |
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| - | **Projects** are our translation projects. | + | **Projects** are our translation projects.\\ |
| __How to open projects in vTiger?__\\ | __How to open projects in vTiger?__\\ | ||
| - | - Menu: Projects > Projects (on the left side)\\ | + | Menu: Projects > Projects (on the left side)\\ |
| In the left corner you see menu icons:\\ | In the left corner you see menu icons:\\ | ||
| {{:vtiger:projects_1.png?400|}}\\ | {{:vtiger:projects_1.png?400|}}\\ | ||
| Line 9: | Line 9: | ||
| {{:vtiger:1.png?600|}}\\ | {{:vtiger:1.png?600|}}\\ | ||
| - | __How to add a project?__ | + | __How to add a project?__\\ |
| - | - Clink the button “Add project” in the top right corner\\ | + | Clink the button “Add project” in the top right corner\\ |
| {{:vtiger:projects_3.png?250|}}\\ | {{:vtiger:projects_3.png?250|}}\\ | ||
| - | - Then fill in the following fields:\\ | + | Then fill in the following fields:\\ |
| {{:vtiger:projects_13.png?250|}} | {{:vtiger:projects_13.png?250|}} | ||
| - | o Assigned To * (choose your name from Users)\\ | + | * Assigned To * (choose your name 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.<sup>1</sup>\\ | + | * 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\\ |
| - | E.g. EN>RU Honda_Part_Catalogue_G-EPC_111218)\\ | + | * Start Date\\ |
| - | o Start Date\\ | + | * Target End Date\\ |
| - | o Target End Date\\ | + | * Actual End Date (only if you deliver the project after deadline)\\ |
| - | o Actual End Date (only if you deliver the project after deadline)\\ | + | * Organisations\\ |
| - | 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.1552473499.txt.gz · Last modified: 2019/03/13 10:38 by 5.16.119.214
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