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vtiger:vtiger_projects [2019/03/15 16:08]
5.16.119.214
vtiger:vtiger_projects [2019/04/29 13:47] (current)
karma
Line 1: Line 1:
-**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.+Click the **Save** button.
  
vtiger/vtiger_projects.1552666086.txt.gz · Last modified: 2019/03/15 16:08 by 5.16.119.214