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vtiger:vtiger_projects [2019/03/15 16:28] 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 * 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) <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\\ |
- | o Start Date\\ | + | * Start Date\\ |
- | o Target End Date\\ | + | * Target End Date\\ |
- | o Actual End Date (only if you deliver the project after deadline)\\ | + | * Actual End Date (only if you deliver the project after deadline)\\ |
- | o Organisations\\ | + | * 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. | + | |
- | + | ||
- | ----- | + | |
- | 1 - **Project name** should start with the language combination, like DE>EN, and project name.\\ | + | |
- | * If the client wants us to translate one file into several languages at one time, we create ONE project. Write languages via / sign, like DE>EN/FR/IT Muster_name\\ | + | |
- | * If the project name has several words, use underscore instead of space between words.\\ | + | |
- | * Language codes according to ISO, e.g. /DE for German/ or /EL for Greek/.\\ | + | |
- | * We use the following abbreviations at the beginning of the project name:\\ | + | |
- | BA_ (Bedienungsanleitung) - for manuals\\ | + | |
- | WS_ (Website) - for a website (e.g. DE>EN WS_alchemytanslations.com)\\ | + | |
- | BG_ (Beglaudigung) - for certified translation\\ | + | |
- | DL_ (Dolmetschen) - for interpreting projects\\ | + | |
- | * If there is a long-term project from the same client, use the same name with the date or start in the following format - //DE>EN Auto_200219//\\ | + | |
+ | Click the **Save** button. | ||