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vtiger:vtiger_projects

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Projects are our translation projects.

How to open projects?

- Menu: Projects > Projects

In the left corner you see menu icon:

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:

o Assigned To * (choose 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. E.g. EN>RU

Honda_Part_Catalogue_G-EPC_111218)

o Start Date

o Target End Date

o Actual End Date (only if you deliver the project after deadline)

o 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:

o 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)

o 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% - al files delivered to the client

o Target budget

 Format for EUR:

 Format for USD:

o Priority:

 Low

 Normal

 High

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

Click the Save button.

NB! Add project number to Google sheets table:

vtiger/vtiger_projects.1552457047.txt.gz · Last modified: 2019/03/13 06:04 by 93.73.196.255