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Projects are our translation projects.
How to open projects in vTiger?
- Menu: Projects > Projects (on the left side)
In the left corner you see menu icons:
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 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.1
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.