Creating a new Translation project includes several steps, each
described below.
1. Click on the "Projects" tab on the main menu
...
Admin
Projects
Clients
...
2. Click on the ""
symbol in the projects submenu. Hold the mouse over the symbol
(don't click!), and a comment will appear ("Add a new project").
Standard
Status
Costs
3. The "Add New Project" page should appear. Here
you can fill out the project base data, consisting of project
purpose, company etc.
4. Choose an appropriate project name, describing the project
purpose in 3-10 words. You don't need to mention the company,
because the company is handled separately.
Project Name
5. Fill in a unique Project Number. A default Project Number
is generated by the system, consisting of the current year plus
the project count for this year.
The format of the project number can be customized to suit the
conventions of your company..
Project # *
6. Chose a client from the list of active clients.
Please note:
You can define a new company on the fly if it doesn't
exist yet. The ""
icon leads you to the Client
Creation Page if you have the permission to access company.
The drop-down box only shows active clients.
"Potential" clients and clients in other presales
states are not shown. You may want to go to the clients
section to change the status of your client.
Client *
7. Chose a project manager list of project managers.
The list of available project types depends on your specific
system configuration. You can define new Project Types yourself
if you have administration rights. The ""
icon leads you to the Category
Administration Page.
Project Type *
9. Chose a Project Status or
leave the default status "Open" if you want to start
with the project.
Note:
The list of available project stati depends on your specific
system configuration. You can define new Project Stati yourself
if you have administration rights. The ""
icon leads you to the Category
Administration Page.
Project Status *
10. (Project/Translation only): Choose Source and Target
languages. The language codes follow ISO conventions, consisting
of a two-letter language ID in lower case, followed by a two-letter
country ID in upper case.
Notes:
You can select more then one target language for a project.
On Windows systems, please hold the "Ctrl"-key
pressed while clicking on the desired language IDs.
You can only select a single source language. You have
several options in the case that your translation projects
consists of more then one source language: You may leave
the source language field blank or you may split your project
into two or more subprojects per language.
The source and target languages serve to create a directory
structure for the project, depending on the Project Type.
Please see below for more details.
Source Language *
Target Language(s)
11. (Project/Translation only): Choose a Subject Area that
best suits your translation project.
Subject Area
12. Fill in Start and End Dates and press the "Create
Project" button.
Effects of Creating a New Project
Step 12 initiates several actions:
It creates a new project that appears in
Projects
Create a number of folders in the file system depending on the
Project Type.
Add the current user as an administrator (owner) of the new
project
Add the project manager as an administrator of the new project
Send an email notification to the project manager, informing
him about the new project.
Folder Structure
A folder structure is created as a function of the project type
and other parameters. The figures below show prototypical structures
being created
Example of a structure for an "IT-Cnsulting" project:
Name
Size
Modified
Project Name
0-presales
1-definition
2-analysis
3-implementation
4-rollout
5-support
Example of a file structure created for a "Trans+Edit+Proof"
translation project from English ("en") to German ("de"):
There is one source folder ("source_en") and one trans/edit/proof/deliv
folder for each target language.