Setting up a Project

In the following example, a project is set up and the project-related tasks, such as translation and correction, are assigned to the corresponding users. This represents a typical project management workflow.

The following example assumes that all options are enabled in the Project Wizard Settings of the user settings. In addition, the option Always ask the project manager is selected in the Workflow template drop-down list. If you selected different settings, you may need to skip the corresponding steps in the following example.

0. Proceed as follows:
1. Select File > New Project or click the icon in the Across toolbar to start the Project Wizard.
2. Once the wizard has started, click Next.
3. Now enter a project name. A project ID will be assigned automatically. You may change the project ID if you wish; however, every project ID can only be assigned once.
4. Select the document(s) or folder(s) to be processed within the scope of project.
5. To append an attachment, click Add Attachment.
6. Drag the needed files or folders to the respective window.
7. Click Next.
   
8. If necessary, add any additional project-related information:
   • Select one or several project managers (you are preselected as project manager).
   • Set a due date and enter a project description with comments etc.
   • Select a reporting template that is to be used for all reports generated within the scope of the project.
   • Tip

     Reporting templates can be created under Tools > System Settings > General > Reporting.
9. If the project does not merely serve the purpose of preparing a quotation, select a project settings template and set the project to Released.
10. Set a priority level (low, medium, or high) for the project.
11. Add attributes and select the needed attribute values. For example, you can use default attributes like Relation and Subject or user-defined attributes.
12. Click Next.
13. Define the source language for the project. Across tries to detect the source language for most formats automatically.
    Tip

    If you have disabled the automatic language detection under Tools > User Settings > General > Project Wizard Settings > Define source language settings, you can determine the source language via Auto-detect.
14. Set the target languages of the project. To do this, select one or several target languages from the list of Available languages on the left-hand side and add them to the right-hand side.
15. Adjust the planned deadline if necessary.
16. In addition to the source and target language, you can also set corresponding sublanguages. Select a sublanguage by selecting the desired sublanguage in the drop-down list to the right of the source or target language.
    Tip

    The sublanguage Uncorrected can be used specifically for document correction workflows (e.g. uncorrected English of non-native speakers into "correct" English).

    The sublanguage simplified is employed for documents that are written in a language with simplified syntax and specialized trade terminology (e.g. in the aerospace industry).
17. Click Next.
18. Now you can specify a document settings template. Select the document for which you would like to assign the template and use the drop-down list below the list of documents to select the desired template.
    Tip

    Click Configure to view and, if necessary, to edit the selected template, or to create a new template.
19. Select the document for which you want to determine a workflow and select it from the drop-down list under the list of documents.
    Attention

    The project workflow should always be selected carefully and in coordination with the customer. In this context, the document type, the utilization purpose, and the requirements for the translation quality are some of the aspects that should be taken into consideration. If the quality requirements are high, greater emphasis may need to be put on the correction and review of the translation and the consideration and use of the QM criteria.
20. Click Next.
    Tip

    Workflows can be changed subsequently if no tasks have been assigned to them yet, or if you withdraw tasks that have already been assigned.
21. The tasks to be edited within the project can now be assigned to the desired users. To do this, click the task you want to assign in the Performer column, and select the desired user from the drop-down list.
    Tip

    Tasks can also be assigned later in the Tasks module.
22. Click Finish to finish the project setup.

    The check-in process begins; the source document(s) is/are analyzed and prepared for processing. During check-in, an initial QM check is performed for the criteria activated in the properties of the respective tasks.

23. To track this process, click Background tasks at the bottom right in the client in order to open the Background Tasks Progress dialog.

    Depending on the document, the check-in procedure can take several minutes.

24. If a document contains linked objects such as images, you can decide during the check-in process whether the linked objects are to be retained as such or embedded.

    If the linked objects are embedded, they become part of the document. These objects remain embedded also after the translated document has been checked out. If the links are retained, the objects continue to be linked to the external storage location. The links are retained also after the translated document has been checked out.

25. The view will change automatically to the (My) Tasks module.

    In the Tasks module, the tasks can be assigned to the respective users, if not done so already.

26. The project creation has now been completed.

    As soon as the task has been confirmed (or rejected), you, as project manager, will be notified.

See also

Assigning Tasks