- Getting Started
- System Management
- General Information
- Users
- Groups & User Crowds
- Softkeys
- User Settings Templates
- Workflows
- Relations
- Languages
- Fonts
- User settings
- System settings
- Editing States
- User Dictionary
- crossGrid
- crossGrid Packaging Templates
- crossTank
- crossWAN Packaging Templates
- Subjects
- Information
- Machine Translation
- Project Settings Templates
- Quality Management v6.3
- Quality Management v7.0
- Reporting
- Segmentation
- Language Settings
- Structure Attributes
- System Attributes
- Search Center
- Concordance Search Results
- Stopwords
- Term Extraction
- Document Settings
- Document Associations
- .NET Resources
- Excel 2000-2003
- Excel 2007-2016
- IDML
- MIF 7
- MIF 8-2019
- PowerPoint 2000-2003
- PowerPoint 2007-2016
- QuickSilver
- Tagged HTML
- Tagged SGML
- Tagged XML
- Tagged XML v2
- Visual XML
- Windows Resources
- Word 2000-2003
- Word 2007-2016
- XLIFF
- Regular expressions
- System attributes
- Project Management
- Projects
- Project View
- Project settings
- Functions of the Module
- Project Search
- Project creation
- Adding attachements
- Releasing Projects
- Document and Project Updates
- Project status
- Exporting projects
- Importing projects
- Activating/Deactivating Projects
- Duplicating Projects
- Archiving Projects
- Change workflow
- Changing Workflows (Several Documents)
- Documents
- Reports
- Tasks
- Quality management
- Quality Management View
- QM Criteria
- General (QM v6.3)
- SGML, XML, and XLIFF (QM v6.3)
- Windows Resources (QM v6.3)
- .NET Resources (QM v6.3)
- Display Text (QM v6.3)
- QM Templates (v7.0)
- Date/Time/Numbers (QM v7.0)
- Display Text (QM v7.0)
- Formatting (QM v7.0)
- Spacing and Whitespaces (QM v7.0)
- Placeables (QM v7.0)
- Private Use Area Characters (QM v7.0)
- Spell-Check (QM v7.0)
- Punctuation (QM v7.0)
- Use of Terminology (QM v7.0)
- Use of TM (QM v7.0)
- Translation Consistency (QM v7.0)
- XML (QM v7.0)
- QM criterion for .NET resources (QM v7.0)
- QM criterion for Windows resources (QM v7.0)
- Manage QM Criteria
- Integrating QM criteria
- Deactivating QM Criteria
- Connecting External QM Tools
- Formats
- The Project Archive
- crossGrid
- Project Management Cockpit
- The Filter Editor
- crossAnalytics
- Linguistic Supply Chain Management (LSCM)
- crossWAN Project Management
- Partitioning
- Relay Translations
- Document preparation
- Term Extraction and Term Translation
- External Editing of Documents
- The EN 15038 Standard Workflow
- The ISO 17100 Standard Workflow
- crossConnect for External Editing
- Finishing pre-translated tasks automatically
- Projects
- Task Processing
- Working in crossDesk
- Paragraph States
- Empty Paragraphs
- Modes
- Customizing crossDesk
- Tasks in Across
- Comments
- Bookmarks
- Paragraph Numbering
- Sorting Paragraphs
- Context View/Source View
- crossTerm Window in crossDesk
- crossView
- Fuzzy search
- Concordance search
- crossSearch
- Spell-check and User Dictionary
- Pre-translations
- Store Translations Wizard
- The Target Editor
- Preview
- QM Check in crossDesk
- Search and Replace
- Correction
- Reviews
- Redelegation to the Translator
- Quick Translate
- Local Data in the Offline Client
- crossWAN
- TM Management
- Terminology Management
- Concept-Oriented Terminology System
- Definitions
- The crossTerm Manager
- crossTerm settings
- crossTerm Manager User Interface
- Searching for Entries/Terms
- Entry and term elements
- Editing Entries/Terms
- Delete Entries/Term(s)
- Merging Entries
- Duplicating Entries
- Manual correction
- crossTerm Reports
- crossTerm Import
- crossTerm Export
- crossTerm Data Maintenance
- crossTerm Web
- crossMining
- crossSearch
- Browser-based Work
- Editing of Special Formats
- Menus, Icons, and Keyboard Shortcuts
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.
- Proceed as follows:
- Select File > New Project or click the
icon in the Across toolbar to start the Project Wizard.
- Once the wizard has started, click Next.
- 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.
- Select the document(s) or folder(s) to be processed within the scope of project.
- To append an attachment, click Add Attachment.
- Drag the needed files or folders to the respective window.
- Click Next.
- 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.
- If the project does not merely serve the purpose of preparing a quotation, select a project settings template and set the project to Released.
- Set a priority level (low, medium, or high) for the project.
- Add attributes and select the needed attribute values. For example, you can use default attributes like Relation and Subject or user-defined attributes.
- Click Next.
- 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.
- 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.
- Adjust the planned deadline if necessary.
- 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).
- Click Next.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- The project creation has now been completed.
As soon as the task has been confirmed (or rejected), you, as project manager, will be notified.