TranslationProjex is a translation project management workflow system that lets you easily manage your projects

Creating a project – adding project overview details

A ‘project’ within TranslationProjex is the container for any tasks that you’ve been asked to do for a client.

A project can contain a single client job (or task) or multiple jobs. A Client Job can be assigned to a resource as a resource job. Each of these jobs – client jobs and the resources that are assigned to them are given a unique ID.

To create a new project first:

  1. Select New Project from the Projects menu
  2. Fill in the details of project
  3. Select Project keywords by clicking in the keyword box (keywords will have been added to your system by your systems administrator)
  4. Add a Reminder alert if necessary. This will send the PM associated with the project an email every day x number of days before the project deadline.
  5. Click Save which will allow you to start adding the tasks that the client has asked you to do

Adding Client Jobs to a project

Client jobs are the things that a client has asked you to do. A client job is typically based on a volume of work e.g. words/hours and a rate.

Once you’ve create a project the workflow moves to the 1 page proejct view. To add a Client Job:

  1. Click on the New Client Job button
  2. In the Client Job window give your client job a name
  3. Select the service (e.g. Translation – En-German) if you have appropriate access rights you can add a new service by clicking on the ‘+’
  4. Select the volume and units
  5. Click the CATCount button if you want to enter a CAT analysis breakdown or import an analysis from a CAT tool like Trados
  6. Manually enter the Rate/unit or automatically fetch the Agreed Rate  by clicking the button if you have already specified a price for that service in the administration panel or have set a price for client or resource
  7. Select ‘ Fixed price’ if you plan to charge the customer a fixed price for the job rather than per rate job.
  8. Select Free Job’ if this client job is non-chargeable
  9. Enter the Start and End Date and time of the Job
  10. Add an Click Save

Assigning Client Jobs to resources (e.g. translators)

  1. Click on the Assign button

Assigning Client Jobs to resources (e.g. translators)

  1. In the Resource Job window give your Resource job a name
  2. Select the service (e.g. Translation – En-German) if you have appropriate access rights you can add a new service by clicking on the ‘+’
  3. Select the Resource who will be assigned the task. To see only in-house resources then click the in-house Resource button
  4. Select the volume and units to be assigned to this resource
  5. Click the CATCount button if you want to enter a CAT analysis breakdown or import an analysis from a CAT tool like Trados
  6. Manually enter the Rate/unit or automatically fetch the Agreed Rate  by clicking the button if you have already specified a price for that service in the administration panel or have set a price for client or resource
  7. Select ‘ Fixed price’ if you plan to charge the customer a fixed price for the job rather than per rate job.
  8. Select Free Job’ if this resource job is non-chargeable
  9. Enter the Start and End Date and time of the Job
  10. To create a job chain by automatically sending the uploaded file to the next resource in the chain (e.g. a proofreader) select the resource(s) to be notified when a new file is uploaded
  11. Add any comments for the resource – these will appear on the purchase order you will send them
  12. Click Save