Functions in Single-Project View (Detail view)
The single-project view, which always appears in a separate window, offers a variety of project processing functions. You can have as many single-project windows open at any time as you can handle.
These are the essential features:
Editing / Locking projects
To prevent any subsequent changes to projects after invoicing you set an option in the Program settings >ProjectManagement .
Cancelling a project
Please note: Prior to using this function you should remove the related sub-projects manually or at least remove price and deadline information from them.
To cancel a project select this function from the main icon bar. It is thereby excluded from standard requests and statistics.
In order to delete a project choose the Delete icon from the main icon bar. To complete the command you need to enter a password which you can define in User Setting >General.
Functions in the menu
Creates a printed order confirmation. If the PDF option is chosen the PDF file can be automatically attached to a project e-mail.
Should you intend to sent a simple text e-mail as an order confirmation you can do so in the Project Mail screen.
A printed order confirmation requires at least one sub-project within the project.
Directs you to a screen where translation files can be imported and counted. For more informationen go here.
Directs you to a screen where you can record any client complaints or problems that came up in the course of project processing, as well as measures taken and solutions implemented.
Directs you to a screen where you can view the project history. Read more about Logs here.