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:

Directly navigate to the ordering client
Propagate the completion date to all related sub-projects as 'date sent' ( click next to completion date)
Enter internal project notes
View general instructions by the client (stored in the client profile), as well as specific job instructions (entered in the project input window)
View the project log
Not all project data is visible on the top level in the project window. You will find more information in a popup window which opens when you click the magnifying glass.  Here you will also find the link to an underlying quote, if any.

 

Editing / Locking projects
To edit existing project data click pen.

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.

 

Delete

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.
 

Project E-Mail

 

Functions in the menu

>Order confirmation

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.

 

>Time recording

read here

>Text count

Directs you to a screen where translation files can be imported and counted. For more informationen go here.

 

>Problem management

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.

 

>Project log

Directs you to a screen where you can view the project history. Read more about Logs here.