Functions in Single-Project View (Detail view)
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The single-project view offers a variety of project processing functions:
Editing / Locking projects
To prevent any subsequent changes to projects after invoicing you set an option in the User Settings >ProjectManagement .
Cancelling a project
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 Project menu. It is thereby excluded from standard requests and statistics.
In order to delete a project choose the Delete command from the main menu Project . 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.