Project Management - Introduction

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The Project Management area is the center of activities in TOM, and linked to all other program sections.

Projects are managed on two levels: (main) project and related sub-projects.
 

 

Related to a client order or project are order positions, the so-called 'sub-projects' in TOM.  Typical sub-projects are, e.g.:

different target languages
several documents into one or more languages
DTP or other services
additional costs like postage and packing
etc.

The project level provides general project information and features like e-mail communication, folder management, invoicing etc., but also rarer functions such as time recording, text counting, problem management. Prices and deadlines are managed on sub-project level.

 

 

 
The sub-project level is described here. This chapter describes the project level.

 

Overview

Projects are managed in the following views primarily:

The Project List provides overview and many filters and selection features. It is often used
- to navigate to more detailed project information during order processing
- to gain statistical and business information
For more information read here: Project list   Projectstatistics and reporting
The Input/edit view is a protected area for creating new projects and editing existing ones.
Read more: Create new project Sub-project Assistant Edit / Cancel / Delete a project   Project templates Edit / Cancel / Delete a project
The Single-project view
- displays general data
- offers project processing routines (e-mail, project folder, invoicing etc.)
- edit some sub-project details
- access related sub-projects:
For more read Project functions ProjectMails Time recording Projects: 'Files'