Sub-Project Overview

This overview displays sub-projects in their project context and is far more detailed than the Project list. Many project work tasks can be performed here.

 

Different ways to access the sub-project list:

1.click on the  Sub-projects button  in the main icon bar in other Projects Lists (standard/extended).
Note: to call all sub-projects related to the projects currently listed hold the Shift key pressed. Otherwise the last found set is displayed.
2.while in single-project view click on the SP button at the top right corner of the SP table display the sub-projects in SP List view.
3.from the Dashboard: Click on the Tasks link in the  Projects tile .

 
Project work

The SP List provides many processing features: translator selection, job assignments, price and deadline entries. Especially when a large number of sub-projects need to be attended to this is the ideal environment and is much more direct and efficeint to work with than opening SPs in a separate window.

 

Batch functions

The main icon bar/ Miscellaneous has the following options.

Select default translators: inserts the assigned default translator with the highest priority (if assigned) into each listed sub-project.
Sub-Projects data export

 

Sub-project filters

Main icon bar

1. Status filters:

Action required  is assumed under the following conditions: (open) deadline CL/TR/PRR today or past; job to TR/PRR not yet confirmed (provided the option is set); job to TR/PRR not yet sent despite an existing deadline.
Deadline today displays all SPs with an open deadline (CL, TR or PRR) today
Open sub-projects  displays all SPs not yet delivered to the client
Open projects  displays all SPs related to open projects
Completed projects  displays all SPs related to completed projects (e.g. to prepare invoicing)

 

3. Detail search

see the SP example under Finding projects

 
Total sales

The footer area displays turnover and cost figures for the sub-projects listed. You will also find the total of units (e.g. no. of words translated, and weighted units, in case you use the TM calculator in TOM.

 

Navigation options

Navigate to project (single-project view) by clicking on the project name left
Navigate to sub-project (in new window) by clicking on the sub-project name
Navigate to / Create a new TM project by clicking on the TM icon
Navigate to client/translator/proofreader profile
Collapse / uncollapse a project (i.e. hide or display sub-projects by clicking the plus/minus icon)
Exclude all other projects from list by clicking the "dot" icon