Sub-Project List

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.Projects Lists: click prlist_TP in the main icon bar.
Note: to call all sub-projects related to the projects currently listed hold the Shift key pressed.
2.Single-project view: click on the button at the top right corner of the SP table.
3.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.

 

Main icon bar

Sub-project filters

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

 

2. Period Filter

Monthly / Quarterly / Annually .

1. Select the period.

2. If required, change the user filter (current user/all users)

3. Click on the arrow icon to launch the query.

 

3. Detail search

see the SP example under Finding projects

 

4. Batch functions MultiMenu
Time-saving functions affecting the current list of sub-projects.
 

Select default translators: inserts the assigned default translator with the highest priority (if assigned) into each listed sub-project.
Create job assignment e-mails to all translators found in the current list of sub-projects:
After the selection of translators an e-mail can be generated to each of them in a batch process. Each sub-project assignment will be displayed in a preview first, with the following options :
 
- edit the contents
- delete the e-mail
- abort the entire proces
- send the e-mail directly or through an external mail client.
 
For this process to work smoothly, make sure the following conditions are met:  well-formulated e-mail assignment forms and assignment of those forms to the listed translators. Also the preferred eMail method (Direct/ext. eMail client) must be configured alright.
(Sub-)Projects data export: This button leads you the the export screen. For more information read here.

 
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

The sub-project list has a number of single-project functions, esp. for navigation and for manipulating the way the sub-projects are displayed. That functional area is in the left-hand (project) part of the list.

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