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 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 .|
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
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
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.|
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.
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|