User Settings: Project Management

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This is sub-divided into several sub-sections:

general settings and defaults
dropdown lists
standard phrases
complete project list
complete sub-project list
web forms
client web portal

 

 

hmtoggle_folder1General

Files & Folders Management

This is where you define the defaults for organizing your translation files & folders on your hard disk. In the Project management TOM will create the following folder structure:

...>[Main folder] >[Client folder] >[Project folder] >[Task Folder] >[Sub-Project folders]

 

Folder_Stuct

[folder tree from Client folder downwards]

 

The basis for this structure is created here in User Settings.

 

a)the root path to your Client & Project folders
b)the internal structure of project folders ('Task Folders') that can be used to store translation files in their various processing stages or for project-related documentation.
c)the option whether to use the project name or the project ID as prompt when creating the project folder.
d)the option whether a new folder or folder structure is to be created automatically each time a project is created. These are the options:
automatic folder tree
automatic single project folder
no automatic folder
hmtoggle_folder1Further options  

No editing of invoiced projects

When this option is selected, invoiced projects are no longer available for editing and can only be viewed, with the only exception that the "Evaluation" fields in sub-projects can still be edited.

 
Do not open new sub-project

This option sets a default mode in single-project view, b< which any newly created sub-project is NOT opened automatically. While in single-project view you cannot do ALL sub-project entries but you can edit most, such as name, deadlines and prices. This option therefore quickens the process of sub-project creation, especially where translators do not need to get involved right away

 

Offer Preferred translators only

A translator can be declared as a 'Preferred translator' for a language pair in this translator's price list. If this option is activated in User Settings the selection offered in sub-projects is restricted to such translators only. This option can be deactivated in the SP itself.

 

Require each translation assignment to be confirmed

As long as a translation assignment has not been confirmed by the translator (to be marked accordingly in the sub-project) a warning (sub-project status)will be issued and shown in the start screen.

 

Auto input of standard deadline time

The time of day entered here will be inserted into each sub-project by default.

 
Editing of project status messages

Editing of project status messages and instructions created by TOM. Assign colour codes edit the existing text (avoid overlong phrases!)
 

MetaTexis installation path and activation

The text counting tool in TOM requires the full path to the Metatexis program file to be entered here. Also, you need to activated the function here (by default set to activated).

 

Setting a default secondary order type

The supplier side in sub-projects is divided into two sections: the first one is geared to handle translation services in particular, while the second order type can be used more flexibly and can handle jobs such as proofreading, layouting or interpreting. This mainly refers to the purchase order forms that are kept in a more general format for the second order type.

Set the default entry for that section here.

 

Quality rating (of translators' work)

The criteria defined here can be assigned to the translator and the proofreader separately in each sub-project. The average rating is indicated in the respective translator record. Overwrite the default definitions as per your individual preferences.

hmtoggle_folder1Dropdown Lists

These short phrases and terms are used in dropdown menus in the Project Management to allow for a speedy input of frequently used terms and expressions. Each is connected to a specific field in the Project Management window.

hmtoggle_folder1Standard Phrases

Enter standard phrases here, to be used in Project Management to copy larger

text strings into any field. Add a Name and a Category which allow you to filter

the list to facilitate the search if you keep a large number of entries.

 
For more information see Standard phrases.