tologo Creating a project

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Projects are created from two areas of TO3000, Version 9.0:

A: On the Main tab of Project window by clicking New Project button.

B: On the Projects tab of Client windowby clicking New button.

 

New Project window

Client PM - one of the client's contacts, responsible for this project on the client side. The person selected here will be set as default client's PM for all new  client jobs of this project. See Contacts List topic for details on adding and editing contacts.

Name - project name can be 150 characters long.

Timeline - timeline of a project in TO3000, Version 9.0 includes assigned, deadline dates and the date when the project has been actually completed.

To mark project as completed, click Timeline button and select Completed check box.

Optional Status - these are used when project needs to be put on hold, or when you create planned (or potential) projects. Projects with on hold status have their  deadlines undetermined, thus on hold projects cannot become overdue. On hold projects are highlighted in red. Projects with planned status cannot be set as completed, since planned status assumes that work has not yet started. Planned projects are highlighted in green.

_bm3 Note: All project data except project code and client can be edited at any time later. See Project Profile topic for details.

_bm3 Note: Jobs data, like volumes, pricing and so on is added to an existing project in the form of client jobs. See Creating Client Jobs topic for details.

You can save project data in a printable file or print it with the help of RTF templates. To make this option available click Apply button first to save new entry in database of projects.

Templates for printing project data can be edited with the help of menu Settings > Personal. Click Templates section to quickly access all template folders. Templates for printing projects are saved in \AIT\Translation Office 3000 V9\Templates\PROJECTS\ folder.

 

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See also:

Project Template Variables

Project Profile

Creating Client