Projects Users: Difference between revisions
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* The states in which the project can be found, which can be: "Created", "Preparing", "Prepared", "WIP", "Done", "Closed" and "Archived". | * The states in which the project can be found, which can be: "Created", "Preparing", "Prepared", "WIP", "Done", "Closed" and "Archived". | ||
* The date on which the work should be completed (Due TS) The bar that shows the percentage of progress. | * The date on which the work should be completed (Due TS) The bar that shows the percentage of progress. | ||
* The "Actions" drop-down list which offers different options.Archive button. | * The "Actions" drop-down list which offers different options. | ||
* Delete button. It also has the "Add Project" button, which allows the PM to add a new project.**In order to create a project it is necessary to create the user profile "Client". Instructions on how to create users are provided later in this manual. | * Archive button. | ||
* Delete button. | |||
It also has the "Add Project" button, which allows the PM to add a new project.**In order to create a project it is necessary to create the user profile "Client". Instructions on how to create users are provided later in this manual. | |||
== Create a new Project. "Add Project" button== | |||
By clicking on the "Add Project" button, a dialog box will appear, which will contain the information to be provided to create the new project. | |||
The user will be asked to enter the following data: | |||
*Project name. | |||
*Description of the project. | |||
*Type of project, which can be translation (which includes proofreading), annotation or transcription (which also includes proofreading). | |||
*Project priority. | |||
== Project Logs == | |||
Clicking on the "Logs" button from the "Actions" drop-down list will display the records of the actions executed by the PM in the project. |
Latest revision as of 16:33, 19 January 2022
By clicking on the "Projects" button from the main menu, located in the left column, the software will redirect the user to the projects in progress. This option is composed of a page header that shows the active projects, the archived projects, the "Add Project" button and the list of projects (active or archived, depending on the tab in which the user is located).
List of Projects
The "Projects" list provides the following information:
- The project identification number (ID)
- The name of the project.
- Type of Project.
- Priority levels, which can be:
- "Highest", "High",'
- PM who manages the project.
- Customer.
- The states in which the project can be found, which can be: "Created", "Preparing", "Prepared", "WIP", "Done", "Closed" and "Archived".
- The date on which the work should be completed (Due TS) The bar that shows the percentage of progress.
- The "Actions" drop-down list which offers different options.
- Archive button.
- Delete button.
It also has the "Add Project" button, which allows the PM to add a new project.**In order to create a project it is necessary to create the user profile "Client". Instructions on how to create users are provided later in this manual.
Create a new Project. "Add Project" button
By clicking on the "Add Project" button, a dialog box will appear, which will contain the information to be provided to create the new project. The user will be asked to enter the following data:
- Project name.
- Description of the project.
- Type of project, which can be translation (which includes proofreading), annotation or transcription (which also includes proofreading).
- Project priority.
Project Logs
Clicking on the "Logs" button from the "Actions" drop-down list will display the records of the actions executed by the PM in the project.