This article provides guidance on navigating the Bureau Works platform as a client. In simpler terms, it's designed for situations where your translation agency utilizes Bureau Works to oversee their localization requirements.

For clarity, we will segment this article into distinct topics:

1. Home
  1.1. Start a new Project
  1.2. Waiting for approval
  1.3. In Progress
2. Projects
  2.1. Projects
  2.2. New Project
3. Organizations
  3.1. Organizations
  3.2. Organizational Units
4. Basics
5. Languages and Color Scheme
6. Profile

1. Home

1.1. Start a new Project

This button holds significant importance for you as a client. Clicking on it will direct you to the project creation page. In simpler terms, this is the way to communicate to your agency that you require certain files to be translated.

The project creation process consists of three steps. The initial step involves uploading the files you require for translation.

⚠️This article provides information about the file extensions we currently support.

Within this same step, you also have the option to configure how our platform will process your files, influencing the outcome of your translated files. Below, you'll find examples of various options we offer:

The majority of users won't need to adjust their file settings. If you're uncertain whether you should do so or not, we recommend reaching out to your agency for guidance.

1. Delete Option: This allows you to exclude a file from the project if needed.
2. Configuration Option: By clicking the arrow, the platform will reveal the file's configuration, as demonstrated below.

Once you've uploaded your files and made any necessary configurations, you should proceed by clicking on the "Continue" button.

The second step will require you to insert basic information such as project reference and project notes.

1. You will choose the Organizational Unit from a dropdown list, and you might have multiple options to select from.
2. The Contact Person field will be automatically populated with your user details, but you can opt to choose another user from your company.
3. The Project Reference will serve as the project's name, facilitating its identification within our system.
4. Including Project Notes is not obligatory, but they can be utilized for any instructions or guidance you wish to provide.
5. The Source Language will be automatically filled based on the Organizational Unit you are associated with, although you can modify it if needed.
6. The Target Languages will also be pre-populated based on your Organizational Unit, yet you have the flexibility to adjust them as necessary.

Step 3 is where you'll have the opportunity to select the target languages and workflows for each file. The platform will deduce these choices based on the Bureau Works configurations and the preferences you confirmed in the preceding step. However, you have the flexibility to make adjustments as you see fit. This feature is particularly valuable when assembling a substantial project involving diverse files with distinct translation needs and workflows.

Once you click on "Create", your project will come into existence. The outcome can vary based on your agency's settings—it might undergo automated quoting or not.

⚠️ In instances where Quote Automation doesn't initiate, the project status will stay as "Draft." A member of the staff will then provide a quote and shift the project's status to "Pending." Conversely, if the Quote Automation does initiate, you will swiftly receive the project's costs, leading to an automatic shift to "Pending" status.

To proceed with the translation project, you should give your approval by clicking on the "Approve Project" button.

1.2. Waiting for approval

Within this tab, you will find projects awaiting your or your team's approval. Here, you'll have direct access to approve each pending project and also view details like project name, project reference, the associated Organizational Unit, due date, total project costs, and more.

You can filter projects based on whether you are the designated contact person or not.

1.3. In Progress

Within this tab, you have the option to monitor the progress of your approved projects. You can employ filters to organize them based on their due dates and decide whether to display only those projects for which you are the designated contact person or not.


Upon clicking on a project, you will be able to see the progress of each work unit (file + target language + workflow step) on the Overview tab:

You will also have access to other tabs such as "Key Dates", "Communication", "Reference Files and Media Review", "Logfiles", "Costs" and "Glossaries".

Key Dates: This tab provides an overview of significant milestones within the project's timeline, including its creation and approval.

Communication: Utilize this section to append any relevant notes or comments you wish to share with the project manager or other authorized personnel.

Reference Files and Media Review: This tab facilitates the upload of files serving as guidelines, references, or examples to aid the involved professionals.

Logfiles: Within this section, you can review generated logfiles, offering insights such as total word counts and net rate calculations.

Costs: This tab offers a comprehensive breakdown of the project's costs.

Glossaries: Here, you'll find associated glossaries that linguists will consider during their translation and review processes.

2. Projects

 2.1. Projects

On this tab, you will be able to see all your projects, including all statuses. Filters are also provided and you can learn more about them here.

2.2. New Project

This tab provides an alternative route to initiate a new project, as elaborated in section 1.1..

3. Organizations

3.1. Organizations

Organizations hold a higher position in the hierarchy compared to Organizational Units. Depending on how your agency structures its client relationships, you might be linked with one or multiple Organizations.

3.2. Organizational Units

Organizational Units act as frameworks for projects created within their scope. As a client, you have the option to establish new Organizational Units when necessary. If your company operates various departments seeking translation services, it might be beneficial to have distinct Organizational Units for each department. If you'd like guidance on setting up an Organizational Unit, we recommend checking out this article.

Furthermore, you have the option to access existing Organizational Units and review details such as project configurations (default source and target languages), associations, translation memories, and glossaries.

4. Basics

In this section, you'll discover links that will direct you to our Help Center, API Documentation, Bureau Works - Bureau Works CLI and Updates.

5. Languages and Color Scheme

In this section, you have the option to utilize the Bureau Works platform in eight different languages and also select your preferred color scheme, either light or dark.

6. Profile

Upon accessing your profile, you can edit or insert personal details such as your name, email*, cell phone, company name, Skype ID, as well as your location and address.

The Agreements tab displays the agreements you have accepted while using the Bureau Works platform (currently, this option is only activated to Bureau Works vendors).

In the Security tab, you can change your password and enable two-factor authentication (MFA). To learn how to enable your MFA, please access this article.

*Depending on your permissions, you might need to contact our Support team in order to update your registered email address.

If any questions were not answered in this article, please don't hesitate to contact our support team at help@bureauworks.com.