1. Overview
The Overview tab contains all the relevant information related to a project:
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Cost - The total cost for the project
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Total Work Units - The total number of WUs that are part of the project and the number of unassigned tasks
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Progress - Percentage of completion for the project, taking into consideration the progress of all WU
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Due Date - Project Delivery date
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Organizational Unit - Display the Organizational Unit whose the project belongs
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Project Manager - The PM name and registered email assigned to the project
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Contact - The Project requester's name and registered email
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Tags - Display any tags added Manually or Automatically to a project
1a. Work Unit progress
From the Overview tab, you also have full visibility of the WU progress
1b. Autopilot
The Autopilot feature allows the vendors to see the tasks in their dashboard as long they are eligible for them. This feature will save some time touching the PM attributions, seeing that they will not need to assign the vendors for each task.
For more information, please refer to the following article.
1c. Work Unit actions
Each WU will have additional actions available for the user:
Open in Editor - Open the WU with BWX Editor
Alternatively, the user can open the Bureau Works Editor by clicking on the file name
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Download Original File - Download the original file uploaded to the project from the selected WU
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Download Translated File - Download the Translated file from the selected WU
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Export to XLIFF - Download a Bilingual XLIFF from the WU selected
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Import XLIFF - Import XLIFF files into the selected WU
- Upload Media - Import a Media file into the selected WU
1d. Actions/Options Bar
The Actions/Options bar will bring some actions and options:
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Import/Export
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Join in Editor
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Upload file
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Actions
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Filters
For more information, please refer to the following article.
2. Key Dates
This tab will display the Key dates (Creation and Due Date) for the project. Any changes to the project status will be displayed with timestamps under the "Status Changes" field, the user responsible for the action and its reason.
3. Communication
The Communication tab can be used to add Notes and Instructions that are relevant to the project.
Here, is also possible to check who entered the Communication tab:
4. Instructions
The Instructions tab can be used to add any instructions that will guide the vendors during the progress of the project
For more information, please refer to the following article.
5. Files & Workflows
The Files & Workflows tab can be used to visualize the files according to their workflow and is also another option to upload files by clicking on "Upload files".
6. Reference Files and Media Review
The Reference Files and Media Review tab can be used to upload any files that can be used as a reference by the resources that are working on the project, to upload PDF files for preview and review (comments and markups) and it is also possible to upload Media Files to be used by our Video Preview tool.
7. Logfiles
From the Logfiles tab, the user can View and Download (in CSV or XLSX) the Logfiles created for the project
For more information, please refer to the following article.
8. Tasks
From the Tasks tab, the user can assign the tasks available to the Resources that will responsible for the completion of each task in a project.
For more information, please access the following article.
9. Costs
When a project is created, the costs can be entered into the Costs tab:
- Automatically - If a Price List is associated with the Organizational Unit to which the project belongs, when the project is created the costs will be automatically calculated, based on the number of Words and language pair and the costs associated with this language pair in the price list
- Manually - When there is no Price list associated with the Organizational Unit, the costs will not be automatically calculated, but the user can manually enter the costs to the project at the language level or at the Project level.
For more information, please refer to the following article.
10. Translation Settings
At this tab, it is possible to set your project's configuration.
For more information, please refer to the following article.
11. Translation Memory
From the Translation Memory tab, the user can view, add, remove and edit the Translation Memories configuration associated with the project.
For more information, please refer to the following article.
12. Glossaries
From the Glossaries tab, the user can view, add and remove the Glossaries associated with the project.
For more information, please refer to the following article.
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