1. Overview
  1.1 Work Unit progress
  1.2 Work Unit actions
  1.3 Actions/Options Bar
2. Key Dates
3. Communication
4. Files
5. Reference Files
6. Logfiles
7. Tasks
8. Costs
9. Translation Settings
10. Context
11. Custom Fields

1. Overview

The Overview tab contains all the relevant information related to a project:

1. Cost - The total cost of the project
2. Total Work Units - The total number of WUs that are part of the project and the number of unassigned tasks
3. Progress - Percentage of completion for the project, taking into consideration the progress of all WU
4. Due Date - Project Delivery date
5. More Info - Additional information regarding the project. See details below.

6. Organizational Unit - Display the Organizational Unit to which the project belongs
7. Project Manager - The PM name and registered email assigned to the project
8. Contact - The Project requester's name and registered email
9. Tags - Display any tags added Manually or Automatically to a project
10. Auto Task Placement- The Auto Task Placement feature allows the vendors to see the tasks in their dashboard as long as 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, we have an article about how to manage user information.

1.1 Work Unit progress

From the Overview tab, you also have full visibility of the WU status and progress.

1.2 Work Unit actions

Each WU will have additional actions available for the user:

1. Open in Editor - Open the WU with the Bureau Works Editor. Alternatively, the user can open the Bureau Works Editor by clicking on the file name.
2. Download Original File - Download the original file uploaded to the project from the selected WU.
3. Download Translated File - Download the Translated file from the selected WU.
4. Import - Import XLIFF files into the selected WU.
5. Export - Download a Bilingual XLIFF from the WU selected.
6. Upload Media - Import a Media file into the selected WU.
7. Delete - Delete the selected WU.

8. Extracted Terms - Extract reocurring terms inside the text so it can be added to the Glossarie.

9. Filter Settings - See the current configuration for tags and file parsing.

1.3 Actions/Options Bar

The Actions/Options bar will bring some actions and options:

- Import/Export
- Join in Editor
- Upload file
- Actions
- Pre-translation progress
- Filters

2. Key Dates

This tab will display:

1. The Key dates (Creation and Due Date) for the project;
2. 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.

After the project has been created, the due date and time might be changed.

3. Communication

The Communication tab can be used to add Notes and Instructions that are relevant to the project.

1. Messages: It can be used to disseminate information among members of the project team. Can function like a chat, receiving responses.

Here, it is also possible to check who entered the Communication tab:

2. Instructions: Used to add any instructions that will guide the vendors during the progress of the project. For more information about the communication in Bureau Works Editor, please refer to the following article.

3. Project Notes: Can be used to save project-related data.

4. Files

The Files 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". It is only possible to upload new files while the project is in Draft.

5. Reference Files

The Reference Files 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.

The files uploaded in the Review Files will be available in the Editor. You can read more about it here.

6. Logfiles

From the Logfiles tab, the user can View and Download (in CSV or XLSX) the Logfiles created for the project. It is also possible to change some logfile settings.

1. TM Match Over Repetition: If enabled, 100/101% segment matches will not be considered as repetitions.

2. Non-Translatable Match Over Repetition: If enabled, all Non-Translatable segments will be considered as non-translatable. No subsequent non-translatable segment will be considered as a repetition.

3. Logfiles

7. Tasks

From the Tasks tab, the user can assign the tasks available to the Resources that will be responsible for the completion of each task in a project.

1. Actions: Users can export task files or open joined tasks in the editor, similar to the actions bar in the Overview tab.

2. Filters: Allows users to filter tasks by certain categories, making visualization easier.

3. Tasks: Displays each task available, along with detailed information like the workflow step, source and target languages, its sequence in the workflow, its due date and time, and most importantly, allows users to manually allocate vendors to each task. Users with Vendor or Account Admin roles are the only ones who can be allocated.

4. Task options: Allows users to:

• • See task details:
• 
  After clicking the button, you'll be redirected to the Task Overview. In this tab you can see general information about the task and can set a due date for it's delivery.
• 
  
• 
  Also in this tab, you can assign vendors to this task and give instructions to them if some specificities are required.
• 
• 
  In the Auto Task Placement tab, you are able to set a minimum score as a parameter for assigning vendors automatically to this task.
  
  You are also able to check how many vendors are eligible for this task based on their score. This information is displayed on the right corner of this panel.
  
   
  
  • See specific payment details for this task:
    
    After clicking on the button, a pop-up will appear showing the Payment Details for the vendor assigned to this specific task.
    
    In this window, you are able to see the vendor's rate and set his budget manually based on the kind of work and the amount of time spent on the task.
    
    
    
  • Open task in the editor;
  • Assign the same vendor to the related tasks of the project.

8. 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 for the project at the language level or at the Project level.

1. Invoice Info: if the number of the purchase is required, it can be informed in the costs tab.

2. Prices: displays the selected price list being used to calculate costs. It is possible to change between pricelists after the project has been created.

3.Cost Breakdown Price per file/language: display the costs calculated per file and per language.

4. Other costs: allows the addition of other costs, from rush fees to discounts. These fees have to be configured directly in the price list. 

For more information, there's an article that covers everything about Project Costs.

9. Translation Settings

On this tab, it is possible to set your project's configuration. 

For more information about Project's Translation Settings, please refer to the following article.

10. Context

From the Context tab, the user can view, add, remove, and edit the Translation Memories configuration associated with the project, as well as the Glossaries that will be used.

The Translation Memory stores up frequently translated segments to save time and money and you can configure specific settings to your project in this tab.

The Glossaries store up frequently translated words with their translated pairs. Beyond saving time and money, the translations become more consistent among the text.

11. Custom Fields

In the Custom Fields tab, you are able to add customized information to your projects.

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