Client Numbers - this is what we call the appointed numbers you got from your Client, or, matter of fact, that you produced for your client (if you work for DCs)
When you create your Project, if you don't "Propagate" at Project creation level, the project will be created with "empty" numbers. Good? Well, it's okay, no problem. See:
Note that there are only units (could be changed) but no real numbers written here at the moment.
So if you also want to see some money out of your project, it wouldn't be bad if you could enter WHAT you want to charge your client for this task.
But first, let's explain the whole concept of what you see on this screen:
Project - Component - Volumes - Finance:
The green "tabs" show where you are (in this case Volumes - which is the funny name for the Project's Detailed view)
Tasks: Translation - Editing
This shows the Workflow tasks and steps. Right now you are watching the Translation part of this language pair.
The pulldown menu at the right:
This is a shortcut to all the other projects in this project group (click on it, you can search and find what you need and easily switch to some other Project in this group)
EN-FR and EN-DE tabs:
These are the language pairs for this Project. It will show all the language pairs here, so if you have 28 there will be a lot of tabs here to click on.
The "Info box" (the one with many squares):
Shows the details of "Client numbers", as well as dates, CAT tool, the Finance Status, along with some useful info like:
- Client Price Missing (when your numbers are missing this will be shown, and also, if you do have numbers, but there is no price defined for this Customer, the system will alert you about this missing information)
- Return to Client toggler with that Rocket icon means what it means. When you are finished with a Project, you click this indicating you returned it to your client - every task in the workflow will have this button, and if it is set to "off" it just means this wasn't returned to the person who ordered the task.
The small Icons are the following:
- Description - if it is full green, it means there is a description (for Project Group, or for Project, or for both) - click on it and a popup will appear showing what you have written here
- Special Instructions - same as above, but showing the Instructions you put
- Edit - opens up a popup (see below)
- Cloud link to File - this is when you have stored a file for this Project in the System, if it is green and you click on it it will show you the file name, the link and the shareable link that you can send to your vendor for downloading the file.
- Show/Hide button - will open some additional information about this Project, where you can do fancy stuff like:
- add a new task to the workflow
- remove a task from the workflow (always removing the current task you are looking at, so be careful)
- change the Status of this whole language pair (Active, Quote, Cancelled etc)
- delete the whole language pair - does exactly what it says, so again, be careful
- Add Vendor - well guess what, this is used to add a vendor to your task, the person (or company representative) who will do the job
After that, there is a table view of vendors who you already picked, along with their "numbers" and deadlines (it's empty in this screenshot above).
And in the end, there is a Comment section that can be used for your internal team to comment about the Project. Nobody but you can see these comments.
Back to creating the project:
Let's assume it's 1,500 untranslated and 1412.56 words payable (weighted, equivalent, call it whatever you like)
You should click the green EDIT button (third one from the left of the little boxes) and a popup will come up:
Here you can enter your weighted, and non-weighted numbers and do some more stuff, but first, let's explain everything in this screen in detail as well:
Untranslated / Weighted - these are the Units that you picked. If you don't like them, and you rather want to charge your client in Hours, click the green Change Unit button and pick the right Unit for you.
Client PO - the PO you got from your client (if you didn't get one, ignore the thing, you can create your inhouse Purchase Order or Order Number for your reference later)
Copy to all - this toggler, if set to "ON" (green) means that whatever PO Number you will enter here, it will be copied to all the EMPTY Purchase Order numbers within this project (regardless of language pairs, etc)
Client Finance Status - automatically shows the finance status of your project in the following five categories (N/A, PO Received, For Invoicing, Invoiced, Paid)
Start/Due Date - copied from the project but now it concerns only THIS TASK, and while we are working on automation, for now, you have to manipulate these numbers manually
End Date - the date when you clicked "Return to Client" toggler or you can edit that date here
More Data - opens up a little more possibilities (hidden because they are not always used), here is what it looks like:
And what it has is the following:
Set ftp - used to download files from your client's FTP (this is in baby shoes yet, but it exists)
Unique Code - you can set up a unique code for this "package", meaning, for the language pair within this Project. Sometimes this comes in handy, but you don't need to use it.
Translation Memory - the name of the translation memory you want to use with this Project (no need to use it yet, as it doesn't really have a real function)
Comment - if there is anything you'd like to comment on this particular task.
Discount % - if you have a standard price for your Customer, but you agreed on a certain amount of discount for this particular Project you should enter the amount here. In percentage. Enter "5" means it's 5% which means the system will calculate the Standart Price minus the 5% (if the price was 100 system will recalculate to 95, obviously). If you want to charge more, a surplus, then enter a negative number (I know, goes against logic, but it actually is, logical... a negative discount is a surplus), so -5 means it's a 5% surplus and the system will calculate 105 instead of 100.
Flat Rate - if you negotiated a flat rate for this particular project, you should enter the number here (click toggler and enter "300" for "300" of whatever currency this Project is being calculated in)
Custom Rate - this affects your "per unit" price, so for example, if your Standard Price is 0,11 something per word, and you enter Custom Rate of 0,15 then the system will calculate with 0,15 something per word.
Finally, at the very bottom of this popup, you have two togglers:
1) Copy values to all empty target languages - meaning if you have more languages, and you want to enter "Client Numbers" only once but to copy them to all 16 language pairs, this toggler should be set to "on" (green)
2) Copy values to all empty tasks within this language - meaning if you have 3 tasks in your workflow, and you want to set the same numbers for everything in this language pair, this toggler should be set to "on" (green)
NOTE: it will only (for now) copy the values to those tasks and language pair tasks where the numbers are empty. If there already are some values, these won't be overwritten.
And of course, there is the beautiful green SAVE button for saving your choices, well, actually the button is blue now. And Cancel does what it usually does. Cancels the changes, status quo remains.
Now that you are done with Client Numbers, let's go and pick some vendors for the task, and send them an e-mail notification...