_bm0 Project manager basic working procedures

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Most of the options required for project manager users are included in the Projects section of Projetex 7.0. Since primary purpose of Projetex 7.0 is project management — most of program windows are intended for project managers. The procedures below merely point out some of the areas in the program.

In general, Project Management in Projetex 7.0 consists of the following primary steps:

 

Step 1 – Creating a project. This includes entering project data to Projetex 7.0 database, setting deadlines, and managing project files. See the following topics for details:

Creating a project
Project profile
Files of project

 

Step 2 – Splitting the Project into a number of billable client jobs, each of which can have a certain volume and price. See the following topics for details:

Creating client jobs
Prices to client

 

Step 3 – Assigning different portions of client jobs to translators (or "Experts"). This involves splitting client jobs into smaller one-man assignments: creating corporate jobs and freelance jobs, each of which can be assigned to an in-house translator (or "corporate expert") or to a freelancer. See the following topics for details:

Creating corporate jobs
Creating freelance jobs
Selecting experts

 

Step 4 – Submitting jobs to corporate experts. This step has to deal with Issuing printable job assignments as well as providing necessary project files to corporate experts. See the following topics for details:

Creating job assignments
Files of corporate expert

 

Step 5 – Subcontracting some portions of project work. This involves issuing printable purchase orders (or Pos) to freelance experts. Each purchase order has a number of freelance jobs, with their volumes and prices. See the following topics for details:

Creating purchase orders
Files of freelancer

 

Step 6 – Tracking project and job progress with the help of Schedules and reports. See the following topics for details:

Using schedules

 

Step 7 – Closing completed jobs and projects, issuing and approving printable invoices to client, based on agreed payment terms. See the following topics for details:

Invoices to client
Balance of project