Projetex 7.0 quick start

The following guidelines describe the most basic working procedures in Projetex 7.0, such as:

Setting currencies and services

Creating client database

Creating quotes and projects

Creating jobs

Assigning experts

Managing invoices, purchase orders and payments

1. Setting currencies and services. Having installed Projetex 7.0 please take a moment to set the system up for your business. Newly installed Projetex 7.0 will not have all the currencies you need. However, all required currencies can be quickly added to the database. Also, you many need to adjust your base currency.

Note: "Base currency" is the currency in which you prefer to keep your accounts. For more information about base currency, please refer to Multi-Currency Support topic.

To enter new currencies:

To change your base currency (Administrator only):

Services in Projetex 7.0 can vary from "translation from source to target language" to more unusual ones line "training" or "consulting". You can enter services of any type in Projetex 7.0 Workstation Corporate Settings.

To add a service (language pairs translation, proofreading, DTP and so on):

2. Creating client database. There are two ways to fill your database of clients: entering all the clients manually or importing them from a file. Also, if you own Translation Office 3000 — you can quickly import your clients (along with all other data) from TO3000 database.

To enter new client manually:

To import client database from a file:

See Importing client and freelancer data

To import client database from your Translation Office 3000:

http://download.projetex.com/t2v4x6z8/TO3000toProjetex.exe

Note: TO3000, which database you intend to use for import must be installed on the same PC as Projetex 7.0 Server.

3. Creating quotes and projects. Quotes and projects can be created using Quotes tab of Client window and Main tab of Project window respectively. A project can also be created using data from certain quote.

To create a quote:

To create a project:

4. Creating jobs. In Projetex 7.0 any project consists of a number of jobs. A job represents a certain amount (characters, words, hours, custom units) of certain service (like translation from source to target language), assigned on certain date and having a deadline. There are two types of jobs in Projetex 7.0 — client jobs and expert jobs. The quickest way to create jobs is to do so in the Tree tab of Project window. For more information about jobs please refer to Project window Tree tab topic.

To create client, corporate and freelance jobs:

5. Assigning experts. Corporate and freelance jobs in Projetex 7.0 must be assigned to certain experts (corporate experts and freelancers accordingly) before they can be marked as "Completed". The quickest way to assign experts is to use tree view of a project available on the Tree tab of Project window.

To assign corporate expert or freelancer:

To remove corporate expert or freelancer from a job:

6. Issuing invoices and purchase orders. Projetex 7.0 can be used to quickly issue, edit and delete invoices to clients, purchase orders to freelancers and link them with payments consistent project account balance picture.

To create an invoice to client:

To issue a purchase order: