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Projetex History
Projetex 7.0 is our major release of project management software for translating agencies.
Version 7.0 has been upgraded, enriched with new features, and polished.
For more general features of Projetex, please refer to Features page.
Modern history of Projetex (Key Enhancements):
Build 703/7003
- Russian localization.
- Multiple enhancements and fixes. Upgrade is highly recommended.
Build 701/7001
- Account-based management of Projects and Client: Account Managers now are assigned Accounts instead of Clients. Client can have single account (like it was before) or multiple accounts, with a number of Projects and Account Managers assigned to them.
- Custom fields in Jobs and Quotes for even more database customization.
- Mass action: quick generation of multiple Invoices, Purchase Orders and Payments.
- Improved file manager: additional options to further enhance work files management: with a few clicks now all relevant folders (like all Job Assignment and Purchase orders folders of a certain project) can now be opened in the second field of Files tab.
- File management options in Edit job windows.
- Built-in FTP client available directly on Files tab for quick access to Clients and Experts FTP folders.
- AnyCount 6.0: Projetex 7.0 now features built-in bestselling AnyCount 6.0 text count engine. Numbers in AnyCount notes are now aligned into distinct columns.
- New version of reporting engine: — Projetex 7.0 now features built-in latest FastReport 4.2 report compiling engine.
- Wizards function introduced: New Client, Contact, Account, Service, Quote, Invoice and PO can now be created from any window of Projetex Workstation.
- Freelancer search option is now available in Freelancers window.
- Invoicing policy settings can be configured in client’s profile, allowing to track if a client job is ready for invoicing or not.
- Last accessed folder on the Files tab is now remembered.
- All unfinished jobs can be automatically closed when closing the project.
- Phantom payment notes can now be added.
- Expert can now be assigned directly from Job Dialog window.
- Info notes can be now broken down by types.
- Apply button in all «edit» windows allows to immediately enter changes to database without closing and re-opening the window.
- Job status filters available in schedules.
- CATCount can now process Logoport logs in addition to Trados logs.
- Additional Project and Job statuses — «On Hold» and «Planned».
- Easy Project deletion, allowing to quickly delete all project jobs along with project.
- Contact Photos picture size has been increased to 110×120 pixels.
- Active Server connections can now be displayed in Projetex 7.0 Server Administrator.
- List of online users can now be viewed from Projetex 7.0 Server and in Projetex 7.0 Workstation.
- Faster database server — data exchange rate between Server and Workstation has been improved.
- Localization support — can now be easily localized into your language.
Build 185/6186
- Update system has been improved;
- Multiple enhancements.
Build 6185
- Improved processing of templates with smart tags;
- Multiple enhancements.
Build 182/6182
- Variable INVOICE_PAYMETHOD now works correctly.
- New variable INVOICE_PAYMETHOD_DESCR has been added.
- Filters have been corrected.
- Minor enhancements.
Build 181/6181
- Projetex Server Administrator now fully supports Windows Vista.
- Fixed most common Firewall issues.
- Minor enhancements.
Build 6177
- Improved CatCount engine.
- New system of counting number of copies running in the network simultaneously.
- Minor enhancements.
Build 178/6176
- Improved management of custom reports.
- Updated Help System.
- New global variables added:
- \CURRENT_USER_NAME\ — name of the logged-in user.
- \CURRENT_USER_POSITION\ — position of the logged-in user.
- Minor enhancements.
Build 6168
- Context-sensitive Help System added.
- Minor enhancements.
Build 6165
- Tax value may be negative.
- Folder for Database Backup may be customized.
- Added Adjustments value (like Expenses in TO3000 V7) in Invoices and POs to correct Total Amount Due.
- And many other enhancements.
Build 6150
- Multiple enhancements requested by users.
- Various enhancements in Schedules:
- vivid icons of Clients, Experts, and Projects in all Schedules.
- convenient jump feature in all Schedules from currently selected item.
- progress bar for building Schedules for long periods of time.
- indicator for jobs beyond the scope of the schedule.
Build 6100
- Major Upgrade.
- Visual Schedules are available for Clients, Projects, Corporate Experts, and Freelancers.
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*If you are upgrading from previous builds, make sure you grant rights to new windows to eligible existing users using Settings>Users window in Projetex Server Administrator
- Folder Management Engine upgraded.
- AnyCount Engine updated.
Build 6002
- Multiple enhancements requested by users.
Build 6001
- New custom access roles: Account Manager and Production Manager will simplify assigning of access rights.
- Turning accepted Quote into a Project with one click!
- Project Account is more efficient: Corporate Expenses and Operating Profit figures are calculated and displayed.
- Custom Filter for Projects: Our users are already familiar with Custom Filters, which simplify search for Clients and Experts. Now you can use Custom Filter for filtering the set of projects!
- On the Corporate Jobs page you can see the total figures: Calculate Totals button added.
- Payment Terms for freelancers upgraded: From PO Completion option added in addition to from Invoice Date, and from PO Issue date options.
- Additional Notes can be entered for any type of Payment Terms.
- Marketing Tracking notes and Freelancers Application Tracker notes can now contain more information.
- When Project, Job, Client or some other record has too many properties (too many columns in the corresponding table, in other words) — you do not need to scroll to see all values anymore. With two clicks you can see the record in a vertical view: all values are clearly visible at a time.
- Sorting of columns is greatly enhanced and is now available in most places of Projetex.
- Custom Filter tool is improved and became more easy to use.
- Upgraded built-in word count instrument — Projetex 2006 contains the most recent version of our handy AnyCount word count software — AnyCount 5.0:
- Support for word count, line count, and character count for .MIF (Adobe FrameMaker), XML (eXtensible Markup Language), and .WPD (Corel WordPerfect) files is added.
- Additional support for word count of protected .DOC files.
- Text count in .DOC, .RTF and .PDF files enhanced.
- Text count in .DOC, .RTF and .PDF files enhanced.
- Increased speed of word counts, line counts, and character counts.
- Installation of Adobe Acrobat Reader for character count, line count, and word count in PDF documents is no longer necessary. AnyCount can perform text counts in .PDF files in the self-sufficient way.
- New file management feature: folder creation customization.
- "Contains" option added for quick search in Client Chooser, Project Chooser, and Expert Chooser.
- Code fields are larger now: include up to 15 symbols.
- You can specify the Payment Method (bank details, for example) for a Client when creating an Invoice. Multiple payment methods are supported.
- Additional output formats for all Projetex 2006 documents (Invoices, Payments, Reports, etc.) — Microsoft Word (.DOC) and Adobe Acrobat (.PDF).
- Now you can specify issue date for Phantoms (Phantom Invoices, Phantom Payments etc.).
- Customization of Postal Address Format (i.e. specifying delimiters and Country, City, Street etc. lines order) is now available.
- A color highlight warning for Projects and Jobs is even more customizable now: you can specify how much in advance warning colours are visible.
- Grouping of Custom Fields: extremely useful when you have many of them.
- Number of Active Connections refreshes automatically.
- Server selection dialog available directly from log in window.
- No need to enter the Server name manually anymore: a list of available PCs connected to the network is provided.
- And a lot of other enhancements! Plus hundred more are in the production queue, to be released in the next builds!
Build 5055
- Column "Net Job Total" added for Invoices and POs.
Build 5054
- Minor enhancements (report variables).
Build 5053
- Multiple minor enhancements (work with custom fields).
Build 5052
- Several field sizes increased by users' request.
Build 5051
- Sorting of columns improved.
Build 5048
- Additional Color Status for POs without Invoices (when using From Invoice Date payment terms).
Build 5046
- New Project based on Quote feature upgraded (automatic copying of files, jump to created Project).
Build 5045
- Deletion of Client with all relative records is possible now (e.g. for cleaning up demo records in database). Alternatively, you may install empty database.
Build 5040
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Invoices in the middle of the range can now be deleted.
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Client Quotes — major upgrade (Multi-Item Quotes).
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Projects can be created on the basis of Quotes.
Build 5039
- Font name and Font size in tables can be customized (see Settings -> Current User -> Fonts and Sizes).
- Automatic adjustment of column width to the size of the longest field (MS-Excel – like behaviour) by double-clicking during selection:
Build 5037
- Service and Group columns added in New/Edit dialog boxes of Client Invoices, JAs, and POs.
Build 5036
- Display of Postal Address format in dialog boxes can be customized.
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AnyCount can help you generate multiple client jobs at once (AnyCount button in Tree page of Project window).
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Time of project start can be entered in Assigned part of timeline in Projects, Quotes, and Jobs.
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Automatic display of Productivity added in New/Edit Corporate Job dialog box.
Build 5035
- Resizable splitters added on Main pages of Client, Project, Corporate Expert, Freelancer windows.
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Report Engine at Tree page of Project window upgraded to reflect usability enhancements introduced in 5033.
Build 5033
- Major usability enhancement for Project Tree.
- Corporate Expenses added.
Build 5028
- Group of Services column added to all tables, which contain Services.
Build 5027
- Additional Phone 3 and Phone 4 data fields in Contact Info for Clients, Corporate Experts and Freelancers;
- Optional photos in Contact Info for Corporate Experts and Freelancers.
Build 5025
- New shortcuts for Navigator:
- F5 — Clients;
- F6 — Projects;
- F7 — Corporate Experts;
- F8 — Freelancers.
- Update Past Folders feature for Project Folders.
- New format for storing of templates (.pxr2), which now contains example report and description, in addition to report template.
- Template variables can now be assigned to custom fields as well.
- Font color of currently selected row can be customized; XLS-export is enhanced, it is now completely standalone, does not depend on installed Microsoft® Excel.
Build 5021
- Expert jobs can be cloned.
- Charts for Client Accounts, Project Accounts, Freelance Accounts.
- Custom Reports.
- Custom Queries.
- Global Codes for Invoices and POs can be enabled to reset between separate years.
- Customization of Global Code (prefixes, suffixes).
- Custom Filter for Clients, Experts and Projects.
- Export and Print is possible from most pages.
- Customization of folder structure.
- Photos can be added to contacts.
- Speed of RTF-output optimized.
- Ability to view AHC (Average Hourly Cost) of all corporate experts can be disabled for any Project Manager.
Build 5007
- Minimum Fee added to Quotes.
- Search of Freelance Experts improved.
- Communication with price-list is now two-way, it is possible to transfer prices of particular quotes or jobs into price-list.
- Additional filters for Invoices.
- Additional filters for POs.
- Greater compatibility between TO3000 and Projetex templates.
- Special type of user: Corporate Expert, with ability to view only own JAs and expert jobs.
- Export of data introduced in several parts of the program.
- Printing of data introduced in several parts of the program.
Build 5001
Original Public Release.
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What users say
  “Your support is far better than anything I have experienced during the past 33 years as a translator.”
Werner Behnke
Trans-Tech Translations,
Germany
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creators of Translation Office 3000: Top Accounting Software for Freelance Translators,
Projetex
