New/Edit Corporate Job window

The New/Edit Corporate Job window contains the following data:

Code — the unique job code is created automatically along with the job itself. The first character "J" indicates that this is a job code, the letters afterwards can be either VACANT (meaning that no expert has been assigned to the job) or show the assigned expert's code. The number is the value of the corporate job counter for the assigned expert. Each expert has an independent counter for this code. If corporate jobs are reassigned to a different expert, their codes (both the letters and the counter) change accordingly.

Corporate Expert — experts can be assigned and reassigned at will as long as this corporate job is not included in a job assignment. Corporate jobs must be removed from a job assignment before expert reassignment.

Name — this name does not need to include the language pair or service name, since that data is added separately. By default this is the name of the parent client job. A corporate job name can be 100 characters long maximum.

Group — the group of services. All services in Projetex are broken into groups. You can select any of the groups of services available. To add or edit a group of services, open Corporate Settings in the Backstage view, and select the Groups of Services section.

Service — each group of services contains a separate list of services. Before selecting a service, select the group of services first. To add or edit a service, open Corporate Settings in the Backstage view, and select the Services section.

Volume — the job volume can be indicated in a number of units (characters, words, lines, hours and so on). To add custom units, open Corporate Settings in the Backstage view, and select the Volume Units section.

You can also use the built-in AnyCount or CATCount tools to quickly count the job file, or calculate CAT text volumes (100% match, fuzzy match, and so on). You can also import Trados and Logoport logs with the help of the CATCount tool to quickly enter the required volume. See the AnyCount in Projetex and CATCount in Projetex topics for details.

Price — the price can be entered manually or copied from the client's individual price-list.

To copy a price from the price-list click the <=Price button. The price for matching service, group of services and unit combination will be copied.

Click the => button to copy the price to this client's price list.

You can set a fixed price for the corporate job (which will not be multiplied by the job volume) by selecting the flat fee option in the drop-down list next to the price field. Select the free option in the same drop-down list to set the job total to zero. The price and volume in a free job must not necessarily be zero.

If the client currency differs from your base currency, the Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this job. Note that this button does not change the general exchange rate stored in your Projetex database. To change the exchange rate for all future jobs go to the Exchange Rates tab of the Corporate Settings.

Time spent — unlike with client and freelancer jobs, the cost of corporate jobs can also be determined by multiplying the time spent on the job by the average hourly cost (AHC) of the corporate expert who completed it. Results are displayed in the Total Cost string. Projetex will also calculate the productivity (Volume units per hour) of the corporate job by taking into account the volume, time spent and AHC.

JA Folder — job assignment folders contain all files an expert would need to begin working on the job. When creating or editing corporate jobs it is often necessary to work with job files (for example you may need to copy a name of the file or count a job file for it's exact volume).

Before creating a JA folder, create the job assignment itself by clicking the Create JA button. This will create a job assignment containing this corporate job, or add this job to an existing JA, if there are any. See Creating job assignments for more details on JAs.

Once a job assignment has been created, the JA Folder tab becomes available. This tab can be used to access the JA folder without opening any additional windows. Also, the JA Folder tab can be used to quickly find and access a number of folders related to this job, like the project folder, client folder and FTP folders of the client.

Timeline — the timeline of a corporate job in Projetex includes the assigned and deadline dates, as well as the date when the corporate job has been actually completed. The Deadline and Completed values are taken into account when Projetex determines the status of corporate jobs (like due today, overdue and so on).

You can use the buttons above the corresponding date fields to quickly set the assignment date to the current date, the deadline to the assignment date, or the completion date to the deadline or the current date.

To mark a job as completed, click the Timeline button and select the Completed check box.

Job Quality — the job quality parameter allows you to evaluate the quality of a job performed by a corporate expert. The rating ranges between 1 and 100. Unrated jobs have a rating of 0.

Special Status — these are used when a corporate job needs to be put on hold, when you create heads-up (or potential) jobs, or when you need to cancel a job. Jobs with on hold status have their deadlines undetermined, thus on hold jobs cannot become overdue. Jobs with heads-up status cannot be set as completed, since the status assumes that work has not yet started. Canceled jobs also can not be set as completed, since the status assumes that the job was abandoned.

Instructions — any Project Manager instructions or comments regarding a corporate job can be entered here in the form of a plain text note.

Work Notes — corporate expert notes can be entered here. It is recommended to enter PM notes and expert notes separately.

Custom Fields — corporate job information can be customized by adding custom fields for additional information not foreseen by the default controls.

Note: Only users with access to the Projetex Server Administrator can add or remove custom fields. See the Custom Fields topic for details.

Audit — keeps track of when and by whom the job was modified.

Alerts — keeps track of messages received from the Projetex 3D Automation Engine.

You can save corporate job data in a printable file, print it, or e-mail it with the help of RTF templates.

Templates for printing corporate job data can be edited via the Corporate Settings in the Backstage view. Click the Templates section to quickly access all template folders. Templates for printing corporate jobs are saved in the D:\BusinessServer\Templates\EXPERTS\CORPORATE\Jobs folder.