After going to the Projects section on the menu and clicking New, you'll see a section called Settings with numerous features:
Project settings
Select one of the available machine translation engines or set this option to Disabled for your project. To add more machine translation engines, click on Change (please note that this is only available to Administrator users). Consult the Machine Translation section, if needed.
Set the default analysis for your project. Please be aware that this setting is connected to the Job Analysis window. That is, any changes made in the Job Analysis settings will be saved in the Project settings and vice versa. See Analysis for more details.
Set the default pre-translation for your project. As with project analysis, this setting is connected to the Job Pre-translation window so that any changes made in the Job Pre-translation settings will be saved in the Project settings and vice versa. For more details, see our Pre-translate article.
Project Status Automation rules enable users to configure when a project‘s status should be automatically changed. Project Status Automation rules can be saved in a project template and used together with an Automation Widget or with Automated Project Creation to achieve a completely automated process without a Project Manager’s involvement.
All options are deselected by default and can be modified on the account level in Setup, and on the project level in Project Settings. The options are as follows:
Set the project to Assigned once all jobs are Emailed
Set the project to Assigned once all jobs are Accepted
Set the project to Completed once all jobs are Completed
Set the project to Completed once all jobs are Delivered
Set the project to Cancelled once all jobs are Cancelled
Set the project to Completed once the project is Completed by Vendor
Select what checks should be performed when the quality assurance is launched for any of the project's translation jobs. See the Quality Assurance article for more details.
The Access and Security section includes many features that can help you to control what parts of a job can be accessed and by who. These features can be also set in the main Setup and include:
Email notifications (only for notifications sent from Linguists to the PM)
Allow loading of external content in editors
Notify job owner when job status is changed
Linguists may download their translation jobs as TMX
User metadata displayed to Linguists in Memsource Editor
Web Editor enabled for Linguists
Use Vendors (only available to users that can act as Buyers)
Linguists may start a workflow step only if the preceding step has been completed
Linguists may edit locked segments
Linguists may edit source (including Split and Join segments)
Users may turn on/off auto-propagation of repetitions (applies to Linguists and Project managers working in the Editor)
Users may turn on/turn off Instant QA in Editors
Spellcheck words in ALL CAPS
Spellcheck words that have their first letter capitalized if an identical term is used in the source
File renaming can be set in the general Setup (affecting all newly created projects) or for individual projects.
Please see the chapter on File Renaming for details.
Set up Financials that will be used in analysis and Quotes. It will also be used in the Home Page Dashboards.
Net Rate Scheme
Price list
The Workflow feature is only available to users of the Team and Ultimate editions. Workflow makes it possible to maintain multiple versions of a translation job in a project. For instance, a typical workflow would be something like this: Translation → Editing → Proofreading. These are called Workflow Steps, and they can be customized in the Workflow Steps section of the Setup page. Please see a more detailed explanation in our Workflow article.
To start using Workflow in an existing project, click on the Edit button at the top right of a project page to edit the project settings. Then click on Workflow at the bottom of the Settings section and select the workflow steps you want to activate for the project. For new projects, the workflow can be activated immediately during project creation.
Note: The maximum limit is 15 workflow steps in a project.
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A Project with 4 Workflow Steps
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