Knowledgebase : Projetex
The integrated version lacks an independent interface and the "add
from web" function.
Other than that, the integrated and standalone versions of the
AnyCount word count tool [https://anycount.com] produce exactly the
same results.
Usually, users who a...
These two products can be called "sister programs".
Translation Office 3000 was developed for freelance translators. It
simplifies accounting, marketing and invoicing tasks.
You can find more information about TO3000 at
https://www.translator3000.com ...
You can download free 30-day trials for all our main programs on the
following sites:
AnyCount word count tool [https://anycount.com] -
https://www.anycount.com/try-free [https://www.anycount.com/try-free]
TO3000 TMS - https://www.to3000.com/download
...
You should set up ways of shared access to folders on your server
manually, as the Projetex server does not touch your security
configuration.
Detailed instructions for setting up shared access to the folders on
your server are available in Chapter 3, S...
The Projetex database is stored in the C:Program Files (x86)Microsoft
SQL ServerMSSQL12.P3DMSSQL folder of the computer hosting the Projetex
Server.
Operating System: Windows 7/Windows 8/Windows 8.1/Winodws 10/Windows
server 2008/Windows server 2012
CPU: 1200Mhz or higher
RAM: 2GB or more
Hard Drive Space: 2,5Gb for initial setup plus variable space for the
database and work files (at least 1,5 ...
It is possible that your program has been previously launched on a
computer with two displays. If this is the case, then the main window
is located beyond your current display
Please connect the second display to your PC again, and the main
window of th...
If you would like to export your query into XLS, please install MS
Excel on your Projetex server PC. This product is required by Projetex
to make exports to XLS.
If you already have MS Excel installed, please try to repair or
reinstall it. Most likely, ...
This issue is usually caused by two possible problems:
a) You have different Projetex builds installed on your Projetex
Server and Projetex Workstation. In this case, download the latest
Projetex build and install it on your server and workstation compu...
Projetex 3D is a new version of the product, and has many new features
and improvements. Therefore, the upgrade to Projetex 3D is fee-based,
but its price is much less than a price of a new Projetex license. You
can find more information on the new featur...
Projetex documentation is available at
http://projetex.com/translation-management-project-management/documentation
[http://projetex.com/translation-management-project-management/documentation]
You can also use the built-in help file by pressing F1 in an...
The main problem in this situation is not the internet bandwidth, but
the distance between your server and your workstation.
If your server is in another country, your ping will be higher.
Projetex Server and Projetex Workstation continuously send packe...
Unfortunately, all information in custom fields can be entered only
manually. Thus it is not possible to create an automatically filled
custom field.
To create a regular custom field, please switch the database into
Offilne mode, go to "Corporate Settin...
To migrate to another PC, please download Projetex setup file from
http://download.projetex.com/Projetex9Setup.exe
[http://download.projetex.com/Projetex9Setup.exe] and install
Projetexon your new PC. Then activate the program using your serial
number. Yo...
Please do the following to reinstall Projetex and restore your
database:
Before formatting your disk:
1. Run the Projetex Server Administrator. Switch to the Database tab.
2. On the Database tab click the "Backup" button.
3. In the Backup Database windo...
Please make sure that you have standard scaling enabled for your
interface elements. You can check this at Start > Control Panel >
Appearance and Personalization.
Please try to set all your settings to their defaults and reduce the
size of all elements ...
Please note that your different program sections (for example the
Client section, Project section, etc) have different fields and custom
fields sets. Therefore, your Local Custom Filter settings are
different for your Clients, Projects, Freelancers, etc. ...
Yes, the Projetex Server PC should be always active in order to
provide access to the database.
A good solution would be to install the Server component on a VPS.
The main reason for the performance difference between Copy-Paste
transfering and Projetex File Manager transfering lies in different
procedures which are used for both cases. When you transfer files
within Projetex, you establish a secure encrypted conne...
Audit allows you to track all changes made in your database. It can
show you when any databse entry was created of modified, and by whom.
You can find Audit windows in all program sections. Below, you can
find some examples of Audit windows for clients, p...
This problem occurs if the Projetex Workstation does not have access
rights to overwrite the following file:
C:UsersPublicDocumentsAITProjetex 3DProjetex WorkstationCATCount
4catcont.txt
This file is responsible for containing the CATCount Notes of your...
Please do the following:
1. Open the PROJETEX SERVER ADMINISTRATOR.
2. Click UPGRADE.
3. Enter your new PROJETEX SERVER serial number from your last
purchased license.
4. Open your new WORKSTATION and activate it again using your last
PROJETEX WORKSTATIO...
To reinstall PROJETEX, your current copy of the program should be
uninstalled first. Then you will be able to install the product once
again.
UNINSTALLATION
1. Run UNINS000.EXE from the PROJETEX installation folder (Picture
1).
2. Proceed through al...
THE PROBLEM
SOLUTION
This problem is most likely related to access rights provided to the
DATABASE CONVERTER by your operating system. Please try to launch the
DATABASE CONVERTER in administrator mode. For this, right-click the
shortcut (or the EXE fi...
PROJETEX 7.0 reports are based on FIB QUERIES. To adjust your reports
for PROJETEX 10, please replace all FIB QUERIES with CDS QUERIES and
add a CDSMIDASCONNECTION element into your DATA section.
Note: Projetex 10 is no longer available for purchase. Co...
We suggest you try TO3000. This product is designed to manage your
clients and projects database and does not contain any features
related to freelancers and corporate experts. You can find more
information on this software at https://www.translator3000.c...
Please do the following:
1. Go to the CORPORATE EXPERTS list and select the expert in question.
2. Switch to the CALENDAR tab.
3. Click TIMELINE VIEW and GO TO TODAY.
4. Now you can see the schedule of your selected expert for the
current time and...
We do not provide any hosting services. We suggest you address this
question to any specialized hosting provider. Usually, they also
provide a VPS service. Using this service you will be able to install
PROJETEX SERVER on a WINDOWS-based machine on the pr...
Additional workstation orders are normally avaiable only for the
latest PROJETEX version. I suggest an upgrade to Projetex 3D, before
ordering additional workstations.
You can order the upgrade at
http://projetex.com/order-translation-project-management-...
Please note that PROJETEX does not need to have its database
synchronized. It is a client-server based application. It means that
it is designed to allow you to access your database from all over the
world as well as from your local PC. Therefore, you can...
This kind of problem usually occurs if you order an upgrade using an
email address or registration name different from the one in your
original purchase. Please send us a letter to support@projetex.com or
support@to3000.com (depending on the product you u...
Yes, most of our recent products come with full Unicode support. You
can enter information in any language and produce invoices in Japanese
without any problems. You can just create a new invoice template for
this purpose or just translate a default one i...
All information about template customization is available in our
Projetex
[http://projetex.com/download/documentation/RTFTemplatesGuide.pdf] and
TO3000
[http://to3000.com/Documentation/TO3000V10RTFTemplatesGuide.pdf]
template guides.
You can also use th...
This kind of error occurs if you have created a custom field with a
name which conflicts with a name of your Global Variable. Please
change either your custom field name or the variable name at:
For TO3000_: BACKSTAGE VIEW_ > ADVANCED SETTINGS >
TEMPLAT...
Q: I see that Projetex has the project code in 4 digits.
That means the maximum project code is 9999.
What will happen when we reach project code 9999?
A: Projetex supports project codes with more that 4 digits.
After you create project number 9999, ...
Plese do the following:
1. Specify a variable for your custom field (Picture 1) at:
a) FOR PROJETEX: PROJETEX SERVER ADMINISTRATOR > CORPORATE SETTINGS >
FIELDS > [SELECT A FIELD] > EDIT
b) FOR TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > FIELDS > [...
TO3000
Please rename your current BUSINESS folder using any other name (for
example Business-2013). Then, create a new BUSINESS folder at the same
location. Now all your documents will be placed into the new clean
BUSINESS folder.
PROJETEX
Please re...
Most likely, this situation is caused by incompatibility with another
application running on your computer.
For instance, some applications which monitor system activity such as
Filemon, Procmon etc. may not be compatible with our software
protection sy...
This situation could occur when you delete one of your projects. When
you delete a project, its folder structure remains intact to prevent
data loss. If this project folder is not required anymore, you can
delete the project's folder after deleting a proj...
To resolve the problem, please reinstall your copy of PROJETEX. For
this, please perform all the steps from this article
[http://aithelp.com/index.php?/Knowledgebase/Article/View/672/0/how-to-reinstall-projetex].
The error message means that the Projetex Server cannot get access to
the specified file. Please make sure you have access to write to the
corresponding subfolder in the BusinessServer folder and that the
target file is not opened in another application o...
We have prepared a query which will extract client information from
the Projetex database.
Please copy the code to the clipboard, then open the Projetex Server
Administrator, proceed to the "Corporate Settings" - "Queries" tab,
click "New" and paste the...
In Projetex 3D, we have added numerous new features and have changed
the program significantly.
Here are the main highlights:
* New database engine
* Multiple-Document Interface: users will now be able to work with
multiple windows simultaneously,...
To upgrade to Projetex 3D, you will need to order the corresponding
license here:
http://www.translationmanagementsoftware.com
[http://www.translationmanagementsoftware.com]
Prices are listed on the website and depend on the number of
workstations you...
The Projetex 3D Server uses TCP ports 212 and 47111.
Please make sure these ports are opened and accessible on the computer
where the Projetex 3D Server is installed.
You can check whether these ports are opened using the following
commands on your se...
Q: Projetex crashes when I log in. When I view the bugreport, I can
see the string
_exception message : Cannot create file "C:UsersAppDataLocalAITProjetex 10SettingsProjetex.ini". Access is
denied._
in the report.
A: Please open...
Q: I get an error when exporting my report to MS Excel. The operation
works fine in RTF.
Here is the error message:
Error while opening Excel
Class not registered ClassID:
00024500-0000-0000-c000-00000000046
A: Please repair your Office installation a...
A single job can not be associated with multiple invoices.
However, you can create multiple jobs in a single project.
Name these jobs in a way that makes it clear they are parts of a
single "actual job" and indicate their cost as a corresponding
fract...
The number of user accounts you can add to your Projetex 3D network is
unlimited, but only a certain number of those accounts can be active
at any given time.
Every concurrent workstation connection available to your license also
gives you the right to ...
Q: I received payment for an invoice 2 days ago, but did not see the
payment until today. When I mark the invoice as Paid, it automatically
sets today's date as the payment date. Can I change the payment date
to the date the payment was actually received?...
Certain fields in Invoices, Paymets, etc. are often left empty, but
are useful to display if they are not.
To make a template check if a field has a value before displaying it,
you can use the following expressions (replace FIELD_VAR_NAME with the
varia...
To find the total number of words translated over a certain period,
please do the following:
1. Go to the Client Jobs/Corporte Jobs/Freelance Jobs window.
2. Using the Local Custom Filter, display only the entries that you
want to sum. For example, to...
You can add new services to the Projetex database by doing the
following:
1. Go to the Backstage view and select "Corporate Settings>>Services".
2. Click New, then select a Group of services you want to add a new
service to (it is recommended to add l...
It does not really matter what languages you work with.
Projetex is a translation management program, intended to help
administrate the workflow and financial transactions within a
translation agency, regardless of the particular services it provides.
All prices for Projetex 3D are visible at
http://www.translationmanagementsoftware.com
[http://www.translationmanagementsoftware.com] .
Just click "Order" and you will be taken to the Price list.
Click a price to go to the corresponding ShareIt checko...
First, please create a backup of your database on your current
machine. You can create a backup file (.BAK) in the Server
administrator program (Database tab > Backup)
Download the Projetex setup file and retrieve your license keys from
your profile at ...
Please do the following:
* Go to CORPORATE TEAM >> CORPORATE EXPERT, select an expert in MAIN
and switch to CALENDAR.
2. Select the time period you want to view (like MONTH VIEW) and
click GO TO TODAY. The current time will be marked in orange, and ...
The Company Name in Projetex 3D is taken from the name you indicated
when purchasing your licence.
To change it, please do the following:
* Submit a ticket with a request to change your registration name.
Please indicate both your current and desire...
This kind of problem usually occurs if you order an upgrade using an
email address or registration name that are different from the ones
used for the original purchase.
Please create a ticket in https://aithelp.com/Tickets/Submit
[https://aithelp.com/Ti...
Please check your system's date format in the bottom-right corner of
your screen.
If the date includes "written out" names of days and/or months (e.g.
Monday, January 1, 2017), please change your system locale settings,
so that the date contains numbers...
Please perform a clean (re-)install of Projetex:
1) Make a backup of your database, if you have any impotant data you
want to preserve.
2) Uninstall Projetex, if you have it installed.
3) Go into "Control Panel >> Programs and Applications" and unin...
Perhaps you are still trying to use the license key for an older
version of the program (e.g. trying to enter the license key for
Projetex 10 into Projetex 3D).
Upgrades to new versions of the program are available here:
http://projetex.com/order-transl...
First, please make sure that the totals are enabled by rigoing to
"User settings >> Appearance" and enabling "Calculate totals in
footer".
Then, click the asterisk symbol in the uppper-left corner of the table
and check "Invoice Total (EUR)" The parenth...
The Projetex installer will never delete an existing database. This
allows for the application of updates without the risk of losing data.
To replace the demo database with an empty database, please do the
following:
1) On the server machine, navigate...
There are several places where your templates might be found:
1) On the Workstation side, please navigate to "User Settings > Local
File Store" and make sure that the indicated location of the Business
folder is identical to it's location in the previou...
Not necessarily. Most likely the job was added to an invoice which
belongs to another user, which is why you can not see it.
You will be able to find the invoice easily if you log into Projetex
as the Administrator (login: Admin, default password: admin...
You can call up the help file by pressing F1 while the program's
window is active.
You can also open the Backstage View (the button near the top-left
corner of the window, displaying the program's icon by default) and
click the "Help" button.
Open the template file for editing (Templates can be edited in
"Business/Corporate Settings >> Templates" and enclose the name of
each variable that displays the time with the date() function.
Like this: VAR_NAME => date(VAR_NAME)
Save the template.
...
On the server machine, please go into "Task Manager >> Services" and
make sure that the service "Projetex3DFileSrv" is both present and
active.
If it is not there, please run the program's installer again (do not
uninstall the server software, just instal...
The "Demo Database" option is best if you want to get a feel for how
the program works. Recommended for use during the trial period.
The "Empty Database" option is best if you are starting from scratch.
If you aleady have the Demo database installed, yo...
Please go to "Corporate Settings >> Templates" and make sure that all
templates are located in their proper folders. If the templates you
need have the "Team - Missing" status, select them and click the
"Download" button (downward green arrow).
The corr...
You can change the output format in the "file type" drop-down list
when the "Save As" dialog appears.
To switch a workstation from one license to another, please do the
following:
1. When logging into a workstation, press the Server button and select
or enter the required address.
2. Enter the required login and password for an account on that
server.
3....
The names of "Base Currency" variables have changed in version 3D of
the program.
Please edit the template file and change any variable name like
"TOTAL_B" into "TOTAL_BASE".
Templates can be edited in "Business/Corporate Settings >> Templates"
You can double-click any block in the calendar to open the Edit window
for the corresponding project or Job.
In TO3000 and Projetex, individual jobs are tied to projects, rather
than to clients, and are created in the Project's window, rather than
in the client's window.
If you are in the Client window, right click the required project and
select "Open Project...
First of all, please try rebooting both the affected workstation and
the server machine.
If the problem persists, please try configuring the firewall on your
server to always have port 212 open.
1. Navigate to Control Panel >> System and Security >> W...
To check the current connections, please open the Database tab of the
System Administrator and click "List".
To check any past connections, please do the following.
1. Go to "System Administrator >> Corporate Settings >> Queries" and
click "New".
2....
Projetex and TO3000 are not directly intergrated with any third-party
software, but they do include two utilities which can make use of data
from outside the system.
1. The built-in CatCount utility can import analysis logs from CAT
software like Trados...
Currently, new discounts/markups and taxes can only be entered into
the database as percentages, but there is a workaround.
You can use the Adjustment interface to add discounts, markups or
taxes as exact values to your invoices. Just enter the volume o...
The best course of action would be to create a new record for that
client, with the new currency. Any ongoing jobs for that client can be
cancelled and re-entered on the new record with their totals
recalculated accordingly.
The best way to do this is a...
To change your Projetex registration name, please do the following:
1. Contact our support at https://aithelp.com/Tickets/Submit
[https://aithelp.com/Tickets/Submit], and give both your current
registration name and your desired new name. It is recommen...
Nothing is wrong. You are simply trying to upgrade to Projetex 3D
without owning a Projetex 3D license. Upgrading between major versions
requires additional payment.
You can order your upgrade here:
https://www.projetex.com/order-translation-project-man...
No. Jobs and other database records are rigidly bound to specific
clients or projects upon creation. The only way to "move" a job,
invoice or project to a different client is to delete the original and
re-create it on the other client.
No. Our licenses do not bind workstation installations to specific
machines and do not limit the number of machines that can have
workstations installed and registered on them.
We only limit the number of workstations running at any given time.
No, it is not possible to have two "threads" of global codes in this
manner.
In the System Admininstrator utility, please go to "Corporate Settings
>> Queries >> New" and use the following query:
SELECT * FROM AIT$AUDIT WHERE AUD_ACTION = 2;
This will show the timestamps of all record deletion actions
(AUD_DATETIME), and the u...
Please go into "User settings >> Appearance" and check the "Save
Workspace state on Logout" option.
This will save the open windows on logout and reopen them on next
login.
Checking "Remember last open tab in Clients, Projects" will also save
the curr...
The settings in "System Administrator >> Corporate settings >>
Folders" are not retroactive, meaning they only apply to newly created
folders.
This includes folders of newly-created database entries (Clients,
Projects, Experts, etc.) and folders that we...
Please click the area of the window just beyond the vertical scroll
bar.
TO3000 3D and Projetex 3D include a built-in Mail Sender module, that
will allow you to send e-mails to your clients or experts directly
from within the program.
Connect it to your e-mail account in "User Settings >> Email" and you
are good to go.
Yes. Projetex 3D includes seperate tables for prospective clients
(called Prospects) and prospective freelancers (called Applicants)
There, you can record their contact information, track your marketing
efforts and create quotes.
Once you reach an agree...
Creating custom widgets is not supported at this time.
No. The server and workstation components of Projetex, as well as the
database itself, are versioned independently, so it is normal for them
to have different numbers.
The best way to make sure that you are using compatible versions is to
install or upd...
Yes. The document templates are just regular RTF files with special
variables. You can freely edit the formatting and graphical elements
there.
You can always enter your Name and E-mail at the "Download trial"
dialog again. This will create a new download link for you.
Please keep in mind that this will also reset your follow-up e-mail
subscription. You can always unsubscribe from follow-up mai...
Due to the sometimes unreliable connection to network drives, it is
not recommended (and unneeded) to place the BusinessServer folder on a
network drive.
Individual users can copy files from the "BusinessServer" folder into
their own "Business" folders in...
If you are using an older version of the program, it is possible that
the upgrade has rendrered your system not fully compatible with
Projetex.
Please consider upgrading to version 3D.
You can order the upgrade on the following site:
https://www.proje...
Currently, we do not provide software for smartphone users.
Currently, the only way to "merge" two such databases is to choose the
larger one, and manually copy the data from the other.
Merging databases automatically is currently unfeasable, due to the
number of possible duplications and ambiguities.
There is no way to incorporate such outside documents in to the
database directly, but you can add their ID codes to your invoices in
the Client PO field of the "new/edit Client Job" window.
These codes can then be displayed in the Jobs table, and added...
Yes. The database and the main file repository are on the server
machine. Workstations will not work unless they are connected to an
active server.
Please try launching the System Administrator utility, then stopping
and starting the server.
If the problem persists, try rebooting the server machine.
If the server machine is active 24/7, it is recommended to use the
built-in "Autorestart" service ...
AIT offers custom report creation for an additional fee. Please order
your custom reports here
https://www.projetex.com/order-translation-project-management-tool/services,
[https://www.projetex.com/order-translation-project-management-tool/services,]
then...
Any data entered into the database proper is stored on the server
only, since that is where the database files are.
RTF documents and other work files can be stored either locally or on
the server, in different versions that can be synchronised with one...
Only users with Advanced access can see records assigned to other
users.
Users with Normal or Expert access can only see records assigned to
them.
A user's access level can be set from an Administrator's account in
the Projetex Workstations (Administr...
That update seems to have broken the compatibility of the older
versions of Projetex with Windows 10.
Please consider upgrading to Projetex 3D.
You can order the upgrade here:
https://www.projetex.com/order-translation-project-management-tool/upgrades...
This is most likely due to an incorrect system locale. Please click
Start > Control Panel > Region and Language Settings > Administrative
tab > 'Change system locale', choose the required language from the
drop-down list, click the OK button and then rest...
The [CLONED RECORD] message exists to ensure that no one could mistake
the copied record for the original (such mistakes could lead to a lot
of confusion as data about one job is accidentally placed into the
record of the other), and currently can not be ...
No. A standalone AnyCount is a fully separate program and can not
interact with TO3000 and Projetex in such a way. However, TO3000 and
Projetex include a built-in AnyCount module, that provides all of the
primary functionality of the standalone program, s...
Putting the databse into offline mode prevents remote workstations
from connecting to it, but still allows the administrators to alter
the settings and perform maintenance.
Shutting down the server disables access for all users, including
admininstrator...
If your user account has the required permission, you can access
"Corporate Settings" in the Backstage area.
This section of the Backstage contains the settings for all the common
drop-down lists you will find in the Workspace.
All our software is available for purchase via PayPal or ShareIt on
the site of the program in question.
The main site for Projetex is
https://www.translationmanagementsoftware.com
[https://www.translationmanagementsoftware.com]
If, for some reason, y...
Sometimes, the two main services that run the Projetex server may
require restarting.
In the System Administrator, please go into "Database >> Autorestart
Service".
Enable all options and set the restart time to when users are least
expected to active...
No, Jobs can not have negative amounts, volumes or prices. If you need
to "remove" a job from the balance, please invoice it and create a
credit note for the invoice.
No. dtLink - type variables are only used in RTF templates to create
tables.
They need to be acompanied by special "Data scan" commands that do not
work in E-mail templates.
Please download the installer for Projetex from your account at
https://clients.translation3000.com
[https://clients.translation3000.com] and apply it to the server and
all workstations.
Please be careful when updating the workstations and use the
"work...
No. The server component of Projetex can not be split like this. The
database and the supporting software must be on the same machine.
No. Document templates can only be stored as RTF, but the generated
documents themselves can also be saved as DOC, DOCX, and PDF in the
"Save AS" dialog.
Yes. Although Projetex was made primarily as a Project Management
system, it has many features that can also be used for CRM (e.g.
client list management, mail notifications, e-mail automation, project
workflow tracking, schedules and calendars etc).
This function is found in the main Quotes table.
Just select the required quote, and click the "Create Project Based on
Quote" in the "hamburger icon" drop-down menu.
No. Instances of Projetex, whether on the server or workstation side,
are not tied to specific machines. All that matters in the number of
instances active at the same time.
You can go to "User Settings > Appearance" and select the "No skin"
option, so the program uses the default skin.
Also, if you have a habit of closing the program with a lot of open
sub-windows in it, you might want to disable the "Save Workspace state
...
In TO3000 and Projetex, many variables store a complete date and time.
The output of these variables can be customised with special
functions.
The syntax is as follows: function(VARIABLE), e.g. date(ASSIGNED)
The functions and their effect on the outp...
No. Our Database Converter programs can only convert databases "one
way", from an older version of a program to a newer one.
The only way to restore a deleted invoice without changing its number
is to restore a previous backup of the database (unless the invoice in
question is the most recent one, then it can just be re-entered).
Please keep in mind that restoring a backup wi...
Currently, each client can only have one postal address.
The simplest way to reduce the number of entries pulled by the
Workstation at any given time is to enable the Global Date Filter to
only display data from the current year/quarter/month.
No. The RTF templates for Prospects and Clients are stored in separate
folders.
No. The RTF templates for Freelancers and Applicants are stored in
separate folders.
Projetex uses Concurrent licencing.
No. Discounts and markups can only be applied to invoices as a whole.
The best way to emulate a discount or markup that is applied to only
one job in an invoice, is to add a corresponding Adjustment to the
invoice.
To set the period for Static reports with adjustable periods
(indicated by "Date period" written in the upper left corner of the
report), use the Global Date Filter in the upper right corner of the
main window.
The report will only display the data with...
No, the Global date filter does not reset by itself. It must be
altered manually.
This can be done by Voiding the invoice rather than deleting it. Just
select the invoice in the "Client > Invoices" tab and click "Void"
A voided invoice remains in the database as an uneditable plaintext
entry (for reference purposes) and all jobs are ...
No, Voiding is irreversible. A voided invoice is only kept in the
database as an uneditable record, for reference purposes.
Problem: When saving an invoice (or another document) as a file, the
dropdown list in Save As dialogue only shows .rtf and .pdf options.
Neither .doc mor .docx are displayed.
Solution:
Translation Office 3000 and Projetex use some parts of the MS Wo...
Status colors can be adjusted in "User Settings >> Colors: Status".
The Projetex Database consists of two files: Projetex3D.mdf and
Projetex3D_log.ldf
One will not work without the other. During backup, both files are
combined into a single .bak file, and split again during the restore
operation.
These settings have been moved to a special Admininstrator tab in the
Workstation.
Please log into a Workstation with an Admin account and go to
"Admininstrator" in the settings.
The main difference between those varieties of the sales chart is
where they take their data from. For example, if there is a job that
is not invoiced, or an invoice that is not covered by a payment, it
will be reflected in some of the sales charts, but n...
To add a custom Job variable to an Invoice template, you can add the
expression DTLINKJOBS: to the variable name, like this: VAR_NAME =>
dtlinkjobs:VAR_NAME
Please note that this only works within the Table Scan portion of the
template (i.e. between the...
If you accidentally sent an incorrectly composed invoice to your
client and want to inform them of its cancellation, you can do the
following:
1) edit the standard invoice template into a "cancellation" template,
2) send the generated document to the ...
Natively, no. The ODBC module always has only one actual user (login -
ODBC) that anyone who knows the password can use.
Yes. To do this, please select the "Full Installation" option on the
Projetex Installer's "select components" screen.
This is the recommended setup when using the trial version of
Projetex.
The order of the updates does not matter as long as both the server
and the workstation are updated.
Not immediately. The database file first needs to pass though a
special "database converter" utility, which will transfer the data
into a format Projetex 3D can read.
The default location of the converter is C:Program Files
(x86)AITProjetex 3DProjetex S...
In the Invoice template, after the Job table's endscan, please add the
variable VOLUME_BASE
Templates are edited in "Business/Corporate Settings >> Templates".
The most likely reason for this is that your PDF reader does not
support the font used in the table.
Please edit the template in the following way:
Highlight everything between the scanentry and scanfooter tags and
change the font there to a more comm...
Yes. When attempting to delete a client or project, you need to
manually enter the client's/project's code into a special field to
confirm your intention.
The full wordcount is stored in the "CatCount notes" tab, as part of
the plain-text summary of the operation.
No, the current version of the program does not have such
functionality
The best places for that are the "Instructions" and "Work notes" tabs
of the Edit Job window.
Please check the path in the Auto-backup settings. Chanses are, the
folder the program is supposed to backup to was moved, renamed, or
deleted. Please re-adjust the settings of the auto-backup service, so
that it points to an existing folder.
Then, plea...
Please log in to that user's workststion as the System Admininstrator
(Login: Admin, default password: admin) and download the templates
with the "Corporate settings >> Templates" interface.
Once the user logs back in, the templates will be available to...
You might want to use a Dynamic DNS service to assign a DNS name to
your current IP address and update the IP address data whenever the IP
changes. Then you will be able to use the DNS name to access Projetex
Server from anywhere.
There is a number of fre...
Currently there is no such option in Projetex 3D.
The easiest way to do this is to create a new template, either for
quotes or invoices, that will create order confirmations.
One option is to take an existing quote or invoice template and edit
it into an Order Confirmation template.
Templates can be ed...
No, the file system is separate from the database, and its contents
must be transferred between servers separately from the database
files.
The current version of the program does not have such a function.
No, Projetex will not run into difficulties if the Server and
Workstations are installed on machines with different versions of
Windows.
You only nned to be sure that the systems on both sides are compatible
with your version of Projetex.
The "Text" type denotes a mutli-line text field. Due to the large
amount of data that can be entered into such a field (up to 2GB),
custom fields fo this type are not displayed in the tables.
Please use the "String" type if you want to display text data...
Projetex 3D and TO3000 3D were built in Embarcadero (Delphi).
Projetex 3D and TO3000 3D use the MS SQL engine.
Projetex includes Read-only access via ODBC, which allows third-party
applications to pull data from the Projetex database.
The default deadline for a project is 18:00 of the creation date.
The default deadline for Client Jobs is the deadline of their parent
Project.
The default deadline for Corporate and Freelance jobs is the dealine
of their parent Client Job
The Automation Engine is used to send autimatic e-mail notifications
on the status changes of various database entries to the relevant
people (Project managers, experts, clients)
For more information, please open the Help file (Press F1 in any
tableor N...
Currently, Projetex and TO3000 do not support such functionality. All
custom fields must be filled manually.
Yes, uncompleted client jobs can be included in invoices.
Please note that jobs with special statuses (on hold, heads-up,
cancelled) can't be included.
You can make a backup of your database and send it to us with a
description of the problem.
We guarantee that the content of the database will not be disclosed
and that the database will not be tampered with in any way beyond
fixing the issue at hand.
The connection type to use depends on the settings of your e-mail
provider.
You can either inquire with the provider or test the connection types
and see which connects.
A good solution in this situation would be to take the folders of old,
completed projects and move them into a new folder (e.g.
.../PROJECTS/Archive) You can further subdivide the Archive folder
into subfolders by year, if you wish.
That way, the old proj...
This means that the E-mail service you are using saves its own Sent
mail automatically, and there is no need for our program to do that.
Please select "Do not save mail" in the "IMAP sent folder" drop-down
list.
Yes, the existing reports can be edited in the Server Administrator
utility (Corporate settigns >> Reports), but it is recommended to use
the "Load" function to load in and rename a copy of one of the
existing report templates, and then modify the copy ra...
Please do the following:
1) In the settings, go to "Business settings >> Volume units".
2) Either edit an existing unit or create a new one. In the lower half
of the Edit window, select the "Words" button and enter how many words
the unit will be equal ...
This means that there was an error during transfer.
Please please copy the entire contents of the Converter's status field
and send them to Support at https://aithelp.com/Tickets/Submit
[https://aithelp.com/Tickets/Submit].
No. Variables requiring the "DTLINK" scan operation can only be used
in document templates.
Yes. Projetex includes an Autobackup service.
To access it, please do the following:
1) Launch the Server Admininstrator utility.
2) Switch to the "Database" tab and and click "Autobackup Service".
You will be able to set up autobatic backups eith...
Please make sure that the "Approved" checkbox is enabled in the "Edit
invoice" window.
Only approved invoices can be linked to payments.
No. Any particular Projetex user account can only be used by one
person at any given time.
The latest versions of TO3000 3D and Projetex 3D both support the
FatturaPA system.
Please download the attached PDF file for more details.
Custom queries are simply SQL queries that can be used to extract data
from the database without using the default interface. Queries can be
used and edited only from the "Projetex Server Administrator" utility
(Corporate Settings >> Queries).
Reports a...
Yes, the program is GDPR-compliant.
Yes. Disabling the "Invoice in the middle of the range can be deleted"
option in "Administrator >> General" option of the Workststion will
only allow the most recent invoice to be deleted.
All other invoices will only have the "Void" option available.
...
Yes. You can call it up by pressing F1 or clicking "Account >> Help".
Tha best way to do that is to restore a previous backup of the
database. Please make backups regularly.
Keep in mind that restoring a database will also revert any other
changes made since its creation.
Please have the recipients check their Spam folders. The alerts may
have been flagged as spam by their e-mail client.
Currenty, only Projetex 10 and Projetex 3D are compatible with Windows
10.
You are likely to run into various issues if you try to run any older
version of the program on Windows 10.
If you do, please consider upgrading to Projetex 3D.
You can downl...
Yes, you can register the new server before disabling the first one.
Please download the installer from your account at
https://clients.translation3000.com
[https://clients.translation3000.com/] to make sure you have the
latest build of your Projetex.
I ...
The project folder field will become active after you click OK and
actually create the new project. Before that, the project, and thus
the folder, does not actually exist yet.
After creating the project, just select it from the list, and the
folder fiel...
No, only the recent builds of the 3D version support FatturaPA.
Please download the attached PDF file for more details.
Please see the attached file for instructions on how to use the
FatturaPA invoicing functions.
Yes, you can edit invoices after creating them.
Perhaps you will need to edit the client jobs that are part of the
invoice.
In that case, first edit the invoice and remove the "Approved"
checkmark, if one is present.
If the invoice itself is already linke...
Only users with the "Regular" or "Advanced" access level, as set in
"Administrator >> Users and acccess" settings, can be selected as
Project managers.
Deleting an invoice leaves a "hole" in the sequence of global codes,
something some users may want to avoid.
Voiding an invoice unlinks all jobs from it and turns in into an
uneditable, "archival" text entry, preserving the integrity of the
global code ...
Your Projetex window has opened beyond the screen.
Please contact Support at https://aithelp.com/Tickets/Submit
[https://aithelp.com/Tickets/Submit], explain the problem, give us
your exact Projetex login, and we will send you a special update
script th...
The Server Administrator and other utilities can be installed anywhere
in the file system, and the location of the "BusinessServer" folder
can be changed after installation, but the bundled SQL Server
instance, as well as the main database files, are inst...
No, you do not need to enter the ftp:// prefix. Just the main address
itself.
No, license codes to not need to be re-entered for builds within the
same version, as long as the program was not uninstalled before.
The 'Upgrade" function is only used when you purchase extra
workstations for your license (in Projetex), or to updgade ...
WordPad may have removed some crucial metadata that helps the program
process the template.
Please restore the version of the template from before the edit and
redo the edit in Microsoft Word.
There is no need to "De-register" anything, since Projetex uses
Concurrent licencing and only tracks the number of simultaneous
connections to the server, not the number of Workstation
installations.
Please look in the upper-left corner of the window and click the
"Page-and-floppy-disk" symbol (or press Ctrl+E).
Folders for new clients, quotes, etc., only appear when they are
"called" by the program for the first time in any manner.
For example, after creating the new client, you could switch to the
"files" tab, or click the folder icon at the far right of the ...
Please check both the login and password, and make sure there are no
whitespaces before or after them, both during login, and in the
"Administrator >> Users and access" settings.
There is no way to hide a custom field without deleting it. Deleting a
custom field will not affect any other fields.
This is only true for earlier versions of TO3000 and Projetex (before
version 3D), where credit notes were implemented as "negative
invoices".
Projetex 3D and TO3000 3D have a separate table for credit notes, and
credit notes no longer use invoice codes...
Please free up some space on your hard drive.
We recommend trying CCleaner (https://www.ccleaner.com/
[https://www.ccleaner.com/]) to delete temporary files. The basic
version is free.
After that, please try performing the operation again.
Not automatically. The Prices in the general lists do not belong to
any individual client or expert. And the prices added to the
individual lists are not added to the corresponding general lists.
However, you can use the "Copy from General" function in ...
The autobackup logs can be seen in the Server Administrator, at
"Database >> Autobackup service >> Advanced >> View current log".
Please click the "server" button in the affected workstations' login
dialogs and make sure the connection is correctly configured.
If the problem persists, please try rebooting the workstation's host
machine.
When creating or editing custom fields you will see a box called
"Variable". That is where you can define the variable's "template
name".
After that, please edit the template in "Corporate/Business Settings
>> Templates" and add the new variable to it.
No, there is no need to uninstall the previous version. All versions
prior to 3D use the Firebird database engine (as opposed to MS SQL in
version 3D), so the two versions will not interfere with each other.
No, payment templates can not display data from jobs.
They can only display data from linked invoices.
You can see the default variables for Payments by calling up the help
file (F1 or by pressing "help" in the settings) and navigating to
"Templates >> P...
No, but it does have a built-in FTP client that can connect to
third-party servers.
Returning to a 0% discount/tax in the current build of the program
requires a workaround.
Please create a dummy 0% "discount" or "tax" in "Corporate Settings
(Business Settings in TO3000) >> Discounts/Markups" or "Taxes", then
replace any other discounts...
You can edit the job to remove the "Cancelled" status, create the
invoice (NOT with the "Create invoice" button, since that creates only
full invoices), and then re-apply the status.
You can create a custom field for this. Please call up the help file,
and consult the chapter "Projetex Administration >> Database
customization" to find out more.
You can make selecting freelancers easier by assembling a dedicated
"Freelance Team" for each active project.
Look for the Freelance Team tab in the Project window.
After the team is assembled, you will have the option of viewing only
freelancers on the...
No, the interface overhaul in version 3D is permanent.
No, work files are stored separately, in a special folder.
There is no software-imposed upper limit. Only the limitations of the
host machine (free disk space) apply.
Work files are stored indefinitely.
The maximum database file size is 10GB.
When creating or editing custom fields you will see a box called
"Variable". That is where you define the variable's "template name".
After that, please edit the required template and add the variable's
template name in the desired location, in the same...
Custom drop-down lists do not use autosort, but do use autofill.
Documents like invoices, quotes, etc., are composed automatically
using templates.
A template is an RTF file which provides document layout (your company
address and requisites, formatting, tables, headers and footers,
company logo etc.) and placeholders ...
You likely do not have write access to the backup's target folder.
Please try logging in as a different user, making the backup to a
different folder, or changing the security settings of the target
folder.
If all else fails, please try saving in the ...
The main program is likely still running in the background.
Please shut it down it and run the converter again.
You can do the following: Create an invoice, Void it, re-create it
again, and, if necessary, delete the voided invoice.
Projetex databases are password protected, so only authorized users
can access the data. Also, a database registered with one license key
can not be used on a server registered with a different license key.
If you wish to additionally encrypt the databa...
The most likely reason is that the "missing" POs are actually hidden
behind filters.
Please disable any filters in the workstation.
If you still can not see the required PO, please log out, then log in
as the administrator (login: Admin, default passwor...
The Help file is bundled with the program. Please press F1 in any
table or "New/Edit" window, or click Help in the Settings.
If you do not have the program yet, but want to familiarize yourself
with it, please visit
https://www.projetex.com/translation-...
The Business Expenses table serves primarily to record one-time
miscellaneous expenses (e.g. upgrading computer hardware or software,
paying an advertiser, the cost of a business trip, etc.).
In short, anything not directly connected to the translation jo...
It seems that you have created an overly complex custom filter on that
table.
The only way to remove it is to clear the metadata of the entire
database.
This will not damage any real records in the database, just remove
things like active filters.
Please...
Reports are special documents and provide specific useful information
about the records in your database.
See https://www.to3000.com/standard-reports
[https://www.to3000.com/standard-reports] for more information.
No, Projetex and TO3000 do not offer Google calendar integration.
At the bottom of the screen you will see the word "workspace".
Please click it, you will be creating projects and jobs in the
workspace.
First of all, please make sure that you are actually entering the
correct password.
Try copy-pasting it instead of typing, make sure that it doesn't have
any leading or trailing spaces.
If the password has numbers, please check if Num Lock is in the right...
Phantom payments are payments that are not added to the "payments"
list, but exist only as data in the invoice. Their primary function is
to cover small discrepancies in the invoice and actual payment, such
as bank fees or currency exchange deviations. Th...
No, only the profile, Prices, Contacts, and Marketing data can be
cloned when cloning a client.
The "Getting Started" chapter is the recommended starting point for
new users.
No, Our software is standalone and does not integrate with third-party
applications in this way.
Projetex does not have API or any other way to directly connect to
third-party CRM systems.
In earlier versions of TO3000 and Projetex (before version 3D), credit
notes were implemented as "negative invoices".
Projetex 3D and TO3000 3D have a separate table for credit notes, and
credit notes no longer use invoice codes.
The Server Administrator handles the server-level settings of
Projetex, such as custom fields and reports, as well as the Backup and
Restore functions and the general "online/offline" status of the
database.
The Server Administrator does not need to be ...
The program can be used to manage all kinds of
translation/interpretation related jobs.
You can do the following:
1) In the Freelance Jobs table, click the "Advanced" button in the
lower-left corner of the table.
2) In the new window add one condition "Job Code ends with 00001" and
click OK.
3) Use the Export function (CTRL+E) to export the ...
You can do the following:
1) In the Corporate Jobs table, click the "Advanced" button in the
lower-left corner of the table.
2) In the new window add one condition "Job Code ends with 00001" and
click OK.
3) Use the Export function (CTRL+E) to export the ...
In order to migrate Projetex 3D database to a cloud server, you would
need to do the following:
1. Install Projetex 3D Server Administrator application onto your
server with the demo database and register it with your license code.
2. Back up your Proje...
You may experience issues with your existing AnyCount 2021 OCR+
application with the following symptoms:
The application requests your email and password. When you put them
in, the message appears:
Registration not successful.
Error connecting with...
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