Knowledgebase : Projetex > Configuring
You need to enter the name (or address) of the PC where the Projetex
Server was installed. Please perform the following steps:
1. Run the Workstation.
2. In the Login dialog, click Server.
3. if you have a LAN Connection to the server, click the "LAN ...
If you have selected Normal shutdown type and a Workstation is
connected to Database, then shutdown will not happen. Close the
Workstation and try again. To shutdown the Database with a Workstation
window opened, select Forced type of shutdown (may cause ...
Question:
I would like to know if I can customize the Projetex tool. I would
like to add more fields on the freelancer information, for example.
Answer:
To modify your custom fields, please do the following:
1. Launch the Projetex Server Administrat...
You can use the Global Date Filter on the Client jobs page and select
the year you need.
You can add new salutations in the "Advanced Settings > Salutations"
("Administrator > Salutations" in Projetex 3D) menu in the Backstage
View.
To mark the current year in the invoice global codes, it is better to
use the prefix/suffix YY or YYYY instead of a fixed number. It can be
set on the "Advanced Settings / Administrator > Codes" page.
You can define the minimum fee for each client on the MAIN page of the
Client window by clicking the "Payment Terms" button.
You may edit the VAT Number in the corresponding field of the Client
Profile page.
Navigate to "Advanced Settings > Codes" ("Administrator > Codes" in
Projetex) in the Backstage View and remove the prefix/suffix from the
appropriate field, then close the dialog to save the changes
The numbering of other invoices does not change when you delete an
invoice. deleteing in invoice simply leaves a "hole" in the codes.
1. Install Projetex Server in the office.
2. Install a Projetex Workstation at home.
3. After installation of the Projetex Server in the office you need
to find out its IP or domain address. You can do this using the
http://www.showmyip.com [http://w...
You can create a global custom variable containing your address. You
will be able to include it to any .rtf template.
Custom variables can be created on the Template Variables page of the
Advanced Settings ("Administrator" settings in Projetex) window. ...
You can create a custom field for experts (both freelance and
corporate), where you will specify if the expert is unavailable. After
this, the experts list can be filtered via the Local Custom Filter to
show only experts with a certain value of the custom...
1. In the Projetex Workstation login dialog, click the Server button.
2. In the new window, select "This PC" and click OK.
Columns that include a currency symbol like "(EUR)" in their names
represent the value in your base currency while columns without the
symbol show the total in the client's currency.
Q: When I attempt to connect to an FTP folder I receive "Error 10054 -
Connection reset by peer".
A: This error indicates that an existing connection was forcibly
closed by the remote host. This normally happens if the peer
application on the remote hos...
In order to do this, please follow the steps below:
1) Go to "Advanced Settings > Fields" (for Projetex: "Corporate
settings >> Fields" in the Server Administrator utility), add any
group of custom fields and then the field itself (for instance,
"Clien...
Custom fields can be added via the "Corporate Settings >> Fields"
interface in the Server Administrator program.
You can read more about this feature in the built-in help file.
Please press F1 when in the appropriate window.
You can disable the option "Invoices in the middle of the range can be
deleted" in "Advanced Settings > General" ("Administrator >> General"
in Projetex).
You will no longer be able to delete any invoices except the latest
one, but you will still be abl...
Some data can be lost from view in TO3000/Projetex when data filters
are turned on. Please, check whether the Local Custom Filter and/or
Global Date Filter are turned on or not and also the status filters at
the top of the pages. Turn them off and try cre...
You can find a simplified tutorial using the following link:
http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf
[http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf]
.
In order to download the ...
If you mean a field for a service, then it can be created by using the
"Business/Corporate Settings => Groups of Services" menu. Each service
belongs to a Group of services. For example, Translation is a group of
services; English => German is the service...
You can view the job volume for the source language only:
1) In the "Projects => Client Jobs" window, click the asterisk in the
top-left corner if the table.
2) Select the "Volume" check box and the corresponding column will
appear in the table.
Of co...
Check this client's Locale Format settings on thier profile page.
Click the Locale Format button, select "Custom Values" and set 2 as
the number of digits after decimal.
If you used a two-screen setup before, please reconnect the second
screen.
Otherwise, please activate your Projetex, clicking on it on the
taskbar. Then push the Alt+Space key combination and select Move from
the menu. Use the arrow buttons on your keyb...
This error message indicates that Projetex was unable to create a
local Business folder on a workstation computer during the
installation process. Usually this error occurs due to a lack of free
disk space on drive D: on which local Business folder is cre...
To get access to the Projetex Server Administrator and Workstation,
please use the following default login and password:
Login: admin
Password: admin
The default password can be changed in "Administrator > Users and
Access" in the Backstage View.
...
The most likely cause is the loss of Color settings. To reset your
Color settings to default, please go to Settings > Current User >
'Colors: General' and click the 'Reset All to Ocean' or 'Reset All to
Silver' button. Then go to Settings > Current User >...
To reset your global invoice code at the beginning of every year,
please run a Projetex Workstation under an Administrator account and
go to "Administrator >> Codes" in the Backstage View. Then, please
check the "Enable annual numbering resets" option. Yo...
The invoice global code is the number of an invoice considering all
issued invoices for all clients. The invoice number is the number in
the numeration of invoices of a particular client. They cannot always
coincide. For example, the first invoice of a ne...
In TO3000 3D and Projetex 3D, all column totals are calculated
automatically. Maybe you do not have the appropriate column added to
the grid. Please do the following:
1. Click the asterisk in the upper-left corner of the table.
2. Check "Total (Your Bas...
To configure the sending process, please go to Projetex Automation
Engine > Send.
Check the 'Allow checking database and sending of e-mail
notifications' checkbox.
In the "SMTP" section fill the 'Server' field with the name of the
server which should ...
You can change your folder structure at "Projetex Server Administrator
> Corporate Settings > Folders".
Please keep in mind that this only edits the additional "sub-floder"
creation options. The main folde structure stays the same.
You can turn off all Date Checks by selecting "User Settings >
Confirmations > No Check".
To turn the Job Total checks off, please uncheck the required
checkboxes in the same window.
Yes, that can be code. Please go to "Advanced Settings>Codes"
("Administrator >> Codes" in Projetex) and open the drop-down menu
"Invoices for Clients". Choose the "Client-Specific" or "Global"
options there. New template-based invoice documents will be n...
To create a new product line, please do the following:
1. Switch to Client > Main.
2. Select a client.
3. Click the 'Project Managers' button.
4. Click the New button to create a new product line for the client.
To create a custom field, please do the following:
1. Go to Projetex Server Administrator > Corporate Settings > Fields.
2. Switch to the required section (for example Client > Invoices).
3. If you would like to create a new custom fields group, cli...
Due to security reasons, Projetex links its serial number to the
current user. We suggest you create a special "Projetex User" account
on each Projetex computer. Then your team members will be able to log
in using its credentials to work with Projetex on ...
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...
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...
You can use the following variables in the prefixes or suffixes of
your Global Invoice Codes:
YYYY, YY - year;
MM - month;
DD - day.
You can specify your Global Invoice Code mask at:
TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > Codes
PROJETEX:...
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...
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 ...
Microsoft's ODBC (Open Database Connectivity) is a general interface
for access to SQL-compatible databases. SQL is used as a standard
mechanism for data access.
The interface ensures a high degree of interaction: one application
can refer to different ...
Please make sure that the server address is indicated as "P3D, 212".
On the server side, please make sure that the ODBC password is
strictly alphanumeric (consisting of letters andor numbers only).
No. The default Administrator account is always present and can not be
deleted.
Login: Admin
Defaunt password: admin
This means that your Projetex user account does not have administrator
rights.
Please log out and log in as the default administrator (login: admin;
default password: admin).
That account will have the Administrator settings.
You will also be able to giv...
No, currently the administrator can not define that. All custom fields
of corporate jobs, JAs and payments can be edited by experts.
The default location is "C:Program files (x86)AITProjetex 3DProjetex
ServerAdministratorProAdmin.exe" on the server machine.
No, the codes of existing invoices can't be edited.
The default locale format is always the same as the Windows locale
format.
To change the Windows locale format, see
https://www.windowscentral.com/how-change-date-and-time-formats-windows-10
[https://www.windowscentral.com/how-change-date-and-time-forma...
It looks like there is already the user named ODBC within the
database.
Probably it has been created earlier for some purpose.
Have you already used ODBC with Projetex? Probably, with the older
version of Projetex?
Is it possible that ODBC user has been ...
You can simply click the header (name) of the column you want to sort
by. Click again to sort in the other direction.
The likely reason is that the logo filewas too large or somehow
corrupted.
Please download the attached script and do the following:
1) Launch the Projetex Server Administrator
2) Go to the Database tab and click "Go offline".
3) Make a Backup of the da...
This means that the Workstation machines have different system
locales.
To change a system locale, right click the clock in the lower-right
corner of the screen, then select "adjust time and date >> locale
format" and select the desired format.
By default, exchange rates are updated every day.
You can change this to weekly or monthly updates in
"Business/Corporate settings >> Exchange rates".
Please be sure to enter the login and password for your e-mail account
in the IMAP dialogue window, and try using the different connection
types in the "Connection" drop-down list.
You may need to reconfigure the connections in the workstation side,
in the "Server" dialog during the login procedure.
The Projetex Server will not need any adjustment.
Please go to "User Settings >> Appearance" and enable the "Calculate
totals" option.
Currently, the program does not support such functionality.
1. Keep in mind that the "server" field requires the address of the
e-mail provider's SMTP server. Not your own email address.
2. If you don't know which connection type to use, either inquire with
the provider, or try connecting with every type.
This probably means that you have more accounts active then your
license currently allows.
Edit one you do not use and tick the "Access is blocked" box there.
You can purchase extra workstations
here:https://www.projetex.com/order-translation-project-...
Right-click the table, go to "Grid settings" and enable "Group Box".
Drag the Header of the "Client" column in to the Group box.
The table will be separated into "sub-lists" for each client, that you
can expand and collapse at will.
You can group the ...
No, there is no way to do that.
Restoring a backup always reverts all changes made since its creation.
No. Currently, e-mail templates are plauntext-only.
For each client that uses Locale settings different from yours, tn the
client's Profile, click "Locale settings", then select "Custom values"
from the top dropdown list and edit the settings as required.
In the "Edit user" window, note the "Copy from access role" button.
In "Administrator >> Access Roles" you can create "templates" of user
access rights.
For example, you can create an "Accountant" template and configure it.
Next time you create a user ac...
Currently, the program does not support such functionality.
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...
Yes, that is possible.
Please go to "User Settings >> Email" and click the "Configure" button
After entering the access data for the mail server, click "Request
IMAP folder list" and select the "sent" folder in the drop-down list.
© AIT Translation Management Solutions, . Awesome Software Tools for Translators and Translation Agencies.
Privacy Policy | Data Processing Agreement
Privacy Policy | Data Processing Agreement