Knowledgebase : Projetex > Project Workflow Management
AHC - average hourly cost
JA - Job Assignment
PM - Project Manager (or Payment Method, depending on context)
PO - Purchase Order
To assign a job to a translator, please perform the following steps:
1. Select the Projects icon from the Ribbon.
2. Select a project you would like to assign translators to.
3. Go to the "Freelance jobs" tab (or "Corporate jobs" for an
in-house tr...
In Projetex 3D, projects can be deleted along with all the client and
expert jobs included in them. This can be done either from the general
project list of from the Projects tab of a specific client.
Note: you will need to confirm your intention to del...
Projetex has many more accounting functions and a lot of additional
features for tracking jobs, invoices, payments, quotes, etc. Projetex
was designed specifically for translation agencies, and necessarily
has many more accounting features than TO3000, wh...
Currently, freelancers have no direct access to the Projetex system,
unlike in-house experts.
However, you can link a freelancer's database entry to their FTP
folder, allowing you to exchange files more directly than e-mail, or
other similar methods, wo...
Currently, Projetex is designed for internal use only. Clients and
Freelancers have no direct access to the system.
You can search the freelance translator database in Projetex in two
ways:
A. By clicking Search on the Main tab of the Freelancer window.
B. By clicking Search on the Freelance Team tab of the Project
window.
This special Search function will allow ...
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 ...
The Search option is available in each window of the program, for
example, in the "Client > Main" page you can search using the Find
panel (type a symbol string and the table will display only the
entries where any of the visible colums contain that strin...
Each project can contain numerous client jobs of different kinds. Each
client job can be executed by several experts (freelance and/or
corporate). To assign an expert to a job, you need to create an expert
job in the scope of a particular client job and t...
All your workflow data is stored in the folder C:Program Files
(x86)Microsoft SQL ServerMSSQL12.P3DMSSQLDATA In order to reset all
information, manually delete this folder and reinstall Projetex 3D.
During installation, please select "empty database". Thi...
Problem: Invoice global code got changed from 319 to 001. But we want
our invoice to be continued from 320.
The most likely reason for this is that the 'Enable annual numbering
resets' checkbox is enabled in your Projetex. To make sure, go to
"Administr...
Projetex can send the following data to the server automatically:
1. Documents generated by Projetex (quotes, invoices, POs, etc.).
2. Modified locked files (to upload them to the server, click "Team >
Upload Changes").
Also, please note that Projet...
To create credit notes in Projetex 3D, please do the following:
1. In Projetex Workstation, go to Workspace>>Clients>>Client.
2. Select a client and move to the Credit Notes tab.
3. Click New and select the invoice to which the credit note will be
l...
Projetex has its own file sharing and synchronization system, which
does not require any additional folder sharing settings on the server
PC. It has two sets of files: on local machines (Business folders) and
on the server computer (BusinessServer folder)...
Freelancers can be searched by name for the freelance team in two
ways:
1. Go to "Projects > Project > Freelance Team", click the Add button,
select the type of search from the drop-down list, then type the name
of the appropriate freelancer and click t...
Projetex supports all currencies. You can add any currency you need.
For this, please go to the "Corporate Settings > Currencies" page.
Then click the New button and enter a currency's 3-letter abbreviation
and a descriptive name to the appropriate fields...
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...
Question: I have added a new job to Translation Office 3000, but this
is a very large project and it would be preferrable ifI could make an
'advance invoice' for 25% of the amount. Later it would then be
necessary to bill the other 75% of this invoice. Wh...
This issue can be resolved with the Phantom Payment function.
If you link an Invoice and corresponding Payment and the Total Paid
sum is less than the Invoice Total, this difference is displayed in
the bottom-right part of the window as Balance Due. By ...
You may edit the VAT Number by clicking the corresponding button in
the Client Profile page. To display the client VAT number in saved
documents, please use the CLIENT_VATNUM variable.
To send an e-mail to a client, please do the following:
1. Go to the Client section > Client window > Main tab.
2. Select the required client and click Contact Info > Send (see
Picture 1). This will open the program's built-in Mail Sender.
3. If you h...
Projetex has its own folder structure, which is located in the
Business folder. Inside this folder, several main sub-folders are
created, including Clients and Projects. When a client is created in
Projetex, the appropriate folder is created for this clie...
All POs are linked to their projects. It is impossible to create a PO
which includes freelance jobs from different projects.
Unfortuanately, it is impossible to restore a deleted client. However,
you can restore your database from the most recent backup file by
going to "Projetex Server Administrator > Database > Restore". This
will restore your database to the state when your ...
If your invoice is locked, you can do the following to unlock it:
1. Go to the Payments tab.
2. Open a payment which is linked with that invoice.
3. Switch to the "Linked with Invoices" tab and delete the invoice
link.
4. Click the OK button.
5....
The Assignment and Deadline dates of a Client Job always default to
the corresponding dates of the project.
The Assignment date of Corporate and Freelance jobs defaults to their
creation date, while the deadline defaults to the deadline of their
parent ...
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.
You can automatically include your non-invoiced client jobs to
invoices using mass invoicing. For this, please do the following:
1. Go to the Clients tab and the Invoices to Clients table.
2. Click the 'Mass Invoicing' button.
3. Select all requires...
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 immediate future. A vertic...
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, ...
Most likely you have created a user with NORMAL access rights. This is
a standard project manager's account type. Users with NORMAL access
rights can see only clients assigned to them. In case you would like
this user to see all the clients, switch its ac...
1. You can just create a payment equal to the received amount by going
to CLIENT > PAYMENTS and clicking the NEW button.
2. Then your payment will be created, but all the money will be
unlinked (unspent) as you can see in Picture 1.
3. When you have p...