Knowledgebase : Projetex
   

The integrated version lacks an independent interface and the "add from web" function. Other than that, the integrated and standalone versions of AnyCount produce exactly the same results. Usually, users who already use Translation Office 3000 or Proje...
You can download free 30-day trials for all our main programs on the following sites: AnyCount - https://www.anycount.com/try-free [https://www.anycount.com/try-free] TO3000 - https://www.to3000.com/download [https://www.to3000.com/download] Projete...
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 the...
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...
All our licences (except for AceProof 3) are lifetime and do not require any annual payments.
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...
Please run the program in administrator mode. For this, please right-click the shortcut and select RUN AS ADMINISTRATOR. You can also go to Properties >> Compatibility and check the "Run as Admininstrator" option.
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, use the following expressions (raplace FIELD_VAR_NAME with the variable name...
To find out 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 wish to sum. For example...
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 ...
Apart from choosing the interface language, 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, regardle...
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 ...
* 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 orange, and you will be able to see if you...
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 desired...
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 in the original purchase. Please create a ticket in https://aithelp.com/Tickets/Submit [https://aithelp.com/Tic...
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), change your system locale settings, so that the date contains numbers only (...
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, navigate to the "Clients>>Invoices" table and make sure that the Footer is enabled by right-clicking and navigating to "Grid Settings >> Show Footer" Then, click the asterisk symbol in the uppper-left corner of the table and check "Invoice Total ...
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 System Administrator.
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) Then the variable wi...
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 the proper folders. If the templates you need have the "Team - Missing" status, select them and click the "Download" button (downward green arrow). The correc...
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. Just edit the template file and change any variable name like "TOTAL_B" into "TOTAL_BASE".
You can double-click any calendar block 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 thus 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 Pr...
Please try configuring the firewall on your server to always have port 212 open. 1. Navigate to Control Panel >> System and Security >> Windows Firewall. 2. Select "Advanced settings" and highlight "Inbound Rules" in the left pane. 3. Right click "Inbou...
To check the current connections, 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. Enter ...
Projetex and TO3000 are not really 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 or invoice 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 workstationas installed and registered on them. We only limit the number of workstations running at any given time.
No. Currently, it is not possible to have two "threads" of global coding 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" box. 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 current...
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. Just 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, so 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. Keep in mind that this will also reset your follow-up e-mail subscription. You can always unsubscribe from follow-up mail by usin...
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 you...
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, 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 "wor...
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 documents themselves can also be saved as DOC, DOCX, and PDF in the "Save AS" dialog.
Yes. Though 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).
The function is found in the main Quotes table. Just select the required quote, and click the "Create Project Based on Quote" in the "more..." 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 same skin as Windows. 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 ...
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.
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 (they have "date period" written in the upper left corner), use the Global Date Filter in the upper right corner of the main window. The report will only display the data within the selected p...
No, the Global date filter does not reset by itself.
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 its jobs ...
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. 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. So, 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 reports, but not others.
To add a custom Job variable to an Invoice template, 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 tags.sc...
If you accidentally sent an incorrectly composed invoice to your client and want to inform them of its cancellation, you can edit the standard invoice template into a "cancellation" template, send the generated document to the client, then void the invoic...
Natively, no. The ODBC module always has only one actual user (login - ODBC) that anyone who knows the password can use.
Yes. In fact, 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 translfer the data into a format Projetex 3D can read. The default location of the converter is C:Program Files (x86)AITProjetex 3DProjetex ...
Please edit the invoice template as follows: After the Job table's endscan add this expression: scan(dtLinkJobs) endscan, sum(DTLINKJOBS:CJOB_VOLUME, V1) Total: V1 Please keep in mind that the total will only make sense if all the jobs in the invoic...
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. Changes 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 into 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. In that case you'll be able to use the DNS name to access Projetex Server from anywhere. There is a number ...
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.
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 by 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) Formore information, please open the Help file (Press F1 in any tableor Ne...
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 added to invoices.
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 them 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 proje...
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 Admininstrator 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, ...
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 to...
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 navigating to "Help >> Help" in the Settings.
Tha best way to do that is to restore a previous backup of the database. Please make backups regularly.
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 se...
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 with in 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. 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.
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 "Administrtor >> 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, 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. I 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 explicitly. 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...
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 login dialog 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". Just 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) and navigating to "Templates >> Payments template variables".
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, and then re-apply the status.
You can create a custom field for this. Please press F1 in any table to 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 t...
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 apply.
Work files are stored indefinintely.
There is no software-imposed limit.
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 vriables template name in the desired location, in the same f...
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 wh...
Most likely, you 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.
The actual program is likely still running in the background. Please disableit and try converting 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 that 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 d...
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 and log in as the administrator (login: Admin, default password: ...
The Help file in bundled with the program itself. Please press F1 in any table or "New/Edit" window. If you do not have the program yet, but want to familiarize yourself with it, please download the attached file.
In the database itself, the global code is only a sequential number. The Profices and suffixes are only seen in the user inteface. The filter sorts global codes solely by the sequential number portion.
No. The default Administrator account is always present and can not be deleted.