Documentation Center

Creating projects

When you create projects in Managed Translation, you specify project details, choose a project option and add project files.

Before you begin

Before you start creating projects in Managed Translation, make sure your system administrator has specified or customized your project options (configurations). Project options control the additional fields displayed on the Create a Project tab.

Procedure

  1. Access the Managed Translation website.
  2. Select New Project.
  3. In the Project Name box, type a meaningful name for your translation project.
  4. In the Project Due Date box, select the date and time by which all project work should be delivered. When entering a value here, your local time zone is applied.
  5. (Optional) In the Project Description / Instructions box, type details for project managers or translators to read, within a 250 characters limit. Alternatively, for larger instructions sets, you can add a more detailed reference file when you upload files to your project.
  6. Decide whether you want to base your project on a template:
    • To base your project on an existing template, select the Use a Template for This Project checkbox and select a template from the drop-down list. All existing fields are populated with the settings from the project template. Keep the settings as they are or adjust them by going through steps 7 to 11. If you do not want to change the project template, move on to step 12.
    • To create your project from scratch, clear the Use a Template for This Project checkbox. Move on to steps 7- 14.
  7. In the Project Options box, select the business option that best suits your project.
  8. In the Source Language box, select the language of the files to translate.
  9. In the Target Languages box, select the language options relevant to you.
  10. Fill in the additional fields that may be available, depending on your chosen project option. Some of the most common options are:
    • Project Organization - Associate the project with a predefined organization.
    • Project Option - Associate the project with a predefined option.
    • Project Group - Select a group from the list of options to add your project to a group for fast retrieval during search. To create a new group, select Create Project Group, enter a name and a description, and then select Save.
  11. If you used a project template, before adding your files to the new project, next to the Update Project Template label, select:
    • Overwrite to save the changes you have made to the current project template.
    • Save As New to save the changes you have made to a new project template. In this case you must fill in a project template name and select Save. If you do not fill a name, the template will be saved as [current template name] (copy).
  12. In the Upload Files box, add files by using one of the available options:
    • Drag & drop files
    • Browse
    • Select Connector
      1. Select a connector from the available lists.
      2. Enter your credentials if this is the first time you use a specific connector.
      3. Select the check boxes next to the files you want to upload and select OK.
  13. After you upload your files, you can:
    • Delete files if you uploaded them by mistake.
    • Change the file usage of the already uploaded files to Translate or Reference.
    • Upload more files.
  14. When finished, select Submit Project.

What to do next

After you created your project, go to the All Projects tab, identify the project and do one of the following:
  • Consult or download the project quote (cost).
  • Approve the project to transfer it to the next stage of the workflow.
  • Delete the project.