The Create Project wizard steps you through the project creation process by presenting a few project creation-related tasks per page. When you are finished with each page, click Next. You also can return to a previous wizard page by clicking Previous, or cancel the project creation by clicking Cancel.
Procedure
- Enter a project name in the Project Name field. The name you assign appears on the Projects page, which you can use to locate the project later. (Required)
For example, enter ABC Company Web Translation.
- Enter a description of the project in the Description field. The description also appears in the Projects page.
- Select a name from the Client list. (Required)
Initially the field is blank so you can select the client you want to use. If there is only one client available for selection, TransPort automatically fills in the client name for you.
- If applicable, select the quote that was approved for the project you want to create from the Quote list.
If you choose an approved quote on which to base your project, TransPort fills in several predefined quote settings for you. For example, TransPort fills in the
Translate From and
Translate To locales, and adds the files targeted for translation.
Note: Keep in mind that when you create a project from a quote, you can only modify project due dates and custom attributes, if any are defined for the project type used. This initial limitation is not based on permissions. However, once you create the project, you can select the project from the Projects page and edit the project if you have the appropriate permissions. For example, you can add or cancel files associated with the project.
- If applicable, select a Project Type.
A Project Type is a template for creating translation projects, which simplifies the project-creation process.
Note: TransPort modifies the Project Type options based on the selected Client. For example, if you choose:
- A Client that has only one Project Type or none at all, TransPort hides the Project Types list.
- A Client with multiple Project Types available for selection, TransPort lists the available Project Types. Select the most appropriate type for your project.