Creating project templates
Creating project templates is the most reliable way of bundling all the resources needed for project creation in one asset which you can reuse multiple times.
Before you begin
Customers must be associated with at least one project template, which means that you must create at least one project template for a customer in order to create a project for that customer. Make sure that you created customers and that you added customer users to customer accounts.
About this task
Project templates enable customers (and their customer users) to create projects in Trados Customer Portal, and enable project managers to create projects on customers' behalf in Trados Team.
When you create a new complex resource which is based on other component resources, you can filter the component resources by two criteria: Current folder and above (default) and Current folder. Using the filtering criteria enables you to see and use exactly the resources you own or have inherited.
When you create project templates, you use the following component resources created beforehand: file type configurations, translation engines (and its component TMs, termbases), workflows. When you select these component resources, use the available criteria for quick and accurate resource navigation.
When you select a resource during project template creation, what gets included in the project template is a copy of that resource.
If you select a resource which has fewer languages than the project template, the missing languages are added automatically to each resource. The Save and Save as new buttons become enabled, and you can choose to save the missing languages only for the current project template or for future project templates (by creating a new resource which is automatically selected in your project template).
You can configure project templates with the same source and target language.
When this project template is included in a project which has the same source and target language, the project is automatically marked as a restricted project.