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The project bar

A lot of your work as a project manager will start with the project bar. 

(Please note that most of these tools are only available to Workbench/Manager users. Client users and Resources have a more limited number of options.)

project_bar.png

Information

  • General information
    • An at-a-glance view showing project title, general status, ID, delivery date, project manager and client information
  • Overall progress (the coloured bar)
    • Progress is measured in completed jobs. If the bar is gray, there are no jobs linked to the project. 

Icons

Each icon leads to a page or tool. Hovering over them will reveal a tooltip, matching the headers in the list below. 

  • Project summary (the magnifier glass).
    • A read-only view summarising the project.
  • Edit project data (the pen)
    • There are two forms: a multi-tab form with all fields and a simplified view with the most commonly used fields. 
    • Depending on user settings, you may have access to either one, or both.
  • Job list (the hamburger icon)
    • The page for managing all the jobs on the project. This is where you apply joblist templates, edit or batch edit the jobs and send out certain notifications. 
  • Filezone (the documents icon)
    • An area containing all files linked to the project. 
  • Tree view (the flowchart icon)
    • The Job list seen as a more intuitive overview, focusing on workflow.
  • Clone this project (two squares)
    • Quickly create a copy of the project with all general data (not including jobs and files)
  • Create child project (the plus sign)
    • Quickly create a project with this project as its parent.
    • Note that the options in this form are limited by user data, for example in what target languages can be selected.
  • Project forum (the speech bubble)
    • The place where everyone with a job on the project (including Resources) can communicate
  • Project milestones (the clock)
    • Major operations on a project, such as batch editing and applying a joblist template, are preceeded by the automatic creation of a backup copy.
    • These copies, called Project Milestones, can be found and restored here (use with caution).
      • Please note that milestones are only stored for a week. If major changes need to be done after that, resetting the entire joblist is rarely the best course of action. 
  • Download subtitles (the download icon)
    • Batch download multiple files created in the Online editor, either in the work format or converted into deliverables.
  • Generate video copies (the camera)
    • Use the built-in renderer to create video with burnt-in subtitles from the work done in the system
  • Project matrix tools (the hands)
    • A "lab" where project matrices and joblist templates can be tried out on a project. 
  • Messages (the inbox)
    • Find all message threads linked to the project.
    • This includes messages linked to individual jobs on the project.
  • Notes (the post-it)
    • Find all notes linked to the project or its individual jobs.

 

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