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Project Templates

Last Updated: Aug 16, 2016 09:38AM CEST
Project template is a powerful tool for automating project creation. It can help you set up repetitive projects for your regular client, projects shared with vendors or projects created with Automation Widget.
It will speed up your process and reduce the risk of human error.
Any project can be saved as a template through the Save as button located in the project detail page.

The following settings can be saved in a project template:
  • Basic project information
  • Project languages (can be set as empty)
  • Project settings (including assigned linguists and sharing with vendors)
  • File import settings
  • Project TMs and TBs (must assigned in project before saving it as Template)
  • Reference files (must uploaded in project before saving it as Template)
 

Related articles

Project  |  Linguist  |   Vendor  |   Sharing

 

Scenario 1 – creating project for regular client

 
You have a regular client for whom you’ve been translating for some time now. The client always sends XML files with specific settings.  You have a TM and TB and you also have a regular translator, who usually does the job and proofreader, since revision is requested by your client. You have a TEAM Edition, so you can use workflow steps for revision.
  1. In Setup create the client.
  2. Create project, select the client, set the languages and two workflow steps.
  3. Add the client’s TM and TB
  4. Upload jobs with the specific Import Settings requested by client.
  5. Assign them to linguist and set the rest of the project (set Machine translation, run Analysis, Quotes, add reference files…)
  6. Save the project as Template
The Linguists don’t get saved in template automatically since there can be more Linguists in one project, so you have to set it in template yourself:
  1. In Setup -> Project templates open the template
  2. In the Template Settings open the “folder” Translation and set the Linguist, also tick the “Notify Linguist” option.
  3. Open the “folder” Revision and set the proofreader and the “Notify Linguist” option
  4. Check all the settings
  5. Save the template
Next time, you will be creating new project for the same client, you can just click on New project, select the template and everything will be already set – the TM, TB, client etc. Files uploaded for translation will have the specific settings for the client’s XML files and the linguist and proofreader will be pre-selected there as well. Once the files are uploaded, the linguists are notified by email about new work waiting for them.
 
 

Scenario 2 - Template for project shared with Vendor

 
In similar fashion you can create project template which will create project shared with Vendor.
  1. create a Vendor in Setup,
  2. create project,
  3. set all settings and upload files for translation
  4. share it with vendor,
  5. save it as template.
 

Scenario 3 - Template for project with jobs shared with Vendor

 
You have a repetitive multi-language project – let’s say from English to Spanish and French. You don’t have Spanish translator so you decide to have a vendor do it for you.
  1. create a Vendor in Setup,
  2. create project EN-ES/FR,
  3. upload files for both target languages,
  4. set all other details (machine translation, TB, TM etc.)
  5. select all Spanish translation jobs and assign them to the Vendor
  6. select all French translation jobs and assign them to my French Linguist
  7. save as Template.
The Linguist don’t get saved in template automatically since there can be more Linguist for one language, so you have to set it in template yourself:
  1. Go to Setup -> Project templates
  2. Open the template (and check all the settings)
  3. In the Settings  open the “folder” Languages and set your Linguist for French and the Vendor for Spanish, also tick the “Notify Linguist” option
  4. Save the template  
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