Getting Started Guide for Project Managers

Lesson 1: Create a Project

This article provides a step-by-step guide to creating your first project in Memsource.

 

Step 1: You will first need to sign in to your account via memsource.com. If you do not have a Memsource account yet, please follow this link to create a free trial.

Google Chrome, Firefox, or Safari browsers are recommended. The two most recent versions of Google Chrome, Firefox, Safari, Microsoft Edge, and Internet Explorer are all supported.

 

Important: The Personal edition will not be able to add additional users. If you plan on adding Linguists or additional Project Managers, you'll want to try a Team Start, Team, Ultimate, or Enterprise edition.

 

Once you sign in to your account, you will automatically be directed to the Projects page which is a list of all projects created in your account. If this is your first project, the list will be empty.

 

Step 2: To create a project, you can either click on the New button on the Projects page or you can use the (+) sign in the left-hand navigation panel. This will open the Project Creation screen. 

 

Step 3: Fill in the following mandatory fields:

  • Name
  • Source Language - only one source language can be selected per project
  • Target Language - there can be an unlimited number of target languages in a project

The Due Date, Status, Note, and Purchase Order # fields are optional and can be filled out now or at a later date.

 

Note: The Settings section is accessed by the gear symbol in the top right corner and includes other options (e.g. Machine Translation, Access and Security, Financials, or Workflow Steps) that you can adjust if necessary.  

 

Most of the project settings can be adjusted later except for:

  • Source Language
  • Target Language(s) - languages can be added later, but not removed
  • Workflow steps - steps can be added, but not removed

 

Step 4: Click the Create button below the Settings section to complete the setup of your project and create it.

 

Step 5: On this next page, you'll see a section called Jobs. To add new files for translation to the project, select the New button in this section. You will find out more about this in Lesson 5.

 

Step 6: If you already have a translation memory (TM) or term base (TB) prepared for your project, you can attach them on the Project page by clicking the Select button next to Translation Memories or Term Bases. To create a new TM or TB, click the Create New button. (See the screenshot below.) To find out more about creating and using TMs and TBs see Lesson 2 and Lesson 3.

 

To see a demo of this process, watch the video below:



 

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