Project Management

Project Overview

In Memsource, Projects are where the main components of a translation project (jobs, translation memories, and term bases) are held together. Before files can be assigned for translation, they must be assigned to and contained within a project.

Project Page

Opening a project presents it in a project page. A project can be saved as a template or cloned from the Save as menu.

The project page features a dashboard followed by tables of associated project attributes:

Project Dashboard

The Project Dashboard provides statistics for a specific project and is divided into two sections:

  • Overall progress

    The overview of job statuses and issues across all workflow steps

  • Individual progress

    The overview of job statuses and issues in individual workflow steps and language combinations.

If a warning is present in the project, a box appears in the respective section of Individual Progress. Click on the box to receive a breakdown of the issues.

Jobs Table

The jobs table lists all jobs associated with a project and tools for working with jobs. From the jobs table, jobs can be added, edited, downloaded (original, the completed translation, bilingual or final files), analyzed, pre-translated, and deleted along with other tools.

Hovering over underlined indicators and icons in the table provides more information about the job such as progress, additions and wordcounts.

The table can be filtered and the columns can be customized.

If a workflow step is specified in this table, only information about that step is presented in other tables.


Analysis Overview


Costs & Quotes

Translation Memories

Assign a Translation Memory to a Project

Term bases

Term bases


Any type of file can be added as a reference with a 1Gb size limit or just type a note in the text field.

If a project contains references, Linguist will receive a notification when they open the editor. Reference files themselves are available at the bottom section of the Project page.

Create a Project

To create a project, follow these steps:

  1. From the Projects page, click New.

    The Create Project page opens.

  2. Provide a name, business information, languages and any other required information.

    Target language can be removed only before importing jobs, TMs or TBs that are associated with that language, including jobs in the Recycle Bin.

    If a Project Template has been created, select the template and these fields will be populated with information from the template.

    When creating a project without a template, settings (such as the default file import settings) will be based on the Project Settings section of the Setup page. Subsequent changes in a Project Template or the main Setup page will not affect the settings of your existing projects.

  3. Change any Settings as required and click Create.

    The page for that Project is opened.

Click Edit to open the Edit Project page and make changes.

Project Settings

Machine Translation Engine

Select a machine translation engine, a machine translation profile or set this option to Disable.


Set the default analysis for your project. This setting is connected to the Job Analysis window; any changes made in the Job Analysis settings will be saved in the Project settings and vice versa.


Set the default pre-translation for your project. This setting is connected to the Job Pre-translation window so that any changes made in the Job Pre-translation settings will be saved in the Project settings and vice versa.

Project Status Automation

Project Status Automation rules enable users to configure when a project‘s status should be automatically changed. Project Status Automation rules can be saved in a project template and used together with a submitter portal or with Automated Project Creation.

Quality Assurance

Select what checks should be performed when the quality assurance is run.

Access & Security

Features that can help control what parts of a job can be accessed and by who.


Spellchecking options.

Completed file name and export path

Can also be set in general settings for all newly created projects.


Used in analysis and quotes as well as Home Page Dashboards.


Set workflow steps for the project.

Option to Set unassigned job to completed once previous workflow step is completed is available. If a job is split, all parts of that job must be completed in order to automatically complete following unassigned steps.

TM Match Context and Optimization

Specify how translation memory defines context.

Continuous Job

Specify continuous job settings.

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