Julie-Andrée Marcoux - you can set fields and values per project template - this way, you can have a template per customer with predefined fields/values you can use for filtering/penalties.

While in some cases, file name and project name could help identify where the TU comes from, that is not common and mostly for bigger customers they are quite abstract, so using fields you can manage is preferable. 

Hello, I did notice that in the Workflow step of a project template, there is a section for Translation Memory filters that looks like this:

For one project, I did fill it out with all the info I would usually get with concordance search in Trados Studio + File-based TM system. However, once the project was done, when I did a concordance search with a segment from that project, there was still no information regarding the TU in the TM search window.

In the previous system, the information inputted (file name, client, group, date and TM name) automatically display with each TU in the concordance search window. I am not quite sure that the filter fonction enables us to actually have valuable information.

If we were to do what you suggest, my understanding is that we would need 30 to 40 different templates to capture all the possibilities (10 departments x the number of "clients" within each department). So basically, we would be going from :

1) previous system : inputting the info upon creation of project (3-4 fields to fill)

2) Live team : creating 30 to 40 templates (maybe more), having to choose between 30 to 40 templates for each project creation, in addition to filling out the project creation fields anyway.

As a translation team working within an organization, this is not really answering our needs. Being able to see File name, Client name and Department name in the concordance window is for us the most precious information that outweighs penalties in a TM.

What can we do to be able to see this information?

I read a little about the filters in the Live Team documentation, and it looks as if they are useful for TM maintenance, which is not the same thing.

Hello, I did notice that in the Workflow step of a project template, there is a section for Translation Memory filters that looks like this:

For one project, I did fill it out with all the info I would usually get with concordance search in Trados Studio + File-based TM system. However, once the project was done, when I did a concordance search with a segment from that project, there was still no information regarding the TU in the TM search window.

In the previous system, the information inputted (file name, client, group, date and TM name) automatically display with each TU in the concordance search window. I am not quite sure that the filter fonction enables us to actually have valuable information.

If we were to do what you suggest, my understanding is that we would need 30 to 40 different templates to capture all the possibilities (10 departments x the number of "clients" within each department). So basically, we would be going from :

1) previous system : inputting the info upon creation of project (3-4 fields to fill)

2) Live team : creating 30 to 40 templates (maybe more), having to choose between 30 to 40 templates for each project creation, in addition to filling out the project creation fields anyway.

As a translation team working within an organization, this is not really answering our needs. Being able to see File name, Client name and Department name in the concordance window is for us the most precious information that outweighs penalties in a TM.

What can we do to be able to see this information?

I read a little about the filters in the Live Team documentation, and it looks as if they are useful for TM maintenance, which is not the same thing.