Translation job list

Eugene Kuchynski — Thu, 09 Dec 2021 10:17:08 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 12/9/2021 10:17:08 AM

Job list contains a lot of useful functions to facilitate translation project management workflow.

From list of jobs, you can view, filter, group, search through ALL translation jobs saved in the system. This list allows to perform many tasks, including tracking of delivered jobs and assignments, sending messages, printing confirmation, changing jobs in batch mode, creating invoices, etc.

The main functions available in the list view:

Quick job creation

Contains list of recent clients to quickly create a new job for a selected client based on a very last job for that client.

Change status
Allows to quickly change status for the selected jobs.

Change deadline
Select necessary jobs, type desired deadline and select a button near date field. New deadline will be applied to all selected jobs.

Batch change
Opens a window, which allows to apply same value to some filed for all selected jobs. For example, you can select any number of jobs (holding Shift or Ctrl keys) and change Status, Deadline, Delivery date, Work field, Project, Language direction for all of them in a single operation. In this operation you can select which fields must be changed. In the following example we only change Status to Sent and Work filed to Letters for the selected jobs.

Create invoice
Select uninvoiced jobs and select this button to quickly create an invoice. Invoice amount will correspond to selected jobs amount, and default tax will be applied. So, in ideal case, you can just select save and then print generated invoice.

Create assignment
This command allows to quickly create translation assignments from selected jobs. You will then need just to select a vendor who will perform the job.

Write a message to PM

Creates a new message to a client contact selected in a job. Can be used to quickly ask question or deliver a job.

Print
Allows to generate confirmation report for a selected job.

Quick filter button provides a quick way to filter list of jobs. It allows to quickly display jobs from one of last 12 months, for 10 top clients, and only non-delivered jobs for selected clients:

Top part contains list of months and amounts, while lower part lists top clients with amounts. Select any item in this list to filter list of jobs by month or by a client.

Instead of setting up filters manually, you can use predefined filters or create your own.

Live filters

This button opens a side panel which allows to quickly apply some most frequently used filters to view jobs, for example, only from selected customers, or in specified domains, languages, currencies, statuses, amount ranges, etc.

For example, in the Clients field you select or search clients which you wish to display in the list of jobs. You can select any number of clients here:

In other groups, like Status or Status of payment, you can make selections using checkboxes, and in Date and Amount groups you can specify range limits.

When you provide a value in any of fields in the search panel, list will immediately reflect your selections. When you close search panel (by clicking Search button again on the toolbar), current filter will be automatically cancelled.

Selected job details

When you select a single job in the list, you can view additional details of a selected job below the table. Contents of these details may vary. If a job is linked to any CAT tool, then TBM will make an attempt to determine job progress and display it in the form of progress bar. Also, you will find a table with list of job tasks. If a job is linked with any Trados Live or GroupShare project, TBM will download project task from the server and display them, along with file names, language names, statuses, assignees and other information.

Tags: npl, documents, translation, jobs, Lists

Translation job list

Eugene Kuchynski — Mon, 26 Apr 2021 10:47:42 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 4/26/2021 10:47:42 AM

Job list contains a lot of useful functions to facilitate translation project management workflow.

The main functions available in the list view:

Quick job creation

Contains list of recent clients to quickly create a new job for a selected client based on a very last job for that client.

Change status
Allows to quickly change status for the selected jobs.

Change deadline
Select necessary jobs, type desired deadline and select a button near date field. New deadline will be applied to all selected jobs.

Create assignment
This command allows to quickly create translation assignments from selected jobs. You will then need just to select a vendor who will perform the job.

Write a message to PM

Creates a new message to a client contact selected in a job. Can be used to quickly ask question or deliver a job.

Print
Allows to generate confirmation report for a selected job.

Top part contains list of months and amounts, while lower part lists top clients with amounts. Select any item in this list to filter list of jobs by month or by a client.

Instead of setting up filters manually, you can use predefined filters or create your own.

Live filters

For example, in the Clients field you select or search clients which you wish to display in the list of jobs. You can select any number of clients here:

In other groups, like Status or Status of payment, you can make selections using checkboxes, and in Date and Amount groups you can specify range limits.

Tags: npl, documents, translation, jobs, Lists

Translation job list

Eugene Kuchynski — Fri, 23 Apr 2021 06:18:02 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 4/23/2021 6:18:02 AM

Job list contains a lot of useful functions to facilitate translation project management workflow.

The main functions available in the list view:

Quick job creation

Contains list of recent clients to quickly create a new job for a selected client based on a very last job for that client.

Change status
Allows to quickly change status for the selected jobs.

Change deadline
Select necessary jobs, type desired deadline and select a button near date field. New deadline will be applied to all selected jobs.

Create assignment
This command allows to quickly create translation assignments from selected jobs. You will then need just to select a vendor who will perform the job.

Write a message to PM

Creates a new message to a client contact selected in a job. Can be used to quickly ask question or deliver a job.

Print
Allows to generate confirmation report for a selected job.

Top part contains list of months and amounts, while lower part lists top clients with amounts. Select any item in this list to filter list of jobs by month or by a client.

Instead of setting up filters manually, you can use predefined filters or create your own.

Live filters

For example, in the Clients field you select or search clients which you wish to display in the list of jobs. You can select any number of clients here:

In other groups, like Status or Status of payment, you can make selections using checkboxes, and in Date and Amount groups you can specify range limits.

Tags: npl, documents, translation, jobs, Lists

Translation job list

Paul Filkin — Fri, 13 Sep 2019 07:38:52 GMT

Revision 3 posted to Wiki by Paul Filkin on 9/13/2019 7:38:52 AM

Job list contains a lot of useful functions to facilitate translation project management workflow.

Note. Default colors can be changed using Conditional formatting feature.

The main functions available in the list view:

Change status
Allows to quickly change status for the selected jobs.

Change deadline
Select necessary jobs, type desired deadline and select a button near date field. New deadline will be applied to all selected jobs.

Create translation assignment
This command allows to quickly create translation assignments from selected jobs. You will then need just to select a contractor who will perform the job.

Add/update WIWO entry
This is a part of ProZ.com integration. Select this button to quickly post WIWO (What I'm working on now) entry for the selected job.

Print
Allows to generate confirmation report for a selected job.

View variants
Each list in SDL Trados Business Manager may have a number of variants. For example, you may have additional view variant with less columns, or with columns needed for outsourcing, or even transform simple table to pivot (analytical) table.

Analysis variant allows to get analytical table, allowing to get some aggregates

You can create own variants. This is described in the corresponding article of this manual.

Filters
This menu contains a number of predefined filters and a button to create and apply custom filters.

Also, there is a special Quick filters button, which not only provides another way to quickly filter list of jobs, but also displays amounts for last 12 months and top customers:

Top part contains list of months and amounts, while lower part lists top customers with amounts. Select any item in this list to filter list of jobs by month or by customer.

Instead of setting up filters manually, you can use predefined filters or create your own.

The list itself is highly customizable. You can sort it by selecting on the column name, apply filters, change the order of the columns, hide and display necessary columns (right click on the column header and select Column chooser), apply conditional formatting, perform search with results highlighting, group rows and get different summaries for groups and in total.

Tags: npl, documents, translation, jobs, Lists

Translation job list

Eugene Kuchynski — Wed, 17 Jul 2019 12:52:20 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 7/17/2019 12:52:20 PM

Job list contains a lot of useful functions to facilitate translation project management workflow.

Note. Default colors can be changed using Conditional formatting feature.

The main functions available in the list view:

Change status
Allows to quickly change status for the selected jobs.

Change deadline
Select necessary jobs, type desired deadline and select a button near date field. New deadline will be applied to all selected jobs.

Create translation assignment
This command allows to quickly create translation assignments from selected jobs. You will then need just to select a contractor who will perform the job.

Add/update WIWO entry
This is a part of ProZ.com integration. Select this button to quickly post WIWO (What I'm working on now) entry for the selected job.

Print
Allows to generate confirmation report for a selected job.

View variants
Each list in SDL BaccS may have a number of variants. For example, you may have additional view variant with less columns, or with columns needed for outsourcing, or even transform simple table to pivot (analytical) table.

Analysis variant allows to get analytical table, allowing to get some aggregates

You can create own variants. This is described in the corresponding article of this manual.

Filters
This menu contains a number of predefined filters and a button to create and apply custom filters.

Also, there is a special Quick filters button, which not only provides another way to quickly filter list of jobs, but also displays amounts for last 12 months and top customers:

Top part contains list of months and amounts, while lower part lists top customers with amounts. Select any item in this list to filter list of jobs by month or by customer.

Instead of setting up filters manually, you can use predefined filters or create your own.

Tags: npl, documents, translation, jobs, Lists

Translation job list

Eugene Kuchynski — Mon, 15 Jul 2019 09:20:16 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/15/2019 9:20:16 AM