Overview and workflow

Eugene Kuchynski — Thu, 09 Dec 2021 10:11:57 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 12/9/2021 10:11:57 AM

SDL Trados Business Manager integration with GroupShare includes a number of features and buttons throughout the application. On this page, you will find overview of places where you can use integration.

General workflow when you use TBM in conjunction with SDL GroupShare looks as following:

Link GroupShare users

On this step you can import or link contractors with GroupShare users. When you change project phase in GroupShare and assign vendor, you select a contractor from internal TBM database. If selected contractor is not linked with GroupShare user, you will get error message.

Link GroupShare projects

You may choose how to start a project: create it initially in GroupShare or in TBM. In the first case, you can import a project into TBM - the system will create jobs, calculate their amount, create assignments, select correct vendors (provided that all GroupShare users are linked with TBM vendors), and calculate amounts for each vendor.

When you initially create a project in SDL Trados Business Manager, you can create a project in GroupShare from within SDL Trados Business Manager. The system will create a project and send selected files for translation. In a few minutes you will find created project in GroupShare along with analysis reports.

Import analysis data

Regardless how you create projects, you may import analysis data to all project job or individual project jobs. It may be done using Translation Management Center feature, project editing form or translation job editing form. After importing analysis data and calculating amount you may add additional services to your jobs (like Proofreading, Editing, Termbase creation, etc.).

Manage project in SDL Trados Business Manager

On this stage, you pick-up contractors for job tasks, create assignments, set deadlines, calculate expenses and income. When any (or all) of planned assignments is confirmed, you open Change phase screen and send a command to GroupShare to move needed files from Preparation to Translation phase, and then to other phases. The system will automatically select GroupShare users according assignments you created in TBM.

Push data into GroupShare

When situation changes (new vendor confirms availability, translator delivers files for passing them to proofreader, etc.), you may open. Change phase screen as many times as needed. The system will try to fill necessary data automatically, so you only need to select new phase, and correct contractors will be automatically applied. The task here is to finalize all files in all languages.

Track project progress

When a job is linked with GroupShare project, it is possible to view detailed data and project progress for translation projects and jobs. This allows manager to prepare for the next phase. When project is finished, you may update its status from within TBM using status change feature.

Build reports

When project is finished, you may get final results from the project list (Expenses, Margin and Margin% columns), as well as use a number of built-in QuickReports to analyze performance of managers and vendors for selected projects.

Tags: GroupShare

Overview and workflow

Eugene Kuchynski — Mon, 09 Dec 2019 06:52:33 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:52:33 AM

General workflow when you use TBM in conjunction with SDL GroupShare looks as following:

Link GroupShare users

Link GroupShare projects

Import analysis data

Manage project in SDL Trados Business Manager

Push data into GroupShare

Track project progress

When a job is linked with GroupShare project, Progress column (may be hidden by default) will display progress value as percentage. This allows manager to prepare for the next phase. When project is finished, you may update its status from within TBM using status change feature.

Build reports

Tags: GroupShare

Overview and workflow

Eugene Kuchynski — Wed, 17 Jul 2019 10:10:28 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:10:28 AM

SDL BaccS integration with GroupShare includes a number of features and buttons throughout the application. On this page, you will find overview of places where you can use integration.

General workflow when you use BaccS in conjunction with SDL GroupShare looks as following:

Link GroupShare users

On this step you can import or link contractors with GroupShare users. When you change project phase in GroupShare and assign vendor, you select a contractor from internal BaccS database. If selected contractor is not linked with GroupShare user, you will get error message.

Link GroupShare projects

You may choose how to start a project: create it initially in GroupShare or in BaccS. In the first case, you can import a project into BaccS - the system will create jobs, calculate their amount, create assignments, select correct vendors (provided that all GroupShare users are linked with BaccS contractors), and calculate amounts for each vendor.

When you initially create a project in SDL BaccS, you can create a project in GroupShare from within SDL BaccS. The system will create a project and send selected files for translation. In a few minutes you will find created project in GroupShare along with analysis reports.

Overview and workflow

Overview and workflow

Link GroupShare users

Link GroupShare projects

Import analysis data

Manage project in SDL Trados Business Manager

Push data into GroupShare

Track project progress

Build reports

Overview and workflow

Link GroupShare users

Link GroupShare projects

Import analysis data

Manage project in SDL Trados Business Manager

Push data into GroupShare

Track project progress

Build reports

Overview and workflow

Link GroupShare users

Link GroupShare projects

Import analysis data

Manage project in BaccS

Push data into GroupShare

Track project progress

Build reports