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<?xml-stylesheet type="text/xsl" href="https://community.rws.com/cfs-file/__key/system/syndication/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/"><channel><title>Change project phase and assign vendors</title><link>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors</link><description /><dc:language>en-US</dc:language><generator>Telligent Community 12 Non-Production</generator><item><title>Change project phase and assign vendors</title><link>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors</link><pubDate>Fri, 23 Apr 2021 11:20:56 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:c89276e0-07b7-4c83-a714-e123700dd884</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors#comments</comments><description>Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 11:20:56 AM&lt;br /&gt;
&lt;p&gt;You can move GroupShare projects between phases from within&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&lt;/span&gt;. While moving files into different phases, you can define vendors responsible for a new task. This topic describes how this task is performed in TBM.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Open a translation job or translation project linked with a GroupShare project.&lt;/li&gt;
&lt;li&gt;Select&lt;span&gt;&amp;nbsp;&lt;strong&gt;RWS&amp;nbsp;&lt;/strong&gt;&lt;/span&gt;&lt;strong&gt;&amp;gt; GroupShare &amp;gt; Manage phases&lt;/strong&gt;. The following dialog appears:&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612868493502v1.png" /&gt;&lt;/li&gt;
&lt;li&gt;First of all, select a new phase. When you do this, the system will check if you already have created assignments for each of listed language pairs. If assignment is found (according selected phase; for example, if you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Review&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;phase, the system will look&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Proofreading&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;assignments), corresponding vendors will be selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New users&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;column.&lt;/li&gt;
&lt;li&gt;If you leave&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New users&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;column empty, then the system would not change a phase for that language file.&lt;/li&gt;
&lt;li&gt;If you wish to change phase without changing a user, select language file (or files) and select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Copy vendors&lt;/strong&gt;&amp;nbsp;button.&lt;/li&gt;
&lt;li&gt;If the system was not able to automatically determine assigned vendors, you can do this manually by selecting language file (or multiple files with the same language) and clicking&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Select vendors&lt;/strong&gt;. In the list of vendors, select vendors and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Take a note that a popup window for vendor selection displays only vendors linked with GroupShare.&lt;br /&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note. When you select vendor manually on this screen, then it will be necessary to manually create&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Translation assignment&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;after changing a phase and closing this screen.&lt;/div&gt;
&lt;/li&gt;
&lt;li&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected files will be moved to a new phase, and all assigned vendors will receive e-mail notifications.&lt;/li&gt;
&lt;li&gt;Open a project in GroupShare to confirm that phase has been changed.&lt;/li&gt;
&lt;/ol&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: GroupShare&lt;/div&gt;
</description></item><item><title>Change project phase and assign vendors</title><link>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors/revision/3</link><pubDate>Mon, 09 Dec 2019 06:29:33 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:c89276e0-07b7-4c83-a714-e123700dd884</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors#comments</comments><description>Revision 3 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:29:33 AM&lt;br /&gt;
&lt;p&gt;You can move GroupShare projects between phases from within &lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&lt;/span&gt;. While moving files into different phases, you can define vendors responsible for a new task. This topic describes how this task is performed in TBM.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Open a translation job or translation project linked with GroupShare project.&lt;/li&gt;
&lt;li&gt;For translation jobs, select &lt;strong&gt;SDL Trados &amp;gt; GroupShare &amp;gt; Change phase&lt;/strong&gt;.&lt;br /&gt;For translation project, select &lt;strong&gt;GroupShare &amp;gt; Manage phases&lt;/strong&gt;.&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/image-_2800_27_2900_.png" /&gt;&lt;/li&gt;
&lt;li&gt;First of all, select a new phase. When you do this, the system will check if you already created assignments for each of listed language pairs. If assignment is found (according selected phase; for example, if you select &lt;em&gt;Review&lt;/em&gt; phase, the system will look &lt;em&gt;Proofreading&lt;/em&gt; assignments), corresponding contractors will be selected in the &lt;strong&gt;New users&lt;/strong&gt; column.&lt;/li&gt;
&lt;li&gt;If you leave &lt;strong&gt;New users&lt;/strong&gt; column empty, then the system would not change a phase for that language file.&lt;/li&gt;
&lt;li&gt;If you wish to change phase without changing a user, select language file (or files) and select &lt;strong&gt;Copy contractors&lt;/strong&gt; button.&lt;/li&gt;
&lt;li&gt;If the system was not able to automatically determine assigned vendors, you can do this manually by selecting language file (or multiple files with the same language) and clicking &lt;strong&gt;Select vendors&lt;/strong&gt;. In the list of vendors, select vendors and click &lt;strong&gt;OK&lt;/strong&gt;. Take a note that a popup window for vendor selection displays only vendors linked with GroupShare.&lt;br /&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note. When you select vendor manually on this screen, then it will be necessary to manually create &lt;em&gt;Translation assignment&lt;/em&gt; after changing a phase and closing this screen.&lt;/div&gt;
&lt;/li&gt;
&lt;li&gt;Click &lt;strong&gt;OK&lt;/strong&gt;. Selected files will be moved to a new phase, and all assigned vendors will receive e-mail notifications.&lt;/li&gt;
&lt;li&gt;Open a project in GroupShare to confirm that phase has been changed.&lt;/li&gt;
&lt;/ol&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: GroupShare&lt;/div&gt;
</description></item><item><title>Change project phase and assign vendors</title><link>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors/revision/2</link><pubDate>Mon, 09 Dec 2019 06:27:18 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:c89276e0-07b7-4c83-a714-e123700dd884</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors#comments</comments><description>Revision 2 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:27:18 AM&lt;br /&gt;
&lt;p&gt;You can move GroupShare projects between phases from within SDL BaccS. While moving files into different phases, you can define vendors responsible for a new task. This topic describes how this task is performed in BaccS.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Open a translation job or translation project linked with GroupShare project.&lt;/li&gt;
&lt;li&gt;For translation jobs, select &lt;strong&gt;SDL Trados &amp;gt; GroupShare &amp;gt; Change phase&lt;/strong&gt;.&lt;br /&gt;For translation project, select &lt;strong&gt;GroupShare &amp;gt; Manage phases&lt;/strong&gt;.&lt;br /&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/image-_2800_27_2900_.png" /&gt;&lt;/li&gt;
&lt;li&gt;First of all, select a new phase. When you do this, the system will check if you already created assignments for each of listed language pairs. If assignment is found (according selected phase; for example, if you select &lt;em&gt;Review&lt;/em&gt; phase, the system will look &lt;em&gt;Proofreading&lt;/em&gt; assignments), corresponding contractors will be selected in the &lt;strong&gt;New users&lt;/strong&gt; column.&lt;/li&gt;
&lt;li&gt;If you leave &lt;strong&gt;New users&lt;/strong&gt; column empty, then the system would not change a phase for that language file.&lt;/li&gt;
&lt;li&gt;If you wish to change phase without changing a user, select language file (or files) and select &lt;strong&gt;Copy contractors&lt;/strong&gt; button.&lt;/li&gt;
&lt;li&gt;If the system was not able to automatically determine assigned vendors, you can do this manually by selecting language file (or multiple files with the same language) and clicking &lt;strong&gt;Select vendors&lt;/strong&gt;. In the list of vendors, select vendors and click &lt;strong&gt;OK&lt;/strong&gt;. Take a note that a popup window for vendor selection displays only vendors linked with GroupShare.&lt;br /&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note. When you select vendor manually on this screen, then it will be necessary to manually create &lt;em&gt;Translation assignment&lt;/em&gt; after changing a phase and closing this screen.&lt;/div&gt;
&lt;/li&gt;
&lt;li&gt;Click &lt;strong&gt;OK&lt;/strong&gt;. Selected files will be moved to a new phase, and all assigned vendors will receive e-mail notifications.&lt;/li&gt;
&lt;li&gt;Open a project in GroupShare to confirm that phase has been changed.&lt;/li&gt;
&lt;/ol&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: GroupShare&lt;/div&gt;
</description></item><item><title>Change project phase and assign vendors</title><link>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors/revision/1</link><pubDate>Wed, 17 Jul 2019 10:10:28 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:c89276e0-07b7-4c83-a714-e123700dd884</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4984/change-project-phase-and-assign-vendors#comments</comments><description>Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:10:28 AM&lt;br /&gt;
&lt;p&gt;You can move GroupShare projects between phases from within SDL BaccS. While moving files into different phases, you can define vendors responsible for a new task. This topic describes how this task is performed in BaccS.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Open a translation job or translation project linked with GroupShare project.&lt;/li&gt;
&lt;li&gt;For translation jobs, select &lt;strong&gt;SDL Trados &amp;gt; GroupShare &amp;gt; Change phase&lt;/strong&gt;.&lt;br /&gt;For translation project, select &lt;strong&gt;GroupShare &amp;gt; Manage phases&lt;/strong&gt;.&lt;br /&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/image-_2800_27_2900_.png" alt=" " /&gt;&lt;/li&gt;
&lt;li&gt;First of all, select a new phase. When you do this, the system will check if you already created assignments for each of listed language pairs. If assignment is found (according selected phase; for example, if you select &lt;em&gt;Review&lt;/em&gt; phase, the system will look &lt;em&gt;Proofreading&lt;/em&gt; assignments), corresponding contractors will be selected in the &lt;strong&gt;New users&lt;/strong&gt; column.&lt;/li&gt;
&lt;li&gt;If you leave &lt;strong&gt;New users&lt;/strong&gt; column empty, then the system would not change a phase for that language file.&lt;/li&gt;
&lt;li&gt;If you wish to change phase without changing a user, select language file (or files) and select &lt;strong&gt;Copy contractors&lt;/strong&gt; button.&lt;/li&gt;
&lt;li&gt;If the system was not able to automatically determine assigned contractors, you can do this manually by selecting language file and clicking &lt;strong&gt;Select contractors&lt;/strong&gt;. In the list of contractors, select contractors and click &lt;strong&gt;OK&lt;/strong&gt;.&lt;br /&gt;Note: When you select vendor manually on this screen, then it will be necessary to manually create &lt;em&gt;Translation assignment&lt;/em&gt; after changing a phase and closing this screen.&lt;/li&gt;
&lt;li&gt;Click &lt;strong&gt;OK&lt;/strong&gt;. Selected files will be moved to a new phase, and all assigned vendors will receive e-mail notifications.&lt;/li&gt;
&lt;li&gt;Open a project in GroupShare to confirm that phase has been changed.&lt;/li&gt;
&lt;/ol&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: GroupShare&lt;/div&gt;
</description></item></channel></rss>