Main window

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

• Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
• Reference data > Taxes - create taxes which you usually include in your invoices.
• Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:
  
  Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
• Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
• Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow Trados Business Manager Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:
  
  It's not obligatory to fill these codes in the beginning, because Trados Business Manager Lite will help you to do this during analysis import. See this article for details.
• Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
  
  Important. When TBM determines fuzzy weight from fuzzy scheme, the following situation may happen: you selected fuzzy scheme, but fuzzy type in the project task is not specified (empty), which usually corresponds to 'No match' fuzzy type. In such cases, fuzzy weight is determined from the first fuzzy type presenting in fuzzy scheme. Thus, please always make 'No match' fuzzy type to be first in fuzzy schemes (by setting lowest Sort order to that fuzzy type).
• Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
  Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
  • Units
    • Words – 1
    • Hours – 500
  • • Flat rate – 1
    • Characters – 0.20
  •  Services
    • Translation – 1
    • Proofreading – 0.33
    • DTP – 1
    • Editing – 0.33
      
      When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor.  For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
• Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow Business Manager Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:
  
  It's not obligatory to fill these codes in the beginning, because Business Manager Lite will help you to do this during analysis import. See this article for details.
• Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
  When you create any customer in Business Manager Lite, it will automatically create similar customer in the Studio database, so this customer becomes available for selection when you create a new project in Studio. And vice versa, if you have list of customers in Studio, they will be automatically transferred to Business Manager Lite database during projects synchronization.
• Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, click New button on the bottom toolbar, fill-in required fields and select Save and close.

It is not mandatory to fill reference data lists in advance, as Business Manager Lite allows to create these entries on fly, where they are needed. For example, if during project creation you need a unit or language pair which are missing in the reference data table, you can create these entries during project creation. To do this, expand drop-down list for reference data selection (for example, language pair) and click Add new:

Entity creation dialog appears:

Or another example for customer creation: