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XTM Cloud 13.4

Creating a project: General information

This section provides information about mandatory and optional General information parameters that you can use while creating a project in XTM Cloud.

Table 52. Create a project: General information parameters

Parameter

Description

Mandatory/Optional

Type

Valid values

Customer name

Customer name for a project. This step sets the Translation Memory to be applied for your project and the available source and target language combinations for the selected customer.

Mandatory

Dropdown list

Alphanumeric

Project name

A unique name of a project

Mandatory

Field

Alphanumeric

Project name cannot contain any of the following characters: /, |, \, :, *, ?, ", <, >, {, }, nor any characters unsupported by XML.

Description

A description/general information of a project

Optional

Field

Alphanumeric

Reference ID

Any ID such as purchase order number

Optional

Field

Alphanumeric

Delivery due date

Due date of a project

Optional

Date picker

Numeric

Format depends on the user specific configuration in User details tab.

Workflow start date

The date when the workflow should start. This date is only used for automatic due date calculations and will not start the workflow automatically.

Optional

Date picker

Leave empty to use project delivery due date

Numeric

Format depends on the user specific configuration in User details tab.

Workflow due date

The date when all steps in the workflow should be completed

Optional

Date picker

Numeric

Format depends on the user specific configuration in User details tab.

Auto-calculate due dates for workflow steps

To use this option you must first configure relevant Workflow definitions.

Calculates the due dates for each workflow step based on the workflow start and due dates. When these dates are not specified, the project creation date and delivery due date are used instead.

If enabled in the Configuration > Settings > Projects tab, two optional due date fields are available:

  • Workflow start date

  • Workflow due date

You can fill them in to increase the accuracy of automatically calculated due dates, or leave empty to use the project creation and delivery due dates instead.

Optional

Checkbox

Valid values:

  • Selected

  • Cleared

Use previous settings

All settings from the last project for this customer are filled automatically.

Optional

Checkbox

Valid values:

  • Selected

  • Cleared

Template

Use to select global or customer specific templates

Optional

Dropdown list

Valid values depend on the configuration made by a Project Manager.

Cost approver

This parameter is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval parameter in Configuration > Data tab > Estimates > Cost settings (see Cost settings).

Optional

Dropdown list

Valid values depend on the Cost Approver list configured for the relevant Customer.

When you selected Template which has a predefined Cost Approver that has been configured for the relevant Customer, this user will automatically be selected as the Cost approver for your new project. If the Cost Approver from the Template has no access rights to the relevant customer, the Cost approver parameter will have the Choose value.

If you do not select a particular user, all Cost Approvers assigned to the relevant customer will be notified about the project costs (if such information has not been sent out yet) and can accept them.

You can change the Cost Approver for the relevant project in Project Editor. For details, see Project Editor - General info: General info.