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XTM Cloud 13.4

Project Editor - General info: General info

The following information is displayed in the Project Editor > circle-info-solid-black.svg General info tab screen, in the General info section:

Table 68. Project Editor: General info section parameters

Parameter

Description

Mandatory/

Optional

Editable

(Yes/No)

Type

Valid values

Project name

A unique name of your project.

Mandatory

Yes

Text field

Alphanumeric

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

Description

This field enables you to add further information about the project.

Your XTM Cloud Administrator can specify who can access this information (see Linguist metadata access).

Linguists will see this information on their Tasks list in the tooltip on the right-hand side of the relevant project and LSPs in the Project Editor.

Optional

Yes

Text field

Alphanumeric

Reference ID

This field enables you to add further information about the project.

Your XTM Cloud Administrator can specify who can access this information (see Linguist metadata access).

Linguists will see this information on their Tasks list in the tooltip on the right-hand side of the relevant project. LSPs in the Project Editor.

Optional

Yes

Text field

Alphanumeric

Payment status

The status of payment for the translation project.

Optional

Yes

Dropdown

Valid values:

  • Not required.

  • Paid.

  • Waiting for payment.

Proposal approval status

The Project requires proposal approval parameter must be enabled by your XTM Cloud Administrator (see Workflow options parameters).

This parameter enables requesting for proposal approval for all projects or projects exceeding the specified word count.

You can change the status by selecting one of the available values.

Optional

Yes

Dropdown

Valid values:

  • Not required – This option is automatically selected, when the project does not require a proposal approval. If you select this option from the dropdown, the proposal approval will no longer be required for your project and the Confirm project button will no longer be displayed in Project Editor in the Estimates > Proposal tab.

  • Not confirmed – This option is automatically selected, when the project requires proposal approval and the Confirm project button has not yet been selected in Project Editor in the Estimates > Proposal tab.

  • Confirmed – This option is automatically selected, when the Confirm project button has been selected in Project Editor in the Estimates > Proposal tab. It can also be selected from the Proposal approval status dropdown.

Cost approval status

Displayed if cost approval has been enabled by your XTM Cloud Administrator (see Cost settings) and the value of the project exceeds the threshold defined by your XTM Cloud Administrator.

Optional

Yes

Dropdown

Valid values:

  • Approved – Cost Approver approved costs for your project.

  • Costs generated – Costs have been generated, but not requested by the Cost Manager.

  • No costs available – Costs for your project have not been generated yet.

  • Not required – The cost approval requirement has been disabled during project creation.

  • Outdated – Workflow has been modified, so new project costs need to be generated.

  • Pending – Costs have been generated and need to be approved by the Cost Approver.

  • Rejected – Cost Approver has rejected costs for project.

XTM Portal cost status

Displayed if your XTM Cloud account is integrated with XTM Portal account.

Determines which value will be displayed in the Cost status column on XTM Portal's XTM Projects tab.

Setting the value of XTM Portal cost status parameter

Optional

Yes

Dropdown

Valid values:

  • Approved.

  • To be approved.

  • Not required.

Subject matter

The subject matter of the project is selected during the project creation and cannot be edited in the Project Editor.

Mandatory

No

Read-only

Value defined during project creation.

Source language

The source language of the project is selected during the project creation and cannot be edited in the Project Editor.

Mandatory

No

Read-only

Value defined during project creation.

Pre-processing target

Displayed if the pre-processing step has been added during the project creation.

The pre-processing target language is selected during the project creation and cannot be edited in the Project Editor.

Mandatory if the pre-processing step has been added during the project creation.

No

Read-only

Value defined during project creation.

Pre-processing segmentation

Displayed if the pre-processing step has been added during the project creation.

The pre-processing segmentation is selected during the project creation and cannot be edited in the Project Editor.

Mandatory if the pre-processing step has been added during the project creation.

No

Read-only

Value defined during project creation.

Target languages

The list of target languages is selected during the project creation, but can also be edited in the Project Editor.

Mandatory

Yes

Button and Update target languages popup with Multiple selection

Value defined during project creation.

To edit the list of the target languages on the project, select the Update button. Then, in the Update target languages popup:

  • To add new languages, select the required languages from the left-hand side list. You can use the chevron pointing right icon chevron-circle-right-solid.svg, or double-click these languages.

  • To delete selected languages, select the required languages from the right-hand side list. You can use the chevron pointing left icon chevron-circle-left-solid.svg or double-click these languages.

Created by

The name of the project creator.

Mandatory

No

Read-only

The name of the user who created the project.

Customer

The name of the customer is selected during the project creation and cannot be edited in the Project Editor.

Mandatory

No

Read-only

Value defined during project creation.

Project template

The project template is selected during the project creation and cannot be edited in the Project Editor.

Optional

No

Read-only

Value defined during project creation.

Filter template

You can select one of the filters created by your XTM Cloud Administrator (see Filter configuration).

Applying a filter template to an existing project

Optional

Yes

Dropdown

Predefined filter templates created by your XTM Cloud Administrator (see Filter configuration).

Project Manager

By default, project creator is the Project Manager.

Mandatory

Yes

Dropdown

By default, project creator is the Project Manager.

To change Project Manager, select the relevant user from the dropdown.

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

Yes

Dropdown

Valid values depend on the Cost Approver list configured for the relevant customer and on selection made by the project creator.

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.

Note

When you change the Cost Approver for the relevant project, the ability to approve project costs is automatically transferred to them. However, the automatic email notification about the project cost is only sent after you generate the relevant cost. The new Cost Approver will not receive an email notification until you generate project cost again.

The project costs and their approval or rejection history is displayed in the Costs tab screen in Project Editor.

Additional services

You can select various additional services options in Customers > Estimate options > Additional services.

If you have entered additional factors for them in Customers > Customer list > [Selected customer] > Estimate factors > Document authentication section, they will then affect the Project estimate values, displayed in the Project Editor in the Estimates > Proposal tab.

Optional

No

Read-only

Valid values:

  • Certification.

  • Notarisation.

  • Apostilling.

  • Delivery service.

  • Number of copies.

Date created

The date and time when the project has been created. This value is auto-completed by XTM Cloud during project creation.

Mandatory

No

Read-only

Numeric

Format depends on the user-specific configuration of the Date format and Time format parameters in the User details tab screen (for details, see Your own user details: General info tab).

Workflow start date

The value of the Workflow start date parameter will only be used for automatic due date calculations. It will not start the workflow automatically.

Optional

Yes

Date picker

Numeric

By default, this field is populated with the Date created value.

Format depends on the user-specific configuration of the Date format and Time format parameters in the User details tab screen (for details, see Your own user details: General info tab).

Pre-processing due date

Displayed if the pre-processing step has been added during the project creation.

It is the due date for the last step of the pre-processing workflow.

Optional

Yes

Date picker

Numeric

Value can be defined during project creation or in the Project Editor.

Format depends on the user-specific configuration of the Date format and Time format parameters in the User details tab screen (for details, see Your own user details: General info tab).

Workflow due date

The due date for the last step of the workflow.

In Project Editor > Workflow tab, you can select different workflow due dates for each language combination and each source file. In this case, the Workflow due date parameters will display the latest value from all workflow due dates on the project.

If you select, in Workflow due date, an earlier date than the one(s) in Project Editor > Workflow tab, the new date will be auto-populated to workflow due date(s) in the Workflow tab.

Optional

Yes

Date picker

Numeric

Format depends on the user-specific configuration of the Date format and Time format parameters in the User details tab screen (for details, see Your own user details: General info tab).

Delivery due date

The due date when the workflows for all files in all languages must be completed.

Optional

Yes

Date picker

Numeric

Value can be defined during project creation or in the Project Editor.

Format depends on the user-specific configuration of the Date format and Time format parameters in the User details tab screen (for details, see Your own user details: General info tab).

Auto-calculate due dates for workflow steps

Displayed if this option has been enabled by your XTM Cloud Administrator (see Settings — Projects: Due dates).

The automatic due dates calculation is based on business days, not calendar days.

Optional

Yes

Checkbox

Valid values:

  • Cleared

  • Selected

    When selected, you must enter the Delivery due date and the Pre-processing due date if the pre-processing step has been added during the project creation. XTM Cloud will recalculate the workflow step due dates based on them.

Delivery

If your XTM Cloud account is integrated with XTM Portal account, your XTM Cloud Administrator can define Delivery service options (see Data — Delivery services).

Optional

No

Read-only

Values predefined by your XTM Cloud Administrator (see Data — Delivery services).

Use not approved memory

When selected, this parameter enables linguists to see and use not approved Translation Memory.

Optional

Yes

Checkbox

Valid values:

  • Cleared

  • Selected

Hide repeated segments

Displayed if hiding repeated segments has been enabled by your XTM Cloud Administrator (see Repeats).

When selected, the repeated segments across all project files will be hidden and automatically populated with the content previously entered by the linguist.

Optional

Yes

Checkbox

Valid values:

  • Cleared

  • Selected

    When selected, you must set the value for the Activate when repeats exceed X % of a file parameter.

Activate when repeats exceed X % of a file

Displayed when the Hide repeated segments checkbox has been selected.

Repeated segments will be hidden if they exceed the specified percentage of the source file.

Mandatory when the Hide repeated segments checkbox has been selected.

Yes

Text field

Numeric

Allow editing of ICE segment

This parameter enables linguists to edit ICE matches from the Translation Memory selected for this project.

Optional

Yes

Checkbox

Valid values:

  • Cleared

  • Selected

TM language variant penalty profile

This parameter enables you to select one of the penalty profiles created by the XTM Cloud Administrator.

Adding penalty profile in the Project Editor

Optional

Yes

Dropdown

Values predefined by your XTM Cloud Administrator (see Data — Tags — TM penalty profiles).

Highlight segments populated with a language variant match

Displayed if hiding repeated segments has been enabled by your XTM Cloud Administrator (see Matches – general).

When selected, in XTM Workbench, target segments populated with TM entries for a different language variant will be marked with the circle-v-orange.png icon.

Optional

Yes

Checkbox

The default parameter value at the project level is determined by system settings or customer settings.

Valid values:

  • Cleared

  • Selected

Mark segments as locked

Displayed if your XTM Cloud Administrator has enabled the Mark segments as locked when parameter (see Matches – general).

If your XTM Cloud Administrator has selected the Enable TIPP checkbox (see General system settings), additional options will be available for this parameter.

Optional

Yes

Dropdown

The default parameter value at the project level is determined by system settings or customer settings.

Valid values are:

  • Match type is approved or not approved ICE and Leveraged – Segments populated with either approved or not approved In-Context Exact matches and 100% leveraged matches are locked.

  • Match type is approved ICE and Leveraged – Only segments populated with approved In-Context Exact matches and 100% leveraged matches are locked.

  • XLIFF:doc status >= Translated – Segments with Translated, Proofed and Validated XLIFF:doc statuses are locked. This option is available if the TIPP parameter has been enabled (for details, see General system settings).

  • XLIFF:doc status >= Proofed – Segments with Proofed and Validated XLIFF:doc statuses are locked. This option is available if the TIPP parameter has been enabled (for details, see General system settings).

  • XLIFF:doc status = Validated – Only segments with the Validated segment status are locked. This option is available if the TIPP parameter has been enabled (for details, see General system settings).

Use the selected customer’s

This parameter enables linguists to additionally use as reference the selected resources of the selected additional customer(s).

Optional

Yes

Radio buttons

Valid values:

  • Terminology.

  • TM.

  • TM and Terminology.

Select customers

In this parameter you specify resources of which customer(s) should be used as reference.

Optional

Yes

Multiple selection

Predefined list of customers available on your XTM Cloud instance.

To select additional customer(s), select the required customer name(s) from the left-hand side list. You can use chevron pointing right icon chevron-circle-right-solid.svg, or double-click their name(s).

To deselect customer(s), select the required customer name(s) from the right-hand side list. You can use the chevron pointing left icon chevron-circle-left-solid.svg or double-click their name(s).

Note

You will not be able to deselect the customer for whom your project has been created.

Monitor target length

When selected, this parameter enables you to control the length of the translated segments.

Optional

Yes

Checkbox

Valid values:

  • Cleared

  • Selected

    When selected, you must enter the value for at least one of the parameters:

    • Target cannot be shorter than

    • Target cannot be longer than

Target cannot be shorter than

Enables you to enter a numeric value in one of the text fields to specify the minimal target length.

Mandatory if Monitor target length has been selected and no value has been entered for the parameter Target cannot be longer than.

Yes

Text field

Numeric

Entry is required for one of the parameter options:

  • Source less X %

    XTM Workbench calculates the character limits based on the number of characters in the source text minus a specified percentage.

  • Source less X characters

    XTM Workbench calculates the character limits based on the number of characters in the source text minus a specified number of characters.

  • X characters

    XTM Workbench only accepts paragraphs with a specified number or more of the characters.

Target cannot be longer than

Enables you to enter a numeric value in one of the text fields to specify the maximal target length.

Mandatory if Monitor target length has been selected and no value has been entered for the parameter Target cannot be shorter than.

Yes

Text field

Numeric

Entry is required for one of the parameter options:

  • Source plus X %

    XTM Workbench calculates the character limits based on the number of characters in the source text plus a specified percentage.

  • Source plus X characters

    XTM Workbench calculates the character limits based on the number of characters in the source text plus a specified number of characters.

  • X characters

    XTM Workbench only accepts paragraphs with a specified number or less of the characters.

Disable term decoration

This parameter must be enabled by the XTM Cloud Administrator (see Terminology options).

When you select this parameter, the Terminology entries will not be highlighted in a blue bold font in XTM Workbench.

Optional

Yes

Checkbox

The default parameter value at the project level is determined by system settings or customer settings.

Valid values:

  • Cleared

  • Selected

TM penalty profile

This parameter enables you to select, from the dropdown, one of the TM penalty profiles predefined by your XTM Cloud Administrator.

To learn more about defining TM penalty profiles, see TM penalty profiles.

Optional

Yes

Dropdown

Predefined list of TM penalty profiles created by your XTM Cloud Administrator (see TM penalty profiles).

Term penalty profile

This parameter enables you to select, from the dropdown, one of the Term penalty profiles predefined by your XTM Cloud Administrator.

To learn more about defining Term penalty profiles, see Term penalty profiles.

Optional

Yes

Dropdown

Predefined list of Term penalty profiles created by your XTM Cloud Administrator (see Term penalty profiles).

QA Profile

This parameter enables you to select, from the dropdown, one of the QA profiles predefined by your XTM Cloud Administrator.

To learn more about defining QA profiles, see QA settings.

Optional

Yes

Dropdown

Predefined list of QA profiles created by your XTM Cloud Administrator (see QA settings).

To customize the selected QA profile for your project, select the pencil icon pen_gray_solid_brand_refreshed.svg to open the Project QA profile popup, where you can apply your changes.

Segment filter profile

This parameter enables you to select, from the dropdown, one of the segment filter profiles predefined by your XTM Cloud Administrator.

To learn more about defining segment filter profiles, see Segment filters tab.

Optional

Yes

Multiple selection

Predefined list of segment filter profiles created by your XTM Cloud Administrator (see Segment filters tab).

Enable linguist to turn the profile off

When selected, this parameter enables linguists to disable, in XTM Workbench, segment filter profiles selected by Project Managers.

Optional

Yes

Checkbox

The default parameter value at the project level is determined by system settings or customer settings.

Valid values:

  • Cleared

  • Selected

Set tags for

Enables you to set tags for TM and terminology either jointly or separately.

Mandatory

Yes

Radio buttons

Valid values:

  • TM and terminology.

    When you select this option, the optional Set tags for TM & terms parameter will be displayed, where you can select the same tags for the TM and the terms.

  • TM and terminology separately.

    When you select this option, two optional parameters will be displayed: Set tags for TM & terms and Set tags for TM & terms, where you can select the tags separately for the TM and for the terms.

Set tags for TM & terms

Displayed if you selected the option TM and terminology for the Set tags for parameter.

Optional

Yes

Dropdown and Multiple select

Predefined list of tags created by your XTM Cloud Administrator (see Tags).

Set tags for TM

Displayed if you selected the option TM and terminology separately for the Set tags for parameter.

Optional

Yes

Dropdown and Multiple select

Predefined list of tags created by your XTM Cloud Administrator (see Tags).

Set tags for Term

Displayed if you selected the option TM and terminology separately for the Set tags for parameter.

Optional

Yes

Dropdown and Multiple select

Predefined list of tags created by your XTM Cloud Administrator (see Tags).