Creating a project: General information
This section provides information about mandatory and optional General information settings that you can make while creating a project in XTM Cloud.
Setting | Description | Mandatory/Optional | Type | Valid values |
|---|---|---|---|---|
Customer name | Select the customer for which the project is being created. This customer sets the translation memory to be applied in the project and the available language combinations that can be selected in the project. | Mandatory | Dropdown list | Alphanumeric |
Project name | Enter a unique name for the project. | Mandatory | Text field | Alphanumeric A project name cannot contain any of the following characters: /, |, \, :, *, ?, ", <, >, {, }, nor any characters that are not supported by |
Description | Enter a description or other general information for the project. Your XTM Cloud Administrator can specify who can access this information (see Linguist metadata access). If enabled, Linguists will see this information in their Tasks list, in the tooltip on the right-hand side of the relevant project. LSPs will see this information in the Project Editor. | Optional | Text field | Alphanumeric |
Reference ID | Enter an (alphanumeric) text to provide further information about the project. Your XTM Cloud Administrator can specify who can access this information (see Linguist metadata access). If enabled, Linguists will see this information in their Tasks list, in the tooltip on the right-hand side of the relevant project. LSPs will see this information in the Project Editor. | Optional | Text field | Alphanumeric |
Delivery due date | Set the date on which the project is due for delivery. | Optional | Date picker | Numeric The date and time format depends on the user-specific configuration. For details, see Your own user details: General info tab. |
Workflow start date | The date on which 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 The date and time format depends on the user-specific configuration. For details, see Your own user details: General info tab. |
Workflow due date | The date on which all steps in the workflow should be completed. | Optional | Date picker | Numeric |
Auto-calculate due dates for workflow steps | To use this setting you must first configure relevant workflow definitions. To calculate the due date for each workflow step on the basis of the workflow start and due dates, select this checkbox. When these dates are not specified, the project creation date and delivery due date are used instead. If enabled by your XTM Cloud Administrator (for details, see Settings — Projects: Due dates), two optional due date fields are available:
These two date fields are described above, in this table. To increase the accuracy of automatically calculated due dates, enter dates in these optional fields. To continue applying the project creation and delivery due dates, leave these optional fields empty. | Optional | Checkbox | Valid values:
|
Use previous settings | All settings from the last project for this customer are reused automatically. | Optional | Checkbox | Valid values:
|
Template | Select a template for the project, if required. The templates in this dropdown are project templates. These contain complete or partial project configurations. A template can be customer-specific or global (can be used for any customer). Project templates are created by Project Managers: you can save the settings from a project, after creation, as a template for use in future. You or other Project Managers can then select this template, during project creation, and reuse the settings defined in the template. This saves time and effort. | 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). Select a Cost Approver for this project. They must approve the project costs before the project can be started. | 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. |