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XTM Cloud 25.3

Project Editor – General info: General info

The following information is displayed in the Project Editor > General info tab screen, in the General info section:

Table 72. Project Editor: General info section settings

Setting	Description	Mandatory/ Optional	Editable (Yes/No)	Type	Valid values
Project name	Enter a unique name for the project.	Mandatory	Yes	Text field	Alphanumeric A project name cannot contain any of the following characters: /, \|, \, :, *, ?, ", <, >, {, }, nor any characters that are not supported by `XML`.
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	Yes	Text field	Alphanumeric
Enable Tracking Changes	Note This is a Beta feature. This setting is only displayed if the tracked changes feature has been enabled for your XTM Cloud instance. Use this setting to specify if, in this project, users can track changes to the segment in XTM Workbench. For details, see Tracked changes feature.	Optional	Yes	Checkbox	Valid values: cleared (default) – tracking changes is disabled for the project. selected – tracking changes is enabled for the project.
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	Yes	Text field	Alphanumeric
Payment status	Specify the translation project's payment status.	Optional	Yes	Dropdown	Valid values: Not required. Paid. Waiting for payment.
Proposal approval status	This setting is displayed if your XTM Cloud Administrator has enabled the Project requires proposal approval setting (for details, see Workflow options parameters). Use this setting to enable the requesting of proposal approval for all projects or for projects exceeding the specified word count. You can change this setting by selecting one of the available values.	Optional	Yes	Dropdown	Valid values: Not required – this option is selected automatically when the project does not require a proposal approval. If you select this option from the dropdown, 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 screen. Not confirmed – this option is selected automatically when the project requires proposal approval and the Confirm project button has not yet been selected in Project Editor in the Estimates > Proposal tab screen. Confirmed – this option is selected when the Confirm project button has been selected in Project Editor in the Estimates > Proposal tab screen. 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 specified by your XTM Cloud Administrator.	Optional	Yes	Dropdown	Valid values: Approved – the assigned Cost Approver has approved costs for your project. Costs generated – Costs have been generated but not requested by the Cost Manager. No costs available – the costs for your project have not been generated yet. Not required – The cost approval requirement has been disabled during project creation. Outdated – the workflow has been modified, so new project costs need to be generated. Pending – the costs have been generated and need to be approved by the Cost Approver. Rejected – the Cost Approver has rejected the costs for the project.
XTM Portal cost status	Displayed if your XTM Cloud account is integrated with your XTM Portal account. Specifies which value will be displayed in the Cost status column in the XTM Portal XTM Projects tab screen. Setting the value of the XTM Portal cost status parameter	Optional	Yes	Dropdown	Valid values: Approved. To be approved. Not required.
Subject matter	The project's subject matter is specified during project creation and cannot be modified in the Project Editor.	Mandatory	No	Read-only	Value specified during project creation.
Source language	The project's source language is specified during project creation and cannot be modified in the Project Editor.	Mandatory	No	Read-only	Value specified during project creation.
Pre-processing target	Displayed if the pre-processing step has been added during project creation. The pre-processing target language is specified during project creation and cannot be modified in the Project Editor.	Mandatory if the pre-processing step has been added during project creation.	No	Read-only	Value specified during project creation.
Pre-processing segmentation	Displayed if the pre-processing step has been added during project creation. The pre-processing segmentation is specified during project creation and cannot be modified in the Project Editor.	Mandatory if the pre-processing step has been added during project creation.	No	Read-only	Value specified during project creation.
Target languages	The project target languages are specified during project creation but can also be modified in the Project Editor.	Mandatory	Yes	Button and Update target languages popup with Multiple selection	Value specified during project creation. To adjust the target languages that have been selected for the project, select the Update button. Then, in the Update target languages popup: To add new languages to the project, select the required languages in the list on the left-hand side. To do so, you can select the chevron pointing right icon , or double-click on the languages you want to add. To remove selected languages from the project, select them in the list on the right-hand side. To do so, you can select the chevron pointing left icon or double-click on the languages you want to remove.
Created by	The name of the user who created the project.	Mandatory	No	Read-only	The name of the user who created the project.
Customer	The name of the customer is specified during project creation and cannot be modified in the Project Editor. 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	No	Read-only	Value specified during project creation.
Project template	The project template is specified during project creation and cannot be modified in the Project Editor.	Optional	No	Read-only	Value specified 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, the project creator is the Project Manager.	Mandatory	Yes	Dropdown	By default, the project creator is the Project Manager. To change the Project Manager, select the relevant user from the dropdown.
Cost approver	This setting is displayed if your XTM Cloud Administrator has enabled the Projects require cost approval setting 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 the 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 the 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 the project cost again. The project costs and their approval or rejection history are displayed in the Costs tab screen in the Project Editor.
Additional services	You can select various additional service options in Customers > Estimate options > Additional services. If you have entered additional factors for them in the Customers > Customer list > [Selected customer] > Estimate factors > Document authentication section, these factors will then affect the Project estimate values, displayed in the Project Editor in the Estimates > Proposal tab screen.	Optional	No	Read-only	Valid values: Certification. Notarisation. Apostilling. Delivery service. Number of copies.
Date created	The date and time at which the project was 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 settings in the User details tab screen (for details, see Your own user details: General info tab).
Workflow start date	The value selected for this setting 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 settings 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 project creation. Specify the due date for the last workflow step in the pre-processing workflow.	Optional	Yes	Date picker	Numeric Value can be specified during project creation or in the Project Editor. Format depends on the user-specific configuration of the Date format and Time format settings 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 in the workflow. In the Project Editor > Workflow tab screen, you can select a different workflow due date for each language combination and each source file. If you do so, the Workflow due date settings will display the latest value from all workflow due dates on the project. If you select an earlier Workflow due date date than the date(s) in the Project Editor > Workflow tab screen, this new Workflow due date will automatically be applied as workflow due date(s) in the Workflow tab screen.	Optional	Yes	Date picker	Numeric Format depends on the user-specific configuration of the Date format and Time format settings in the User details tab screen (for details, see Your own user details: General info tab).
Delivery due date	The due date on which the workflows for all files in all languages must be completed.	Optional	Yes	Date picker	Numeric Value can be specified during project creation or in the Project Editor. Format depends on the user-specific configuration of the Date format and Time format settings 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 you select this checkbox, you must enter the Delivery due date and the Pre-processing due date if the pre-processing step has been added during project creation. XTM Cloud will recalculate the workflow step due dates based on them.
Delivery	If your XTM Cloud account is integrated with your 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	Select this setting to permit Linguists to see and use non- 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). If you select this setting, repeated segments across all project files will be hidden and automatically filled with the content previously entered by the Linguist.	Optional	Yes	Checkbox	Valid values: Cleared Selected When you select this checkbox, you must set the value for the Activate when repeats exceed X % of a file setting.
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	Select this setting to permit 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	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). If you select this setting, target segments in XTM Workbench that have been populated with TM entries for a different language variant will be marked with the orange circle with a "v" icon.	Optional	Yes	Checkbox	The default value at 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 setting (see Matches – general). Specify whether segments displayed in XTM Workbench are to be marked as locked and, if so, which segment types. If your XTM Cloud Administrator has selected the Enable TIPP checkbox (see General system settings), additional options will be available for this setting.	Optional	Yes	Dropdown	The default value at 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 non-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 setting has been selected (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 setting has been selected (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 setting has been selected (for details, see General system settings).
Use the selected customer’s	Permit Linguists to use selected resources for selected additional customer(s) as additional reference materials.	Optional	Yes	Radio buttons	Valid values: Terminology. TM. TM and Terminology.
Select customers	Specify the customer(s) whose resources are to be used as additional reference materials, by Linguists.	Optional	Yes	Multiple selection	Predefined list of customers present in your XTM Cloud instance. To select additional customer(s), select the required customer name(s) in the list on the left-hand side. To do so, you can select chevron pointing right icon , or double-click their name(s). To deselect customer(s), select the required customer name(s) in the list on the right-hand side. To do so, you can select the chevron pointing left icon or double-click their name(s). Note You will not be able to deselect the customer for which your project has been created.
Monitor target length	Control the length of the translated segments.	Optional	Yes	Checkbox	Valid values: Cleared Selected When you select this checkbox, you must enter the value for at least one of these settings: Target cannot be shorter than Target cannot be longer than
Target cannot be shorter than	Enter a numeric value in one of the text fields to specify the minimum target length.	Mandatory if Monitor target length has been selected and no value has been entered for the Target cannot be longer than setting.	Yes	Text field	Numeric Entry is required for one of the these options: Source less X % XTM Workbench calculates the character limits according to the number of characters in the source text minus a specified percentage. Source less X characters XTM Workbench calculates the character limits according to the number of characters in the source text minus a specified number of characters. X characters XTM Workbench only accepts paragraphs that contain a specified number of the characters, or more.
Target cannot be longer than	Enter a numeric value in one of the text fields to specify the maximum target length.	Mandatory if Monitor target length has been selected and no value has been entered for the Target cannot be shorter than setting.	Yes	Text field	Numeric Entry is required for one of the these options: Source plus X % XTM Workbench calculates the character limits according to the number of characters in the source text plus a specified percentage. Source plus X characters XTM Workbench calculates the character limits according to the number of characters in the source text plus a specified number of characters. X characters XTM Workbench only accepts paragraphs that contain no more than a specified number of characters.
Disable term decoration	This setting must be enabled by the XTM Cloud Administrator (see Terminology options). When you select this setting, terminology entries will not be highlighted in a bold blue font in XTM Workbench.	Optional	Yes	Checkbox	The default value at project level is determined by system settings or customer settings. Valid values: Cleared Selected
TM penalty profile	Select one of the TM penalty profiles created for your instance 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	Select one of the Term penalty profiles created for your instance 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	Select one of the QA profiles created for your instance 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 to open the Project QA profile popup in which you can apply your changes.
Segment filter profile	Select one of the segment filter profiles created for your instance 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	Select this setting to permit Linguists who are working in a project in XTM Workbench to disable segment filter profiles selected by Project Managers.	Optional	Yes	Checkbox	The default value at project level is determined by system settings or customer settings. Valid values: Cleared Selected
Set tags for	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 setting is displayed. Use it to select the same tags for the TM and the terminology. TM and terminology separately. When you select this option, two optional settings are displayed: Set tags for TM & terms and Set tags for TM & terms. Use them to select the tags separately for the TM and the terminology.
Set tags for TM & terms	Displayed if you have selected the TM and terminology option for the Set tags for setting.	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 have selected the TM and terminology separately option for the Set tags for setting.	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 have selected the TM and terminology separately option for the Set tags for setting.	Optional	Yes	Dropdown and Multiple select	Predefined list of tags created by your XTM Cloud Administrator (see Tags).

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