Create 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.
Parameter | Description | Mandatory/Optional | Type | Valid values |
|---|---|---|---|---|
Customer name | Customer name for a project. This step determines 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 |
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:
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:
|
Use previous settings | All settings from the last project for this customer are filled automatically. | Optional | Checkbox | Valid values:
|
Template | Use to select global or customer specific templates | Optional | Dropdown list | Valid values depend on the configuration made by a Project Manager. |