Process card (Smart project)
In this card, you can manage the project’s crucial information: the sequence of steps included in the process, job dates, statuses, and assigned vendors.
The Process card consists of one or several steps arranged in a sequence. For projects with several target languages, you can enable automatic job splitting (for details, see the Automatic Jobs Splitting article). If you do so, steps will display the number of jobs included, their status, and assigned vendors.
In the Process card, you can:
start the process by clicking the Start … Job(s) button.
Only the jobs with Accepted status from the first step can be started from the Process card. The subsequent jobs can be started automatically (see the Process Designer section) or manually in the step side panel (see the Step side panel section).
filter jobs by language using the Languages filter in the top right-hand corner.
perform job-related actions. Select the job card and click the Job Actions dropdown menu to see available actions. Job actions are described in the Jobs card section.
select another process template. Click the Change Process button in the top right-hand corner of the card, and select another process from the drop-down. For details about process templates, see the Process Templates (Smart) article.
Process templates can only be swapped in projects in which no jobs have been started and synchronization has not been triggered (for CAT tool integrations).
Warning
If you change the process, all the step-related data will be lost.
edit the process for the project. Click the Edit Process button in the top right-hand corner of the card. You will be directed to the Process Designer page. For more details, see the Process Designer section.
The process cannot be changed when its status is Closed or Canceled or at least one job is already invoiced.
If you want to change the process at template level, go to the
Configuration menu > Projects and Quotes > Process Templates (Smart). For details, see the Process Templates (Smart) article.
enable or disable Automatic Jobs Splitting. For details, see the Automatic Jobs Splitting article.
expand the Process card by clicking the
icon.open the step side panel by clicking on the job’s card in the process. If you have several jobs in one step, the jobs list will be displayed on the right-hand side. Click a the job to see its details and settings. For more details, see the Step side panel section.
When you open the step side panel from the Process card, the related jobs are selected automatically in the Jobs card.
for one-job steps, select dates and vendors directly on the step cards.
Click the Select Dates button and select the planned start and deadline dates.
To select a specific vendor, click the Select Vendor button. The Select Vendor popup window is displayed with the Job Type, Source Language, Target Language, and Specialization filters preselected according to the details of the job. You can narrow down the list of vendors using other filters as well. Click on a vendor and then click the Select Vendor button at the bottom of the popup.
To switch to the Vendor Workload view, click the
icon in the top right-hand corner. For details, see the Vendor Workload view article.Important
This popup shows the vendor’s different price profiles. To display the vendor’s rates, in the Calculation Unit filter, select the calculation unit set in vendor price profiles.
To send job offers to several vendors, click the
icon > Send Job Offers. The Send Job Offers popup window is displayed.
For automatic vendor selection (default setting), select the rule from the Select Vendors According to Rule dropdown list. For details, see the Vendor selection rules (Smart) article.
For manual vendor selection, click the Select Vendors Manually radio button and then click the Add Vendor(s) button. The Select Vendor popup window is displayed. In it, you can you can specify which vendors are to receive your job offers.
Click the E-mail Preview button to preview and edit the message that will be sent to vendors.
Click the Send Job Offers to send e-mails to the selected vendors.
send advanced job offers with the Job Offers app. To do this, click the
icon > Send Advanced Job Offers.
To find out about job offers, see the Job Offers guides and the Advanced Job Offers documentation.