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Overview

There are two types of projects in the Lingotek TMS, Scoped and Continuous. Continuous projects are for customers who want a fully automated, continuous translation model. Scoped projects allow customers to upload content in batches, and then decide if they want to proceed with that job before work can continue. These two project types have different life cycles and behavior, so please review this documentation to understand the differences.

Continuous Projects

The continuous project is the original project in Lingotek TMS. It is like a “bucket” where you drop new content and it is sent through the workflow and translated immediately. Assignments, billing, due dates are automated so you don’t need human interaction to slow down the continuous localization flow unless an exception occurs. There are no limitations to actions, changing document metadata, project settings, workflows based on the project status.

Scoped Projects

A scoped project is one deliverable. Regardless of how many documents are in the project, all of their translations are considered a part of the same job. Because of that, you should be able to review the “scope” of the job before work begins and then approve the contents of the job and costs of that job before you agree to let the job move forward. There are some actions that you can’t take based on the project’s status to ensure you and your team members don’t work on the project before its scope is approved.

Scoped Project Information

Eligibility

To create a scoped project:

  • Your default organization must have a relationship with an LSP organization.

  • The workflow your new project is using needs to have a leverage phase.

  • Your leverage phase must have the rule, “When leverage translation memory process completes, then generate quote.“

Info

These requirements allow you to receive a project-level quote and ensure that all billable phases receive costs before you can approve the quote.

Project Lifecycle

  1. When you first create a scoped project, it is in the “Scoping” status until it is approved.

    1. While the project is in Scoping status, you should be adding content to the project.

    2. Costs are calculated in the Vendor application when leverage phases are complete.

    3. When all billable phases have costs calculated, you will be able to approve the project.

  2. After you approve the project, it is “Active.” When the project is active:

    1. Assignments are exposed to linguists in the task list.

    2. Due dates are given to phases after leverage (if your due date configurations are configured).

    3. You will no longer be able to add content to the project or request additional translations.

  3. You can also deny a project, in which case, all its content is canceled and put in a completed state.

  4. When the project reaches 100% progress, you can mark the project “Complete.”

    1. Completed scoped projects cannot be re-opened like continuous projects.

    2. You can download content from completed projects.

Restricted Actions based on Scoped Project Status

Action

Project Scoping

Project Approved (Active)

Mark Project Complete

Restricted

Progress must be 100%

Mark Project Active

Restricted

Restricted

Project Due Date

Restricted

Restricted

Add Documents

Allowed

Restricted

Modify Document Metadata

Restricted

Restricted

Edit Document Due Date

Restricted

Restricted

Change Project (both leaving and entering)

Allowed

Restricted

Delete Document

Restricted

Restricted

Request Bid

Restricted

Restricted

Edit Priority

Allowed

Restricted

Edit Source URL

Allowed

Allowed

Edit Video URL

Allowed

Allowed

Update

Allowed

Restricted

Archive

Restricted

Restricted

Add Targets

Allowed

Restricted

Edit Target Due Date

Restricted

Restricted

Remove Target

Restricted

Restricted

Add Phase

Allowed

Restricted

Edit Phase Due Date

Restricted

Restricted

Remove Phase

Restricted

Restricted

Start Phases after Leverage

Restricted

Allowed

Start phases up to and including leverage

Allowed

Allowed

Mark Phase Complete after leverage

Restricted

Allowed

Mark phase complete up to and including leverage

Allowed

Allowed

Edit phase settings

Allowed

Restricted

Change Vendor assignments

Allowed

Restricted

Change Billable Status

Allowed

Restricted

Copy Translations

Restricted

Restricted

Editing segments up to Leverage phase

Allowed

Allowed

Editing segments after leverage phase

Restricted

Allowed

Edit Final Phase

Restricted

Allowed

Change Workflow

Allowed

Restricted

Edit project workflow

Allowed

Restricted

Analyze

Restricted

Restricted

Machine Translate

Restricted

Restricted

Leverage TM

Restricted

Restricted

Generate Quote

Restricted

Restricted

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