Creating Projects

Using Project Templates

Creating a project is simple with Project Templates.

  1. Give your project a name.

  2. Select a project type – Choose between continuous or scoped projects. See our documentation to understand their differences.

  3. Select a due date.

  4. Choose a project template.

    1. If you selected a scoped project type and you don’t see a template it means you don’t have templates eligible to create a scoped project. See our eligibility requirements.

    2. When you choose a project template, you will be shown a preview of the access, settings, and resources that will be added to your new project.

    3. Review those configurations to make sure you have selected the correct project template.

  5. If everything looks correct, select Create New Project.

Create Projects from Scratch

It is vital to create fully configured projects to ensure a smooth translation process. Project settings include things like workflows, linguist settings, project resources, permissions, and more. To keep that process easy, we highly recommend you make use of project templates. However, if you need to create a project from scratch simply:

  1. Select as specified below.

  2. Complete the steps to create a fully configured project:

Project Access, Workflow, and Quality Program

 

  1. Workflow Template – This is a required field. The workflow template you select here will be copied to the new project as a project workflow.

  2. Quality Program – Used by reviewers to evaluate translation quality.

  3. Project owners – These users and teams will be the project owners of the new project. You can choose to notify these users when the new project is created.

  4. Shared users – These users and teams will be the project shared users of the new project. You can choose to notify these users when the new project is created.

Import Templates and Document Specific Settings

 

  1. Select the add icon to create a new import template. You can use the remove icon to delete any unnecessary import templates.

  2. Require due date on document upload

  3. Disable inheritance in update document

Linguist Settings and Offline Translation

 

  1. Hide machine translation results within the Workbench

  2. Allow linguists to edit tracked time

  3. Require linguists to review document notes and reference materials upon opening the Workbench

  4. Document download options

  5. Enable task re-import – These settings are only visible if task re-import is enabled in your community.

Project Resources

 

  1. Configure your TM vaults.

  2. Configure your glossaries.

  3. Select the project’s machine translation credentials or MT Template.