A project template is used in project creation. Repeating project criteria is maintained for regular clients, projects shared with Vendors, or projects created with the submitter portal. Use of a template streamlines the submission process and reduces errors.
Project templates are created from existing projects.
To save a current project as a template, follow these steps:
-
Open an existing project.
-
Click Save as and select .
The
page opens. -
Provide a name and change project settings if required.
-
Click Create.
Template is added the list of
.
Note
Linguists are not saved from the project. They can be added manually by editing the template.
To edit a project template, follow these steps:
-
From the Settings
page, scroll down to the section and click on Project Templates.
The
page opens. -
Click on a template.
The
page opens. -
Change project settings and click Save.
The changes are applied to the selected template.
Note
Changing the settings in a project template does not affect the settings of existing projects created on the basis of that template.
The list tools in the upper right corner of the list are used to sort, filter and customize the list of Project Templates.
To create a new project using a template, follow these steps:
Click through tutorial on template creation and use.
Project Managers can assign providers (Linguists or Vendors) to each of the project workflow steps using an existing Project Template.
The number of workflow steps and the source language in the chosen project template must match those in the new project or the project template will not appear in the list. Target languages can be different, but at least one of the target languages must be the same.
Assigning providers from a template will not overwrite any existing assignments. Providers can be assigned from multiple templates as long as the templates match the criteria.
To assign a provider from a template, follow these steps:
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From the job table, select specific jobs to assign providers.
Note
Providers can be assigned to a maximum of 100 jobs at once.
Repeat this step to batch assign providers to more than 100 jobs.
-
Click Tools and select Assign providers from a Template.
The
window opens. -
Select a project template from the dropdown menu and optionally to
.A list of defined workflow steps and potential providers is displayed. Clicking on the workflow step presents provider details.
-
Click Assign.
Providers from selected template are assigned to the selected job(s).
Click through tutorial on assigning providers from a template.