Project Management

Projects (TMS)

Projects are where the main components of a translation project (jobs, translation memories, and term bases) are held together. Before files can be assigned for translation, they must be assigned to and contained within a project.

Project Page

Opening a project presents it in a project page. A project can be saved as a template or cloned from the Save as menu.

The project page features a dashboard followed by tables of associated project attributes:

Project dashboard

The Dashboard provides statistics for a specific project and is divided into two sections:

  • Overall progress

    The overview of job statuses and issues across all workflow steps

  • Individual progress

    The overview of job statuses and issues in individual workflow steps and language combinations.

If a warning is present in the project, a box appears in the respective section of individual progress. Click on the box to receive a breakdown of the issues.

Jobs table

The jobs table lists all jobs associated with a project and tools for working with jobs. From the jobs table, jobs can be added, edited, downloaded (original, the completed translation, bilingual or final files), analyzed, pre-translated, and deleted along with other tools.

Hovering over underlined indicators and icons in the table provides more information about the job such as progress, additions and wordcounts.

The table can be filtered and the columns can be customized.

If a workflow step is specified in this table, only information about that step is presented in other tables.


Analysis overview


Costs & Quotes

Translation memories

Assign a translation memory to a project

Term bases

Term bases


Any type of file can be added as a reference with a 1Gb size limit or just type a note in the text field. HTML tags can be used to add formatting to notes. Multiple reference files can be uploaded at once.

If a project contains references, Linguist will receive a notification when they open the editor. Reference files themselves are available at the bottom section of the Project page. References can be filtered and sorted.

Create a Project

To create a project, follow these steps:

  1. From the Projects page, click New or click the plus new_template.jpeg icon beside Projects in the left hand navigation panel.

    The Create project page opens.

  2. Provide a name, business information, languages, custom field and any other required information.

    Target languages can be removed only before importing jobs, TMs or TBs that are associated with that language, including jobs in the recycle bin.

    If a project template has been created, select the template and these fields will be populated with information from the template.

    When creating a project without a template, settings (such as the default file import settings) will be based on the Project settings section of the Settings page. Subsequent changes in a project template or the main Settings page will not affect the settings of existing projects.

  3. Change any Settings as required and click Create.

    The page for the new project is opened.

Click Edit to open the Edit project page and make changes.

Custom Fields

Available for

  • Enterprise plan

Get in touch with Sales for licensing questions.

Custom fields can be added to projects beyond the standard Business Unit, Client, Domain, etc., fields. These fields can be used to apply customized metadata to projects and are visible and filterable on the project list and represented on the project page.

Available field types:

  • single select

  • multi select

  • text

  • number

  • URL

  • date


  • Custom fields are not visible on the classic project list page.

  • It is not possible to delete a custom field used in a project.

  • It is not possible to delete the value of single-select or multi-select fields used in a project.

  • It is not possible to rename the values of single-select or multi-select fields.

  • It is not possible to change the field type if the field is already used in a project.

  • Custom fields are not saved to TM.


If a buyer adds a custom field to a project, it is visible to vendors. Vendors are able to filter projects by custom fields set by the buyer. Vendors are not able to add their own metadata fields to shared projects.

Create a Custom Field

To create a custom field, follow these steps:

  1. From the Settings Setup_gear.png page, scroll down to the Project Metadata section and click on Custom fields.

    The Custom fields page opens.

  2. Click New.

    The Create new field page opens.

  3. Provide a field name and select the desired field type among options available in the Type dropdown.

    • If choosing Select or Multi-select type, add relevant values separated by comma in the Values field.

  4. Optionally, add a description for the newly created custom field.

  5. Select whether the custom field is required for new and existing projects by toggling Required field.


    By setting a custom field as required, projects cannot be created or edited without specifying a value for that project metadata.

  6. Click Create field.

    The new custom field is added to the list.

Assign a Custom Field

To assign a custom field, follow these steps:

  1. From a project page, click Edit.

    The Edit project page opens.

  2. Click Add custom fields.

    Available custom fields are listed in a dropdown.

  3. Search for the desired custom field and select it.

    Selected custom field is added to project attributes.

  4. Assign relevant values for the selected custom field.

  5. Optionally, repeat step 3 and step 4 to add multiple custom fields to the project.

  6. Click Save.

    The selected custom fields are associated with the project.


Required custom fields are automatically assigned to new and existing projects.

Project Settings

Machine translation engine

Select a machine translation engine, a machine translation profile or set this option to Disable.


Set the default analysis for your project. This setting is connected to the Job analysis window; any changes made in the Job analysis settings will be saved in the Project settings and vice versa.


Set the default pre-translation for your project. This setting is connected to the Job pre-translation window so that any changes made in the Job pre-translation settings will be saved in the Project settings and vice versa.

Project status automation

Project status automation rules enable users to configure when a project‘s status should be automatically changed. Project status automation rules can be saved in a project template and used together with a submitter portal or with Automated project creation.

Quality assurance

Select what checks should be performed when the quality assurance is run.

Access and security

Features that can help control what parts of a job can be accessed and by who.


Spellchecking options.

Completed file name and export path

Can also be set in general settings for all newly created projects.


Used in analysis and quotes.


Set workflow steps for the project.

Option to Set unassigned job to completed once previous workflow step is completed is available. If a job is split, all parts of that job must be completed in order to automatically complete following unassigned steps.

TM match context and optimization

Specify how translation memory defines context.

Continuous job

Specify continuous job settings.

Search across Projects

Available for

  • Ultimate and Enterprise plans

Get in touch with Sales for licensing questions.

Source and target segments' text within all or selected non-archived projects is searchable by clicking on Search for content at the top of the project list. The search across projects functionality is enabled only for Project managers and Administrators.

In the Content search page, use the Find segments section to search for plain text or regexps in the selected projects. Wildcard search is also supported except for quotes " ", which enables finding empty segments. Select the IS operator from the dropdown to look for content that exactly matches whole segments.

To refine the search by selecting additional criteria, expand the Advanced options section at the bottom. If using advanced search options, the available fields are not filtered according to other filters already applied as search criteria; multiple filters can be combined.

Searches are performed only within segments from the last completed workflow step of a project. All previous workflow steps of the project must be either completed or cancelled.

Use cases

  • Search in a project with two workflow steps:

    1. Translation workflow step, set as completed.

    2. Review workflow step, set as emailed.

    The search across projects functionality do not display any results.

  • Search in a project with two workflow steps:

    1. Translation workflow step, set as cancelled.

    2. Review workflow step, set as completed.

    The search across projects functionality displays matching results.

  • Search in a project with two workflow steps:

    1. Translation workflow step, set as emailed.

    2. Review workflow step, set as completed.

    The search across projects functionality do not display any results.

When searching across multiple projects, click on Stop search at the top right to stop the search as soon as required results are being displayed. Select an item in the result list to show more information about the segment in the right sidebar.

Target text found in confirmed segments is editable: double click on it or use the pencil icon to edit the segment and automatically propagate the changes to any related TMs. Editing is enabled only for confirmed segments in the last workflow step of a project; changes are not propagated to previous workflow steps.

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