Most of the functions necessary for project manager users are included in the Projects section of Projetex. Since the primary purpose of Projetex is project management — most of the program's aspects are geared towards project managers. The procedures below point out only some of the program functions.
In general, Project Management in Projetex consists of the following primary steps:
Step 1 – Creating a project. This includes entering project data into the Projetex database, setting deadlines, and managing project files.
Step 2 – Splitting the Project into a number of billable client jobs, each of which can have a certain volume and price.
Step 3 – Assigning different portions of client jobs to translators (or "Experts"). This involves splitting client jobs into smaller one-man assignments: creating corporate jobs and freelance jobs, each of which can be assigned to an in-house translator (or "corporate expert") or to a freelancer.
Step 4 – Submitting jobs to corporate experts. This step involves issuing printable job assignments as well as providing necessary project files to corporate experts.
Step 5 – Subcontracting some portions of project work. This involves issuing printable purchase orders (or POs) to freelance experts. Each purchase order has a number of freelance jobs, with their volumes and prices.
Step 6 – Tracking project and job progress with the help of Calendars and reports.
Step 7 – Closing completed jobs and projects, issuing and approving printable invoices to the client, based on agreed payment terms.
See also:
Accountant basic working procedures
Corporate expert basic working procedures