Projetex Operations > Managing Projects and Jobs

New/Edit Client Job window contains the following data:

Code — unique code of client job is created automatically along with the job itself. The first character "J" indicates that this is a job code, letters afterwards are client code, and the number is the value of client job counter for this client. Each client has independent code counter for this code.

Client Ref. — client reference can be maximum 20 characters long.

Client PO — number of client purchase order, can be maximum 40 characters long.

Client PM — one of the client's contacts, responsible for this job on the client side. Client PM name can be automatically included in invoice containing this job. By default this is the Client PM selected for this project. Client jobs of the same project can have different client PMs.

Name — name of client job appears in invoices where this job is included (usually this is the name of document being worked with). This name does not need to include language pair or service name, since this data is being added separately. Also this will be default name for any corporate job or freelance job added to this client job. Client job name can be 100 characters long maximum.

Group — group of services. All services in Projetex are broken down by groups. You can select any of the groups of services available. To add or edit a group of services, open menu Settings > Corporate, and select Groups of Services section.

Service — each group of services contains a separate list of services. Before selecting a service, select group of services first. To add or edit a service, open menu Settings > Corporate, and select Services section.

Volume — job volume can be indicated in a number of units (characters, words, lines, hours and so on). To add custom units, open menu Settings > Corporate, and select Volume Units section. All expert jobs of this client job will have their default volumes same as this volume.

You can also use built-in AnyCount or CATCount tools to quickly count volume of the job file, or calculate CAT text volumes (100% match, fuzzy match, and so on). You can import Trados and Logoport logs as well with the help of CATCount tool to quickly enter required volume. See AnyCount in Projetex 8 and CATCount in Projetex 8 topics for details.

Price — price can be entered manually or copied from client's individual price-list.

To copy price from price-list click <=Price button. Price for matching service, group of services and units will be copied.

Click => button to copy the price to this client's price list.

You can set a fixed price for client job (which will not be multiplied by job volume) by selecting flat fee option in the drop-down list next to the price field. Select free option in the same drop-down list to set job total to zero. Price and volume in free job must not necessarily be zero.

If client currency differs from your base currency, Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this job. Note that this button does not change general exchange rate stored in your Projetex database. To change exchange rate for all future jobs go to Exchange Rates tab of the Corporate Settings.

Project Folder — when creating client jobs it is often necessary to work with project files (for example you may need to count project file for exact volume). Once the folder has been created, its content can quickly be accessed on the Project Folder tab of New/Edit Client Job window.

Timeline — timeline of a client job in Projetex includes assigned, deadline dates and the date when the client job has been actually completed. Deadline and Completed values are taken into account when the program determines status of client jobs (like due today, overdue and so on).

Optional Status — these are used when client job needs to be put on hold, or when you create planned (or potential) jobs. Jobs with on hold status have their deadlines undetermined, thus on hold jobs cannot become overdue. Jobs with planned status cannot be set as completed, since planned status assumes that work has not yet started.

Instructions — any instructions or comments of client regarding a client job can be entered here in the form of plain text note.

Work Notes — staff notes can be entered here. It is recommended to enter client notes and staff notes separately.

Custom Fields — client jobs information can be customized by adding custom fields for additional information not foreseen by default controls.

Note: Only users with access to Projetex Server Administrator can add or remove custom fields. See Custom Fields topic for details.

You can save client job data in a printable file or print it with the help of RTF templates. To make this option available, click Apply button first to save new entry in database of client jobs.

Templates for printing project data can be edited with the help of menu Settings > Corporate. Click Templates section to quickly access all template folders. Templates for printing client jobs are saved in D:\BusinessServer\Templates\CLIENTS\Jobs folder.