Projetex Operations > Managing Projects and Jobs

New/Edit Freelance Job window contains the following data:

Code — unique code of freelance job is created automatically along with the job itself. The first character "J" indicates that this is a job code, letters afterwards can be either VACANT (meaning that no expert has been assigned to the job) or represent the assigned freelancer code. The number is the value of freelance job counter for the assigned freelancer. Each freelancer has independent code counter for this code. If freelance jobs are reassigned to a different freelancer, their codes (both letters and counter) change accordingly.

Freelancer — freelance experts can be assigned and reassigned at will as long as this freelance job is not included in a purchase order. Freelance job must be removed from purchase order before the freelancer can be reassigned from it.

Name — this name does not need to include language pair or service name, since this data is being added separately. By default this is the name of parent client job. Freelance 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 group 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.

You can also use built-in AnyCount or CATCount tools to quickly count the job file, or calculate CAT text volumes (100% match, fuzzy match, and so on). You can also import Trados and Logoport logs 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 freelancer'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 freelancer's price list. You can set a fixed price for freelance 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 freelance 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.

PO Folder — purchase order folders contain all files the freelancer would need to begin working on the job. When creating or editing freelance jobs it is often necessary to work with job files (for example you may need to copy the name of the file or count job file for exact volume).

Before creating a PO folder, create a purchase order itself by clicking Create PO button. This will create a purchase order containing this freelance job, or add this job to existing PO, if there are any. See for more details on JAs.

Once purchase order has been created, PO Folder tab becomes available. This tab can be used to access PO folder without opening any additional windows. Also, PO Folder tab can be used to quickly find and access a number of folders related to this job, like project folder, ftp folders of client and JA folders of job assignments in project.

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

Job Quality — job quality allows to evaluate quality of a job performed by a freelancers. It may contain any mark from 1 till 100. Job Quality can be displayed when you search freelancers using Search button. Search button is located on Main tab of Freelancer window and on Freelance Team Tab of Project Window.

Optional Status — these are used when freelance 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 (like terminology to use) regarding a freelance job can be entered here in the form of plain text note.

Work Notes — staff notes can be entered here.

Custom Fields — freelance 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 freelance 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 freelance job data can be edited with the help of menu Settings > Current User. Click Templates section to quickly access all template folders. Templates for printing freelance jobs are saved in \...\Projetex 7.0\Projetex Workstation\Templates\EXPERTS\FREELANCE\Jobs folder.