Navigation:  Basic working procedures > Project manager basic working procedures

Most of the options required for project manager users are included in Projects section of Projetex. Since primary purpose of Projetex is project management — most of program windows are intended for project managers. The procedures below merely point out some of the areas in the program.

In general, Project Management in Projetex consists of the following primary steps:

 

Step 1 – Creating a project. This includes entering project data to 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 has to deal with 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 Schedules and reports.

 

Step 7 – Closing completed jobs and projects, issuing and approving printable invoices to client, based on agreed payment terms.