You can create a project from a project template. Project templates are light resources. You can only choose a template before you create the project, and only if you specifically intended to create the project from a template in clicking the Create local project from template or Create online project from template link.
How to begin
On the Project ribbon, click New Project, and from the drop-down menu, choose New Project From Template.
Online project: To start creating an online project, choose New Online Project From Template instead. Before you do that, make sure you connect to your memoQ server on the Dashboard, in the server selection box. You will need the project manager edition of memoQ to do that.
On the Project ribbon, next to the New Project icon, memoQ lists the available templates. If you click the name of a template, memoQ will start creating a project using that template.
Once you click any of the template commands, or a template name, the Create new project from template wizard will start.
Step 1: Choose source documents or connect to a content source
Import documents from your computer
You can get the source documents from your computer, or from a content source. By default, memoQ offers to import local documents:
Click Add documents to pick up the documents you need to translate. If you need to work with an entire folder and its subfolders, click Add folder structure instead, then find the folder.
Once this is done, click Next.
memoQ will read the files, and detect their language: that will be the default source language of the project. memoQ will also indicate if it cannot read a document or another.
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Use a content connector
To connect your project to a content source, click the Content connector radio button first. The wizard page will change as follows:
Type the address of the content source in the Content provider address box, and if the content source requires an authentication ID (practically, a password), type or paste it in the Authentication ID box. Then click Connect.
memoQ will list the available content sources in the Connections list. Click the content source you wish to use, and click Next.
memoQ will fetch the documents from the content source, and detect their language.
Template wins over content connector: When you use this template to create a content-connected project, memoQ will use the filter configurations in the template, and not the ones in the content source. When you create a content-connected project from a template, memoQ will ignore the filter configurations that were set up in the content connector.
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Step 2: Choose template, language pair, and project details
On the second page, select the project template.
Note: If you started this wizard by clicking a template name on the ribbon, the template will already be filled in.
Choose a project template from the Project template drop-down list. The Project name box is automatically filled in: the name is created from the project details, using a format specified in the template. If you wish to use a different name, click the Custom name link to type another name in the Project name box.
If they are defined in the template, memoQ will also fill in the Client, Project, Subject and Domain boxes. If the template contains predefined values for one or more of these fields, you will be able to choose the details from drop-down lists. You cannot enter free text in those fields that work with drop-down lists.
The Source language box is already filled in. You can choose a different language, though.
In the Target language box, choose the target language of the project.
Multiple target languages: If you have the project manager edition of memoQ, you can choose more than one target languages. Below the Target languages list, click Change..., and in the Select target languages dialog, select all the target languages you wish to work with.
In addition to the details above, you can set a deadline for the entire project, and you can also type a sentence or two in the Description box. The Description will appear among the details of the project (on the Dashboard), and if this is an online project, memoQ will display it for those users who check out the project on their computers.
If this is a local project, you can use Language Terminal to store and calculate financial information, and keep track of your progress.
To track this project in Language Terminal, check the Record my work in Language Terminal check box.
If you are not using Language Terminal, click Finish: memoQ will create the project.
Setting up the project with Language Terminal
If this is a local project, you can set it up to work with Language Terminal. You will be able to calculate a price, create a quote, track your progress, deliver your documents through Language Terminal. In addition, Language Terminal can create summary reports over all projects that you recorded there.
To track your project in Language Terminal, check the Record my work in Language Terminal check box in the Create new project from template wizard. The second wizard page will change as follows:
The project must have one target language only. Instead of source and target languages, you choose a language pair. The Language pair drop-down box lists the language pairs that you added to your Language Terminal profile. If the desired language pair is not listed here, you need to open Language Terminal, and add the language pair to your profile there.
The Client and Subject boxes also become drop-down lists. The Client box lists the clients that you added to your Language Terminal, and the Subject box has the subject fields that you listed in your profile.
After you fill in these boxes, click Next. With Language Terminal, you have one more wizard page left:
In this third wizard page, you can type a project name – this is the name your client uses. You do not have to fill it in, unless your client requires you to do so.
If you wish to track the finances of the project, and you need to send a quote to your client, you need to choose your price in this wizard page.
Language Terminal stores so-called pricing strategies for you. Pricing strategies usually specify a word rate or an hourly rate, and if there is a word rate, you can also specify fuzzy discounts that you grant to your client. A pricing strategy can also be a flat fee, where you simply type the total amount of money that you wish to receive for your work.
Fuzzy discounts not forced: The above pricing strategies are examples only; they do not come by default with memoQ or Language Terminal. memoQ and Language Terminal do not force you to grant fuzzy discounts to your clients, although the possibility is there.
In memoQ, you must choose from pricing strategies that already exist on Language Terminal. If you need to add a new pricing strategy, click New pricing. This will open Language Terminal in your default Web browser: there you will be able to add a new pricing strategy or edit an existing one.
After you make changes to the pricing strategies in Language Terminal, return to memoQ, and click Download pricing strategies from Language Terminal.
In this wizard page, click the pricing strategy you wish to use, and then click Finish. memoQ will create the project.
Local projects only: Currently, you cannot track online projects in Language Terminal. This option is available when you create an local project. Language Terminal capabilities will return to online projects in a later memoQ version.
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Navigation
Click Finish to create the project. Click Cancel to return to the Dashboard without creating a project.
See also:
Document import options
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