memoQ online project - Finances

Project must be connected to Language Terminal: The Finances pane does not appear if the project is not connected to Language Terminal. You can connect an online project to Language Terminal when you create it. Before you connect a project to Language Terminal, you must connect your memoQ TMS itself to Language Terminal.

In the Finances pane of the memoQ online project window, you can check the costs of your project. The Finances pane will automatically show the costs after:

  • Participants of the project are listed in the organization's Language Terminal profile as internal vendors, and
  • Prices - pricing strategies - are added to the organization's Language Terminal profile, and
  • At least one analysis report was prepared in the project (in template-based projects, this usually happens automatically), and
  • Users are already assigned to documents (to one document at least, to be precise).

    If not all participants are on Language Terminal as internal vendors, or not all documents are assigned, memoQ will show partial costs.

The Finances pane shows the prices for each participant; the total cost for each task, language, and participant (you can choose the breakdown), and you can change the Language Terminal settings for the project.

Requires memoQ project manager: You need the project manager edition of memoQ to manage online projects.

You need to be a project manager or an administrator: You can manage online projects only if you are a member of the Project managers or Administrators group on the memoQ TMS – or if you have the Project manager role in the project.

How to get here

First, open an online project for management:

  1. On the project management dashboard, find the project you need to manage. Use the search bar if needed.
  2. Double-click the project name, or click it, and on the Project ribbon, click Manage Manage icon.. A new memoQ online project window opens.
  3. On the left, click the Finances icon. The Finances pane appears.


What can you do?

Caution, the costs are not always up to date: If you do not see the text Costs are up to date at the top, you may need to refresh the tables. First, run an analysis report on the project. Then return to the Finances pane. If the pricing strategies changed: On the People and Prices tab, click Search again for best matching prices - all prices. Finally, on the People and Prices tab or on the Tasks and Costs tab, click Refresh.

When you finish

To return to Project home or the Dashboard: Close the memoQ online project window. Before that, make sure you save your changes.

Switch windows: You can open several online projects for management. Each online project opens in a separate window. To switch between them and the Dashboard or Project home (if you have a local project open): press and hold down Alt, and press Tab a few times until you get to the window you want. Or: On the Windows taskbar, click the memoQ icon, and then click the window you want to switch to.