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Create a Classic project from a template

Create a Classic project from a template

Owned by Oksana Vishchuk
Last updated: Jul 03, 2024
4 min read

  1. Go to the Projects module → Templates tab.

    Add project from template.png

  2. Click the icon next to the selected template. Alternatively, open the template in question and click the Add Project Based on this Template button.

    add template2.png


    You will be directed to the Add Project page.

    Addproject0.png

  3. Fill in the necessary details. For a step-by-step guide for creating projects, go to the Create a Classic project guide.

  4. Click the Next button. You will be directed to the Step 1: Set values for tasks and receivables page. Here you can decide which tasks to include and change some task and receivables details.

    Addproject1.png

    1. In the Tasks section:

      1. Provide the Start Date and Time and Deadline dates for the new project’s tasks.

      2. (Optional) Delete the tasks you don’t want to copy to the new project by clicking the icon in the Delete column on the left.

    2. In the Receivables section, provide the Quantity for the new project’s tasks.
      You can’t edit other tasks or receivables settings on this page. You can edit them in the corresponding task displays after the project is created.

  5. Click the Next button. You will be directed to Step 2: Set values for jobs and payables page. Here you can decide which jobs to include, whether to send availability requests, and change some job and payables details.

    Addproject2.png

    1. In the Jobs section:

      1. Provide the Start Date and Time and Deadline dates for the new project’s jobs.

      2. (Optional) Delete the jobs you don’t want to copy to the new project by clicking the icon in the Delete column on the left.
        You can only delete a job if there is another job for the same workflow activity. Otherwise, the icon is not displayed. For example, if you have two proofreading jobs in the same task, you can delete one of those jobs.

    2. (Optional) Check the Send availability requests box and provide the Request Deadline to invite the vendors to the new project. The requests will be sent to the vendors listed in the Requested Vendors column. To delete a vendor, click the icon next to the selected vendor.

    3. In the Payables section, provide the Quantity for the new project’s jobs.

  6. Click the Next button. You will be directed to the Step 3: Upload Files page. Here you can upload files for the new project.

    Addproject3.png

    1. Click the Upload File button. The Upload File pop-up window appears.

      Addproject4.png

      1. From the Assign To drop-down list, select where to assign the uploaded files: to all tasks or to selected tasks or language combinations. If you click on the Select Language Combination or Select Tasks option, additional sections will appear where you can select one or several tasks or language combinations.

      2. Check the Unzip box to decompress the archived files automatically.

      3. Click the Include in Availability Request box to send the uploaded file to potential vendors along with the requests.

      4. Select the file’s Category from the drop-down list.

      5. Click the Add Files… button. To add other files with different categories or settings, repeat steps i-v.

      6. Click the Save button. The added files appear in the table, where you can check their details or delete the unnecessary ones.

        Addproject5.png

  7. Click the Next button. You are directed to the new project’s display. To learn more about it, see the https://help.xtm.cloud/xtrf/home-portal/modules/en/project-display.html article.

 

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