Projetex 2006

Project Management with Projetex
Projetex 2006 is Project Management Software for Translation Agencies. It tremendously simplifies task of corporate and freelance workflow management, data and files sharing within translation agency and provides multiple benefits for project managers, translators and other team members.

System Administrator, General Management, Sales Representatives, Project Managers, Human Resources Managers, Corporate Experts, and Accountants will be able to quickly learn Projetex 2006 and upgrade their work processes. Projetex will also suit smaller work environments where single team members may have two or more of these roles combined.

Project Management Server

Benefits of particular value for System Administrators of Translation Agencies are:
Reliable Project Management Software Reliable Database Platform: Firebird SQL Relational Database;
Easy to Use Project Management Software Easy Maintenance: Database Backups, Database Updates and Database Upgrades;
Project Management Software for Translation Agencies with simple interface Excellent Interface: Low Time & Low Costs of Extra Training for Team Members;
Secure Project Management Software for Translation Agencies Flexible Security: Manageable Access to Every Area of Database;
Customizable Project Management Software for Translation Agencies Easy Customization: To Meet the Specific Needs of Your Team.
Project Management Software with Multi-User support Scalability: Reliable work with simultaneous access of multiple workstations to the server;
Project Management Software with Multi-User support Concurrent Access: Automatic temporary record lock during editing operations to prevent loss of data when 2 or more users within translation agency attempt to modify the same record. When one user edits data, other users can open data record in View mode.

Project Window

Benefits for General Management of Translation Agencies:
Accounting for translation agencies Accounting is possible using multiple currencies, which translate into company's Base Currency selected by you so that you can see complete picture.
Database of clients Accounts of Clients and Accounts of Freelancers is clearly visible at any moment in time.
Project Accounts are based on Client Jobs Totals, Corporate Jobs Totals (calculated as Average Hourly Rate of Corporate Experts * Time Spent on Project), and Freelance Jobs Totals, and provide good indicator of particular project profitability.
Folder Automation Files and folders are organized in a single central place, consistency of their organization is maintained automatically (Business Folder>Client Folder>Job Folder).
Documents creation automation Easily customizable forms for all corporate workflow documents (job assignments, purchase orders, invoices, quotes, etc.).

Project tree

Benefits for Project Managers:
Tree-like view of project showing corporate jobs and freelance jobs, which correspond to each client job.
Clear distinction between corporate jobs (jobs done within translation agency) and freelance jobs (jobs done by individual external experts or vendors).
Ability to rate quality of each expert job and take in consideration average quality of jobs when selecting them.
Easy-to-use search of freelancers by prices.
Easy-to-use search of freelancers by completed jobs.
Every project has a Freelance Team, which allows to shortlist eligible translators before making final choices.
Detailed filters with various time and status spans: Not Completed, Not Completed - Overdue, Not Completed - Due Today, Not Completed - Due in the next 5 days, Not Completed - Due in the next 10 days, Not Completed - Due in the next 20 days, Not Completed - Due in the next 30 days, Not Completed - Deadline is in the future.
Color highlights for current projects and jobs: Deadline is in the future, deadline is today, deadline is in the past.
Easy issuing and tracking of Job Assignments for Corporate Experts.
Easy issuing and tracking of Purchase Orders for Freelance Experts.
Custom project fields.

Accountants Window

Benefits of particular value for Accountants are:
Automatic global invoice numbering, as well as additional client-specific invoice numbering.
Automatic global numbering of purchase orders to freelancers, as well as additional freelancer-specific PO numbering.
Automatic expert-specific numbering of Job Assignments to corporate translators and other experts.
Client-specific numbering of quotes, jobs, and payments.
Expert-specific numbering of quotes, jobs, and payments.
Overview of all due and overdue invoices to clients, see dates of expected payments.
Overview of all due and overdue purchase orders issued to freelance experts.
Flexible system of linking payments with invoices: multiple invoices can be paid by single payment, single invoice can be paid by multiple payments.
Ability to enter special phantom payments and phantom invoices to settle negligent amounts.
Client Currency, which differs from Company's Base Currency can be set up for payments from clients in other currency.
Expert Currency, which differs from Company's Base Currency can be set up in cases, when there is a need to pay expert in his or her particular currency.

Corporate Expert Window

Benefits for Corporate Experts:
Can keep the records of all jobs done.
Easily see how much time is left for particular job.
Clearly see which jobs are done, due today and overdue.
Quickly navigate in the folders of job assignments

Sales Representative Window

Benefits for Sales Representatives:
Consistency in pricing is maintained through General Prices - Prices relationship. There are main General Prices, which serve as a reference point, and custom Prices for each client.
Recording of both prices and quotes allows to be both selective and consistent in pricing
Marketing Notes, which can be used to maintain a kind of client dossier, to better understand their needs.
Marketing Tracker to keep track of negotiation path and prospecting history.
Ability to add custom fields to Client Profile.

Freelance Expert Window

Benefits for Human Resources Managers:
Ability to create and continuously enhance shared database of freelance experts;
Unlimited number of custom fields for freelance experts database, with various types: Number, CheckBox, String, Text, Date, Time, Date and Time;
Application Notes together with Application Tracker enable to track progress of particular applicant through translation agency's application process.
General Prices for Freelancers, accessible as reference source, serve as guidelines for acceptable prices for translation agency's projects.

And many other benefits for System Administrator, General Management, Sales Representatives, Project Managers, Human Resources Managers, Corporate Experts, and Accountants!

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