Projetex 7.0 simplifies workflow management, data and file sharing for translation agencies. It benefits both corporate and freelance team members, making project management easier.
One of the most significant advantages of Projetex 7.0 is its reliable and efficient database platform Firebird SQL. This system ensures that data is well-organized, easily accessible, and highly secure. Additionally, Projetex 7.0 comes equipped with an intuitive interface that reduces the need for extensive training, saving both time and costs. Further, the software provides manageable access to every area of the database, ensuring flexible security that meets the specific needs of the team. Projetex 7.0 is also highly scalable, making it ideal for smaller translation agencies where one employee may need to perform multiple roles.
With Projetex 7.0, the customization of databases is a breeze. The tool can be tailored to meet the specific needs of the team, making it all the more efficient in managing projects. The system operates seamlessly with multiple workstations accessing the server simultaneously, thanks to its excellent scalability feature. Specific features include the provision of temporary lock mechanisms for concurrent access and support for multiple currencies, making accounting easier.
When it comes to file storage automation, Projetex 7.0 has it covered. The software automatically creates and manages a consistent and well-organized folder structure, making direct access to project files quick and easy. Moreover, built-in FTP support is available within Projetex for access to files online, and the optional invoice management feature is highly detailed, making tracking of due and overdue invoices smooth and straightforward.
Overall, Projetex 7.0 is an excellent software solution for all translation agencies. It offers a multitude of features that not only simplifies the management of in-house and freelance translators but also helps to streamline internal operations. Projetex 7.0 is highly recommended for translation agencies of all sizes looking to improve their productivity and efficiency.
Version 7.0: Account-based management of Projects and Client; Custom fields in Jobs and Quotes for translators database customization; Mass action: quick generation of multiple Invoices, Purchase Orders and Payments; Invoicing policy settings can be configured in client's profile; New file management options.
Version 2006:
MODERN HISTORY OF PROJETEX
(Key Enhancements):
What's New in Projetex 2006
Projetex 2006 is our major release of project management software for translating agencies.
Projetex is upgraded, enriched with new features, and polished:
Build 6150 (current):
Multiple enhancements requested by users;
Various enhancements in Schedules:
vivid icons of Clients, Experts, and Projects in all Schedules (can be turned on or off in Settings->Current User->Schedules window);
convenient jump feature in all Schedules from currently selected item;
progress bar for building Schedules for long periods of time;
indicator for jobs beyond the scope of the schedule.
Build 6100:
Major Upgrade! Visual Schedules are available for Clients, Projects, Corporate Experts, and Freelancers;
*If you are upgrading from previous builds, make sure you grant rights to new windows to eligible existing users using Settings>Users window in Projetex Server Administrator
Folder Management Engine upgraded;
AnyCount Engine updated.
Build 6003:
Minor enhancements.
Build 6002:
Multiple enhancements requested by users.
Build 6001:
New custom access roles: Account Manager and Production Manager will simplify assigning of access rights.
Turning accepted Quote into a Project with one click!
Project Account is more efficient: Corporate Expenses and Operating Profit figures are calculated and displayed.
Custom Filter for Projects: our users are already familiar with Custom Filters, which simplify search for Clients and Experts. Now you can use Custom Filter for filtering the set of projects!
On the Corporate Jobs page you can see the total figures: Calculate Totals button added.
Payment Terms for freelancers upgraded: From PO Completion option added in addition to from Invoice Date, and from PO Issue date options.
Additional Notes can be entered for any type of Payment Terms.
Marketing Tracking notes and Freelancers Application Tracker notes can now contain more information.
When Project, Job, Client or some other record has too many properties (too many columns in the corresponding table, in other words) - you do not need to scroll to see all values anymore. With two clicks you can see the record in a vertical view: all values are clearly visible at a time.
Sorting of columns is greatly enhanced and is now available in most places of Projetex.
Custom Filter tool is improved and became more easy to use.
Upgraded built-in word count instrument - Projetex 2006 contains the most recent version of our handy AnyCount word count software - AnyCount 5.0:
Support for word count, line count, and character count for .MIF (Adobe FrameMaker), XML (eXtensible Markup Language), and .WPD (Corel WordPerfect) files is added;
Additional support for word count of protected .DOC files;
Text count in .DOC, .RTF and .PDF files enhanced;
Increased speed of word counts, line counts, and character counts;
Installation of Adobe Acrobat Reader for character count, line count, and word count in PDF documents is no longer necessary. AnyCount can perform text counts in .PDF files in the self-sufficient way.
New file management feature: folder creation customization.
"Contains" option added for quick search in Client Chooser, Project Chooser, and Expert Chooser.
Code fields are larger now: include up to 15 symbols.
You can specify the Payment Method (bank details, for example) for a Client when creating an Invoice. Multiple payment methods are supported;
Additional output formats for all Projetex 2006 documents (Invoices, Payments, Reports, etc.) - Microsoft Word (.DOC) and Adobe Acrobat (.PDF).
Now you can specify issue date for Phantoms (Phantom Invoices, Phantom Payments etc.).
Customization of Postal Address Format (i.e. specifying delimiters and Country, City, Street etc. lines order) is now available;
A color highlight warning for Projects and Jobs is even more customizable now: you can specify how much in advance warning colours are visible;
Grouping of Custom Fields: extremely useful when you have many of them;
Number of Active Connections refreshes automatically.
Server selection dialog available directly from log in window.
No need to enter the Server name manually anymore: a list of available PCs connected to the network is provided.
And a lot of other enhancements! Plus hundred more are in the production queue, to be released in the next builds!
Version 2005
Build 5056:
Minor Enhancements.
Build 5055:
Column "Net Job Total" added for Invoices and POs.
Build 5054:
Minor enhancements (report variables).
Build 5053:
Multiple minor enhancements (work with custom fields).
Build 5052:
Several field sizes increased by request of users.
Build 5051:
Sorting of columns improved.
Build 5050:
Minor enhancements.
Build 5049:
Minor enhancements.
Build 5048:
Additional Color Status for POs without Invoices (when using From Invoice Date payment terms).
Build 5046:
New Project based on Quote feature upgraded (automatic copying of files, jump to created Project).
Build 5045:
Deletion of Client with all relative records is possible now (e.g. for cleaning up demo records in database). Alternatively, you may install empty database.
Build 5040:
Invoices in the middle of the range can be deleted option;
Client Quotes - major upgrade (Multi-Item Quotes);
Projects can be created on the basis of Quotes.
Build 5039:
Font name and Font size in tables can be customized (see Settings -> Current User -> Fonts and Sizes);
Automatic adjustment of column width to the size of the longest field (MS-Excel-like behaviour) by double-clicking during selection:
Build 5037:
Service and Group columns added in New/Edit dialog boxes of Client Invoices, JAs, and POs.
Build 5036:
Display of Postal Address format in dialog boxes can be customized;
AnyCount can help you generate multiple client jobs at once (AnyCount button in Tree page of Project window);
Time of project start can be entered in Assigned part of timeline in Projects, Quotes, and Jobs;
Automatic display of Productivity added in New/Edit Corporate Job dialog box.
Build 5035:
Resizable splitters added on Main pages of Client, Project, Corporate Expert, Freelancer windows;
Report Engine at Tree page of Project window upgraded to reflect usability enhancements introduced in 5033.
Build 5033:
Major usability enhancement for Project Tree;
Corporate Expenses added.
Build 5028:
Group of Services column added to all tables, which contain Services.
Build 5027:
Additional Phone 3 and Phone 4 data fields in Contact Info for Clients, Corporate Experts and Freelancers;
Optional photos in Contact Info for Corporate Experts and Freelancers.
Build 5025:
New shortcuts for Navigator:
F5 - Clients,
F6 - Projects,
F7 - Corporate Experts,
F8 - Freelancers;
Update Past Folders feature for Project Folders;
New format for storing of templates (.pxr2), which now contains example report and description, in addition to report template;
Template variables can now be assigned to custom fields as well;
Font color of currently selected row can be customized;
XLS-export is enhanced, it is now completely standalone, does not depend on installed Microsoft(R) Excel.
Build 5021:
Expert jobs can be cloned;
Charts for Client Accounts, Project Accounts, Freelance Accounts;
Custom Reports;
Custom Queries;
Global Codes for Invoices and POs can be enabled to reset between separate years;
Customization of Global Code (prefixes, suffixes);
Custom Filter for Clients, Experts and Projects;
Export and Print is possible from most pages;
Customization of folder structure;
Photos can be added to contacts;
speed of RTF-output optimized;
ability to view AHC (Average Hourly Cost) of all corporate experts can be disabled for any Project Manager;
Build 5007:
Minimum Fee added to Quotes;
Search of Freelance Experts improved;
Communication with price-list is now two-way, it is possible to transfer prices of particular quotes or jobs into price-list.
Additional filters for Invoices;
Additional filters for POs;
Greater compatibility between TO3000 and Projetex templates;
Special type of user: Corporate Expert, with ability to view only own JAs and expert jobs;
Export of data introduced in several parts of the program;
Printing of data introduced in several parts of the program;
Build 5001:
Original Public Release.