Project Home and project management

A project holds the files and resources for one job. The project list helps you find and organize jobs; Project Home helps you manage the contents of a particular job.

Key points

Open a project to manage its files, Views, memories, glossaries, instructions, and job details. While editing a file, the Project home tab makes those sections available beside the document.

Find and organize a project

Open Projects → Translation or Projects → Review. Use the filters to narrow the list instead of creating another project when you cannot immediately see an existing one. Available project actions include changing status, marking work ready to invoice, archiving, deleting, and synchronization when supported.

A project status describes the job as a whole. A segment status describes an individual piece of text. Marking a project complete does not replace the translation and review of its segments.

Archive work when you want to remove it from your active workload while keeping it. Delete only when you intend to remove the project. Read the confirmation shown by the app and keep any exports you need first.

Open Project Home

Click a project to open its home page. The default tab is Overview. Bilingual jobs also offer Files, Views, Memories, Glossaries, Instructions, and Details. A single-language review omits the bilingual resource tabs.

While editing a file, you can open the same sections through the Project home tab in the right-side panel. This keeps the document beside the project information.

Project home shows the current project’s sections and attached resources beside the editor.

Overview: check project details and progress

Use Overview to understand the state of the job before resuming work. Check the project details and file progress, then open the section you need. This is especially helpful after returning to a project with several files.

Files: manage the documents

The file list shows names, languages, word counts, progress, creation dates, and labels. Open a file by clicking its name. Use the name filter when the project contains many documents.

You can add files, export, obtain a word count, create a view from a file, or remove files through the available actions. Newly added files must fit the project's language direction and workflow: a bilingual review and a single-language review accept different inputs.

Reimport rebuilds the file from its stored original and replaces its working segments. Export your current work first, and read the confirmation before continuing.

See Reimport a project file for replacement scope, cancellation, batch failures, and inspection of rebuilt content. Bilingual export and corrections describes the different action for returning reviewed targets into the same current file.

Views: open a saved group of segments

A View opens a chosen set of segments without creating another independent translation. Changes still belong to the original project segments.

To create a view:

1. Open Views and choose Create View, or use the file's view action.
2. Give the view a name that explains its purpose.
3. Choose the files to include.
4. Add filters or a source-text regular expression if needed.
5. Choose a normal view, a segment-number range for one file, or multiple batches.
6. Create the view and open it.

A useful example is “Chapter 2 — review” containing a known segment range, or “Terminology pass” containing segments that meet your chosen criteria.

A View saves the selected segment membership at creation. It does not continuously add newly matching segments or remove segments whose status changes. For a live search of the current file, use Filtering. Recreate a view if you need a fresh selection.

Deleting a View removes that saved group. Its segments remain in their original files.

The dedicated Views guide explains inclusive segment ranges, source patterns, segment-count batches, partial creation, fixed membership, and the structural operations unavailable in combined Views.

Select the files and conditions to include, then choose the View creation mode.

Memories and glossaries: choose the resources for this job

The resource tabs let you review and select the memories and glossaries attached to the project. A resource existing in your library does not mean it is attached to every project.

Choose memories whose translations you trust for this client and language direction. Confirmed bilingual segments are saved to the attached memories, so check the selection before approving a large batch.

Choose glossaries whose terminology applies to the current job. If the Terms panel is empty, check attachment and language compatibility before adding duplicate entries. See Translation memories and Glossaries.

Instructions: keep the brief with the work

Use Add Instructions or edit the current instructions to record the job's requirements. Save your changes; leaving the text editor without saving does not submit a new brief.

Good instructions describe the audience, tone, terminology policy, and treatment of elements such as product names or units. For example:

Address the reader directly. Keep product names in English. Use the attached glossary for component names. Flag ambiguous safety instructions for review.

Use AI rules for instructions that should guide AI translation across matching projects. After translating, compare the result with the project brief.

Details: edit the client, dates, price, and status

Use Edit Details to update the project name, client, reference, status, deadline, labels, price, currency, and other available job information. Keep these accurate if you use tasks, statistics, quotations, or invoicing.

Changing the price records a job value. It does not recalculate a saved quotation or record a payment. Quotations and translation projects explains the relationship between those records.