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| − | | faqs = GlobalSight_FAQs#Project_Managers
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| − | | trub = Troubleshooting_translation_problems#Project_Management
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| − | | train = Training#Project_Managers
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| − | }}
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| − | You are notified when a new job is created by the initiator.
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| − | You can estimate a schedule and budget for the job and mail your '''quote''' directly to the initiator. The initiator is notified when a quote is ready for review.
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| − | Quoting does not apply to jobs that are pre-approved or dispatched automatically, which go straight to the [[Dispatching and Kicking Off a Job|Dispatch and Kickoff]] step.
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| − | | |
| − | '''Quoting involves:'''
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| − | # [[#Checking the Job Details|Check the details of the job]]
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| − | # [[#Creating the Quote|Creating the quote]]
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| − | | |
| − | ===Checking the Job Details===
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| − | '''To check the job details:'''
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| − | {{pmlogin}}
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| − | # Click '''My Jobs->Ready'''
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| − | # Click the job to open it<br>[[Image:pm95.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Check the general parameters of the job. For example the initiator and the source and target locales<br>[[Image:pm135.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Review the workflow by selecting it and clicking '''Details'''<br>[[Image:pm99.jpg|left|500px|thumb|Workflow Details]]<br style="clear: both" />
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| − | #* ''Optional'': For new filters and if requested by the GlobalSight Team, run the files through a complete test job and validate the export
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| − | #* ''Optional'': For un-editable files such as PDFs made from InDesign or similar source files, ask the DTP engineer to download, check and add the corresponding InDesign files (and other extracted text) as described in [[DTP]]
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| − | # Click '''Source Files''' and click each of the ''Primary Source Files'' to check them in the editor. Make sure to check:<br>[[Image:pm138.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | #* Segmentation
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| − | #* Matches to the TM and the term base
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| − | #* Content not for translation
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| − | #* Content that was not extracted (Text View)<br>[[Image:Popup16.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Download Files''' to get the files added by the customer<br>[[Image:pm138.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Comments''' and check for any editing, reviewing and/or testing requirements or reference files. For example the client can specify a particular resource<br>[[Image:pm136.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | #* Check that the underlying profile workflows match when adding source files
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| − | | |
| − | ===Creating the Quote===
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| − | '''To create the quote:'''
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| − | # Calculate the quote based on the actual source files. You can also use the GlobalSight word count. For more details, see [[Syncing Word Counts and Adding Billing Charges]]
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| − | # Click '''Comments''' to attach the quote as a restricted job comment<br>[[Image:pm136.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''New''' in the ''Job Comments'' section
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| − | # Add an explanatory note. Your comments are visible, so keep them non-sensitive and non-confidential <br>[[Image:pm102.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Attach Files'''
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| − | # Click '''Browse''' and select the quote file<br>[[Image:pm103.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Upload'''
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| − | # Click '''Restrict Access'''
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| − | # Click '''Done'''. Contact the GlobalSight Team if an upload or import fails
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| − | # Check that the quote attachment shows as '''(Restricted)'''. The comment is visible to all users, but the restricted attachment is not<br>[[Image:pm104.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Costs''' and add the '''Final Billing Charges''' and costs as needed<br>[[Image:pm142.jpg|left|700px|thumb]]<br style="clear: both" />
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| − | # Click '''Quote Ready''' and then click '''Send Mail'''
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| − | | |
| − | Your quote is forwarded to the job initiator. Follow the quote up offline also.
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| − | | |
| − | [[Category:Quoting| ]]
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