Difference between revisions of "Quoting"

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{{gsg
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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" />
 +
# 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" />
 +
#* Check that the underlying profile workflows match when adding source files
 +
 
 +
===Creating the Quote===
 +
'''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]]
 +
# 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" />
 +
# 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.
 +
 
 +
[[Category:Quoting| ]]

Latest revision as of 15:46, 12 January 2016

Project Management Wiki
Jump to: Home | Main User Guide
Gs color logo on black bg.jpg
General
About GlobalSight
My Jobs | My Activities
My Account
Planning
  1. Create jobs
  2. Add job comments
  3. Quote
  4. Approve quotes
  5. Dispatch jobs
Managing Projects
Following Up Ongoing Jobs
  1. Check general status information
  2. Check job and activity status
  3. Checking the activity duration
  4. View in-progress translations
  5. Download in-progress files
  6. View all comments
  7. Answer queries
Changing Ongoing Jobs
  1. Cancel workflows
  2. Cancel jobs
  3. Re-assign activities
  4. Add and remove resources
  5. Add more time for activities
  6. Skip activities
  7. Complete activities for other users
  8. Reset user details
  9. Add/edit/delete files
  10. Manage TMs
  11. Manage Terminology (Glossaries)
Finalizing
  1. Download the final files
  2. Archive jobs
  3. Resolve differences (optional)

Support
Support | FAQs | Training
System Requirements
Logging in
Related Information:








You are notified when a new job is created by the initiator.

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.

Quoting does not apply to jobs that are pre-approved or dispatched automatically, which go straight to the Dispatch and Kickoff step.

Quoting involves:

  1. Check the details of the job
  2. Creating the quote

Checking the Job Details

To check the job details:

  1. Open GlobalSight
  2. Enter your Project Manager user name and password and then click Login
  3. Click My Jobs->Ready
  4. Click the job to open it
    Pm95.jpg

  5. Check the general parameters of the job. For example the initiator and the source and target locales
    Pm135.jpg

  6. Review the workflow by selecting it and clicking Details
    Workflow Details

    • Optional: For new filters and if requested by the GlobalSight Team, run the files through a complete test job and validate the export
    • 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
  7. Click Source Files and click each of the Primary Source Files to check them in the editor. Make sure to check:
    Pm138.jpg

    • Segmentation
    • Matches to the TM and the term base
    • Content not for translation
    • Content that was not extracted (Text View)
      Popup16.jpg

  8. Click Download Files to get the files added by the customer
    Pm138.jpg

  9. Click Comments and check for any editing, reviewing and/or testing requirements or reference files. For example the client can specify a particular resource
    Pm136.jpg

    • Check that the underlying profile workflows match when adding source files

Creating the Quote

To create the quote:

  1. 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
  2. Click Comments to attach the quote as a restricted job comment
    Pm136.jpg

  3. Click New in the Job Comments section
  4. Add an explanatory note. Your comments are visible, so keep them non-sensitive and non-confidential
    Pm102.jpg

  5. Click Attach Files
  6. Click Browse and select the quote file
    Pm103.jpg

  7. Click Upload
  8. Click Restrict Access
  9. Click Done. Contact the GlobalSight Team if an upload or import fails
  10. Check that the quote attachment shows as (Restricted). The comment is visible to all users, but the restricted attachment is not
    Pm104.jpg

  11. Click Costs and add the Final Billing Charges and costs as needed
    Pm142.jpg

  12. Click Quote Ready and then click Send Mail

Your quote is forwarded to the job initiator. Follow the quote up offline also.

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