Happy New Year to you all!
We are happy to announce the 2.6.1 version of Espresso. The rollout to existing clients has been started from January 1st 2011. What's new?
1. Widescreen interface.
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The new Espresso interface is 30% wider than the old interface providing more space for information to be displayed. All existing application screens were re-designed to accomodate for this change.
2. Client-specific translation memory
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You can now define client-specific TM breakdowns that can be applied when creating new translation tasks or translation assignments for translators. You can create as many TM breakdowns as you want. All client-specific breakdowns will automatically appear in dropdown menus.
To create a new client-specific TM breakdown:
1. Open the client record
2. Go to the TM tab
3. Add a new breakdown or edit the existing one.
You can also edit all TM breakdowns in the Settings module:
1. Open the Settings module (you need administrator rights to access it)
2. Go to the TM tab
3. Edit ant existing TM breakdown.
To apply a client-specific TM breakdown while creating a new translation task:
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1. Go to the client record and click 'New Sale' to create a new Quote
2. Click the TM icon while adding a new translation task
3. Upload a log file (TRADOS CSV, SDL TRADOS XML or SDLX logfile)
4. Add the nomatch rate if you didn't provie it in advance
5. Choose an appropriate TM breakdown from the dropdown menu
6. Click '%=' button to recalculate the grid.
3. New assignment procedure.
We've redesigned the assignment procedure to eliminate some steps from the assignment process making it quicker and more efficient:
To assign a task:
1. Open a project and go to the Assignments tab
2. Select a task you want to assign and click the 'Assign' button. You will see a search form.
3. Enter any search criteria you like (they are restrictive meaning that they are considered as AND criteria. The more criteria you choose, less results you see).
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4. The search results display the following information:
- 'New' resources are marked green. 'Known' resources are not color-coded
- A heart icon stands for 'preferred resource for this client'
- A sun icon stands for 'resource with vacation note'
- E-mail address is clickable. Click it to create a new e-mail message
- If a resource is already engaged with your company you'll see a number of open assignments
- Click the 'Euro' button to open a screen with resource rates
- Click the 'Select' button to open the Assignment screen and assign this task to a resource of your choice.
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5. Enter the Assignment data
- Choose a name of a person if you are assigning this task to a company
- The number of units is already pre-filled using the Task details
- The type of units is already pre-filled using the Task details
- Click one of the displayed rates to pre-fill the Unit rate or do it by hand.
- Clicking (selecting) the rate also pre-fills the TM calculator in case of translation task
- Choose the currency. The Assignment value will be immediately displayed in your company currency
- Choose the deadline. Double click the date field to display a Calendar picker
- Apply any of client TM breakdowns (only for translation tasks)
- Upload a new TM analyse logfile if you want to use another breakdown
- Check boxes below to select other tasks of the same type with the same financials to the same vendor.
- Click 'Assign to proceed'
6. To edit the Assignment:
- Click the Edit icon to open the Assignment Edit form
- Change any details
- Click 'Close and save'
7. To delete the Assignment:
- Click the Delete icon and confirm your decision
4. Timesheet
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Espresso 2.6.1 allows you to register the time you spend on your projects.
To book hours:
1. Click Timesheet (main menu)
2. Select a person (only administrators can select other users)
3. Choose a project
4. Choose a date
5. Choose a number of hours and quarters
6. Add a very short description
7. Click 'Save'
The Timesheet page displays the last 7 days (by default).
To view the Timesheet reports:
1. You need to have a Report access to view this report
2. Click Timesheet and select Report
3. Choose any criteria you like and click 'Search'
4. You will be shown an overview of all bookings that meet your criteria.
Note! You can also view all ours booked on a project by selecting a Project and choosing the Timesheet tab.