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From: Administrator > Web administrator > Configuration > Defaults tab A new option was added to the system: Change orders to 'In progress' once all pre-production tasks are completed If enabled (1), the status of orders will automatically change to “In progress”, making it visible to basic resources. Additional settings were also added to notify the resource in charge of the orders that the status was automatically changed (2). The standard task assignment notification can also be sent out for resources assigned to tasks within these orders (3).
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Projects improvements
The “Projects” functionality has undergone multiple changes to improve usability:
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A new option has been added to the system, enabling the user to check a resource’s availability or current assignments before assigning a task:  The calendar shortcut will open the Team tasks manipulation scheduler and show the selected resource’s current assignments and more resources can be selected and compared.  By clicking on “Assign (Name of resource)”, the resource will be assigned to the selected task. |
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Projects improvements
The “Projects” functionality has undergone multiple changes to improve usability:
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From: Sales > Project dashboard  Multiple new columns have been added to the Project dashboard page: Total duration Project lead Source languages Target languages Product types Producs Content types Genres Project internal supply date Project supply date Progress Quote number Sales person Billing customer Production types
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From Sales > Project dashboard > Edit OR Project dashboard A new field has been added: Sales person. This field behaves the same way it does at the order level. For more details, please check the Sales person manual.  |
Other improvements and changes
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Changing the source language in the order info page will now require a role: Can change the source language in orders  When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language.behaves the same way it does at the order level. For more details, please check the Sales person manual. |
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Other improvements and changes
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Changing the source language in the order info page will now require a role: Can change the source language in orders When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language. |
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A new option has been added to customer profiles: “Requires purchase order for invoicing”  If enabled, this information will be displayed in the Customer billing statement generator and Customer billing statements pages to indicate this information.  If a purchase order is required and hasn’t been provided, the Customer billing statements Items/Full view will mark the Purchase order field red:
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The range options were grouped into a single icon across the system. Additionally, clicking on “Range options” will also open the Change range page.  |
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