Before entering a project in any management system, a series of data must be provided, as outlined below.

I

Administrative Data

• project name and description
  
• unique project identifier: this is usually an internal reference number - automatically assigned by the translation management system
  
• client's name
• contact person
• client reference number - this is the number that often appears on estimates and invoices.
• confidentiality agreement - this indicates whether the client requested a NDA
• commercial terms - tariffs applying to a specific client
  
• reception date of the source text
• reception date of complementary material
• project size
• date and time of delivery
• delivery address, if different from contact address - mistakes often occur as a consequence of this missing information. The translation must often be delivered to an address that is different from that of the person issuing the request.
  
• confirmation date
• reference to existing contracts or special conditions applying to the client
• any other information with a significant impact on the project
  

Technical Data

• source language
• destination language(s), including local adaptations
• original format
• required delivery format
• proposed delivery format - in case an alternative delivery format was suggested to the client.
  
• text or project function and use
• quality level
  
• existing terminology reference (glossaries)
• reference and reading material
• client style guidelines
  
• handling of pictures, images and graphics
• need for text formatting

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Thank you very much for sharing this information, very useful list!
I attended the Proz conference in Vienna and found your presentation very interesting.
Best regards
NK

Nathalie Kourimsky , December 02, 2009

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