Project Participants

smenso offers a user-friendly and efficient way to manage project participants. This feature allows all relevant stakeholders of a project to be clearly organized and managed. Below are the main features and benefits of our solution in detail:

Main features

1. Central management of project participants

   • Views: The software offers various views for managing project participants. This allows users to choose their preferred view and focus on participant management.
   • Mark as favorite: Frequently used views, such as “Project Participants,” can be marked as favorites. These favorites then appear in the main menu and are easily accessible.

2. Creation and management of project participants

   • Add new participants: Users can add new project participants either through the folder area or directly within the “Project Participants” view. 
   • Templates: Templates are stored in the folders to assist users when creating new records. Each new task is provided with a specific context to ensure a clear structure.

3. Linking contacts

   • Relation types: The software uses relation types to link project participants with contact data. This allows easy selection and assignment of contacts to the relevant tasks.
   • Contact linking: Contacts stored in the portfolio can be directly integrated into the project participants view. This enables users to quickly and efficiently add engineering offices, structural engineers, or other stakeholders to their project.

Example use case

To add a new project participant, follow these steps:

1. Use the favorites view: Open the “Project Participants” view and mark it as a favorite for quick access.
2. Add a new participant: Click the plus icon either in the folder area or within any record in the “Project Participants” view.
3. Select trade and contact: Choose a trade, e.g., “Planning,” and a contact from the contact list, e.g., an engineering office. The selected contact is automatically linked to the new project participant.
4. Direct access to contacts: Clicking on a contact takes you directly to the contact details, where additional information can be viewed or edited.

Benefits

• Efficient organization: Centralized management and easy linking of contacts greatly simplify the organization of project participants.
• Time savings: The ability to mark frequently used views as favorites saves time and increases efficiency.
• Clarity and structure: Templates and relation types ensure a clear structure and transparency when managing project participants.
• Flexibility: Users can individually decide how to use the software’s views and features to best suit their specific needs.

With the construction management software smenso, managing project participants becomes a structured and efficient process. Take advantage of comprehensive features to successfully coordinate and manage your projects.