The Project overview is the central start page of a project in smenso. It provides all key information at a glance regarding project status, KPIs, stakeholders, and progress. With the help of widgets, the view can be customized and adapted to the respective requirements.
Objective and purpose
The project overview consolidates the most important project data in one place, so you can quickly assess the current status and communicate it directly in day-to-day work (e.g. jour fixes).
Structure of the project overview
After opening a project, you land by default on the tab Overview. There you will find various information areas and dynamic widgets that can be configured individually.
A typical layout includes:
| Area | Description |
| Status widget | Shows the current project status (e.g. “on track”, “critical”) |
| Project profile | Brief description with master data (project management, budget, location, etc.) |
| Cost overview | Displays the most important KPIs from cost tracking |
| Risk widget | Shows active risks and their assessment |
| Project stakeholders | Brief overview of the key people and organizations |
| Progress indicator | Project progress as a percentage based on tasks, dates, or costs |
| Additional widgets | Freely configurable, e.g. “Recent changes”, “Files”, “Dates” |
Tip: Widgets can be rearranged, adjusted, or hidden. This allows each role (e.g. site management, project control, client) to create their own project view.
Widgets in detail
A) Status widget
Displays the overall project status with a colored indicator:
- 🟢 On track
- 🟡 At risk
- 🔴 Critical
- ⚫ Paused / Completed
The status is based on the latest status reports (Chapter 13) or can be set manually.
B) Project profile
The profile widget consolidates key master data from the project, such as:
| Field | Description |
| Project number | Unique identifier |
| Project management | Responsible person |
| Location | Location of the construction project |
| Project type | Type of project (e.g. new build, renovation) |
| Budget | Approved total budget |
| Time frame | Start and end date |
| Description | Brief info or definition of objectives |
Note: Many of these details come directly from the project master data (see the article Portfolio & Navigation).
C) Cost overview
A widget for quickly assessing the financial project status. It pulls data from cost tracking (Chapter 6) and shows:
| KPI | Meaning |
| Budget | Originally approved funds |
| Planned costs (current service phase) | Costs according to the latest planning phase |
| Contract total | Sum of all awarded contracts |
| Payment status | Sum of invoices already verified |
| Remaining budget | Difference between budget and current financial status |
Note: This widget is often used at management level to identify cost trends early.
D) Risk widget (not included in the demo version)
Shows the number and weighting of current risks in the project. Clicking the widget takes you directly to the Risks module, where details can be viewed and assessed.
Typical information:
- Number of open risks
- Overall rating (low / medium / high)
- Largest individual risk (automatically determined)
E) Project stakeholders
A brief overview of the key stakeholders, including contact details and roles. Data source: the Project team module (Chapter 4).
Example display:
- Site manager: Mr. Schmidt
- Foreman: Mr. Meier
- Design: Weber Architects
- Client: Ms. Müller
F) Progress indicator
A visual representation of current project progress, e.g. as a bar or pie chart. The values are based on:
- completed tasks
- on-time milestones
- or reported progress from the status report
Recommendation: Don’t estimate progress manually—calculate it automatically based on tasks or service phases.
Customizing the overview
The project overview can be configured individually:
- Widgets can be rearranged (drag & drop)
- Order and size are user-specific
- Unneeded widgets can be hidden
- Using “Save views”, the current arrangement can be saved
This allows different roles (site management, controlling, design) to use their own overviews without affecting others.
Practical use
Example:
The project “New build school center Musterstadt” is currently in service phase 6. Construction progress is 45 %. Budget and schedule are on track, and the risk “Supply bottleneck for insulation materials” is being monitored. The next status report is scheduled for the end of the month.
Note: This enables project management to present the current status at any time without having to open multiple modules.
Best practices
- Combine board and list views: Visualization (board) and data analysis (list) complement each other perfectly.
- Arrange widgets by role: e.g. costs at the top for controllers, dates at the top for site managers.
- Synchronize status reports automatically: reduces manual maintenance.
- Show only relevant KPIs: clarity over completeness.
- Save regularly: individually customized views are very helpful in day-to-day work.
Related topics
- Chapter 2 – Portfolio & Navigation
- Chapter 4 – Project team
- Chapter 8 – Cost tracking
- Chapter 13 – Status reports
Practical note: The project overview is ideal for jour fixes and internal reporting— all KPIs are live and available without additional Excel spreadsheets.
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