⚙️Managing a project: Project master data

In smenso, you can create projects with all relevant master data and edit them at any time. Project master data helps you structure, categorize, and evaluate your projects.

Opening project management

You can access the Manage project area in three ways:

1. Via the ⋯ Options menu in the top right of an open project
2. Via the 3-dot menu on a project tile in the portfolio
3. Via the lock icon in the project title (opens directly to visibility settings)

Standard fields in project master data

The Master data tab includes the following fields by default:

• Project name
• Project lead
• Labels
• Flavors (custom fields)
• Project type (required)
• Project folder (required)
• Project start / Project end
• Location
• Budget
• Description
• Project goal
• Project benefit
• Files (→ see article Files and attachments)

Setting the project lead

You can assign one or more people as project lead:

1. Open Manage project
2. Click the + icon in the Project lead section
3. Search for the person and select them
4. Repeat for additional project leads

Assigning labels

Labels are used for straightforward categorization. Each label has exactly one value.

1. Open Manage project
2. Select Show labels if no label has been set yet
3. Choose an existing label or type a new name to create one

Flavors in project master data

Flavors are custom fields that you can name and configure freely. They extend project master data with individual categorizations and evaluation options.

To add flavors to project master data:

1. Open Manage project
2. Click Show flavors
3. Click + and select the desired flavor

Organizing flavors in groups

Flavors can be organized into groups to maintain a clear structure.

1. Click New group
2. Give the group a name (e.g. Finance, Planning)
3. Assign flavors to the group

Locking flavor groups

As an admin, you can lock the structure of flavor groups to prevent accidental changes. Members can still edit values, but cannot rename, move, or remove groups.

You can find the lock function via Manage project > ⋯ Options menu > Lock flavor groups.

Additional options in the options menu

The ⋯ Options menu in Manage project provides additional actions:

• Print project: Opens the print view for the project. See the article Printing in smenso for more information.
• Copy project GUID: Copies the project's unique internal ID to the clipboard - useful for API integration.

Related articles

• Renaming standard project master data fields
• Adding, editing, and deleting project master data field values
• Private projects and managing access
• Using project templates
• Labels
• Configure and lock labels
• Flavors
• Flavors configuration

FAQ

How do I open the "Manage project" area?

You have three options: via the ⋯ Options menu in the top right of an open project, via the 3-dot menu on a project tile in the portfolio, or via the lock icon in the project title (opens directly to visibility settings).

Where do I find settings like visibility, workflow, or hourly rate?

These settings are not in the Master data tab but in the Settings tab under Manage project. See the article Project settings for more information.

Can I rename fields like "Project folder" or "Project type"?

Yes. The fields Project folder, Project type, and Location can be renamed workspace-wide. See the article Renaming standard project master data fields for details.

Can I assign more than one person as project lead?

Yes, you can add any number of people as project lead.

Do project leads receive automatic notifications?

No. The Project lead field does not trigger automatic notifications. Project leads can actively follow the project to receive notifications.

What happens in private projects when I add someone as project lead?

The person automatically gains access to the project. If they are later removed as project lead, their access remains and must be manually revoked under Manage project > Settings > Visibility.

What is the difference between labels and flavors?

Labels are suited for simple categorizations (e.g. project type or priority) and hold exactly one value. Flavors are custom fields that you can name and configure freely – they offer more structure and extended evaluation options.

Can I organize flavors into groups?

Yes. You can combine flavors into named groups (e.g. Finance, Planning) to keep things organized when working with many fields.

Who can lock flavor groups and what does locking do?

Only admins can lock flavor groups, via Manage project > ⋯ Options menu > Lock flavor groups. Once locked, members can still edit values but cannot rename, move, or remove groups.

Can I edit master data directly in the portfolio without opening "Manage project"?

Yes. The fields Project lead, Project folder, Project type, Project phase, and Location can be edited inline in the portfolio list view – simply group by the relevant field and change the value directly.