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Project structure

In short

The project context is the collection of every confirmed fact about your project: goal, scope, success criteria, requirements, milestones, timeframe, budget, and risks. TensorPM stores these facts as individual fields and tables, not as one long document. Everything else in the app builds on it: Guidance, the suggested work, the project status, and every agent that reaches the project through MCP or A2A.

This article is the reference for the Project Context view and its sub-tabs Info, Profile, Resources, Content, Planning, and Risks.

Why a clean context is the foundation for everything else

Imagine handing your project over to a new colleague. She gets no access to your mailbox and no time for follow-up questions. All she gets is what the project context says. That is exactly how the TensorPM project agent works.

Three simple rules follow from that:

  • What is not in the context does not exist for the analysis.
  • What is wrong in the context produces wrong recommendations.
  • What is vague in the context produces vague recommendations.

The project agent invents nothing. It also cannot guess whether a date is contractually binding or a rough idea. It reads what you confirmed. That is why half an hour of careful maintenance up front saves hours of discussion later.

The word "confirmed" matters. Anything arriving by email, document, or message first lands as a signal in the incoming signals panel, and the Distiller turns it into individual proposed changes. Only when you approve a proposal does it become part of the project context. The context therefore never holds unchecked claims. Details are in Files, Intake & Trail.

When you need this

  • You are setting up a new project and want to know which fields actually matter.
  • Guidance returns thin or obviously wrong recommendations.
  • A Guidance tab is greyed out and you want to know why.
  • Two people on the team have different ideas about the scope.
  • You want to connect an external agent over MCP and give it a solid starting point.
  • A project has been running for months and the context is visibly out of date.

Where the project context lives

Open a project and click Context in the left sidebar. The view is called Project Context and has six sub-tabs.

Sub-tab What you maintain there
Info Overview and analysis. Nothing is entered here.
Profile Name, description, goals, scope, success criteria
Resources Project budget, project timeline, overview of the people
Content Requirements, technologies and methods
Planning Milestones and dependencies
Risks Risks with impact and mitigation

Every field is edited in place: click, type, click elsewhere. There is no Save button for context fields. The change is applied immediately and recorded in Trail.

Info: the overview of where the project stands

The Info sub-tab is the project's home page. You do not enter anything here, you read.

The Info sub-tab shows today's focus, the current bottleneck, and the risk summary at a glance.
The Info sub-tab shows today's focus, the current bottleneck, and the risk summary at a glance.

What you see here

  • Project Check-in: the latest proactive note from the project agent, if check-ins are active. You can dismiss it or send it straight into the chat with Discuss with AI.
  • The three stages Context, Analysis, Guidance: a small bar showing how solid the current state is. Context reads Confirmed when no signals are left open, and Review needed when proposed changes are still waiting for your decision. Analysis and Guidance show how fresh the evaluations are.
  • Today's Focus: the one thing the project agent considers most important today.
  • Current Bottleneck: where things are stuck, derived from timeline, scope, and budget.
  • Risk Summary: the one or two risks that carry the most weight.
  • Project Health, Project Progress, Project Metrics, Project Insights: cards with figures on status, progress, budget, and effort.

The Review project button triggers a fresh evaluation. It reassesses status, risks, bottlenecks, and next steps, then refreshes Guidance.

What does not belong here

The Info sub-tab is not an input surface. When a statement on this page looks wrong, the cause is almost always in one of the other five sub-tabs or in missing action items. Fix it there, then run Review project.

Profile: what the project is for

The Profile sub-tab with project description, project goals, project scope, and success criteria.
The Profile sub-tab with project description, project goals, project scope, and success criteria.

Project Name

A short, unambiguous name. It appears everywhere the project is listed.

  • Good: Königstraße 17 office building, shell and fit-out
  • Bad: Project 2026-04 or New build

Customer numbers, status words such as "ongoing", and version numbers do not belong here. Status changes, the name should stay stable.

Project Description

Two to five sentences in plain language: what is being built, delivered, or introduced, for whom, and under which conditions.

  • Good: Refurbishment of a five-storey office building during ongoing operation. The client is Königstraße Immobilien GmbH. The top two floors stay rented for the entire construction period.
  • Bad: Refurbishment of a building.

Goals, dates, and risks do not belong here. They have their own fields. Storing something twice means maintaining two places and forgetting one of them.

Project Goals

What has to be achieved in the end, seen from the client's side. A goal describes an outcome, not an activity.

  • Good: All rental space on the ground floor and floors 1 to 3 is handed over ready for occupancy, without restricting ongoing operation on floors 4 and 5.
  • Bad: Carry out construction work.

Individual work steps do not belong here. "Put up scaffolding" is an action item, not a project goal. Action items live in the Action Items view, see Actions & Recurring Work.

Project Scope

What is included and, just as important, what is not. A scope without exclusions is nearly worthless, because every later discussion stays open.

  • Good: Included: shell, facade, electrical, plumbing, interior fit-out of floors 0 to 3. Not included: outdoor areas, underground car park refurbishment, furniture, tenant relocation services.
  • Bad: Full conversion.

Conditions and assumptions ("provided the weather holds") do not belong here. Sentences like that belong in the Risks sub-tab or as a dependency under Planning.

Success Criteria

A list of checkable statements. They answer the question: how will we know the project succeeded? One criterion per line.

  • Good: Handover by 30 October with no critical defects
  • Good: Operating cost reduced by at least 12 percent in the first year
  • Good: Less than two hours of planned service interruption during the switchover
  • Bad: High quality
  • Bad: Happy client

Wishes without a measure do not belong here. A criterion nobody can verify helps neither you nor the project agent. If a number is missing, at least name the event that proves it.

Resources: money and time

The Resources sub-tab with the resources overview, project budget, and project timeline.
The Resources sub-tab with the resources overview, project budget, and project timeline.

Project Budget

The project's total budget in the configured currency. It is the reference value for the plan/actual comparison in the Budget & Material view.

  • Good: the confirmed contract value or the approved budget, as a single number.
  • Bad: a rough idea that was never approved anywhere.

Partial budgets for individual trades do not belong here. Use budget buckets and per-item budgets instead. How to run budget in detail is described in People & Budget.

Project Timeline

Start and end date of the project. From both dates TensorPM calculates the duration and the status: Not started, In progress, or Completed. If either date is missing, the timeline status stays empty and the Planning sub-tab cannot show progress over time.

  • Good: the contractually agreed period, even when it is ambitious.
  • Bad: a wish date nobody on the team knows about.

Milestone dates do not belong here. They live in the Planning sub-tab.

People in the resources overview

The sub-tab also shows Resources Overview, People, and Person Distribution. Those are evaluations, not input fields. You create people in the People view. Roles, role groups, and influence are described there: People & Budget.

If Person Distribution is missing a role that makes decisions in the project, that is a real blind spot. The project agent then cannot attribute responsibility.

Content: what is delivered and with what

The Content sub-tab with the project requirements and technologies and methods tables.
The Content sub-tab with the project requirements and technologies and methods tables.

Project Requirements

A table with the columns Requirement, Description, and Priority. This is where the substantive demands on the result live.

  • Good: Requirement Step-free access on the ground floor, Description Threshold-free main entrance and ramp per DIN 18040-1, Priority High.
  • Bad: Requirement Accessibility with no description and no priority.

Action items do not belong here. "Order the ramp" is a work step, not a requirement. The requirement says what must hold true; the action item says who does what and when.

The priority feeds the Requirements Priority Distribution chart. If you leave the column empty, the requirement does not appear there.

Technologies & Methods

A table with the columns Technology/Method, Description, and Category. It records what you work with: construction methods, standards, software, project methodology.

  • Good: Technology/Method: BIM model per IFC 4, Description: coordination model is updated weekly by the specialist planner, Category: Planning.
  • Bad: Technology/Method: Software, with no description and no category.

Tools that are not actually used in the project do not belong here. If something is explicitly forbidden or only an experiment, write that in the description. Otherwise the project agent assumes it is settled standard.

The category drives the Technology Categories Distribution chart. Keep category names consistent, otherwise the distribution falls apart into one-offs.

Planning: milestones and dependencies

The Planning sub-tab with project progress, timeline status, and the milestones table.
The Planning sub-tab with project progress, timeline status, and the milestones table.

Project Milestones

A table with the columns Milestone, Date, and Description. Each row can be ticked off once the milestone is reached.

  • Good: Milestone Shell accepted, Date 2026-09-15, Description Acceptance by structural inspector and client representative, report on file.
  • Bad: Milestone Phase 2 with no date.

A milestone is a verifiable state at a point in time, not an activity over a period. "Interior fit-out" is not a milestone, "interior fit-out completed" is.

Action items with due dates do not belong here. Milestones are the few points at which the project is measured. Ten to fifteen are enough for most projects.

Without a date TensorPM can neither sort a milestone nor flag it as overdue. It then appears under Milestone Details with the note Milestone date not set.

Project Dependencies

A free-text field for things outside your control that the project waits on: permits, deliveries, decisions by other departments, preparatory work by other trades.

  • Good: Building permit for the facade change is pending, decision from the building authority expected by 15 May. Without it the scaffolding cannot be removed.
  • Bad: Authorities

Dependencies between individual action items do not belong here. Those are real item dependencies with the types FS, SS, FF, and SF, described in Actions & Recurring Work.

Risks: what can go wrong

The Risks sub-tab with risk overview, risk distribution, and the risks table.
The Risks sub-tab with risk overview, risk distribution, and the risks table.

Project Risks

A table with the columns Risk, Impact, and Mitigation Strategy.

  • Good: Risk Window delivery delay, Impact High, pushes interior fit-out by up to four weeks, Mitigation Strategy Second supplier contacted, advance sample by 12 June, weekly status call with the manufacturer.
  • Bad: Risk Delays, Impact bad, Mitigation Strategy empty.

A good risk names a concrete event, its consequence for schedule, cost, or quality, and a practical response. General truisms ("construction is risky") and problems that already happened do not belong here. What has already occurred is no longer a risk, it is work.

The Unmanaged High Priority Risks card lists exactly the rows where the Mitigation Strategy column is empty and the impact was recognized as high. Keep that list empty.

How severity is recognized

The Impact column is a text field. TensorPM derives the severity from that text and sorts every row into High, Medium, or Low. It recognizes the words high, major, critical, and severe as high, and low, minor, and small as low. Everything else counts as medium.

In practice: put one of those words at the start of the Impact cell and follow it with the explaining sentence. If you only write noticeable delay, the risk is counted as medium even when you consider it critical. The Risk Distribution chart and the Unmanaged High Priority Risks card both depend on this classification.

Context quality: what the rating means

Context quality is not a number TensorPM adds up from filled fields. It is the result of the Context Analysis, an AI evaluation of your project context. You see the result in the Guidance view on the Context tab as a rating. You can trigger the analysis there, through the Review project button on the Info sub-tab, or through the Context Analysis quick action in the AI panel.

How the rating is produced

The Context Analysis reads the project description, goals, scope, success criteria, requirements, technologies and methods, milestones, timeframe, budget, risks, and the people. It judges three things:

  • Completeness: is anything essential missing?
  • Correctness: is anything visibly wrong or unsupported?
  • Consistency: do the entries fit together, for example timeframe and milestones?

Action items, progress, and execution status are explicitly not part of this rating. The context analysis judges the context only.

The result is one of five levels:

Level Meaning
Excellent complete, no visible gaps
Good minor gaps, solid overall
Decent usable, several places should be tightened
Needs improvement critical gaps, treat recommendations with care
Poor too thin for a meaningful evaluation

Because an AI does the judging, the same data can land one notch apart on two runs. Read the level as a direction, not as an exact measurement. Alongside the level, the analysis returns concrete notes on which spots it considers weak. Those notes are the real value.

What the rating unlocks

The level decides which parts of Guidance will run at all:

Guidance tab Requirement
Context none, this is the analysis itself
Strategic context analysis rated Decent or better
Coverage context analysis rated Decent or better and at least one action item
Execution context analysis rated Needs improvement or better and at least two action items

When a tab cannot be selected, the hint text names exactly this reason. That is not a fault, it is a deliberate brake: strategic recommendations built on a thin context would be guessed, not derived. More on this in Guidance.

How to improve the rating

In this order the effort pays off the most:

  1. Sharpen Project Goals and Project Scope, including the exclusions.
  2. Make Success Criteria measurable. A criterion nobody can verify barely counts.
  3. Set Project Timeline and Project Budget, or mark them explicitly as open.
  4. Enter the three to five most important Project Requirements with description and priority.
  5. Give every entry in Project Milestones a date.
  6. Add a Mitigation Strategy for every high-impact risk.
  7. Create people with roles so responsibility can be attributed.
  8. Run Review project again and work through the notes from the analysis.

Naming a gap honestly beats filling it. Write "budget not yet approved" instead of an invented number. Otherwise the project agent assumes a confirmed value.

Where each part of the project lives

Some terms sound similar and live in different places. This table resolves that.

Term What it is Where it lives
Goal intended outcome Context -> Profile -> Project Goals
Scope what is in and what is out Context -> Profile -> Project Scope
Success criterion checkable statement about success Context -> Profile -> Success Criteria
Requirement substantive demand on the result Context -> Content -> Project Requirements
Milestone verifiable state on a date Context -> Planning -> Project Milestones
Timeframe start and end of the project Context -> Resources -> Project Timeline
Budget total budget of the project Context -> Resources -> Project Budget
Risk possible event with a consequence Context -> Risks -> Project Risks
Decision a durable commitment already made Trail -> Decisions
Action item a concrete work step Action Items view
Work package bounded deliverable with an owner Work Packages area
Person participant with role and influence People view
Expense cost that actually occurred Budget & Material view

Decisions deliberately do not live in the project context. A decision is an event with a timestamp, a rationale, and a status. It can later be superseded or withdrawn without erasing the history. That is why it lives in Trail, see Files, Intake & Trail.

Work packages and the work breakdown structure (WBS) are a separate layer above action items and are described in Work Packages & WBS.

Who may change the context

  • In a local workspace: only you. A workspace is the boundary in which projects are stored and shared. A local workspace never leaves your device.
  • In a cloud workspace: anyone with access to the workspace. The roles Owner, Admin, and Member govern member management, not the editing of individual context fields. There is no read-only role for the project context.
  • The project agent: can change context fields when you ask it to in the chat. Every such change appears in Trail with a link back to the message that triggered it.
  • The Distiller: never changes anything by itself. It prepares proposals, and you decide with Approve, Append, or Skip.
  • External agents over MCP or A2A: can read and write once you have set them up. Write tools ask for approval in the chat unless you explicitly granted them permanently. See Agent Integrations.

Before larger changes to a shared project, a short word with the team pays off. TensorPM does not prevent simultaneous edits, it only makes them visible.

How changes stay traceable

Every change to a context field lands in the Trail view on the Changes tab. There you see:

  • which field changed, under names such as Project Goal, Project Scope, Success Criteria, Main Requirements, Milestones, or Risks
  • the value before and after
  • when the change happened
  • where it came from

The origin is the most important part. When a change came out of the chat, the entry carries a Chat source chip. Clicking it opens a small panel with Open in chat and jumps to exactly the message that triggered the change. For external agents it reads MCP agent, A2A agent, or Telegram instead.

That lets you answer months later why the scope grew by two items, without digging through email. The full description is in Files, Intake & Trail.

Checklist: is my project context good enough

Walk through the list before you rely on Guidance. Seven out of ten satisfied points are fine for daily work; below five, some rework pays off.

  1. The Project Name is unambiguous and carries no status wording.
  2. The Project Description explains in a few sentences what this is and for whom.
  3. The Project Goals name outcomes, not activities.
  4. The Project Scope contains explicit exclusions.
  5. At least three Success Criteria are phrased so that someone can verify them.
  6. Project Timeline and Project Budget are set, or explicitly noted as open.
  7. The most important Project Requirements have a description and a priority.
  8. Every entry in Project Milestones has a date.
  9. Every high-impact risk has a Mitigation Strategy.
  10. The Unmanaged High Priority Risks card is empty.
  11. Everyone who makes decisions in the project exists under People.
  12. No assumptions are presented as facts in the context.
  13. The Context stage on the Info sub-tab reads Confirmed, so no proposed changes are waiting.
  14. The last Context Analysis is not older than the last significant project change.

What happens in the background

The project context is stored as structured records in the local database on your device, not as a document. That has three practical consequences:

  • A changed date takes effect everywhere at once: in the Planning sub-tab, in the Timeline view, in Guidance, and for connected agents. You copy nothing.
  • In chat, the project agent does not receive the whole project but the fields that fit the question. Clean field content and short phrasing therefore act directly on answer quality.
  • External agents over MCP and A2A read the same fields. What you write in the Profile sub-tab is what a connected agent reads, word for word.

In a cloud workspace the context is additionally synchronized in encrypted form between your devices and the members of the workspace. Details in Cloud Sync and Encryption.

You do not need the internal project ID for normal work. It only becomes relevant for technical integrations or for support diagnosis.

Frequently asked questions

Do I have to fill in every field? No. Start with Project Goals, Project Scope, and Success Criteria. Those three produce most of the recommendations. The rest grows with the project.

How often should I maintain the context? Whenever something binding changes: a new date, a scope change, a new risk. Plus a short pass through the checklist once a month. Much of it arrives through signals anyway and only needs confirming.

Why is my milestone missing from the evaluation? Milestones without a date cannot be sorted. Add the date in the Date column.

Why does my critical risk count as medium? Severity is derived from the text in the Impact column. Without a recognized keyword, a row counts as medium. See the severity section above.

Can I create custom fields? No. The project context has a fixed set of fields so that evaluations and agents can rely on it. Extra information belongs in the description columns of the tables or in files.

What is the difference between a goal and a success criterion? The goal says what should be achieved. The success criterion says how you will know it was achieved. "Building handed over ready for occupancy" is a goal; "handover by 30 October with no critical defects" is a criterion.

Is the context updated automatically? No, never without you. Incoming information becomes proposals that you approve or reject.

Where do I see who changed something? In the Trail view on the Changes tab, including the origin of the change.

When something does not work

The Guidance tab Strategic is greyed out. A Context Analysis rated Decent or better is missing. Run Review project and work through the notes from the analysis.

The Guidance tab Execution stays locked even though the context is good. Execution additionally needs at least two action items. Coverage needs at least one.

The context analysis stays at Needs improvement even though every field is filled. Filled is not the same as solid. Check the Success Criteria for measurability first, then the Project Scope for exclusions. The analysis also returns concrete notes on what it considers weak.

The Info sub-tab shows Review needed for Context. Signals or proposed changes are waiting for your decision. Open the incoming signals through the mailbox icon in the top bar and work through the proposals.

My change disappeared after I clicked away. Context fields are saved when you leave the field. After typing, click once next to the field. If the change is still missing, check Trail: someone else in the same cloud workspace may have overwritten it.

The timeline status stays empty. Project Timeline needs both a start and an end. If either is missing, no duration can be calculated.

The budget shows a different currency than expected. You set the display and storage currency under Settings -> General -> Currency. Changing the storage currency converts all existing data. Check that beforehand.

Next steps