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Find the project roles you still need to appoint

Category: Project Setup

Checks your company's compliance requirements and the pre-construction information, then suggests the roles to add. Nothing existing is changed.

Input Parameters​

ParameterTypeRequiredDescription
Select Common Project RolesMultiple SelectionNoSelect the project roles your organisation typically uses. You can also add custom roles below.
Add Custom RolesTextNoEnter any additional custom roles specific to your organisation (comma-separated)
Pre-Construction Information (Optional)Document PickerNoSelect a PCI document to analyse for role requirements specific to project types
Check compliance requirementsBooleanNoInclude analysis of organisation compliance requirements to suggest additional roles

Parameter Details​

Select Common Project Roles

Select the project roles your organisation typically uses. You can also add custom roles below.

Options:

  • Client Agent Contact - Client Agent Contact
  • Client Contact - Client Contact
  • Commercial Manager - Commercial Manager
  • Contracts Manager - Contracts Manager
  • Design Lead - Design Lead
  • Designer - Designer
  • Mechanical & Electrical - Mechanical & Electrical
  • Principal Designer Building Regulations - Principal Designer Building Regulations
  • Principal Designer CDM - Principal Designer CDM
  • Project Lead - Project Lead
  • Quality Manager - Quality Manager
  • Site Manager - Site Manager
  • Structural Engineer - Structural Engineer
  • Subcontractor - Subcontractor
  • Temporary Works Appointed Person - Temporary Works Appointed Person
  • Temporary Works Coordinator - Temporary Works Coordinator
  • Temporary Works Supervisor - Temporary Works Supervisor

Pre-Construction Information (Optional)

Select a PCI document to analyse for role requirements specific to project types

Default: []

Check compliance requirements

Include analysis of organisation compliance requirements to suggest additional roles

Default: True

Outputs​

Summary​

Type: Text/Markdown

Configuration Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Final Roles​

Type: Array

Configured Project Roles

AI Analysis​

Type: Object

AI Role Analysis

Roles Added​

Type: Array

Newly Added Roles

Example Use Cases​

Key Project Roles​

Generate standard project roles including CDM and H&S responsibilities.

Configuration:

  • Include Compliance Analysis: True

Tags: onboarding · organization · roles · team · compliance

Last updated: 2026-08-31