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Choose your delivery role to preview project navigation

Select the role that best matches how you work on the project so the app can tailor the project navigation and management areas.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the delivery role chooser​

In the project setup or navigation settings panel, locate the "What is your role on this project?" section with the role options and preview panel.

Open the delivery role chooser

Step 2: Review available delivery roles​

Read through each listed role option and its short description to understand which best matches how you manage or contribute to the project.

Review available delivery roles

Step 3: Select the role that best fits your work​

Click the radio button next to your chosen delivery role; the selection becomes highlighted to confirm it is active.

Select the role that best fits your work

Step 4: Preview the project navigation for your role​

Check the navigation preview panel to see which management areas and sections will be available based on the selected role.

Preview the project navigation for your role

Step 5: Adjust your choice if needed​

Switch between different roles to compare how the navigation changes, then leave the radio button set on the role that best suits your responsibilities.

Adjust your choice if needed

Last updated: 2026-08-31