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Choose your role for a new project

Select your role on a new project and see a live preview of the tools and sections that will be available in the project sidebar.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Add project window​

In the application, open the Add project modal so you can start setting up a new project.

Open the Add project window

Step 2: Enter the project name​

In the project name field, type the name of your new project, such as "Greenfield School".

Enter the project name

Step 3: Select your role on the project​

Under the question "What is your role on this project?", choose the radio button that best matches your role, such as Main contractor, Subcontractor, Client / project manager, or Consultant or designer.

Select your role on the project

Step 4: Review the default sidebar preset​

If you do not select a role, check the Sidebar preview region to see the default preset, including sections like Packages, Schedule, People & companies, Plant, and RAMS.

Review the default sidebar preset

Step 5: Check the live sidebar preview for your role​

After you select a role, review the Sidebar preview to see how the sections change for that role, for example a Subcontractor role showing RAMS and ITPs.

Check the live sidebar preview for your role

Step 6: Create the project with your selected role​

When you are satisfied with your role choice and sidebar preview, select the Create project button to create the project with your role applied.

Create the project with your selected role

Last updated: 2026-08-31