Skip to main content

Configure owning organisation role navigation

Adjust which management areas are shown for each owning organisation role and apply presets or custom settings to project navigation.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the owning organisation role settings​

From the project settings area, open the Owning organisation role settings page to view the current navigation configuration for your project.

Open the owning organisation role settings

Step 2: Review the current navigation preset​

Check the currently applied navigation preset, including which management areas such as Schedule, Plant and Stakeholders are enabled or disabled.

Review the current navigation preset

Step 3: Select a different role preset​

Choose an alternative preset, such as a Consultant preset, to automatically update which management areas are enabled for that role.

Select a different role preset

Step 4: Customise enabled management areas​

Manually toggle individual management areas on or off for the selected role to create a custom navigation configuration.

Customise enabled management areas

Step 5: Reorder management areas​

Drag and drop management areas to change the order in which they appear in the project navigation for the selected role.

Reorder management areas

Step 6: Reset navigation to the default preset​

Use the reset option to discard custom changes and restore the default preset navigation for the selected role.

Reset navigation to the default preset

Step 7: Save and apply navigation changes​

Save your updated navigation so the new layout and enabled areas are applied to users with the selected owning organisation role.

Save and apply navigation changes

Last updated: 2026-08-31