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Manage project registers

Use the project registers panel to create, regenerate, preview and manage built-in and custom registers for a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project registers panel​

Navigate to your project and open the registers area to view all built-in and saved registers for that project in one place.

Open the project registers panel

Step 2: Generate a built-in register​

In the built-in registers section, choose a register type such as Risk, Temporary works, Plant or Documents and start generation to create a fresh project-level register.

Generate a built-in register

Step 3: Preview the generated register​

Once generation completes, use the preview dialog to review the register contents, apply any preset filters, and confirm it is ready to share or export.

Preview the generated register

Step 4: Create a new custom register​

Select the New register action to open the register builder, configure the fields and layout, then save your custom register definition for this project.

Create a new custom register

Step 5: Regenerate, edit or delete saved registers​

From the saved registers list, choose a register to regenerate updated content, open it for editing, or delete it if it is no longer needed.

Regenerate, edit or delete saved registers

Last updated: 2026-07-30