1. Go to ‘Configuration’ and select ‘Project Role Group’.

2. The group name will show on the left and the project roles that are automatically included in the group will show on the right. To add a group click the plus button on the top right.

3. To adjust project roles in a group select the

(edit) button and select project roles from the options available (1) then click ‘Save’ (2) to finish.

Note: The Project Role Group is automatically calculated based on the staff’s record. If someone has a target but isn’t in a group check the staff’s project role in the ‘Contractor’ module, Staff List. Either add that project role in KPI to ‘Configuration’. ‘Project Role Group’ section or change the persons project role in their staff record.