Manage Portfolios
How Company Averages are Calculated and Benchmarked
Carve calculates a Company Average to allow for comparison of a PDRI Assessment against an internal company baseline, as well as against CII benchmarks. Company Averages are calculated based on a company's published PDRI Assessments that use the same ...
Delete Portfolios
Portfolios may be deleted if they do not have any projects assigned to them. You can remove a project from a portfolio (switch to a different portfolio or move to the Default portfolio) through editing the project details. To delete a Portfolio: From ...
Edit Portfolios
From the Admin tab, select Portfolios. Click on the portfolio to be edited. Fields available for editing include: Portfolio Name Portfolio Manager Portfolio Users Add User Access to the Portfolio
Assign User Access to Portfolios
From the Admin tab, select Portfolios. Click on the name of the Portfolio that you would like to assign users to. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go ...
Create Portfolios
From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...
Manage Portfolios Overview
Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...