Create a PDRI Assessment
If a new project is being created, the user will be prompted to create the assessment at the same time. Refer to section Create a Project.
To create an assessment in a pre-existing project:
1. Locate the project and click the project name
2. Click Create Assessment
3. A new pop-up will appear to create an assessment
a. Confirm that Assessment Type is PDRI
b. Select the Template
c. Select the Project Gate
d. Select the Assessment Date
4. Click Create. This will open the new assessment.
Related Articles
Enter PDRI Assessment Attendees
Knowing who attended the PDRI Assessment can provide insight on the PDRI score. For example, if a key project stakeholder was not able to attend the assessment, it may impact the overall score for their area(s) of expertise. Make note of key ...Steps to Prepare for a PDRI Assessment
Carve’s facilitation steps are based on PDRI facilitation best practices from CII. Facilitators can either: Complete the entire facilitation process using Carve Use CII’s PDRI spreadsheet templates to collect assessment data and import into Carve ...Steps to Conduct a PDRI Assessment
To begin, click the Prepare link beside the PDRI Assessment from the Carve Project Dashboard. This will open the PDRI Assessment. Prepare Assessment Link Within the PDRI Assessment, select a PDRI section tab, as shown in the image below. It is ...Exclude Elements in the PDRI Assessment
Elements can be excluded in two ways: at the template level and in a specific assessment. Excluding project components at the template level will remove them from all assessments using that template, while excluding at the assessment level is ...PDRI Accuracy Section
Accuracy Factors The Accuracy section was introduced in 2019 with the Project Definition Rating Index (PDRI) MATRS Industrial 5.0 template. This new section focuses on assessing "how the work got done" with elements relating to the leadership team, ...