Create a Project

Before conducting an assessment, a unique project must exist in Carve (unless an assessment is being imported). New projects can be created by Facilitator and Administrator users from the Project Dashboard. 

To create a project:

1. From the Carve Projects dashboard, click Create Project.
   

Create Project

      2. Enter the project details: 

1. Project Name – required
2. Portfolio – required.  Select the desired portfolio from the drop-down menu. It is important to choose the correct portfolio as this will be used to calculate internal benchmarks.

The following parameters are all optional.  These fields are available to specifically define this project and can also be used to search, sort, and group similar projects for internal comparison of PDRI, CRA, and COR scores.  The following information will appear on the cover page of the Assessment Summary Report.

1. Project ID 
2. Client Name 
3. Client ID 
4. Project Type 
5. Project Location

      3. Click Save.

 

All project details entered in Step 2 can be edited at a later date.

      4. A new pop-up will appear to create an assessment

Create New Assessment once Project is Created

1. To create the assessment
   
1. Select the Assessment Type (PDRI, Construction Readiness, or Commissioning)
2. Select the Template
3. For PDRI Assessments, select the correct Project Gate. For Commissioning Assessments, select the correct Commissioning phase.
4. Select the Assessment Date
5. Click Create to open the newly created assessment
2. To create a project without an assessments, select Cancel

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