Create a Project
Project Assurance Assessments are created within Projects. Multiple assessments can be included in the same Project.
New projects can be created by Company Admins, Business Admins, Facilitators (depending on restrictions), and Project Managers (depending on restrictions).
Create a Project
From the Carve Projects dashboard, click Create Project.
Enter the project details:
- Project Name – required
- 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 and will determine what user groups can view the project.
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 project assurance assessment scores. This information will also appear on the cover page of the Assessment Summary Report.
- Facilitator (select from list of Carve facilitator users. Depending on the assigned restrictions, Facilitators can only view/edit projects to which they are assigned and create/edit assessments within projects where they are assigned as the Facilitator)
- Project Manager (select from list of Carve Project Manager users or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view projects and create self-assessments within projects to which they are assigned)
- Project ID
- Client Name
- Client ID
- Project Type
- Project Location
Click Save.
All project details entered in Step 2 can be edited at a later date.
Create an Assessment within a Project
A new pop-up will automatically appear to create an assessment. Populate the following fields to create the assessment, or click cancel to create a project without an assessment.
- Assessment Type (PDRI, Construction Readiness, or Commissioning)
- Template
- Project Gate (PDRI Assessments) or Commissioning Phase (Commissioning & Operational Readiness Assessments).
- Assessment Date
- Facilitator (select from list of Carve facilitator users. Depending on the assigned restrictions, Facilitators can only view/edit assessments to which they are assigned)
- Project Manager (select from list of Carve Project Manager users or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view assessments to which they are assigned)
Click Create to open the newly created assessment.
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