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Manage Action Items Overview
Action items are created during the facilitated Project Definition Rating Index (PDRI) Assessment, Construction Readiness Assessment (CRA), or Commissioning & Startup Readiness (CSU) Assessment during the element/factor review or from the Action ...
Reorder Action Items
Reordering the list of Action Items can position high-priority activities at the top to assist with prioritization. To reorder action items: From the Carve Project Dashboard, navigate to the correct assessment. Click Prepare. Within the assessment, ...
Edit Action Items
To edit an action item from the Action Items tab: On the Carve Project Dashboard, navigate to the correct assessment. Click Prepare to open the assessment. Navigate to the Action Items tab. Click the down arrow beside the action item to be edited. ...
Export Action Items
The list of action items can be exported in .csv file format to be used in other project management software tools. To export the action items for an assessment, From the Carve project dashboard, navigate to the correct assessment. Click Prepare to ...
View Action Items
To view action items within an assessment: From the Carve Project Dashboard, select the name of the project containing the relevant assessment. Locate the correct assessment and click Prepare to open the assessment page. Navigate to the Action Items ...