Enter PDRI Session Attendees

Enter PDRI Session Attendees

Knowing who attended the PDRI session can provide insight on the PDRI score. For example, if a key project stakeholder was not able to attend the session, it may impact the overall score for their area(s) of expertise. Make note of key stakeholders who were not able to attend the PDRI session.

Import Attendees

Please refer to the Import Attendees article for full details on how to upload attendee information through a CSV file.

Add New Attendees

  1. From the Attendees tab, select Create Attendee
  2. On the Create Attendee pop-up enter the following information:
    1. Name (required)
    2. Organization – often front-end planning teams include team members from several organizations (e.g. owner, design contractor, consultant)
    3. Role – enter the attendee’s project role (this may or may not be their job title at their organization)
    4. Contact
    5. Email
  3. Click Save
Create AttendeeCreate Attendee

Edit and Delete Attendees

To edit attendee information:
  1. From the Attendees tab, select the down arrow beside the name of the attendee to be edited.
  2. Select Edit.
  3. Update the required fields.
  4. Click Save.
To delete an attendee: 
  1. From the Attendees tab, select the down arrow beside the name of the attendee to be edited.
  2. Select Delete.
  3. Select OK to confirm the deletion.

    • Related Articles

    • Enter the PDRI Session Details

      The default tab of the Assessment dashboard is the Session Details. In the Session Details tab, enter the following information: Project Gate (pre-populated with the selected Project Gate while creating the assessment) Project Status Assessment Date ...
    • PDRI Review Mode

      After a PDRI session has been completed, it can be reviewed from the Review Mode. The Assessment Review Mode allows users to view the assessment details in a read-only view. This is the primary view accessible to Stakeholder users, and can also be ...
    • Steps to Prepare for a PDRI Workshop

      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 ...
    • PDRI Summary Report

      The Summary tab shows the final PDRI score compared to Portfolio and Industry benchmarks. This will be included in the Summary Report. Summary Tab, Review Final Score Preparing the executive summary for a PDRI session is a key task that the ...
    • Polling for PDRI

      Polling is a highly effective technique to increase engagement and buy-in while scoring PDRI elements. Traditionally, 'clickers' (in-person workshops) and third-party web-based polling tools have been used. With polling fully integrated into Carve, ...