Enter the PDRI Session Details
The first tab within a PDRI Assessment is the Session Details. In the Details tab, enter the following information:
- Project Gate (pre-populated with the selected Project Gate while creating the assessment)
- Project Status
- Assessment Date (pre-populated with the selected Assessment Date while creating the assessment)
- 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 Managers or or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view assessments to which they are assigned)
Related Articles
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 ...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 ...Export PDRI Assessment Element Details
To support due diligence efforts, PDRI Assessment elements are often referenced in project documentation. To facilitate this process, users can export element details from the assessment summary view. This export includes the following columns: ...Capturing PDRI Action Items
During a Project Definition Rating Index (PDRI) assessment, enter applicable action items by clicking the Action Items button, as shown in the image below. Action Items in Facilitation View Capture Action Items in Facilitation View Beneath the Action ...PDRI Review Mode
After a PDRI Assessment 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 ...