Exclude Assessments from Analytics
To exclude assessments from portfolio analytics:
- From the Carve Project Dashboard, click on the name of the project containing the assessment to publish.
- Click on the down arrow to the right of the Assessment name.
- Select Exclude from Analytics.
Exclude Assessments from Portfolio Analysis
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Manage Projects and Assessments Overview
Within Carve, Assessments are contained in Projects, which can be assigned to Portfolios. Projects can contain Project Definition Rating Index (PDRI) Assessments, Construction Readiness Assessments (CRA), and Commissioning & Operational Readiness ...
Delete Assessments
Assessments can be deleted by Company Admin, Business Admin, and Stakeholder users. These deleted assessments can then be restored or permanently deleted for 30 days after being deleted by a Company Admin user. For details on deleting projects, ...
Export Assessments
To export an assessment as a .json file: From the Carve Project Dashboard, click on the name of the project containing the assessment to publish. Click on the down arrow to the right of the Assessment name. Select Export. Export Assessment from ...
Publish Assessments
Once a project team has completed a Project Definition Rating Index (PDRI), Construction Readiness Assessment (CRA), or Commissioning & Operational Readiness (COR) review, they can choose to publish the assessment to a portfolio. This allows for ...
Import Assessments
For organizations that use the Construction Industry Institute's (CII) Project Definition Rating Index (PDRI) spreadsheet templates to facilitate PDRI and Construction Readiness (CRA) assessments, the completed spreadsheets may be imported into ...