Import Assessments

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 Carve*. This provides the organization with the ability to:
  1. Finalize the assessment and use Carve to communicate the results to Stakeholders (optional)
  2. Include PDRI assessment results in their portfolio analysis
  3. Carve has been designed to easily import this data seamlessly such that the user can immediately integrate this data into either new or existing portfolios within Carve.  
Accepted formats include the CII spreadsheet format .xlsm or assessment files that have been previously exported from Carve in a .json file.  

*Supported CII PDRI templates are listed in the Supported Templates section.
For CII PDRI templates that have been modified contact Valency Support for support for a custom import to Carve.
Prior to import, the correct template must be active for the organization to ensure a successful import of a PDRI assessment. Steps to activate a template can be found in the Activate/Inactivate Templates section. 

To import an assessment:
  1. From the Project Dashboard screen, select Import assessments.
Import Assessment from Project DashboardImport Assessment from Project Dashboard

      2. Select the appropriate CII PDRI template using the radio buttons or Import Carve assessment file.

Select Import Method and Upload FileSelect Import Method and Upload File

      3. Click Select File.
      4. Navigate to the location of the assessment being imported and select the file.
      5. Click Next.
      6. Select to import the assessment to an existing project or a new project. 
                  a. Select from available projects: use the dropdown menu to select the related project.
                  b. Create a new project: Review the Project Name and Project ID and edit if needed. 

Select Project to Assign Assessment ImportSelect Project to Assign Assessment Import

      7. Select Complete.
      8. On the Carve Project Dashboard, verify that the assessment has imported to the correct project
      9. To include the imported project in a portfolio, you must publish the imported file to the desired portfolio

    • Related Articles

    • 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 ...

    • Import Attendees

      Attendees for PDRI, Construction Readiness, and Commissioning & Operational Readiness assessments can be imported using a CSV file. If there are attendees in the uploaded CSV file that already exist in the Attendees list (same email address), the ...

    • 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 ...

    • 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 ...