Manage Action Items Overview

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 Items tab. 

During an assessment, Carve users can:
  1. Create action items
  2. Edit action items
  3. Delete action items
After an assessment, Carve users can also:
  1. View action items
  2. Reorder action items
  3. Export action items
During subsequent assessments, facilitators can choose to copy action items from the previous assessment. This allows project teams to track the status of action items.

    • Related Articles

    • 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 ...

    • Copy Action Items from Previous Assessment

      Facilitators can update the status of action items and copy action items from a previous assessment to a new assessment (e.g. from Project Definition Rating Index (PDRI)-2 to a PDRI-3 assessment or from Construction Readiness Assessment (CRA) ...

    • 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, ...

    • Delete Action Items

      To delete action items from the Action Items tab: From the Carve Project Dashboard, navigate to the correct assessment. Select Prepare. Navigate to the Action Items tab within the assessment. Identify the action item to be deleted and select the down ...

    • 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. ...