Manage Project Status (Lifecycle Stages)

Manage Project Status (Lifecycle Stages)

The Project Status is used to describe the current stage within the lifecycle of a project.  In Carve, the user is asked to identify the Project Status when creating an assessment (Session Details tab).  The assigned Project Status appears in Carve on the Project Assessment Summary and  the PDF Report. 
 
The nomenclature used in Carve is based on CII practices.  It is common for organizations to use slightly different terminology to reflect their project stages. To modify the wording of any of the nine project phases to better suit your organization:
  1. From the Admin tab, select Project Statuses.
  2. Click on one of the nine project statuses. 
  3. Enter a Custom Name.
  4. Click Save.
The Custom Name will be reflected on all projects, both existing and future projects.

Customize Project Status NameCustomize Project Status Name

    • Related Articles

    • Manage Portfolios Overview

      Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...

    • Manage Users Overview

      Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin (role) who has the ability to: Create users Import users Assign access to portfolios Edit users Reset MFA Reset ...

    • Manage API (Application Program Interface)

      The Carve web API allows you to access data related to templates, projects, and assessments in your organization via third-party applications. The endpoint is secured through the access key generated on the Manage API page. Please contact Valency ...

    • Manage Templates Overview

      Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates ...

    • Manage Multi-Factor Authentication (MFA)

      Carve supports optional Multi-Factor Authentication (MFA) on user login. Multi-factor authentication requires users to set up a third-party authenticator app that generates a code to be entered in Carve when the user tries to log in. Company Admin ...