Manage Projects and Assessments Overview

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 Assessments. 

To manage projects, users can:
  1. Create projects
  2. Search for projects
  3. Edit projects
  4. Delete projects
  5. Close projects
Within projects, users can manage assessments:
  1. Import assessments
  2. Edit assessments
  3. Print assessments
  4. Share assessments (PDRI assessments only)
  5. Publish assessments
  6. Export assessments
  7. Exclude assessments from Analytics
  8. Delete assessments
  9. Create self assessments
  10. Copy attendees
  11. Import attendees
To see the assessments that are contained within a project, click on the project name to drill down to the related assessments.
View Assessments within a ProjectView Assessments within a Project

For more information about how to use the assessments within a facilitated assessment session, please review the Facilitation - PDRI Assessment, Facilitation - Construction Readiness Assessment, and Facilitation - Commissioning & Operational Readiness Assessment sections.

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