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Manage Portfolios Overview
Portfolios are available in Professional and Enterprise Edition. They are managed by the Business Admin or Company Admin (role) to group related projects and/or programs. By aggregating the data, it is possible to compare projects, identify potential ...
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 ...
Delete Users
To delete a Carve user: From the Admin tab, select Users. Click on the user from the Manage Users list. Click the Delete User button and select OK during the confirmation prompt. Delete User
Edit Users
From the Admin tab, select Users. Click on the user from the Users list. The editable fields can be changed as required. Changes are automatically saved. Edit Users, Admin Tab
Import Users
To add multiple new users at one time: From the Admin tab, select Users. Click on Import Users. Click Select File. Upload a CSV file matching the format specified in the Table below. A message appears indicating the number of users imported, and if ...