Navigating Carve

Navigating Carve

Based on user’s role, they will see the following menu items:
  1. Projects – the main project dashboard
  2. Analytics – to compare individual projects against the organization’s portfolio and industry benchmarks
  3. Metrics – includes key performance metrics (KPIs) commonly correlated with assessment scores
  4. Admin – administrators can manage portfolios, users, templates, project status and score ranges
Main MenuMain Menu

User Profile

In the top right corner, users can click the drop-down to view their profile and can change their password.

User Drop-DownUser Drop-Down

Project Dashboard

The projects dashboard is the default screen displayed when all users log into Carve and lists all the projects available to the user. Every page displaying the Home icon  will direct the user back to this page when clicked.

In the Project dashboard, every item highlighted in blue can be clicked on to drill down further. Every item with a dropdown icon  gives access to additional functionality.

To view a specific project, a user can simply click on the project name to begin drilling down to assessment details. From within the project, assessments can by viewed from the prepare mode or the review mode.

  1. The prepare mode is accessed by clicking on the "Prepare" blue hyperlink beside an assessment name. This opens up an editable version of the assessment that will be used with the project teams. Admin users and facilitators can access the prepare mode.
  2. The review mode is accessed by clicking on the name of the assessment (i.e., PDRI 3). This opens up a view-only version of the assessment that summarizes the assessment results. All users are able to access the review mode. Refer to the following articles for more information on the assessment review modes:
    1.  PDRI Review Mode
    2. Construction Readiness Review Mode
    3. Commissioning & Operational Readiness Review Mode
Refer to the Searching for Projects section to learn more about sorting and filtering the project view.
Project Dashboard

At the bottom of all Carve screens, the user can view which edition their organization is subscribed to (Facilitator Edition or Professional Edition).



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