Related Articles
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 ...
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) ...
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. ...
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 ...