Searching for Projects

Searching for Projects

For organizations with a significant number of projects and assessments, the ability to filter projects allows organizations to gain important insights and analyze data efficiently. 

By default, the Carve project dashboard shows all of the projects in all of the portfolios. To filter projects by portfolio, select the desired Portfolio from the dropdown list. The dashboard will automatically filter.

To filter by additional project criteria:

1. Select Show Advanced Criteria
2. Click Add Condition
3. Choose your desired search criteria
4. Click Search

Available search criteria includes:
  1. Template Type (PDRI - Industrial, PDRI - Building, Construction Readiness, Construction Readiness - Smaller Projects, Commissioning, etc.).
The PDRI Template Types show all versions of that particular assessment. For example, the PDRI - Industrial template type filter will display assessments across 3.8, 4.0, and PDRI MATRS 5.0.
  1. Gate (drop-down list assigned based on template assigned to the portfolio, e.g. Project Definition Rating Index (PDRI) 1, 2, 2i, 3)
  2. Commissioning Phase (For companies with Commissioning & Operational Readiness enabled)
  3. Date range 
  4. Project Status (defined by organization, e.g. feasibly, concept, detailed scope)
  5. Assessment Template
  6. Assessment Status (Posted, Shared, Created, Imported, Conflict)
  7. Project Manager
  8. Facilitator
  9. Client Name
  10. Client ID
  11. Project Name
  12. Project ID
  13. Project Type
  14. Project Location
Advanced Search CriteriaAdvanced Search Criteria
​
Adding a Search ConditionAdding a Search Condition

Users can add as many conditions as required.  Each condition is evaluated as an “AND” statement.  In the example below, only projects from the “Building Projects” portfolio with a PDRI 3 assessment AND client name containing “Waterloo” will be displayed.

Adding Multiple Search ConditionsAdding Multiple Search Conditions

The user can hide the advanced criteria fields by clicking on the “Hide Advanced Criteria” field.  Once hidden, a condensed description of the advanced criteria is displayed so the user is clear on the advanced criteria that have been applied.

Condensed View of Search CriteriaCondensed View of Search Criteria

Select Clear to return to the default project dashboard view.


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