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:
- 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.
- Gate (drop-down list assigned based on template assigned to the portfolio, e.g. Project Definition Rating Index (PDRI) 1, 2, 2i, 3)
- Commissioning Phase (For companies with Commissioning & Operational Readiness enabled)
- Date range
- Project Status (defined by organization, e.g. feasibly, concept, detailed scope)
- Assessment Template
- Assessment Status (Posted, Shared, Created, Imported, Conflict)
- Project Manager
- Facilitator
- Client Name
- Client ID
- Project Name
- Project ID
- Project Type
- Project Location
Advanced Search Criteria
Adding 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 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.
Select Clear to return to the default project dashboard view.
Condensed View of Search Criteria
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