Preparing for a PDRI Session
Exclude Elements in the PDRI Assessment
Elements can be excluded in two ways: at the template level and in a specific assessment. Excluding project components at the template level will remove them from all assessments using that template, while excluding at the assessment level is ...
Enter PDRI Session Attendees
Knowing who attended the PDRI session can provide insight on the PDRI score. For example, if a key project stakeholder was not able to attend the session, it may impact the overall score for their area(s) of expertise. Make note of key stakeholders ...
Enter the PDRI Session Details
The default tab of the Assessment dashboard is the Session Details. In the Session Details tab, enter the following information: Project Gate (pre-populated with the selected Project Gate while creating the assessment) Project Status Assessment Date ...
Create a PDRI Assessment
If a new project is being created, the user will be prompted to create the assessment at the same time. Refer to section Create a Project. To create an assessment in a pre-existing project: 1. Locate the project and click the project name 2. Click ...
Steps to Prepare for a PDRI Workshop
Carve’s facilitation steps are based on PDRI facilitation best practices from CII. Facilitators can either: Complete the entire facilitation process using Carve Use CII’s PDRI spreadsheet templates to collect assessment data and import into Carve ...