Manage Projects and Assessments
Manage Attendees
Knowing who attended a PDRI, CRA or COR session can provide insight on the 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 ...
Copy Attendees
To simplify the assessment setup process in projects where previous assessments of the same assessment type exist, Facilitators can choose to copy over the attendees from the previous assessment. Attendees can only be copied between assessments of ...
Import Attendees
Attendees for PDRI, Construction Readiness, and Commissioning & Operational Readiness assessments can be imported using a CSV file. If there are attendees in the uploaded CSV file that already exist in the Attendees list (same email address), the ...
Close Projects
Once a project has completed the project close-out phase and lessons learned, it is best practice to mark the project as closed in Carve. When a project is marked as closed, the project data is still shown in Analytics, but the project is not visible ...
Manage Projects and Assessments Overview
Within Carve, Assessments are contained in Projects, which can be assigned to Portfolios. Projects can contain Project Definition Rating Index (PDRI) Assessments, Construction Readiness Assessments (CRA), and Commissioning & Operational Readiness ...
Export Assessments
To export an assessment as a .json file: From the Carve Project Dashboard, click on the name of the project containing the assessment to publish. Click on the down arrow to the right of the Assessment name. Select Export. Export Assessment from ...
Import Assessments
For organizations that use the Construction Industry Institute's (CII) Project Definition Rating Index (PDRI) spreadsheet templates to facilitate PDRI and Construction Readiness (CRA) assessments, the completed spreadsheets may be imported into ...
Exclude Assessments from Analytics
To exclude assessments from portfolio analytics: From the Carve Project Dashboard, click on the name of the project containing the assessment to publish. Click on the down arrow to the right of the Assessment name. Select Exclude from Analytics. ...
Publish Assessments
Once a project team has completed a Project Definition Rating Index (PDRI), Construction Readiness Assessment (CRA), or Commissioning & Operational Readiness (COR) review, they can choose to publish the assessment to a portfolio. This allows for ...
Share Assessments (PDRI)
To share a Project Definition Rating Index (PDRI) assessment with team members, 1. From the Carve Project Dashboard, click on the name of the project that contains the assessment. 2. Click Share to the right of the correct assessment. Share ...
Print Assessments
Assessments can be printed from the Carve Project Dashboard or from the Summary Tab within an assessment. Print Assessment from Carve Project Dashboard From the Carve Project Dashboard, select the name of the Project with the assessment to be ...
Delete Assessments
Assessments can be deleted by Company Admin, Business Admin, and Stakeholder users. These deleted assessments can then be restored or permanently deleted for 30 days after being deleted by a Company Admin user. For details on deleting projects, ...
Edit Assessments
To edit an assessment: Click on the project name to drill down to the assessment list. From the list, select the Prepare link to edit the assessment information Assessment List
Delete Projects
Projects can be deleted by Company Admin, Business Admin, and Facilitator users. Deleted projects can then be restored or permanently deleted by a Company Admin user for 30 days after being deleted. For details on deleting assessments, please view ...
Edit Projects
To edit project information: From the Projects dashboard, locate the project to be edited. Click on the down arrow to the right of the project information. Select Edit. Edit Project Information 3. Make the desired changes on the Edit Project popup. ...
Viewing Project Details
To view project details: From the Carve Project Dashboard, locate the project. To view and edit existing assessments of the project, click on the project name to drill down to the assessment list Project Assessments List
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 ...
Create a Project
Before conducting an assessment, a unique project must exist in Carve (unless an assessment is being imported). New projects can be created by Facilitator and Administrator users from the Project Dashboard. To create a project: From the Carve ...