How to agree the study charter and team
Short answer: In the Preparation phase fill in the Study charter (need, purpose, objectives, success criteria, scope, constraints, assumptions, people, dates, currency, discount rate and study period) and choose Save charter or Approve as version N. Add people under Study team.
Verified for PVology 0.19.0 · updated 2026-10-06
Steps
- Open the study and choose 1. Preparation.
- Complete the Study charter fields. Discount rate and Study period (years) are used for life-cycle cost.
- Choose Approve as version N when the sponsor agrees. Each approval is kept as a numbered version.
- Under Study team enter Name, Role, Discipline and, if you wish, a Credential (recorded as given; PVology does not verify credentials) and choose Add to team.
- In 2. Information, record what the team needs with Request information: owner, due date, source, status and whether it is a fact or an assumption.
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