By industry
Records from construction and architecture firms
How plans become buildings is written down in your project files. Owner-held material and sensitive projects can be left out.
See my estimateThe question of ownership
Your contract may limit how drawings and models are used, or the owner may hold them outright. Including them depends on those agreements, which is a question for your counsel. Legal advice is not something we provide. Project by project, anything the owner holds can stay out.
Government and critical infrastructure work often comes with added restrictions. Those projects are flagged during scoping and can stay out entirely.
A few more points
- Your pricing can stay private. Leave estimating files out if you prefer.
- Placeholders replace owners, subcontractors, suppliers and site addresses.
- No passwords are requested, and the originals never leave your systems.
A good first scope
An owner can begin with a handful of finished projects where the paperwork is complete: the RFIs, the submittals, the change orders and the logs that tie them together. Projects with security concerns or owner limits can be excluded from day one. More projects can be added later, one at a time, if you want.
Whatever goes in, the copy is prepared the same way. License Your Data works only from the scope you approve, replaces names and identifiers with placeholders and shows you a sample before anything goes out. Your source records stay where they are, inside your systems.
Common record types
- Revised drawing sets and models
- RFI and submittal logs
- Logs of changes and coordination
- Bids and estimates
- Daily reports and punch lists
Quick answers
Does every project have to be included?
Not at all. The projects and periods are your choice, and a sample needs your approval first.
Who do we need to bring in?
Typically whoever looks after your project software and files, along with a principal for scoping.
Is there a cost?
There is no cost, and everything starts under an NDA.