Architecture Project and Site Records

Every project opens with a plot, a client and a brief. The site particulars, the appointment terms and the people involved are held in one record the studio works from.

Talk to us Free tech audit

What the project record holds

Site and plot

Site address, plot area, survey or khata reference, road width, orientation and the setbacks your drawing is working to, all held where the studio can read them.

Building particulars

Building type, number of floors, built-up area and the use the client has in mind for each floor.

Client and contacts

The client, the owner who signs, the contractor once appointed and the number each one answers on.

Appointment terms

The stages your appointment letter names, what each stage covers and the drawings promised at the end of it.

Project team

The project architect in charge, the draughtsmen assigned and the consultants brought on for structure and services.

Who opens and reads it

A principal or project architect opens the project once the appointment letter is signed, and the site particulars entered then are read by everyone who touches the job later. Draughtsmen read the plot and orientation while setting up a sheet. Liaison staff check the plot reference before a submission is prepared. Accounts staff read the stage list first. Nobody retypes the address.

How it feeds the rest of the project

Stages open from here

The stage list entered on the project becomes its milestone track. Billing waits for that mark.

Drawings inherit the project

A new drawing number picks up the project code, so the register stays sorted by site rather than by sheet.

Submissions and visits attach

Approval sets, consultant requests and site visit reports all hang off this record, so a principal reading one project sees its whole history without opening four other files.

What the client decides

Which project codes and site names your office uses
The stages your appointment letter names and what each one covers
Which fields must be filled before a project can open
Who may change the appointment terms after signing

FAQ

Frequently asked questions

Can a project be opened before the appointment is signed?

Yes. It sits as an enquiry with the site particulars, and the appointment terms are added once the client signs.

What if a plot has more than one owner?

Several contacts are held against one project, with the signing owner marked apart from the rest.

Are the owner’s documents kept here?

Uploads sit against the project record. Which papers your office collects at the start is listed during implementation.

Can two studios share one project?

Yes. Both read the same project record, and who may change what is settled with the partners.

Talk to us

Tell us what you need.

Send a short brief and one of our engineers will come back to you within one business day.

No obligation
A reply within one business day
Your details stay private