Tool 6 · BIM planning

CDE Setup Starter Check

Prepare an access, issue, recovery and export rehearsal for your shared information environment.

Free to useNo account neededInputs stay in your tab

Answer the starting questions, review the assumptions and explore your result. You can add more detail as you go.

What this tool covers: No security or ISO compliance claim; a platform name is not a readiness indicator.

Start with what you know

Your answers stay in this tab and can carry into related tools. Use nonconfidential labels. Reloading, leaving the journey or clearing the session removes the working answers.

What will the environment first support? (required)

Choose the workflow; owning software does not establish readiness.

Is someone responsible for administration and support? (required)

Identify the accountable role before inviting the full team.

Can the team distinguish working and authorized information? (required)

Consider a complete review and issue cycle.

Have external participant permissions been tested? (required)

Not applicable is supported only for internal sharing; otherwise test access.

Has recovery of a deleted or earlier version been tested? (required)

A written claim is not a tested recovery.

Can you export information and records if you leave? (required)

Inspect a sample export including the needed audit records.

Explore a preliminary scenario. Methods are under review; confirm the assumptions before using a result for project decisions.

Waiting for the local calculator.

Refine this result — optional details

Changes update the assumptions above. Calculate again after editing.

Review assumptions and calculate

Illustration only

Worked example

Sharing works but access and restoration are untested: run an access-and-recovery rehearsal before inviting the full team.

The example project is separate from your answers. Any visible starter rates or productivity assumptions are labeled and editable.

How this tool works

Assign ownership and rehearse version creation, review, authorized issue, access revocation, recovery and export. Contractual issue adds approval and retention review.

Limitations

No security or ISO compliance claim; a platform name is not a readiness indicator.

Terms used here

Starter scenario: A proposed scope or resource allowance to compare. It does not predict whole-project demand.
Open item: A cost, prerequisite or decision that has not been resolved. It is not assumed to be zero or satisfied.
Evidence basis: The origin of a figure or rule: your figures, a dated supplier reference, or an original proposed rule.

Sources and version

Methodology v2.1.0; specification/source snapshot 2026-09-16. Original proposed rules from the supplied Market Pre-assessment Methodologies v2. No external professional reviewer has approved these methods or validated market fit.

Service references are reviewed quarterly; software guidance monthly. Overdue records remain historical context and do not automatically price a scenario.

Can I use this to make a commitment?

Use the result to frame a discussion. Confirm scope, responsibilities and applicable requirements before procurement, contractual, financial or operational commitments.

What if I do not know an answer?

Choose not sure where offered, or leave optional figures blank. You will receive a useful scope, action plan or draft; unsupported prices and conclusions remain open.