HandbookCommon Data Environment (CDE) Workflow

Common Data Environment (CDE) Workflow

ISO 19650-1:2018 · Cl 12 — Common Data Environment (CDE) solution and workflow
The Common Data Environment is the single trusted location where all project information lives during the delivery and operational phases. ISO 19650 defines four mandatory states for every information container in the CDE: Work in Progress, Shared, Published, Archived. Every BIM project needs a CDE and every container must move through these states.
ISO 19650-1
34 items shown
The Four Mandatory States
Every information container must be in exactly one state at any time. Movement between states is one-way (with exceptions for rejection).
State / ItemOwnerPurposeAccessMoves ToExample
1. WIP (Work in Progress)Author / Task TeamActive authoring, not yet ready for collaborationAuthor has full read/write; nobody else→ Shared (after self-check + suitability assignment)Architect editing the working Revit central file
2. SharedAuthor + RecipientsCollaboration — others can reference for coordination but cannot editRead-only to the rest of the project team→ Published (after authorisation by appointing party) OR → WIP (rejected, needs rework)Architect's IFC export pushed for structural & MEP coordination
3. PublishedAppointing Party (signed off)Authorised, contractual deliverableRead-only, signed-off version→ Archived (at project close-out or supersession)Stage 4 Tech Design report — issued for client approval
4. ArchivedProject recordHistorical record / audit trailRead-only foreverTerminal stateAll published containers at project close-out, plus superseded versions
Suitability Codes (when moving WIP → Shared)
Every container must be assigned a suitability code when shared, indicating what it CAN be used for. Common scheme:
State / ItemOwnerPurposeAccessMoves ToExample
S0Initial status — not for useJust-uploaded, before any team review
S1Suitable for coordinationUsed for clash detection only
S2Suitable for informationFor reference/context only — not for design decisions
S3Suitable for review and commentMid-stage formal review point
S4Suitable for stage approvalSubmitted for stage gateway approval
S6Suitable for PIM authorisationBecomes Published
S7Suitable for AIM authorisationOperations handover
Information Container Naming Convention (BS 1192 / ISO 19650-2 Annex)
Recommended naming structure — adapt the field count to project scale
State / ItemOwnerPurposeAccessMoves ToExample
Field 1: ProjectProject codePRJ001
Field 2: OriginatorLead appointed party / task team codeABC (architect company code)
Field 3: Volume / SystemBuilding / zone / systemZZ for project-wide, B01 for Block 1
Field 4: LevelFloor level01 for Level 1, ZZ for project-wide
Field 5: TypeInformation typeM3 for 3D model, DR for drawing, RP for report
Field 6: RoleDisciplineA=architect, S=structural, M=mechanical, E=electrical, P=plumbing
Field 7: NumberSequential001, 002, 003
ExampleFull filenamePRJ001-ABC-ZZ-ZZ-M3-A-001 = project-wide architect 3D model
Popular CDE Platforms (verified to exist)
State / ItemOwnerPurposeAccessMoves ToExample
Autodesk Construction Cloud (BIM 360)AutodeskMost-used CDE in IndiaNative Revit integration
AconexOracleDocument management heritage; large infrastructure projectsUsed by NCRTC RRTS
Bentley ProjectWiseBentley SystemsStrong in infrastructure, civil, plantUsed with OpenBuildings, OpenRoads
AsiteAsite SolutionsUK origin, ISO 19650 nativeUsed by some Indian developers
DaluxDaluxField-friendly, mobile-first
Trimble ConnectTrimbleStrong with Tekla
ProcoreProcorePM heritage, BIM module
BIMcollab / SolibriIssue management within CDEPlugs into the CDE for clash workflow
CDE Setup Checklist (post-appointment BEP)
State / ItemOwnerPurposeAccessMoves ToExample
Choose platformLead Appointed PartyPer BEPList in BEP Section 5
Configure folder structureInformation ManagerWIP / Shared / Published / Archived foldersApply access permissions per role
Set up naming convention enforcementInformation ManagerAuto-validate uploadsReject files that don't match convention
Configure suitability codesInformation ManagerS0–S7 dropdown on every upload
Test with mobilisation uploadEach Appointed PartyActivity 5 of ISO 19650-2Don't start production work until CDE is tested
Train all usersLead Appointed PartyPre-productionInclude subcontractors, manufacturers
Document audit trail policyInformation ManagerActivity 8 archivalWho can delete what, when
Notes
CDE is mandatory under ISO 19650 — 'I just use Dropbox' is non-compliant
WIP → Shared transition is the most common dropped step — discipline matters
Once Published, NEVER edit — supersede with a new revision instead
Naming convention must be enforced by tooling, not by goodwill
Suitability codes prevent the 'I thought your model was final' disaster
Plan archival from day one — at close-out you'll have terabytes of data to preserve
On Indian projects, DDC / VDC / BIM Manager roles overlap — define them clearly in the BEP
Backup: keep an offline CDE export every milestone — cloud platforms can lose data
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