CDE Tracking & Reporting
Sync document metadata from your CDE. Track planned vs actual delivery, suitability status and revision history in one connected dashboard.
What is CDE Tracking & Reporting?
Gain full visibility over information delivery performance by connecting Morta directly to your Common Data Environment. Traditional CDE platforms are designed for document storage and workflow, but often lack the reporting and analytics needed to understand whether information is being delivered on time, to the right standard, and in the right format.
Morta bridges this gap by syncing document metadata from your CDE — including file names, revision numbers, suitability codes, approval status and submission dates — into a structured, reportable environment. Compare planned delivery dates from your information delivery plans against actual CDE submissions in real time, giving project managers and information managers instant insight into delivery performance across every discipline and originator.
With automated dashboards, configurable filters and connected reporting, Morta transforms your CDE data into actionable intelligence. Identify overdue deliverables, track suitability trends, and report on delivery performance without exporting to spreadsheets or manually reconciling data.
This template is evolving. Contributions and feedback are welcome.
Trusted by information management teams.
“What used to have taken months to develop with regards to setting up an MIDP, we were able to set that up within weeks.”
“The MIDP is directly connected to EIR data — Uniclass codes come from the EIR, not the MIDP. We designed a generic process that works with any CDE.”
“I asked our document control guys how much time Morta saved them, and what they said was two days a week.”
Frequently asked questions.
Common questions about this template and how it works.
Which CDEs does Morta integrate with?
Morta integrates with Asite, Viewpoint, Autodesk Construction Cloud, ProjectWise, Aconex, SharePoint, Procore and Dalux. Document metadata is synced automatically so your tracking stays current.
How does planned vs actual reporting work?
Morta compares the planned delivery dates from your information delivery plan against actual submission dates synced from the CDE. Overdue and upcoming deliverables are flagged automatically.
Can I track suitability codes and approval status?
Yes. Suitability codes, approval status and revision history are synced from the CDE and displayed in structured views with filtering and reporting.
Does Morta replace my CDE?
No. Morta connects to your existing CDE and provides the reporting and analytics layer on top. Your CDE remains the system of record for document storage and workflow.
Start tracking your CDE performance.
Copy this template for free and connect it to your Common Data Environment.