Reference Data Management

Define, manage and reuse project reference data — originator codes, discipline codes, Uniclass classifications and picklists — across every tracker and workflow.

Centralised codes
Project codes, originator codes, discipline codes, spatial and functional breakdowns — all defined in one place.
Portfolio reuse
Define at organisation level and apply across all projects. No more re-creating picklists from scratch.
Connected workflows
Reference data feeds into IDP file naming, BEP workflows and CDE validation automatically.
Uniclass aligned
Structured around ISO 19650 and Uniclass classifications for standards compliance.

What is Reference Data?

Reference data is the set of codes, classifications and picklists that underpin your information management workflows — originator codes, discipline codes, spatial breakdowns, functional breakdowns, form codes and Uniclass classifications. Under ISO 19650, these codes drive file naming conventions, information delivery planning and responsibility allocation.

Most organisations duplicate this data across dozens of spreadsheets, leading to inconsistencies and coding errors. Morta centralises your reference data in a single source of truth — defined once at organisation level, applied across your portfolio, and connected to your information delivery plans, exchange information requirements and IM assignment matrices for zero manual re-entry.

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Trusted by information management teams.

Defence & Naval
“Morta's integration with IFC Open Shell has enabled us to automate data assurance, saving hundreds of hours and ensuring top-quality information delivery.”
William Baker Jones · Deputy Head of BIM & Digital Engineering
Information ManagementDesignRequirements & Quality
Information Management Consultancy
“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.”
Rob Jackson · Head of IM Services
Information Management
Public Sector
“We're using Morta not to replace existing systems but to connect them. A golden thread of data and audit trails.”
Jeanine Gavigan · Senior BIM Manager
Information ManagementRequirements & Quality

Frequently asked questions.

Common questions about this template and how it works.

What types of reference data does Morta support?

Project codes, originator codes, discipline codes, spatial breakdowns, functional breakdowns, form codes, Uniclass classifications and custom picklists.

Does reference data feed into IDPs?

Yes. File naming formulas pull from your defined reference data automatically, ensuring consistent naming across your information delivery plans.

Can I share reference data across projects?

Yes. Define at organisation level and apply to all projects in your portfolio without recreating picklists.

Does Morta align to ISO 19650?

Yes. Reference data categories are structured around ISO 19650 and Uniclass classifications.

Start centralising your reference data.

Copy this template for free and define your codes and classifications once.