<<
Some have concerns about losing historical data for purposes of marketing 
and saving labor (recreating reports rather than
editing an old version),
>>

Marketing wants to know basic data about projects - market segment, square 
feet of structure, design fee, original construction cost estimate by 
design firm, change orders $ total, actual construction cost.
Ideally, this info would be captured at project close-out and documented 
in a system that Marketing would reference when generating proposals. It 
is often more difficult than one would think to go back into an old 
project file and extract some of this data. So capturing it in a separate 
marketing (or sometimes accounting) system is preferable to extending your 
project file retention period.

Likewise engineering is looking for calculations that are in data tables 
and electronic systems that have not made their way (and could not) to a 
paper file. Your firm might consider capturing this data in a separate 
system for long-term reference rather than extending the project file 
retention.

Gary Link
Pittsburgh, PA
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