Security/Protection

S

Sprinks

We estimate construction projects, primarily for architectural clients at an
early stage of design, to assist them in designing within their budgets and
make meaningful value engineering decisions before committing the labor to
fully detailed drawings.

Our estimate is delivered as an Excel worksheet, with our logo on each page,
by email generally, unprotected, so that our client can perform "what-if"
scenarios. Normally, this is not an issue, however, recently a client
changed our estimate, printed it with our logo, and distributed it to others.
Although we believe this was an error of omission, it nevertheless presented
a number that we did not develop as our work product.

We are interested in opinions on how we might meet the dual goals of
protecting ourselves, while permitting our client to interact with the
worksheet. It seems a password-protected sheet would meet the first goal
but not the second. We could, I suppose, provide a second copy of the
worksheet without our logo as their "working copy", and protect the original,
but this seems inelegant.

Thanks for all responses.

Sprinks
 
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