PlanGrid (Autodesk)

Field documentation platform

autodesk.com

Enterprise evidence

Insufficient enterprise evidence

Public information covers data handling. Still unresolved: security assurance, sso & provisioning, access controls.

6 official sources · Fresh page review · Not independently tested

Sources reviewed 2026-10-16

1 / 7 areas with published evidence · 0 independently verified

Evidence & checks
Security assuranceMixed claims — review
We have SOC 2, SOC 3 6-month, and SOC 3 12-month attestations for the products below.Reviewed 2026-10-16View source
Forma Site Design (formerly Forma) (SOC 2 Type 1)Reviewed 2026-10-16View source
### SOC 2 audited productsReviewed 2026-10-16View source

Before relying on it
Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.

SSO & provisioningMixed claims — review
It supports single sign-on and enables users to manage their permissions, improving the overall usability and security of the system.Reviewed 2026-10-16View source
Single Sign-On (SSO) ConfigurationReviewed 2026-10-16View source
Our Single sign-on (SSO) implementation is very flexible, as we do not require that the Identity Provider (IdP) server be able to directly communicate with the Flow Production Tracking server or vice versa.Reviewed 2026-10-16View source
If you do not see the ’SAML Authentication’ radio button and section, please contact Flow Production Tracking Support so that it can be enabled.Reviewed 2026-10-16View source

Before relying on it
Test SSO enforcement, user removal and privileged-account recovery.

Access controlsNot found

Before relying on it
Test least-privilege roles and cross-tenant access with separate test accounts.

AuditabilityNot found

Before relying on it
Verify administrative and data-access events, retention and export.

Data handlingCompany-published
To assist you in complying with your privacy obligations, Autodesk offers a Data Processing Addendum (DPA), which sets forth Autodesk’s obligations where it is a processor for personal data.Reviewed 2026-10-16View source
To sign a DPA with Autodesk, simply download the file, sign it, and send it to autodesk.dpa@autodesk.com.Reviewed 2026-10-16View source

Before relying on it
Review DPA, subprocessors, retention, deletion, residency and AI training use.

Reliability & supportNot found

Before relying on it
Request SLA, incident history, recovery targets and support escalation terms.

Product effectivenessNot found

Before relying on it
Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.

Published claims are not verified controls. No hands-on performance or security testing has been performed.

What we know

Integrated into Autodesk Build; excels at field-linked drawing changes but often requires a second platform for financial tracking.

Worth asking

How can this tool expand beyond basic field documentation to offer robust financial reconciliation capabilities?

Sources

Evidence details

Enterprise controls

We have selected industry standard attestations and certifications for our products: ISO 27001, 27701, 27017, and 27018 Please note that ISO 27017 and ISO 27018 are included as part of the ISO 27001 audit certification Flow Production Tracking uses SAML 2.0 to implement SSO support

Developer access

- APS Manufacturing Data Model - Fusion Atlas Service - Fusion PIM Migration Service - Manufacturing Design GraphQL - MFG Design Rest API Service - PIM Configuration - PIM Data Management - PIM PP Extraction - Product Information Model

Last checked Oct 16, 2026

Company-published evidence, not an independent audit. Unknown means unverified.