Surveys & Assessments

Surveys & Assessments

Surveys & Assessments

Tips to Efficiently Capture Existing Site Conditions 

Tips to Efficiently Capture Existing Site Conditions 

Tips to Efficiently Capture Existing Site Conditions 

You're going on site to document existing conditions, which method should you use?

Capturing Existing Site Conditions: A Guide for Architects and Designers

Documenting existing site conditions is one of the most important steps in any project, whether you are working on a renovation, an adaptive reuse project, or ground-up construction. Accurate and accessible field data gives your team a source of truth they can rely on for programming, scope development, code analysis, budgeting, and early coordination.

This guide explains what existing site conditions are, how architects document them, and how to select the right survey methods and tools for your project.

What Are Existing Site Conditions?

Existing site conditions include all physical characteristics of a building or site at the start of a project. This includes structure, walls, systems, circulation, exterior context, and the condition of materials, finishes, and equipment. Many surveys also identify existing furnishings, fixtures, and equipment.

Accurate existing conditions documentation supports programming, design development, code and zoning analysis, cost estimating, existing conditions modeling, and the production of existing conditions models or drawings. It also reduces rework by limiting field discrepancies that later become RFIs.

Why Existing Conditions Matter

Architects rely on existing conditions surveys to understand constraints and opportunities before design begins. Without this baseline, teams risk making incorrect assumptions about geometry, structure, utilities, or clearances. These issues often don’t surface until construction, when changes are more costly and disruptive.

Capturing existing conditions creates a centralized reference of the building’s layout and systems. With accurate floor and ceiling dimensions, project teams can trust area calculations used in programming, test fits, and code compliance. Real room dimensions also support reliable room data sheets early in the project, which streamlines planning and coordination.

A complete conditions model allows teams to identify ADA issues, exit path problems, and other code violations before documentation progresses. Including structural and MEP information reduces conflicts during design coordination and makes demolition planning more precise. This level of clarity minimizes RFIs during construction because existing constraints have already been addressed.

Beyond the current project, having a model of the building in place supports future renovations and long-term facility management. Teams can return to this model as a source of truth for space planning, systems upgrades, and capital improvement projects.

Common Methods to Document Existing Site Conditions

Below are four common approaches used by architects, interior designers, and contractors. Each method serves a different project scale, budget, and accuracy requirement.

1. Static Site Surveys

Many teams still rely on basic tools like a tape measure, the Notes app, or a shared Word doc to capture site data. Photos are stored in phone galleries, and notes are typed or handwritten without a consistent format. While accessible, this approach makes it difficult to organize and align information with drawings or models later.

Pros

  • Accessible: Most people already have a phone or laptop available to take notes and photos. For very small projects or quick walkthroughs, this approach can work with minimal setup.

Cons

  • Time-consuming: After the visit, data must be manually sorted, labeled, and entered into digital drawings or models. This extra step often offsets any time saved on site.

  • Inconsistent: Without standardized fields or templates, data quality depends on individual habits. Notes may be incomplete, unstructured, or difficult for others to interpret.

  • Disconnected: Photos, notes, and measurements are not linked to specific locations or model elements, which creates friction during documentation, modeling, or coordination.

2. Laser Scanning or “Scan to BIM”

Laser scanning uses LIDAR to capture millions of data points and generate a highly accurate point cloud. This method is one of the fastest ways to capture complex existing architecture, particularly when detail and precision are essential.

Pros

  • Connected: The output is a point cloud or a set of digitized cartesian coordinates (x, y, z). Multiple scans can be aligned and cleaned in software like Autodesk Recap, then exported directly into Revit to begin modeling.

  • Efficient: Scanning is fast on site, often requiring less field time than other methods. However, processing and modeling the point cloud can be time-consuming depending on project size and complexity.

  • Accurate: When performed under the right conditions, scan-to-BIM can deliver highly accurate results. Reflective surfaces and strong ambient light can interfere with data capture, which may require scanning during low-light conditions or off-hours.

Cons

  • Disconnected building data: Notes, condition ratings, and photos remain separate from the point cloud. This makes it harder to access contextual data later unless a separate process is used to link it back to the model.

  • High equipment cost: Laser scanners are expensive, often large and difficult to transport. The cost of equipment and services makes this option less viable for smaller projects.

  • Site access limitations: Scans may need to be performed when lighting can be controlled. While this is manageable in commercial settings, it can be challenging in facilities that operate continuously, like hotels or industrial sites.

  • Too much detail: In some cases, laser scans capture an overwhelming amount of data, including uneven walls and minor surface irregularities. For small or straightforward projects, this level of detail can be excessive.

When to Use This Method

Laser scanning is best suited for large buildings, historic structures, irregular geometries, and projects where precision and clash detection are critical. It is also valuable when as-built documentation is limited or unavailable.

3. Photogrammetry

By NELAC - N.ELAC, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=124639071

Similar to laser scanning, photogrammetry tools like Matterport generate a 3D model of a space by capturing and stitching together a series of high-resolution images. Instead of using laser light to measure surfaces, photogrammetry relies on visual data to reconstruct geometry. The equipment is significantly more affordable, often one-tenth the cost of a typical laser scanner. In many cases, photogrammetry can even be done with a phone.

Pros

  • Connected: Like laser scanning, photogrammetry can generate a point cloud that can be imported directly into Revit.

  • Accurate (with limitations): Photogrammetry can be highly accurate in the right conditions. Textured surfaces produce better results, while smooth, flat surfaces often lack the visual data needed for an accurate scan.

Cons

  • Time-consuming and disconnected from BIM: While photogrammetry captures surface finishes and materials well, the data still needs to be manually translated into the Revit model. The initial capture and processing can also be slow.

  • Hidden costs: Although scanning hardware is inexpensive, the software required to process and export point clouds typically involves monthly fees. Multiple scans may be needed to connect adjacent rooms, which increases time and cost.

When to Use This Method

Photogrammetry is a good option when documenting small to medium-sized spaces with visible texture, such as older buildings or environments with varied materials. It is less effective in spaces with smooth, flat, or reflective surfaces.

4. Mobile Capture Tools

Mobile tools like allow teams to document existing conditions with structured forms, location-based tagging, and photos. Unlike general-purpose field apps, Layer is designed for design professionals and connects that captured data directly to Revit or floor plans at any point in the project on or offline.

Layer supports a range of data types, including notes, photos, measurements, condition ratings, and photos, all of which can be linked to rooms or elements in your Model. Drawing View makes it easy to organize field data on top of uploaded floor plans. Layer’s Revit Add-in also allows teams to connect that information to Revit models, whether or not a model exists during the site visit.

Pros

  • Data is captured once and organized in a central interface

  • Photos and notes can be linked to specific locations or elements

  • Works with or without a Revit model

  • Efficient for multi-building sites or campuses

  • Flat-rate pricing and mobile-friendly design make it easy to adopt

  • Offline mode supports surveys in areas without connectivity

When to Use This Method

Mobile apps like Layer are well suited for existing conditions documentation across any project scale. They are especially useful for design teams working on renovations, occupied buildings, or distributed portfolios that require structured, repeatable data collection.

How to Choose the Right Method

Documentation Needed

Recommended Method

Complex geometries or large buildings

Laser scanning

Small to mid-sized interiors

Photogrammetry or Mobile App

Budget-constrained projects

Pen and Paper or Mobile App

BIM-linked notes and reports required

Mobile App (Layer)

Historical or irregular structures

Laser scanning or a hybrid workflow

Many teams combine methods. For example, laser scanning for geometry and Layer for notes, photos, and FF&E quantities.

How Architects Document Existing Conditions

Before visiting the site, teams define the scope of documentation. This may include information such as:

  • dimensions

  • door and window counts

  • structural conditions

  • finishes and material types

  • equipment and utilities

  • deficiencies or hazards

  • code or accessibility issues

Organizing this list in advance ensures that documentation is consistent across surveyors and buildings. Tools like Layer’s Building Survey Template offer a structured starting point for teams to capture and organize this data.

2. Document the Space

Once on site, architects capture the information outlined in the checklist. This typically includes measurements, field notes, condition ratings, marked-up drawings, and photographs.

Using a mobile app allows teams to record this data on a shared platform and tag it by room or system. For firms working on complex sites or large portfolios, mobile tools reduce duplicate entry and improve data accuracy.

Architects capture:

  • photos

  • measurements

  • material conditions

  • deficiencies

  • marked floor plans

  • field notes

Using a mobile tool helps align this information with spaces in BIM.

3. Organize the Data

Depending on how you capture your data, there will be different steps to the cleanup and organization process. With laser scanning and photogrammetry, this typically involves stitching or “meshing” the data into a usable point cloud for modeling. A team working on site will often upload their scans at the end of the day so a remote team can assist with processing to save time.

If you used pen and paper, survey notes must be transcribed and images renamed or moved into folders. This slows down the modeling process and introduces errors. A mobile tool like Layer removes these extra steps. Data is instantly organized by floor plan, category, or building system, and can be reviewed before it is added to the model.

In addition to supporting modeling, survey data is often used to generate reports that inform the client’s next decisions. These deliverables may include photo-based documentation, annotated drawings, condition assessments, or code summaries.

The client may use this information to decide whether to renovate or demolish, identify safety concerns, or prioritize scope based on existing deficiencies. Structuring the data at the point of capture ensures that reporting is faster, more consistent, and tailored to project goals.

4. Produce Existing Conditions Drawings

After the field survey, documentation is converted into baseline drawings. These may include:

  • existing floor plans

  • reflected ceiling plans

  • interior elevations

  • structural diagrams

  • MEP system locations

  • exterior site conditions

These drawings and models serve as the baseline for all design work. If the team is modeling in Revit, survey data can be used to place views, annotate elements, or populate room data sheets. These drawings will then serve as a reference point for future design, coordination, and cost estimation.

Common Challenges in Existing Conditions Documentation

Teams often face:

  • incomplete historical drawings

  • inaccessible areas

  • inconsistent measurement methods

  • lighting or visibility issues

  • data scattered across devices and platforms

A structured workflow supports accuracy and reduces coordination issues later in the project.

Conclusion

Existing site conditions impact every phase of design and construction. Whether you're documenting with pen and paper, laser scans, photogrammetry, or a BIM-connected mobile app, the accuracy of your data directly affects the quality of your design.

Establishing a consistent workflow improves precision, reduces rework, and strengthens coordination with contractors. For teams looking to streamline existing conditions documentation and integrate it with BIM, mobile tools like Layer provide an efficient, flexible solution.

Further Resources

Layer Building Survey Workflow Template →

[Video] A Better Building Survey Process →

Layer Room Data Sheets Template →

[Article] The Comprehensive Guide to FF&E →

[Article]: The Complete Impact of RFIs in CA →

Capturing Existing Site Conditions: A Guide for Architects and Designers

Documenting existing site conditions is one of the most important steps in any project, whether you are working on a renovation, an adaptive reuse project, or ground-up construction. Accurate and accessible field data gives your team a source of truth they can rely on for programming, scope development, code analysis, budgeting, and early coordination.

This guide explains what existing site conditions are, how architects document them, and how to select the right survey methods and tools for your project.

What Are Existing Site Conditions?

Existing site conditions include all physical characteristics of a building or site at the start of a project. This includes structure, walls, systems, circulation, exterior context, and the condition of materials, finishes, and equipment. Many surveys also identify existing furnishings, fixtures, and equipment.

Accurate existing conditions documentation supports programming, design development, code and zoning analysis, cost estimating, existing conditions modeling, and the production of existing conditions models or drawings. It also reduces rework by limiting field discrepancies that later become RFIs.

Why Existing Conditions Matter

Architects rely on existing conditions surveys to understand constraints and opportunities before design begins. Without this baseline, teams risk making incorrect assumptions about geometry, structure, utilities, or clearances. These issues often don’t surface until construction, when changes are more costly and disruptive.

Capturing existing conditions creates a centralized reference of the building’s layout and systems. With accurate floor and ceiling dimensions, project teams can trust area calculations used in programming, test fits, and code compliance. Real room dimensions also support reliable room data sheets early in the project, which streamlines planning and coordination.

A complete conditions model allows teams to identify ADA issues, exit path problems, and other code violations before documentation progresses. Including structural and MEP information reduces conflicts during design coordination and makes demolition planning more precise. This level of clarity minimizes RFIs during construction because existing constraints have already been addressed.

Beyond the current project, having a model of the building in place supports future renovations and long-term facility management. Teams can return to this model as a source of truth for space planning, systems upgrades, and capital improvement projects.

Common Methods to Document Existing Site Conditions

Below are four common approaches used by architects, interior designers, and contractors. Each method serves a different project scale, budget, and accuracy requirement.

1. Static Site Surveys

Many teams still rely on basic tools like a tape measure, the Notes app, or a shared Word doc to capture site data. Photos are stored in phone galleries, and notes are typed or handwritten without a consistent format. While accessible, this approach makes it difficult to organize and align information with drawings or models later.

Pros

  • Accessible: Most people already have a phone or laptop available to take notes and photos. For very small projects or quick walkthroughs, this approach can work with minimal setup.

Cons

  • Time-consuming: After the visit, data must be manually sorted, labeled, and entered into digital drawings or models. This extra step often offsets any time saved on site.

  • Inconsistent: Without standardized fields or templates, data quality depends on individual habits. Notes may be incomplete, unstructured, or difficult for others to interpret.

  • Disconnected: Photos, notes, and measurements are not linked to specific locations or model elements, which creates friction during documentation, modeling, or coordination.

2. Laser Scanning or “Scan to BIM”

Laser scanning uses LIDAR to capture millions of data points and generate a highly accurate point cloud. This method is one of the fastest ways to capture complex existing architecture, particularly when detail and precision are essential.

Pros

  • Connected: The output is a point cloud or a set of digitized cartesian coordinates (x, y, z). Multiple scans can be aligned and cleaned in software like Autodesk Recap, then exported directly into Revit to begin modeling.

  • Efficient: Scanning is fast on site, often requiring less field time than other methods. However, processing and modeling the point cloud can be time-consuming depending on project size and complexity.

  • Accurate: When performed under the right conditions, scan-to-BIM can deliver highly accurate results. Reflective surfaces and strong ambient light can interfere with data capture, which may require scanning during low-light conditions or off-hours.

Cons

  • Disconnected building data: Notes, condition ratings, and photos remain separate from the point cloud. This makes it harder to access contextual data later unless a separate process is used to link it back to the model.

  • High equipment cost: Laser scanners are expensive, often large and difficult to transport. The cost of equipment and services makes this option less viable for smaller projects.

  • Site access limitations: Scans may need to be performed when lighting can be controlled. While this is manageable in commercial settings, it can be challenging in facilities that operate continuously, like hotels or industrial sites.

  • Too much detail: In some cases, laser scans capture an overwhelming amount of data, including uneven walls and minor surface irregularities. For small or straightforward projects, this level of detail can be excessive.

When to Use This Method

Laser scanning is best suited for large buildings, historic structures, irregular geometries, and projects where precision and clash detection are critical. It is also valuable when as-built documentation is limited or unavailable.

3. Photogrammetry

By NELAC - N.ELAC, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=124639071

Similar to laser scanning, photogrammetry tools like Matterport generate a 3D model of a space by capturing and stitching together a series of high-resolution images. Instead of using laser light to measure surfaces, photogrammetry relies on visual data to reconstruct geometry. The equipment is significantly more affordable, often one-tenth the cost of a typical laser scanner. In many cases, photogrammetry can even be done with a phone.

Pros

  • Connected: Like laser scanning, photogrammetry can generate a point cloud that can be imported directly into Revit.

  • Accurate (with limitations): Photogrammetry can be highly accurate in the right conditions. Textured surfaces produce better results, while smooth, flat surfaces often lack the visual data needed for an accurate scan.

Cons

  • Time-consuming and disconnected from BIM: While photogrammetry captures surface finishes and materials well, the data still needs to be manually translated into the Revit model. The initial capture and processing can also be slow.

  • Hidden costs: Although scanning hardware is inexpensive, the software required to process and export point clouds typically involves monthly fees. Multiple scans may be needed to connect adjacent rooms, which increases time and cost.

When to Use This Method

Photogrammetry is a good option when documenting small to medium-sized spaces with visible texture, such as older buildings or environments with varied materials. It is less effective in spaces with smooth, flat, or reflective surfaces.

4. Mobile Capture Tools

Mobile tools like allow teams to document existing conditions with structured forms, location-based tagging, and photos. Unlike general-purpose field apps, Layer is designed for design professionals and connects that captured data directly to Revit or floor plans at any point in the project on or offline.

Layer supports a range of data types, including notes, photos, measurements, condition ratings, and photos, all of which can be linked to rooms or elements in your Model. Drawing View makes it easy to organize field data on top of uploaded floor plans. Layer’s Revit Add-in also allows teams to connect that information to Revit models, whether or not a model exists during the site visit.

Pros

  • Data is captured once and organized in a central interface

  • Photos and notes can be linked to specific locations or elements

  • Works with or without a Revit model

  • Efficient for multi-building sites or campuses

  • Flat-rate pricing and mobile-friendly design make it easy to adopt

  • Offline mode supports surveys in areas without connectivity

When to Use This Method

Mobile apps like Layer are well suited for existing conditions documentation across any project scale. They are especially useful for design teams working on renovations, occupied buildings, or distributed portfolios that require structured, repeatable data collection.

How to Choose the Right Method

Documentation Needed

Recommended Method

Complex geometries or large buildings

Laser scanning

Small to mid-sized interiors

Photogrammetry or Mobile App

Budget-constrained projects

Pen and Paper or Mobile App

BIM-linked notes and reports required

Mobile App (Layer)

Historical or irregular structures

Laser scanning or a hybrid workflow

Many teams combine methods. For example, laser scanning for geometry and Layer for notes, photos, and FF&E quantities.

How Architects Document Existing Conditions

Before visiting the site, teams define the scope of documentation. This may include information such as:

  • dimensions

  • door and window counts

  • structural conditions

  • finishes and material types

  • equipment and utilities

  • deficiencies or hazards

  • code or accessibility issues

Organizing this list in advance ensures that documentation is consistent across surveyors and buildings. Tools like Layer’s Building Survey Template offer a structured starting point for teams to capture and organize this data.

2. Document the Space

Once on site, architects capture the information outlined in the checklist. This typically includes measurements, field notes, condition ratings, marked-up drawings, and photographs.

Using a mobile app allows teams to record this data on a shared platform and tag it by room or system. For firms working on complex sites or large portfolios, mobile tools reduce duplicate entry and improve data accuracy.

Architects capture:

  • photos

  • measurements

  • material conditions

  • deficiencies

  • marked floor plans

  • field notes

Using a mobile tool helps align this information with spaces in BIM.

3. Organize the Data

Depending on how you capture your data, there will be different steps to the cleanup and organization process. With laser scanning and photogrammetry, this typically involves stitching or “meshing” the data into a usable point cloud for modeling. A team working on site will often upload their scans at the end of the day so a remote team can assist with processing to save time.

If you used pen and paper, survey notes must be transcribed and images renamed or moved into folders. This slows down the modeling process and introduces errors. A mobile tool like Layer removes these extra steps. Data is instantly organized by floor plan, category, or building system, and can be reviewed before it is added to the model.

In addition to supporting modeling, survey data is often used to generate reports that inform the client’s next decisions. These deliverables may include photo-based documentation, annotated drawings, condition assessments, or code summaries.

The client may use this information to decide whether to renovate or demolish, identify safety concerns, or prioritize scope based on existing deficiencies. Structuring the data at the point of capture ensures that reporting is faster, more consistent, and tailored to project goals.

4. Produce Existing Conditions Drawings

After the field survey, documentation is converted into baseline drawings. These may include:

  • existing floor plans

  • reflected ceiling plans

  • interior elevations

  • structural diagrams

  • MEP system locations

  • exterior site conditions

These drawings and models serve as the baseline for all design work. If the team is modeling in Revit, survey data can be used to place views, annotate elements, or populate room data sheets. These drawings will then serve as a reference point for future design, coordination, and cost estimation.

Common Challenges in Existing Conditions Documentation

Teams often face:

  • incomplete historical drawings

  • inaccessible areas

  • inconsistent measurement methods

  • lighting or visibility issues

  • data scattered across devices and platforms

A structured workflow supports accuracy and reduces coordination issues later in the project.

Conclusion

Existing site conditions impact every phase of design and construction. Whether you're documenting with pen and paper, laser scans, photogrammetry, or a BIM-connected mobile app, the accuracy of your data directly affects the quality of your design.

Establishing a consistent workflow improves precision, reduces rework, and strengthens coordination with contractors. For teams looking to streamline existing conditions documentation and integrate it with BIM, mobile tools like Layer provide an efficient, flexible solution.

Further Resources

Layer Building Survey Workflow Template →

[Video] A Better Building Survey Process →

Layer Room Data Sheets Template →

[Article] The Comprehensive Guide to FF&E →

[Article]: The Complete Impact of RFIs in CA →

Contents

Published: Nov 20, 2023

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Want to see how Layer can transform the way your team works?

Get Started Today

Want to see how Layer can transform the way your team works?

Get Started Today

Want to see how Layer can transform the way your team works?