Manage files and specifications in Forma Data Management

Module overview

In this module, you will learn how to establish and maintain a structured and efficient project data environment in Forma Data Management. You will explore how to organize files using standardized folder structures, upload and manage 2D sheets, 3D models, and specifications, and apply permissions to control access across project teams.

In this module, you’ll learn how to:

Build a structured folder system and set permissions.
Upload 2D sheets and 3D models.
Upload and manage specifications.

This material is from the course Learn Forma Data Management in 90 minutes. Download the Course Resources and refer to the Getting Started section of the course before beginning this module.

Module outline

Set up a folder structure
Upload sheets and models
Upload specifications