• Forma
  • Forma Data Management
  • Forma Build

Preconstruction management


Course overview

Preconstruction management sets the foundation for project success long before construction begins. This course focuses on practical, BIM enabled workflows that align stakeholders, reveal risks early, and turn design intent into coordinated, buildable plans. Using Forma for Construction (previously Autodesk Construction Cloud), you’ll see how information, coordination, and commercial decisions connect during preconstruction.

You’ll start with core concepts and the role of the BIM Execution Plan (BEP), including how it defines BIM uses, responsibilities, information exchanges, naming conventions, shared coordinates, and coordination rules from early design through construction readiness.

Next, you’ll apply these concepts in Forma for Construction—setting up projects and folders based on the BEP, federating models, creating saved views, and using Model Coordination to review constructability, resolve clashes, and track Issues. These workflows support clear scope, solid bid packages, schedule alignment, and early risk mitigation.

The course then moves into approvals and commercial management, including organizing permit documentation, forecasting and tracking cash flow, assembling bid packages, and supporting contract review and award. Throughout, Forma for Construction provides alignment, traceability, and a dependable audit trail.

Whether you support preconstruction meetings or early project decisions, you’ll gain practical tools to create a clear, data driven preconstruction plan that strengthens control of cost, schedule, and risk.

After completing this course, you'll be able to:

  • Explain the role of preconstruction management in the construction workflow and related processes.
  • Describe how a BIM Execution Plan (BEP) defines BIM uses, roles, information exchanges, naming conventions, and shared coordinates.
  • Set up projects and organize documents in Forma for Construction to support coordination, traceability, and decision-making.
  • Federate multidisciplinary models and prepare saved views to support coordination reviews.
  • Review constructability using Model Coordination, group clashes, and manage Issues to resolution.
  • Build and interpret a high-level cash-flow model tied to schedule milestones and subcontractor commitments.
  • Assemble bid packages, translate bid results into contract scope, and support collaborative contract review and award.

Other courses that cover preconstruction topics such as construction estimating and construction scheduling and cost control, as well as courses on construction project management and construction safety can be found at the Construction Management for Education collection.

Update for courses covering Autodesk Construction Cloud

Autodesk Construction Cloud is now part of Autodesk Forma.

You may notice that platform and product names in our products have changed to the new Forma brand. Please note that platform and product names in this course may not yet be updated, but the functionality of the products and tools remains the same, and the workflows described in these pages are still applicable.

The following terms referred to throughout these videos and documents are updated to a new Forma brand name:

Autodesk Construction Cloud → Forma for Construction (for education)

Autodesk Docs → Forma Data Management

Autodesk Build → Forma Build

Autodesk Takeoff → Forma Takeoff 

Autodesk Estimate → Forma Estimate

Autodesk Preconstruction → Forma Preconstruction

Course downloads

These downloadable resources will be used to complete modules in this course:

Teaching supplements

This video guide is designed for instructors to help them get started with Autodesk Construction Cloud (ACC) in their classroom. It is assumed that you have Account Administrator access in ACC and a hub. The steps in the video should be followed so that students can use the datasets and follow along with the course videos.


Note: Assigning ACC licenses to students should be performed through ACC (https://acc.autodesk.com/) and NOT the Autodesk Account page. Assigning licenses to other products such as Revit, AutoCAD, Civil 3D, Cloud Worksharing, etc. is performed through the Autodesk Account page (https://manage.autodesk.com/).

Resources just for educators

Teach this course in the classroom or assign it to students as homework. Download the provided instructor guide for teaching the course content in the classroom, with learning objectives and estimated times for demonstration and practice.

Additionally, lecture slides, exercise files, and a grading rubric for the challenge in the course are provided. Students can either work in teams or solve the challenges on their own.

The step-by-step instructions of the video above should be followed in order to implement this course in the classroom.

 

Want to create custom learning playlists to share with your students?

Choose and share the modules and courses that best fit your curriculum using Lists. Once you create a List, share the URL with your students and they can sign into their Autodesk Account to access.

  • To create a List, select [+] 'Add to list' in the banner of a course or module.
  • To share a list with others, set the list visibility to Public and share the link.

Download teaching supplements:

Announcements

Autodesk Construction Cloud is now part of Autodesk Forma.

You may notice that platform and product names in our products have changed to the new Forma brand. Please note that platform and product names in this course may not yet be updated, but the functionality of the products and tools remains the same, and the workflows described in these pages are still applicable.

The following terms referred to throughout these videos and documents are updated to a new Forma brand name:

Autodesk Construction Cloud → Forma for Construction (for education)

Autodesk Docs → Forma Data Management

Autodesk Build → Forma Build

Autodesk Takeoff → Forma Takeoff (now appears under Preconstruction in the product picker)

Autodesk Estimate → Forma Estimate

Autodesk Preconstruction → Forma Preconstruction

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