• Forma for Preconstruction
  • Forma Takeoff

Set up Forma Data Management and Forma Preconstruction

Learn how to set up and manage a preconstruction project environment using Forma Preconstruction.


Module overview

Discover how projects are structured in the cloud, how permissions and data management work, and how to configure a project so it is ready for takeoff and estimating.

In this module, you’ll learn how to:

  • Describe project structure and data management principles.
  • Set up and configure a preconstruction project environment.
  • Manage access, roles, and project settings for collaboration.
  • Prepare a project for takeoff and estimating workflows.

This material is from the course Learn Forma Preconstruction in 90 minutes. Be sure to download the accompanying dataset and refer to the Getting Started section before beginning this module.

Module outline

  • Navigate a project on Forma Preconstruction

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