Forma full product icon

Forma Data Management Product details

Starting at $45 / month
Buy
Forma full product icon

Forma Data Management Product details

Starting at $45 / month
Buy

Project Files page showing folder tree and uploaded design files list.
Files page with folder list and permissions panel open.
Files page with version history panel showing multiple file versions.
Person using a laptop displaying a project files interface.
3D building model view with wall properties panel open.
Design dashboard showing project issues, trends, and status charts.
Settings page with Create attribute dialog open for revision number.
Modal titled “Create bridges to projects” with email field and Send button.
Mobile app screen showing Project Files folder list.

Project Files page showing folder tree and uploaded design files list.

Organized project data

Organize and manage project data in a centralized, cloud-based environment built for AECO workflows. Control access, track changes, and keep documents better aligned with drawings, models, and reviews, so teams collaborate with confidence and help reduce coordination risk as projects move forward.

Files page with folder list and permissions panel open.

Access controls

Manage access to project files with folder-based permissions that reflect real project roles. Assign the right level of access to each team member to support collaboration while maintaining control over critical project information across stakeholders.

Files page with version history panel showing multiple file versions.

Version control

Maintain a complete version history for drawings, models, and documents as files change. Review past versions, compare updates, and restore previous versions when needed, helping to reduce errors to keep teams working from current information supporting clear project decisions and confident collaboration.

Person using a laptop displaying a project files interface.

Desktop-to-cloud connection

Connect desktop design tools to a centralized project workspace to keep files accessible and up to date. Work in familiar authoring environments while project data is managed in the cloud, supporting smoother file access, version tracking, and continuity between desktop and connected workflows.

Design dashboard showing project issues, trends, and status charts.

Reviews & approvals

Enable structured workflows for formal document review and sign-off within a centralized project workspace. Route deliverables through defined steps, track status and decisions, and maintain a clear approval record to help reduce risk and provide more trusted information across teams.

Settings page with Create attribute dialog open for revision number.

Custom metadata and attributes

Add custom attributes to project files and folders to capture important project information. Use structured, consistent data to improve search, provide clearer context, and support more reliable information management across teams as projects grow in size and complexity.

Settings compliance page showing naming standards and create naming standard menu.

Naming standards

Maintain a complete version history for drawings, models, and documents as files change over time. Review past versions, compare updates, and restore previous versions when needed, helping to reduce errors to keep teams working from current information supporting clear project decisions and confident collaboration.

Review and edit attributes page showing sheet numbers and bulk edit options.

Automated drawing extraction

Automatically split multipage drawing PDFs into individual sheets, extract title block attributes, and generate hyperlinks between related sheets so teams can quickly find and reference drawings. Save extracted sheets into access-controlled folders to improve organization and coordination.

Design dashboard displaying project issue status, lists, and charts.

Project reporting & insights

View project data through reports and dashboards that summarize activity and progress over time. Reporting helps teams monitor work, improve visibility, and understand trends using centralized project information to support more informed decisions.

Specifications page listing codes, descriptions, versions, and dates.

Specifications management

Centralize and manage specifications in the same environment as drawings and models. Keep requirements aligned with design intent, reduce inconsistencies between specs and deliverables, and support clearer coordination as projects move from design through delivery.

API access

Enable programmatic access to project data through Autodesk Forma and AEC Data Model APIs. Support integrations with external tools, automate workflows, and connect information across platforms to extend how project data is used beyond the project workspace.

3D building model view with wall properties panel open.

Drawing & model viewing

View 2D drawings and 3D models in a browser-based viewer that supports AECO workflows. Open files instantly, explore details in context, and review information without exporting or downloading, keeping everyone better aligned on the latest project data.

3D civil infrastructure model showing rail tracks with station measurements panel.

Civil tools

Review Civil 3D drawings in the web model viewer with alignment-aware tools for stationing, navigation, sectioning, and precise measurement. Understand design intent better in context by visualizing centerlines, reviewing cross sections, and extracting key information without returning to authoring tools.

Floor plan view with red markups and comments highlighting changes.

Markups

Add markups directly to drawings and models to capture comments, questions, and design feedback in context. Keep discussions tied to specific locations in the design, helping teams communicate intent, resolve questions faster, and stay aligned as work moves from design to construction into operations.

Issues page listing project issues with details panel open.

Issue tracking

Note, track, and manage project issues within a centralized project environment. Capture details, assign ownership, and maintain visibility from identification through resolution. Keep a clear, searchable record of issues over time to improve accountability and support faster issue resolution.

Share dialog open over Project Files search results page.

Search and share files

Find project content quickly using search and filter functionality, then share data with permission-based links. Make it easier to locate the right information and keep project communication moving, without relying on email attachments.

Modal titled “Create bridges to projects” with email field and Send button.

Bridge

Share project data across Autodesk Forma projects or hubs while each team works within its own project environment. Maintain access to your project records even after collaboration ends, supporting long-term ownership of data and controlled information exchange across external teams.

Mobile app screen showing Project Files folder list.

Mobile access

Access and update project data from mobile devices to support work on the go or in the field. Reference files and project information, make updates as work progresses, and stay better aligned with the latest information, helping teams respond faster and keep work moving.

Design dashboard showing project issues, trends, and status charts.

Reviews & approvals

Enable structured workflows for formal document review and sign-off within a centralized project workspace. Route deliverables through defined steps, track status and decisions, and maintain a clear approval record to help reduce risk and provide more trusted information across teams.

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Packages

Create packages to group drawings and documents into structured deliverables for formal exchange. Share information in a controlled, auditable way, maintain a clear record of what was issued and when, and help project teams confidently reference the correct information as work progresses.

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Transmittals

Distribute drawings and documents as formal deliverables through structured transmittals. Maintain a clear record of what was issued, when it was shared, and who received it, supporting controlled information exchange and reliable reference points throughout the project lifecycle.

Checkout in AutoCAD reserving selected geometry in a shared DWG file to support parallel editing and controlled collaboration.

Checkout

Checkout introduces a new way of collaborating on shared DWG files by reserving only the geometry you need, allowing you to work in parallel within isolated editing environments and safely apply changes back to the source drawing via Forma Data Management Essentials, keeping you in control.

File References panel listing linked DWG section files.

Connected references

Connected References preserves Xref integrity for drawings stored in Forma Data Management Essentials. AutoCAD detects moved or renamed references and suggests automatic repairs directly from the Xref palette, delivering faster load times and more responsive interactions.

Project Settings panel showing support file search paths and locations.

Connected support files

Connected support files extend integration with Forma Data Management Essentials, giving CAD managers centralized control over cloud-based support files. Project-aware tool palettes and CUI help the correct resources load automatically, streamlining administration and consistency.

AutoCAD web interface showing site plan drawing with issues panel open.

AutoCAD on the web: Forma Data Management Issues

AutoCAD on the web integrates with Forma Data Management Issues, allowing you to view, create, and resolve issues directly within drawings, improving communication and helping to keeping teams aligned.

Board view showing DWG file preview with Open in AutoCAD Web button.

AutoCAD on the web: Integration with Forma Board

AutoCAD on the web integrates with Forma Board, connecting detailed CAD drafting with collaborative early-design workflows and helping to keeping documentation aligned with concept development and design storytelling.

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Revit cloud models

Support coordination with current design data by saving Revit cloud models to Forma Data Management Essentials and publishing them for 2D and 3D review. Built-in tools for sectioning, measurement, filtering, and inspecting model properties help teams evaluate design intent and stay aligned as work progresses.

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Hypermodel viewing

Make design intent more clear by contextualizing 2D drawings within the 3D model. Hypermodels align sheets to model geometry and help validate that drawings and models represent the same design, strengthening coordination across disciplines.

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Markups and issue tracking

Accelerate coordination by adding markups to published 2D sheets and creating issues on sheets or 3D models. Issues can be created, edited, and resolved in Revit or Forma Data Management—and stay in sync between both. Teams stay aligned. Projects stay on track.

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Version history and comparison

Stay aligned as designs progress with full visibility into Revit cloud model versions. Open or restore earlier versions as needed, and compare versions, views, or sheets to more clearly see what changed in 2D or 3D.

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Data exchanges

Enable focused coordination by creating data exchanges from published Revit cloud models and sharing only the model data collaborators need. Exchanges include relevant geometry and properties, updated with published model changes. This supports cross-application workflows without sharing the entire model.

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File management

Work with files directly in Forma Data Management by opening, creating, and saving drawings from Civil 3D, with automatic file locking to help prevent conflicts. Publish drawing sheets directly to the cloud, to help keeping all deliverables organized and connected to the latest project data.

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Connected sheet set manager

Improve sheet set workflows with cloud collaboration. Civil 3D now connects to Forma Data Management Essentials to open, save, and manage sheet sets online, helping teams reduce manual updates by automatically sharing changes to project files.

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Activity insights

Access essential design data using detailed multi-user event logs, which includes tracking for over 35 activity types including version history and file comparison tools with support for files managed on Forma Data Management Essentials or stored locally or on third-party cloud storage.

Connected support files

Civil 3D lets CAD managers define one set of project-aware support files and settings for projects in Forma Data Management Essentials giving teams the ability to view and edit DWG files with the intended support files without requiring additional steps to configure individual users or Civil 3D installations.

Connected references

Quickly identify and resolve missing external drawing references (xrefs). When working in Forma Data Management Essentials, Civil 3D automatically suggests updated file paths for renamed or moved references helping to reduce manual fixes and keep projects moving with fewer interruptions.

Markup import and sync

Import and connect PDF markups from Forma Data Management Essentials. Once synced, markups made using Forma Markup and Issue tools continue to update in a Trace layer in Civil 3D, so you can review and incorporate feedback without having to switch between applications.