Forma for Preconstruction Product details
Centralized document management
Distribute latest drawings and models with robust version controls and keep estimating teams in sync from one trusted source with Forma Data Management.
2D takeoff
Perform linear, count, or area takeoff with multiple quantity outputs and use custom formulas to generate complex quantities. For additional time savings, leverage symbol detection for bulk counts, and easily move takeoffs across drawing versions.
3D takeoff
Access quantities directly from BIM models for increased time savings and visualize projects in 3D to better understand design intent and project complexities.
Aggregated inventory
Break down silos with an integrated 2D and 3D quantification inventory. Aggregated 2D and 3D quantities can be rolled up by classification, takeoff type, document, and location. Streamlined navigation improves efficiency in the quantity audit workflow, while in-line editing capabilities accelerate data updates.
Carbon accounting
Track embodied carbon and better understand its impact on your project. Embed basic embodied carbon information into your takeoff to help see the environmental impact of your project across various milestones. This feature is in beta and is available to all Forma Takeoff users.
Snapshots and robust comparison
Snapshots help preserve essential information, including sheets and models along with associated takeoffs and inventory at a given moment in time. Compare existing snapshots to the active takeoff in progress. The comparison is done both visually by overlapping takeoffs as well as in the inventory panel.
Cloud-based estimating
Keep teams aligned and data accurate with centralized document management, robust version control, and cloud-based estimating. Share, organize, and collaborate in real time to eliminate errors and drive efficiency to create and manage estimates anytime, anywhere with a secure, cloud-based solution.
Connected takeoff quantities
Link 2D and 3D takeoff quantities directly to estimates for faster, more accurate pricing. As documents and takeoff evolve, stay connected to takeoff quantities and quickly update your estimates without manually tracking changes.
Cost calculations
Price line items by calculating all direct and indirect costs—materials, labor, equipment, and more, all in one place. The detailed cost view allows you to adjust information directly within the estimate sheet, while formulas enable fine-tuning of waste factors, rounding, and productivity for greater accuracy.
Centralized cost library
A customizable, account-level cost library centralizes pricing, including labor rates, equipment costs, and material pricing, so teams always work from accurate, up‑to‑date information as market conditions change. Create crews by combining labor and equipment for consistent and reliable estimating across every project.
Cost markups
Easily apply cost markups to calculate the total project cost, accounting for general conditions, overhead, indirect costs, and reserves. Cost markups give teams a clearer view of true project expenses by layering in factors that can impact profitability.
Structured data organization
Sort and organize estimating data by key attributes and use search, filters, and groupings to drill down for detailed insights. Generate and save estimating reports for better team visibility and to create winning proposals.
Online board
Keep all your bids organized and streamlined. Get a real-time look at where each bid stands at every stage. View all bid invites across your entire office or division from one place. Track project files, job walks, due dates, and more. Know what needs to be done, who’s responsible for it, and when it’s due.
Bid calendar
Keep everyone in the loop with one shared team calendar that's synced to all your devices to stay on top of important due dates.
Automated bid tracking
Group the same jobs from different GCs together for easier tracking. Access all your GC company contacts from your board to view who works where, what they do, and their contact info. Avoid manual bid consolidation by forwarding bids from any source, automatically populating your board.
Find additional GCs bidding
Automatically discover more GCs (other than those that have already invited you) that are bidding out the projects you want to win.
Plan Room
Discover new jobs across North America posted publicly by GCs in BuildingConnected and add them directly to your Bid Board to start bidding. Find new work with access to publicly posted projects. Filter opportunities, view details, join bids and track everything in your Bid Board.
Analytics and reports
Get the answers you need to win the work you want. Check win rates, track team performance, and see how your business is doing so that you can make informed business decisions with a full suite of bid analytics tools.
Custom qualification
Personalize TradeTapp with custom questionnaires, internal limits, financial ratio calculations, and approval workflows. With project-specific assessments, enter details for each project to identify specific risks and where additional mitigation tactics are needed.
Optimized organization
Automate invitations, follow-ups, and renewal requests to subcontractors and easily organize information as soon as you receive it. Improve internal collaboration by centralizing reviews and communicating qualification statuses.
Vendor management
Discover and invite qualified subs from a growing network of partners to reduce risk and ensure you’re working with the best. Tap into the largest crowdsourced network to qualify subcontractors for the right jobs. Compare financial health and expand your partnerships with an ever-growing pool of vetted trades.
Risk mitigation recommendations
Protect your bottom line with automated risk analysis and mitigation tips customized for your subs and projects. Advanced risk profiles enable a streamlined process and offer financial benchmarking, key metric calculations, capacity recommendations, and safety performance history.
BuildingConnected + TradeTapp
Automatically sync TradeTapp qualification data into BuildingConnected Pro to ensure you invite the right subs. Search by status when bidding, keep estimators working in one place, and even start the prequalification process directly from your BuildingConnected account.
Cost Management integration
Access supplier qualification and risk profile data directly within Cost Management in Forma Build without switching between systems.
Organized project data
Teams know exactly where to go for specs, sheets, drawings, and models. Project information is organized in one place, so everyone works from the same source across teams and disciplines. Forma Data Management supports consistent access to project data throughout the project lifecycle.
Reviews and approvals
Clear, repeatable processes simplify reviews. Teams collect feedback and sign-off on drawings, models, and other project data through structured review workflows tied to specific versions. Reviews can be set to start automatically when files are shared or updated, reducing manual work and keeping approvals traceable.
Version control
Project information changes throughout delivery, and differences need to be clear. Version control and visual comparisons make it easy to see updates across drawings, models, and other project files, helping the project move forward without guessing or overlooking critical changes.
Connected project workflows
Drawings, sheets, models, and files are often needed to answer questions during project execution. Connect project data directly to RFIs, issues, cost, and field workflows, so discussions and decisions are based on the right information.
Desktop to cloud collaboration
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.
Controlled project data sharing
Preserve control, context, and clarity as project data is shared across phases and stakeholders. Data stays connected, current, and organized as it moves between teams, with capabilities like Bridge supporting controlled sharing across projects and hubs.
Included products
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