Forma for Preconstruction Product details
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.
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.
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.
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.
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.
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.
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.
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.
Included products
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