Forma Design Collaboration Products user interface

Explore the products that make up Forma Design Collaboration projects in Autodesk Forma.

Hub Administration

If you're an administrator, use Hub Administration to manage projects, members, project templates, and other hub settings.

1. Product picker: Switch to the product you want to work with.
2. Project picker: Switch between hubs, projects, and templates you have access to, or search for a specific project.
3. Help menu and Autodesk profile: Access resources including product help, Support, the Learning Center, and your Autodesk ID profile.
4. Projects tool: Create or edit projects. Click a project to go to Project Administration for that project.
5. Members tool: Manage hub members and their access to services.
6. Companies tool: Access a directory of companies in all projects in your hub.
7. Roles tool: Use roles and permission levels to control member access to products and tools.
8. Project templates tool: Create templates and edit existing project templates.
9. Subscriptions tool: Manage subscriptions assigned to the team associated with the hub.
10. Library tool: Access a collection of objects that can be used in projects and project templates in the hub.
11. Apps tool: Add and manage third-party apps.
12. Products and tools: Hide specific products or tools from projects.
13. Custom integrations: Develop integrations using publicly available Autodesk APIs.
14. BIM 360 admin tool: Access Analytics, Apps, Companies, Roles, and Settings features in the BIM 360 Account Administration module.
15. Settings tool: Edit the hub name and find your hub ID.
16. Platform icon: Specifies whether projects are hosted on Autodesk Forma or BIM 360.

Project Administration

Administrators and project managers use Project Administration to manage project members, permissions, and project-level settings.

1. Product picker: Switch to the product you want to work with.
2. Project picker: Switch between projects and templates you have access to, or search for a specific project.
3. Help menu and Autodesk profile: Access resources including product help, Support, the Learning Center, and your Autodesk ID profile.
4. Members tool: Manage project members and their access to services.
5. Companies tool: Access a directory of companies in your project.
6. Bridge tool: Share and consume models and other design data between projects using package workflows.
7. Handover tool: Assemble, collect, and organize handover documentation to export and share.
8. Activity log: Access a chronological record of Administration, Data Management, Issues, and Sheets activities.
9. Notifications tool: Control who receives which email notifications for a project.
10. Locations tool: Construct a hierarchy of building areas in your project.
11. Settings tool: Edit the project profile information and access the settings for the activated project products.
12. Member project settings: Assign or edit member information for the project in the panel that opens when you select a member.
13. Assigned products and permissions: Product entitlements assigned to the member.
14. Unpurchased products: Products not included in the subscription for the account but activated anyway; access requires a subscription.

Data Management

Data Management allows you to organize project data across project teams.

1. Product picker: Switch to the product you want to work with.
2. Project picker: Switch between different projects you have access to, or search for a specific project.
3. Help menu and Autodesk profile: Access resources, including product help, Support, the Learning Center, and your Autodesk ID profile.
4. Files tool: Manage the structure of your project folders and control permissions to files and folders.
5. Specifications tool: Add and publish construction specifications for use by project members.
6. Reviews tool: Create approval workflows and review files.
7. Transmittals tool: Create, review, and export transmittals.
8. Issues tool: Create and manage issues in the project.
9. Boards tool: Review designs, compare options, and collaborate in a visual workspace.
10. Reports tool: Create, configure, schedule, and view reports.
11. Members tool: Manage members and their access permissions.
12. Bridge tool: Share and consume models and other design data between projects using package workflows.
13. Settings tool: Edit the project profile.
14. Project Files folder: View and manage files and folders that are part of the project.
15. Packages tab: Create and manage packages to group files conceptually.
16. Upload files button: Upload files to the project.
17. Search and filter: Open Search to find files and folders.
18. View buttons: Display files in a grid or list view.
19. Gear icon: Customize the columns displayed.
20. More menu: View actions for managing the relevant folders and files.

Design Collaboration

Design Collaboration allows teams to manage and explore data sharing in a visual way using the timeline, project model, and change visualization.

1. Home tool: View the project timeline and models in your team space.
2. Issues tool: Create or view issues on your team's sheets and documents, 3D views, or project model.
3. Project Status tool: Review when the files in your team were updated.
4. Changes tool: Create and review watch groups and review changes in the models.
5. Meetings tool: Document and facilitate meetings between project members.
6. Correspondence tool: Create and manage communication between teams and with project stakeholders.
7. Reports tool: Generate, configure, schedule, and view reports.
8. Members tool: Manage members and their access permissions.
9. Bridge tool: Share and consume models and other design data between projects using package workflows.
10. Settings tool: Edit the project profile.
11. Collapse button: Collapse the tools column.
12. Active team: The active team's timeline and set list.
13. Filled/empty circle: A filled circle represents a consumed package, while an empty circle represents an available package that hasn't been consumed.
14. Half-filled circle: Multiple packages are available, and at least one hasn't been consumed. The numbered badge denotes how many packages are available.
15. Dotted-line circle: A package that you've started but haven't shared.
16. Filled square: A new version of the work-in-progress model has been published.
17. Plus node: Create a package from a published model to share with other teams.
18. Email notifications: Manage email notification settings.
19. Project Model: View your team's project model, consisting of your team's work-in-progress models and any consumed models from other teams.
20. Publish latest: For cloud-workshared models, update the work-in-progress model by triggering publishing from Revit.
21. Schedule publish: Automatically publish your cloud-workshared model on a weekly schedule.
22. Timespan: Change the timespan displayed in the timeline.

Model Coordination

Model Coordination provides an easy way to identify and review clashes in project models.

1. Models tool: See the models in your coordination space.
2. Views tool: Create and open views.
3. Clashes tool: Access the clash grid to view the clashes between models.
4. Issues tool: Identify areas of concern or required improvements in project files and models.
5. Meetings tool: Document and facilitate meetings between project members.
6. Correspondence tool: Create and manage communication between teams and with project stakeholders.
7. Reports tool: Create, configure, schedule, and view reports.
8. Members tool: Manage members and their access permissions.
9. Settings tool: Edit the project profile.
10. Open in viewer: Open the selected models in the viewer.
11. Number of clashes: See how many clashes are in each model in the coordination space.
12. Coordination space drop-down: Select the coordination space you want to review.
13. Filters panel: Filter the models available in the list.

Insight

Insight provides project-level analytics.

1. Create shared dashboard button: Create shared or private project dashboards. Private dashboards are available to Project Administrators only.
2. My Dashboard: Display your default dashboard.
3. Design: Review design review and model coordination metrics.
4. Model Analytics: Review model-related analytics.
5. Project Controls: Review RFI and submittal metrics.
6. Quality: View project quality metrics related to issue status, activity, and root cause.
7. Safety: Monitor daily safety status, observation, and risk.
8. Data Connector: Extract data from projects.
9. Reports tool: Create, configure, schedule, and view reports.
10. Customize button: Organize and add new cards to your dashboard.