• Forma

Send a Forma proposal to Revit

Send a Forma proposal to Revit and load it into a new Revit project.


00:03

The seamless interoperability of Forma and Revit can improve your design process in several ways.

00:09

For example, you can easily send a Forma design to Revit to further develop design components.

00:16

If needed, download and install the Revit plug-in for Forma.

00:20

With Forma open, in the sidebar, click Extensions.

00:25

In the Extensions panel, click Add extension.

00:29

Run the installer, and then restart Revit.

00:33

In Forma, start with duplicating and renaming a version of the Forma design you want to transfer to Revit.

00:39

This allows you to retain the original for future comparison.

00:44

Here, the original proposal is Forma version, and the duplicate is Forma Revit link.

00:49

Hover the cursor over the copy, then expand the three-dot menu and select Revit > Send to Revit (Beta).

00:57

A confirmation displays.

00:59

Next, to load the proposal into Revit, start by creating a new project.

01:05

Open Revit and select New.

01:07

In the New Project dialog, expand the drop-down menu and select your desired template.

01:13

Forma and Revit will detect and convert the geometry according to the template you use.

01:19

In this case, the Metric Multi-discipline template is selected.

01:23

Click OK.

01:25

Once the template opens, on the ribbon, select the Massing & Site tab.

01:31

In the Forma panel, select Load Proposal.

01:35

The name of the proposal you just sent from Forma appears in the Load Forma Proposal dialog.

01:41

Click Options.

01:43

Here, under Elements and Context, you can review and select the types of geometry you would like to load.

01:49

When you are ready, click OK, and then click Load.

01:53

A progress dialog indicates that the proposal is loading.

01:58

When it is finished, the Open Data Attributions dialog displays the data layers from your Forma project that are being brought into Revit.

02:06

Click OK.

02:08

Once your Forma design appears in Revit, take a minute to review the components of the design.

02:14

You can see the model group with contextual buildings,

02:17

as well as the site limits, trees, walls, and room objects, which allow you to monitor your areas.

02:26

If you have created floor plans in Forma, those will also be created and separated by internal walls in Revit.

02:33

You can also see the Toposolid created from the Forma terrain model, showing the same differences in height to replicate the real world.

02:41

You are now ready to edit your Forma design in Revit.

02:45

The ability to transfer Forma designs to Revit enables you to maximize the capabilities of both programs within your design workflow.

Video transcript

00:03

The seamless interoperability of Forma and Revit can improve your design process in several ways.

00:09

For example, you can easily send a Forma design to Revit to further develop design components.

00:16

If needed, download and install the Revit plug-in for Forma.

00:20

With Forma open, in the sidebar, click Extensions.

00:25

In the Extensions panel, click Add extension.

00:29

Run the installer, and then restart Revit.

00:33

In Forma, start with duplicating and renaming a version of the Forma design you want to transfer to Revit.

00:39

This allows you to retain the original for future comparison.

00:44

Here, the original proposal is Forma version, and the duplicate is Forma Revit link.

00:49

Hover the cursor over the copy, then expand the three-dot menu and select Revit > Send to Revit (Beta).

00:57

A confirmation displays.

00:59

Next, to load the proposal into Revit, start by creating a new project.

01:05

Open Revit and select New.

01:07

In the New Project dialog, expand the drop-down menu and select your desired template.

01:13

Forma and Revit will detect and convert the geometry according to the template you use.

01:19

In this case, the Metric Multi-discipline template is selected.

01:23

Click OK.

01:25

Once the template opens, on the ribbon, select the Massing & Site tab.

01:31

In the Forma panel, select Load Proposal.

01:35

The name of the proposal you just sent from Forma appears in the Load Forma Proposal dialog.

01:41

Click Options.

01:43

Here, under Elements and Context, you can review and select the types of geometry you would like to load.

01:49

When you are ready, click OK, and then click Load.

01:53

A progress dialog indicates that the proposal is loading.

01:58

When it is finished, the Open Data Attributions dialog displays the data layers from your Forma project that are being brought into Revit.

02:06

Click OK.

02:08

Once your Forma design appears in Revit, take a minute to review the components of the design.

02:14

You can see the model group with contextual buildings,

02:17

as well as the site limits, trees, walls, and room objects, which allow you to monitor your areas.

02:26

If you have created floor plans in Forma, those will also be created and separated by internal walls in Revit.

02:33

You can also see the Toposolid created from the Forma terrain model, showing the same differences in height to replicate the real world.

02:41

You are now ready to edit your Forma design in Revit.

02:45

The ability to transfer Forma designs to Revit enables you to maximize the capabilities of both programs within your design workflow.

Step-by-step guide

The seamless interoperability of Forma and Revit can improve the design process in several ways. For example, a Forma design can easily be sent to Revit to further develop design components.

If needed, download and install the Revit plug-in for Forma:

  1. With Forma open, in the sidebar, click Extensions.

In the Forma interface, the design for this example open on the canvas, and in the sidebar, Extensions selected and called out.

  1. In the Extensions panel, click Add extension.
  2. Run the installer.
  3. Restart Revit.
  4. In Forma, duplicate and rename a version of the Forma design to be transferred to Revit.

This retains the original for future comparison. In this example, the original proposal is Forma version, and the duplicate is named Forma Revit link.

  1. Hover the cursor over the copy, then expand the three-dot menu () and select Revit > Send to Revit (Beta).

From the Proposals list, the expanded three-dot menu for the duplicate proposal, with Revit selected, and with Send to Revit (Beta) selected in the flyout.

A confirmation displays.

On the canvas, a message confirming that the proposal was sent to Revit.

Next, to load the proposal into Revit, start by creating a new project:

  1. Open Revit and select New.
  2. In the New Project dialog box, expand the drop-down and select the desired template.

Forma and Revit will detect and convert the geometry according to the template used.

  1. In this case, select the Metric Multi-discipline template.

In the New Project dialog box, the expanded Template file drop-down, with Metric Multi-discipline being selected.

  1. Click OK.
  2. Once the template opens, on the ribbon, select the Massing & Site tab.
  3. In the Forma panel, select Load Proposal.

The name of the proposal sent from Forma appears in the Load Forma Proposal dialog box.

  1. Click Options.

The Load Forma Proposal dialog box, which displays the name of the proposal, with Options highlighted in red.

  1. Under Elements and Context, review and select the types of geometry to be loaded.
  2. Click OK.

In the Load Forma Proposal (Beta) – Options dialog box, a list of Elements and Context geometry that can be loaded, with checkboxes next to each.

  1. Click Load.

After the proposal loads, the Open Data Attributions dialog box displays the data layers from the Forma project that are being brought into Revit.

In the Open Data Attributions dialog box, a list of the Forma project data layers to be brought into Revit

  1. Click OK.
  2. Once the Forma design appears in Revit, review the design components.

The model group is shown with contextual buildings, as well as the site limits, trees, walls, and room objects, which allow you to monitor areas.

The Forma design after it is brought into Revit shows the model group with contextual buildings, trees, roads and other design components.

Any floor plans created in Forma are created and separated by internal walls in Revit. There is also a Toposolid created from the Forma terrain model, showing the same differences in height to replicate the real world.

In Revit, a zoomed-in view of the Toposolid created from the Forma terrain model.

The Forma design is now ready to be edited in Revit.

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