Autodesk Forma Data Management: Cloud Common Data Environment

Forma® Data Management is Autodesk's cloud-based solution for project data management and collaboration, purpose-built for AECO teams. It offers foundational and advanced capabilities, with Essentials as the entry point and full Data Management for more complex needs.

Forma Data Management Essentials is a foundational cloud data management entitlement included with AutoCAD, Revit, Civil 3D, and the Product Design and Manufacturing Collection that enables file viewing, sharing, and collaboration in a cloud-connected project environment.

Forma Data Management was formerly called Autodesk Docs.

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Overview

Forma Data Management is Autodesk’s cloud-native common data environment designed for managing AECO (Architecture, Engineering, Construction, and Operations) project data as projects grow more complex.
It connects drawings, models, documents, reviews, issues, and deliverables in a structured environment that supports company, project, and industry standards.
Advanced workflows include packages, transmittals, and automated review workflows to keep project information connected and synchronized across teams, workflows, and phases.
By connecting data from design through construction, handover, and operations, it reduces rework, improves coordination, and supports confident project delivery throughout the project lifecycle.

Forma Data Management Essentials

Included with standalone subscriptions of AutoCAD, Revit, Civil 3D, and with the Product Design & Manufacturing Collection.
Provides foundational cloud-based project data management directly connected to eligible Autodesk desktop design tools.
Offers a centralized, cloud-connected environment to organize, view, and share project information.
Supports 2D and 3D viewing and markups, search and filtering, folder-level permissions, basic issue tracking, and controlled information exchange.
Purpose-built for AECO teams to establish a reliable foundation for collaboration that can expand as project needs grow.
Does not support APIs, saved searches, or advanced workflows like automated drawing extraction or publishing.
Can coexist with other Forma products such as Build, Takeoff, or Forma Design Collaboration but does not unlock their features.
Projects using Essentials can be upgraded to full Forma Data Management by purchasing a subscription, unlocking additional capabilities without migration or project recreation.

Which Subscriptions Include Forma Data Management or Essentials

Subscription	Includes
AEC Collection	Forma Data Management
AutoCAD (standalone)	Forma Data Management Essentials
Revit (standalone)	Forma Data Management Essentials
Civil 3D (standalone)	Forma Data Management Essentials
Product Design & Manufacturing Collection	Forma Data Management Essentials

Essentials isn't sold on its own; it comes with the subscriptions above. There's nothing extra to buy to use it.

Essentials vs. Forma Data Management

	Essentials	Forma Data Management
How you get it	Included with standalone AutoCAD, Revit, Civil 3D, and the PD&M Collection	Its own subscription, or included in the AEC Collection
File storage, organization, sharing	✓	✓
2D/3D viewing in the browser and markups	✓	✓
Folder-level permissions	✓	✓
Issue tracking	Basic	✓
Document approvals and review workflows		✓
Metadata-driven workflows and custom attributes		✓
Automation (e.g., automated drawing extraction, publishing)		✓
Saved searches		✓
Insights and API access		✓

*You can upgrade a project from Essentials to Forma Data Management at any time without migrating data or recreating the project.

Features

Version control: tracks file versions automatically; restore earlier versions
Access controls: set who can view, upload, edit, or manage by team and folder
Desktop-to-cloud sync with Autodesk desktop tools
Browser viewing of 2D drawings and 3D models without downloading
Reviews and approvals that record decisions
Custom metadata and attributes for search and consistency
Bridge: share data across projects or hubs while each team keeps its own records
Markups and issue tracking
Mobile access through the Autodesk Forma app
Regions: Australia, Canada, EU, Germany, India, Japan, UK, and US

How to Get Forma Data Management

Forma Data Management: standalone subscription (monthly, annual, or multi-year), or included in the AEC Collection
Essentials: included with standalone AutoCAD, Revit, and Civil 3D subscriptions and the PD&M Collection
In bundles: Forma Data Management is part of Forma for Preconstruction, Forma for Model Management, and Forma for Construction Operations

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