Connect data management across the project lifecycle with Forma Data Management

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.

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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.

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, and Civil 3D.
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.

Unique Value Propositions

Built for Desktop. Powered by Cloud: Connects desktop design data management and collaboration workflows to a shared cloud-based project workspace using familiar tools.
Single Source of Truth: Provides a common data environment to reduce version confusion, misalignment, and rework.
Foundational Collaboration: Enables teams to start projects connected with minimal disruption to daily workflows.

When to Use Forma Data Management vs Essentials

Essentials is ideal for foundational collaboration and starting projects in a cloud-connected environment.
Forma Data Management is recommended when project, coordination, governance, or delivery requirements exceed foundational workflows, offering advanced capabilities such as mobile access, on-site issue resolution, formal deliverables, and increased handoffs.

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View and register for upcoming Autodesk software training classes. All courses are virtual and taught live by Autodesk Certified Hagerman Solutions Engineers. Any course that is listed can be scheduled by request, and additional customized training courses are also available.

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Olivia Gagnon & David Benning went above and beyond in helping me get set up. Super courteous and very responsive to all my emails.

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I have had so many classes over the years it's hard to recall all of them. Gary is unbelievably talented at speaking and ensuring all of us clearly understood and could replicate what was being taught. I'm sure you understand what an amazing employee you have on your hands. Thank you so much for this great training.

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