Forma Data Management

By audience

BIM Manager

• Enforce ISO 19650 naming and custom attributes so files stay findable and auditable across a long project.
• Control who can view, upload, edit and manage information folder by folder, across every discipline.
• Keep automatic version history with restore, so a bad overwrite is recoverable rather than a reconstruction job.
• Use Bridge to share a defined set of data with another project or hub while each side keeps its own records.

BIM Coordinator

• Hold every discipline's model in one versioned cloud location so coordination always runs against the current set.
• Open 2D drawings and 3D models in the browser to check what a trade actually published, without launching the authoring tool.
• Give each trade its own upload area through folder permissions so nobody overwrites another discipline's model.
• Point Navisworks and the Autodesk authoring tools at the same cloud project rather than at emailed copies.

Project Manager

• Centralise project documents with version control and an audit trail of decisions.
• Run review and approval workflows that track progress and capture who approved which version.
• Issue information formally through transmittals rather than by email attachment.
• Monitor progress and changes across projects through centralised reporting.

Project Engineer

• Pull the currently issued drawing or specification without having to ask which revision is live.
• Raise and answer review comments against the exact file version they were made on.
• Work from the same cloud project on mobile when checking something away from a desk.
• Receive a package from another team's project or hub through Bridge without losing traceability of where it came from.

Construction Management

• Give site teams access to the latest approved drawings and specifications, on mobile as well as desktop.
• Mark up and comment on 2D drawings and 3D models in the browser without local software.
• Keep field-to-office document workflows in one environment rather than spread across email and shared drives.
• Support progressive handover by structuring the deliverable set as it is produced.

Architecture

• Store and share design deliverables with engineering, contractor and owner teams from one place.
• Maintain a single source of truth for drawings, models and specifications as the design changes.
• Use Forma Board to run collaborative design review sessions against the live project data.

By phase

Pre-Construction

• Establish the project CDE with folder structure, naming standards and access controls before drawings start arriving.
• Manage tender and bid documentation through controlled issue workflows.
• Share design output with preconstruction and estimating teams without duplicating the file set.

Design

• Version-control models and drawings as the design evolves, with restore when something goes wrong.
• Run mark-up and review of 2D and 3D documents in the browser across the whole design team.
• Track review comments and approvals against specific versions rather than against a file name.

Construction

• Ensure site teams see only the latest approved drawings, including on mobile.
• Keep field-captured records and office document workflows in the same environment.
• Support progressive handover with a structured, versioned delivery set.

Closeout & Operations

• Compile O&M manuals and as-built documentation in the CDE where the project history already lives.
• Hand structured information over to facilities management with its version history intact.