Getting started in Autodesk Forma

Get up and running in Autodesk Forma fast. Learn what Forma is, where key capabilities live, how to find the right product and tool, and how to complete a simple end-to-end workflow to take action on assigned items. Also learn how responsibilities and permissions vary by role so you know where to go for help when you’re stuck.

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About this course

Note: Please register to access the course content. 
You'll earn points in The Big Roomfor completing this course! 

Welcome to this course!

Who should take this course

Project team members who are new to Autodesk Forma or transitioning from Autodesk Construction Cloud (ACC), including leadership (GC and owner), field teams (superintendents, foremen, equipment operators, and skilled workers), delivery and controls (PM/PE, estimator, safety manager, and inspector), and design (engineers, architects, designers, and VDC/BIM) roles who need to navigate projects and complete day-to-day tasks in Forma.  

Why this course matters 

Teams move fast, which means people benefit from quick onboarding about how to navigate solutions like Forma. Understanding how to use Forma and being able to choose the right workspace and tool, as well as understand role responsibilities and permissions in the platform, helps you act quickly, avoid blockers, and collaborate with less rework.  

What you’ll be able to do

After completing this course, you will be able to: 

  • Explain what Forma is, identify where key capabilities are, and follow a demonstrated workflow for your role.  
  • Navigate Forma to find the right product and tool for your work.  
  • Complete a basic workflow in Forma to locate a project item and take an action that moves work forward.  
  • Describe your responsibilities in Forma, the workspaces you’ll use most, how your work connects to other roles, and how to get help if you’re stuck.  

Lesson breakdown (estimated 20 to 30 minutes) 

  • Overview of Autodesk Forma 
  • Find it in Autodesk Forma 
  • Five clicks in Autodesk Forma 
  • Roles and responsibilities 

Curriculum

  • Getting started in Autodesk Forma
  • Course wrap-up

About this course

Note: Please register to access the course content. 
You'll earn points in The Big Roomfor completing this course! 

Welcome to this course!

Who should take this course

Project team members who are new to Autodesk Forma or transitioning from Autodesk Construction Cloud (ACC), including leadership (GC and owner), field teams (superintendents, foremen, equipment operators, and skilled workers), delivery and controls (PM/PE, estimator, safety manager, and inspector), and design (engineers, architects, designers, and VDC/BIM) roles who need to navigate projects and complete day-to-day tasks in Forma.  

Why this course matters 

Teams move fast, which means people benefit from quick onboarding about how to navigate solutions like Forma. Understanding how to use Forma and being able to choose the right workspace and tool, as well as understand role responsibilities and permissions in the platform, helps you act quickly, avoid blockers, and collaborate with less rework.  

What you’ll be able to do

After completing this course, you will be able to: 

  • Explain what Forma is, identify where key capabilities are, and follow a demonstrated workflow for your role.  
  • Navigate Forma to find the right product and tool for your work.  
  • Complete a basic workflow in Forma to locate a project item and take an action that moves work forward.  
  • Describe your responsibilities in Forma, the workspaces you’ll use most, how your work connects to other roles, and how to get help if you’re stuck.  

Lesson breakdown (estimated 20 to 30 minutes) 

  • Overview of Autodesk Forma 
  • Find it in Autodesk Forma 
  • Five clicks in Autodesk Forma 
  • Roles and responsibilities 

Curriculum

  • Getting started in Autodesk Forma
  • Course wrap-up