Run the jobsite
Build practical Autodesk Forma skills for the jobsite. Learn how to navigate Forma, manage handoffs and communication, work with sheets and specifications, resolve issues, and turn project data into clear next steps.
This learning path is designed for project teams working across field operations, coordination, communication, and reporting workflows.
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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Roles, handoffs, and the communication lifecycle
Clarify who owns what and what “done” really means when field conditions change. Learn how to make clean handoffs in Autodesk Forma by documenting decisions, linking the right evidence to the right work item, and keeping updates visible so PMs, superintendents, and other stakeholders can act without chasing context.
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Sheets, specs, and location-based decision-making
Learn how to use Sheets and Specifications in Forma Build for field control. Find the right drawings in the field, compare revisions, and keep the team synced. Create actionable markups, link evidence and specifications to issues, and configure locations.
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Triage, ownership, verification, and closure
Learn how to create, assign, verify, and close issues so work moves forward without delays. Apply a simple approach to make issues actionable, assign responsibility, verify results with evidence, and close issues with confidence so teams can act without chasing context.
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Project communications, decisions, and traceability
Learn how to capture jobsite communication and decisions so they are clear, traceable, and actionable. Identify when to document conversations, choose the right tool, and use meetings and correspondence to align teams and track follow-up work.
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Operational reporting and prioritization
Learn how to read reports, identify trends and risks, and turn data into clear priorities. Apply a simple approach to check filters, interpret signals, decide what to act on, and create action summaries so your team can move from data to decisions.
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