Connect to a Scenario

Connecting your model to a Forma scenario enables connected workflows and access to Forma tools.

Note: As a Forma Connected Client, Revit offers Forma capabilities that are part of a technology preview (tech preview), which means that it's new and continuously improving. Learn more.

If your model is not connected to a scenario when you try to use a Forma tool, you are prompted through the process.

As an alternative, you can take the following steps to connect the model to a scenario before using Forma tools.

Note: Before connecting to a scenario, ensure that the active model is a Revit cloud model and stored in a Forma project that has been added to the tech preview. Learn more.

To connect a Revit model to a scenario

  1. Open the model in Revit.
  2. Click Collaborate tab > Manage Models panel > (Manage Scenarios).
  3. In the Manage Scenarios panel, click Connect.

    If the Forma project for the model contains existing scenarios (and you have appropriate permissions for them), those scenarios are listed in the panel.

  4. To specify the scenario to connect to, do one of the following:
    • Select a scenario from the list.
    • Under New Scenario, enter a name.
  5. Click Next.
  6. If prompted for a geolocation:
    1. Click Set draft geolocation.
    2. In the dialog, specify the location and related information.

      For details, see Draft Geolocation.

    3. Click OK.

    If you decide that you need to adjust the geolocation before proceeding, click Change draft geolocation, and change it as needed.

  7. Click Connect to scenario.

    In addition to connecting the model to the scenario, Revit performs a Save (for a non-workshared cloud model) or a Sync with Central (for a workshared model).

  8. Click Close.

After the model has been added to a Forma scenario, the following icon displays after its name in the title bar and in Revit Home > Recents. You will also notice the icon in other places, such as the Manage Links dialog.

This icon indicates that you can use Forma tools and workflows with the model, such as the following: