Video: Save a Model to the Cloud

Save a model to the cloud to enable cloud collaboration workflows.

This video demonstrates the following:

1. Save a non-workshared model to the cloud
2. Save a publish change to the model.
3. Review the model on Forma Data Management.

Note: This video was recorded using Revit 2019. When using a newer software release, you may notice differences in functionality and user interface.

Transcript

Cloud workflows can help you share your project with team members and streamline collaboration across all phases of the project. Enable Forma Data Management cloud workflows by first saving a model to Forma Data Management.

To save a non workshared model to Forma Data Management, on the File menu select Save As and choose Cloud Model. In the Save as Cloud Model dialog, use the controls on the left to select the correct project, then navigate to the folder where you want to save the model and click Save. Once a model is saved to Forma Data Management, subsequent saves, will update the model on Forma Data Management.

On Revit Home a model saved to Forma Data Management is indicated with an icon. You can also view the model in the location on Forma Data Management using the navigation controls. To make the latest changes visible on Forma Data Management, publish the model.

Once the published, view directly in Forma Data Management in a browser or a mobile device. Forma Data Management workflows such as model coordination or review and markup can now take place with your Revit model on Forma Data Management.