Add and Publish Specifications

Project managers can use the Specifications tool to publish and distribute specifications for use on site. Forma Data Management, Forma Build and Forma Takeoff use Optical Character Recognition (OCR) to read the PDF files which are added to the specifications publishing process. After each document is uploaded into the tool, OCR automatically extracts specification sections and titles for your review. You can edit section details as required before publishing to the field.

After the specifications are published, they are visible to project members. Project members are notified by email that new or updated specifications are available unless they have changed their notification settings.

Access the Specifications Tool

  1. Sign in to Autodesk Forma using your credentials.

  2. Click the product picker and select Forma Build, Forma Data Management or Forma Takeoff.

    Access Build

  3. Click the Specifications tool.

    Access Specs Tool

Specifications Publishing Workflow

You can now follow these steps to publish your specifications:

Add Specifications

Add and upload specifications in the PDF format to the publishing workflow.

Create or Select Version Set

Create a version set or add your specifications to an existing version set.

Enter Specification Details

Choose the specification format and select your project location.

Review and Organise Specifications

Review the automatically generated specification codes and descriptions. Add, modify and organise specification sections using viewing and navigation tools.