When to Use Handover or As-Built Export

In the Handover tool in Project Admin, if you have Forma Build, you will find a Handover tab and an As-built Export tab.

Note: As-built Export is available only for projects with Forma Build.

This topic covers the differences between each tab to help you determine which feature to use to create project documentation that you can share with your internal and external project stakeholders.

When to Use Handover

Use Handover when you want to craft a polished handover package for your external client.

In Handover, you select the options you want to sync, and you can reorganise the data to meet an owner's needs and any branding requirements.

Handover will always then have the current data you selected and organised from Forma Data Management or Forma Build, so it's ready to export and complete the closeout process.

When to use As-built Export

Use As-built Export when you want to quickly get your project data out for internal use.

In As-built Export, you select the items you want to export. Then you can create a generic export that can be used for multiple cases such as internal project archiving.

Handover and As-built Export Feature Comparison

The following table shows what can be exported in Handover compared to As-built Export.

Note: The available options vary depending on whether you have Forma Data Management or Forma Build. Features mentioned in the table that are exclusive to Forma Build are labelled accordingly.
Features Handover As-built Export
Files
  • All files
  • Basic files (PDF, JPG, PNG, XLSX, DOCX)
  • Model files (RVT, DWG, NWC)
  • Select file types (Multi-select option)


Current file versions will be exported. File markups not yet supported.
Issues
  • All issues (Open, In review, Pending and Closed issues)
  • Closed issues
Sheets (Forma Build) Sheet versions

  • All sheets (Current and previous sheets. Sheet versions will be grouped.)
  • Current sheet versions
Sheet markups

  • All markups (Published and unpublished markups)
  • Published markups
  • Only published markups linked to RFI references
RFIs (Forma Build)
  • All RFIs (Draft, Open and Closed RFIs) Excludes voided RFIs.)
  • All Closed RFIs
Submittals (Forma Build)
  • All submittals (Draft, Required, Open, and Closed submittals. Excludes voided submittals.)
  • All Closed submittals
Forms (Forma Build)
  • All forms (In review, Closed and Archived)
  • All Closed and Archived forms only
Photos (Forma Build) All photos Assets (Forma Build) Select the assets you want to export by selecting asset categories and asset statuses
Parent page: Handover