Getting Started with Forma Build for PlanGrid Users

If you are currently a PlanGrid user and want to try Forma Build, you need to link your Autodesk and PlanGrid accounts and start a trial.

This allows you to sign in to both Forma Build on the web and the Forma mobile app using your Autodesk account.

On Web

  1. Visit https://construction.autodesk.com/trial/autodesk-build/ to start a trial.
  2. Sign up using your PlanGrid email address.
  3. Create and verify a new Autodesk account, or sign in to an existing one.

On Mobile

The Forma mobile app is used to access both PlanGrid and Forma Build projects. PlanGrid and Forma Build require separate licenses. If you access projects in both PlanGrid and Forma Build, you can have different types of licenses for each product.

First, sign in to the Forma mobile app.

Then, for:

iOS Android
1. Click the Profile icon Profile icon at the top right corner. 1. Click the More menu Vertical Menu icon.
2. Click Manage account. 2. Go to Settings.
3. Go to Your Autodesk Forma subscription. 3. Click Account details.
4. Tap Start a free trial of Forma Build. 4. Open Forma Build Subscription.
5. Tap Start a free trail of Forma Build.

After that:

  1. Accept the invitation that's sent to your email address.
  2. Create an Autodesk account or sign in to an existing Autodesk account.
  3. Return to the Forma mobile app. Make sure that all project files have synced, then sign out and sign in again to access Forma Build.

Once you sign in to the Forma mobile app, a tab allows you to navigate between PlanGrid and Forma Build projects, provided you have access to both. Learn more about the Forma mobile app and its navigation basics for iOS and Android.

If you don't have an existing Forma Build subscription, a free, 30-day trial is started for your account. A sample project is provided to help you get started and explore the app. See Start a Trial and its related topics for more information about managing your trial and converting it to a subscription.

Next Steps

After you complete the sign-up steps for your Forma Build trial, your PlanGrid and Autodesk accounts will be linked. You will be signed out of your sessions on web and mobile. Sign again and you'll be able to access your PlanGrid projects using Forma Build.

From now on, you must use your Autodesk credentials to sign in to Forma Build on the web or the Forma mobile app.

Note:

All API tokens will be reset. Create API tokens for any integrations that you use. Learn more.

Learn more about the features of Forma Build.