PlanGrid Data Transition

PlanGrid Data Transition is a feature that allows users to migrate their project data from PlanGrid to Autodesk Forma. This transition ensures that all relevant project information, including drawings, issues, and other data, is preserved and accessible in the new platform. The process is designed to be straightforward, minimizing disruption to ongoing projects while enhancing collaboration and data management capabilities within Autodesk Forma.

Use the Data Transition Tool in PlanGrid to move data from PlanGrid projects to Forma Data Management. This tool lets you transfer project files, issues, and other data.

The Data Transition Tool helps you migrate data and keeps all necessary information. You can move documents, models, and project settings.

To move data from PlanGrid to Forma Data Management:

1. In PlanGrid, open the Admin Console.

2. Click Go to Data Transition Tool in the upper right of the page.

   

3. Enter your email address and select Next.

   Once you've been successfully authenticated, you will see a list of projects available for data migration.

4. Select the PlanGrid projects to move, and click Transition data.

   

5. From the Hub menu, select an Autodesk hub to host the moved data, then click Continue.

   

6. Review the information in the Regional data storage modal and click I understand.

   

7. Depending on the size of the project, the data transition may take some time. You will receive a notification when the migration is complete.

   

   Tip:

   You can review the transition status for each transitioned project on the Forma Data Management tab in Autodesk Forma.

   

8. On the Forma Data Management tab in Autodesk Forma, click the More menu on the right of a project to access the following options:

   • Transition to another hub

   • Transition again

   • View summary reports

   • History