With Forma Data Management, Handover packages can include project files and issues.

• Add Files to Handover Package
• Configure Issues for Handover Package

Add Files to Handover Package

You can add files from the Files tool or create a folder for files you want to export in Handover.

1. In the Handover tab, click Add.

2. Select Add from Files or Create folder.

   

   • Add from Files: Your project files from the Files tool appear in the window. Select files and folders to add. To select a range, click the first file, hold Shift, then click the last file. Tip: If you select a folder with subfolders or files, you can't move the subfolders and files. Select each subfolder and file instead of the top-level folder. This way, you can move each item in Handover. Note:
     • If the selected files or folders change, they will sync and update in Handover.
     • If a file or folder shares a name with an existing one, Handover adds (1) to the end of the name.
     • If a file or folder shares a name with a default folder (RFIs, Sheets, Submittals, Issues, or Assets), you can't add it. Change the name and try again.
   • Create folder: Enter a name and press Enter to save a folder that you can add files into.

Handover exports package contents in the order shown in the tool. By default, folders appear first, then files, in alphanumeric order.

Configure Issues for Handover Package

By default, the Issues folder in Handover includes all closed issues from the Issues tool in Forma Data Management. Handover pulls the latest data so you can export it.

To choose which issues to include in your Handover package:

1. Click Sync Settings.
2. Click Issues.
3. Select All issues or Closed issues.
4. If you don't want to export issues, click Remove. You can add them back later.
5. Click Save.