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Forma Data Management Navigation Basics

Learn to navigate between the projects, products, and tools available in your hub.

Project List

The project list shows all projects that you have access to. This includes both Autodesk Forma and BIM 360 projects.

The project list is displayed when you first access Forma Data Management. To open the project list from inside an Autodesk Forma project or from one of the other Autodesk Forma products:

  1. Click the Project drop-down list.

  2. Click View all.

    Tip: You can also use the search field to find projects by name in the drop-down list.

Key features of the Project List page:

  1. Select a different region if you have hubs in different regions. Learn more about Autodesk Regional Offerings.

  2. Quickly access links to Hub Admin and Executive Insight.

  3. Use the links to access more Autodesk products:

  4. Use the tabs to choose whether to view a list of projects, project templates, or My Home tab.

  5. Click Create project to set up a new project.

  6. To sort the list of projects, simply click the column headings. You can sort by project type, name, number, hub, or date created. The icon next to each project name indicates whether it is accessible through BIM 360 or Autodesk Forma products.

  7. Use the search box to find a specific project by name.

  8. To filter projects by hub, project type, or start and end date, click the filter icon . This will bring up a filtering menu that allows you to apply multiple filters at once. With this feature, you can easily narrow your project search results and quickly find the information you need.

  9. Use the Default product column to set your personal landing page for each project. Each project member can select their own product or administration space as the landing page when a project is opened.

    Note: The Quick access setting is not supported for BIM 360 projects visible in the project list.

Help and Support

Click the icon to:

  • Access product help
  • Access learning center
  • Contact support
  • Access terms and conditions
  • View license attributions

Autodesk Profile

Click your name in the top-right corner to manage your Autodesk profile.

Learn how to navigate within products and tools.

Products

Use the product picker to access other products that share a unified experience. These include:

  • Forma Data Management
  • Design Collaboration
  • Model Coordination
  • Preconstruction
  • AutoSpecs
  • Build
  • Cost Management
  • Insight

Depending on your permissions, you may also be able to access Project Admin and Hub Admin.

Tools

The left navigation within Forma Data Management contains the tools available to use for specific workflows.

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