If your site does not contain any production data and you want to use this template, uninstall the previous Change Management processes before installing this one.

Teams can work together while keeping data safe and following rules. Engineering Project Management Streamlines communication and task management for engineering projects using milestones, activities, and Gantt-based scheduling with reusable project templates.

This gives you agility, global scale and durability, with “anytime, anywhere” data access. Our main storage provider is the Autodesk Construction Cloud which utilizes Forma Data Management (formerly Autodesk Docs) as the common data environment, providing centralized file management .

In the Manage tab, in the Process Management group, click Dashboard . The Dashboard opens in a browser window in Fusion Manage.

Topics in this Section Overview Access Forma Connector Add your Projects Manage Your Cloud Files Locally Upload Files and References Overview The Forma Data Management (formerly Autodesk Docs) connector allows you to work locally with your BIM 360 and Forma cloud data .

Autodesk Migration Tool for Forma Data Management - This tool provides guidance throughout the whole data migration process including data integrity checks, fixes, and uploading.

Changes made in the connector are automatically synced to the cloud data source. The following image shows the Autodesk Forma connector and the corresponding Forma Data Management cloud data source.

Install the Change Management template Install the Change Management template.

The Charts section is empty until you or your team starts creating process management data . Enable charts Open the Dashboard.

Topics in this Section Overview Key Features Upgrade Considerations Access Autodesk Fusion Connector Overview The Fusion connector allows you to work locally with your Autodesk Fusion cloud data . The Autodesk Fusion connector now provides a comprehensive and unified experience with the same home screen interface and project management workflows as the Autodesk Forma connector.

Folder Path Structure The following image shows the folder path on web and what a user sees in v15.x and v16.x of Desktop Connector: Related Concepts: About Forma Data Management .

Items are the building blocks of Fusion process management . An item is a unique data record used to track designs and drawings throughout the product lifecycle and the change approval workflow.

Topics in this Section Overview Permission Levels When Permissions Change Overview The Forma Data Management (formerly Autodesk Docs) connector supports the folder permissions granted by Forma Data Management on web and BIM 360 on web.

Administrators create hubs in which data and projects are stored. Normally, as an administrator, you do this right after purchasing Fusion licenses for your team members, then you invite them to the hub.

Workspace picklists can be added to connect the new change management processes to existing data in your site.