Forma Build – Basic Document and Form Controls

Forma Build makes it easy to centralize project information, but getting real efficiency from it starts with understanding how documents, forms, and workflows are truly organized. This foundational course is designed to help users confidently navigate the Forma Build interface, understand where project data lives, and work faster when accessing, editing, and sharing information. By focusing on core document and form controls used every day on active projects, this training builds the skills needed to keep teams aligned, reduce confusion, and maintain accurate, accessible project records from start to finish.

This live online course is offered as a four-hour course. Each session is 2 hours. A live instructor explains the detailed functions and addresses questions as the class progresses.

Recording: Registrants for a course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Session 1, June 9th

• Project Setup: Project Admin module and workflows.
• Forma Docs/Files: Navigate the Common Data Environment through the Files module.
• Sheets: Upload and manage Sheets into Version Sets, rename sheet names, work with hyperlinks, add and publish markups, add issues, add References to Sheets.
• Specifications: Add and publish specifications for use by project members. Leverage the Optical Character Recognition (OCR) to extract specification information and automate connections between section codes and descriptions.

Session 2, June 11th

• Issues: Track, manage, and communicate problems across the construction lifecycle. Reference data on Sheets, Forms, RFIs, and other project files.
• RFIs: Create an RFI, respond to an RFI, send reminder emails, add watchers, and respond via email.
• Submittals: Create and review submittals. Manage submittals with packages.