Autodesk Forma Data Management Course – Document Management, Collaboration and Information Governance Training

The Autodesk Forma Data Management Training Course teaches organisations how to manage project information, configure collaboration workflows, and implement document control standards using Autodesk Docs and Autodesk Construction Cloud technologies.

Participants learn how to establish project structures, configure permissions, manage approvals, control revisions, and standardise information management procedures across multiple disciplines and project teams.

The course covers practical workflows for architects, engineers, contractors, consultants, owners, and digital engineering teams, ensuring organisations establish a single source of truth for project documentation and digital delivery processes.

Autodesk Docs Course – Project Setup, Document Control and Construction Cloud Collaboration

Autodesk Forma Data Management provides a secure cloud-based environment for managing drawings, models, documents, and project information throughout the project lifecycle.

Training includes Autodesk Docs project setup, permissions, folder structures, approval workflows, issue management, transmittals, reviews, and integrations with Autodesk design applications. Participants learn how to improve collaboration, reduce project risk, and maintain information governance standards across multiple projects and stakeholders.

What You'll Learn – Autodesk Docs Administration, Project Workflows and Information Management

• Configure Autodesk Docs projects and folder structures
• Manage permissions, roles, and user access
• Implement approval and review workflows
• Control document versions and revisions
• Create transmittals and information exchanges
• Manage issues and project coordination activities
• Configure dashboards and reporting tools
• Establish ISO 19650 information management procedures
• Integrate Revit, Civil 3D, Plant 3D, and AutoCAD workflows
• Maintain enterprise digital delivery standards

Forma Data Management Topics Covered – Autodesk Docs, Construction Cloud and Collaboration Workflows

• Autodesk Docs administration
• Project setup and configuration
• Folder structures and naming conventions
• User permissions and access controls
• Approval workflows
• Review procedures
• Document version control
• Issue management
• Transmittals and packages
• Dashboard reporting
• Information governance
• ISO 19650 workflows
• BIM collaboration procedures
• Multi-office deployment
• Enterprise digital delivery standards
• Autodesk Construction Cloud administration

Autodesk Forma Data Management for AutoCAD, Civil 3D, Plant 3D and Revit Collaboration 

- Autodesk Docs Training

Autodesk Forma Data Management enables organisations to establish common data environments that support collaboration across multiple Autodesk applications and disciplines.

Training can be customised to suit your existing software ecosystem and project delivery requirements.

Autodesk AutoCAD Collaboration Workflows

• Autodesk Docs integration with AutoCAD
• Xref management procedures
• Shared drawing environments
• Cloud-based review workflows
• Publishing and approval standards

Autodesk Civil 3D Collaboration Workflows

• Data Shortcut management
• Shared project environments
• Survey data collaboration
• Corridor and surface coordination
• Infrastructure information management

Autodesk Plant 3D Collaboration Workflows

• Plant project structures
• Shared specifications and standards
• Multi-user collaboration environments
• Isometric and orthographic publishing workflows
• Project governance procedures

Autodesk Revit Collaboration Workflows

• Revit Cloud Worksharing
• Shared coordinates and linked models
• BIM collaboration procedures
• Issue management and model reviews
• Digital delivery standards

Autodesk Navisworks Coordination Workflows

• Model federation processes
• Clash detection coordination
• Issue management procedures
• Construction review workflows
• Multi-disciplinary collaboration standards

Autodesk Forma Data Management Training Course Contents

Chapter 1: Introduction to Autodesk Forma Data Management

• Understanding Autodesk Docs environments
• Common Data Environment principles
• User roles and responsibilities
• Information management fundamentals

Chapter 2: Project Setup and Folder Structures

• Creating projects
• Folder structures
• Naming conventions
• Company standards implementation

Chapter 3: User Permissions and Access Controls

• Team permissions
• Role assignments
• Security settings
• Multi-office collaboration procedures

Chapter 4: Document Management and Version Control

• Uploading and managing documents
• Version history
• Review processes
• Document lifecycle management

Chapter 5: Approval Workflows and Transmittals

• Approval procedures
• Review workflows
• Transmittals
• Information exchange standards

Chapter 6: Issues, Markups and Collaboration Tools

• Issue management
• Markups and comments
• Team coordination procedures
• Communication standards

Chapter 7: Dashboard Reporting and Project Analytics

• Dashboard creation
• KPI reporting
• Executive summaries
• Project insights

Chapter 8: Information Management and ISO 19650

• Information requirements
• Naming standards
• Compliance procedures
• Governance frameworks

Chapter 9: Autodesk Application Collaboration Workflows

• AutoCAD integrations
• Civil 3D collaboration
• Plant 3D project environments
• Revit Cloud Worksharing
• Navisworks coordination procedures

Chapter 10: Enterprise Deployment and Administration

• Multi-project administration
• User onboarding
• Change management
• Standards maintenance

Optional Chapter: AutoCAD Collaboration Environment Setup

• Xref management
• Shared project standards
• Publishing workflows
• Cloud collaboration procedures

Optional Chapter: Civil 3D Collaboration Environment Setup

• Data Shortcuts
• Survey collaboration
• Shared references
• Infrastructure workflows

Optional Chapter: Plant 3D Collaboration Environment Setup

• Project structures
• Specification management
• Shared environments
• Publishing standards

Optional Chapter: Revit Cloud Collaboration Setup

• Cloud worksharing
• Linked models
• Shared coordinates
• BIM governance procedures

Optional Chapter: Navisworks Model Coordination Setup

• Coordination models
• Clash management
• Issue workflows
• Construction review procedures

Who Should Attend the Autodesk Forma Data Management Course - Autodesk Docs Training

• BIM Managers
• Information Managers
• Digital Engineering Managers
• Document Controllers
• CAD Managers
• Project Managers
• Construction Managers
• Architects
• Engineers
• BIM Coordinators
• Revit Administrators
• Civil 3D Administrators
• Plant 3D Administrators
• Technical Directors

This course is particularly valuable for organisations implementing Autodesk Docs, Autodesk Construction Cloud, and enterprise digital delivery standards across multiple projects, teams, and disciplines.

Autodesk Forma Data Management Course Prerequisites

No prior Autodesk Docs administration experience is required.

Participants should have a general understanding of project delivery processes, BIM workflows, or document management procedures. Familiarity with AutoCAD, Civil 3D, Plant 3D, Revit, or Autodesk Construction Cloud environments is beneficial but not essential.

Enrol Now in the Remote Autodesk Forma Data Management Course

Develop the skills required to manage documents, approvals, collaboration workflows, and enterprise information standards using Autodesk Forma Data Management.

Delivered remotely by an experienced instructor, this practical training course combines information management principles with real-world project workflows, enabling organisations to improve collaboration, reduce risk, and establish a robust digital delivery environment across their projects and teams.