Autodesk Forma Template Setup – Setup Your Organisations Templates, Project Structures and Company Standards

The Autodesk Forma Template Setup Training Course is designed for organisations looking to standardise their digital delivery environment, establish Autodesk Docs project templates, and implement company-wide standards for collaboration, information management, and construction workflows.

Participants work from a professionally developed Autodesk Forma and Autodesk Docs base environment which is customised throughout the training to suit organisational requirements, including folder structures, permissions, naming conventions, approval workflows, dashboards, reporting standards, and governance procedures.

Rather than simply learning administration, attendees leave with a customised Autodesk Forma environment that can be immediately deployed across projects and teams. The course combines training outcomes with practical commercial outcomes, helping organisations establish a single source of truth for digital engineering and construction information management.

Autodesk Docs Template Setup – Project Templates, Folder Structures and Construction Cloud Standards

A well-configured Autodesk Forma and Autodesk Docs environment enables organisations to improve collaboration, reduce project risk, standardise workflows, and maintain consistent project delivery processes across multiple teams and offices.

This course covers Autodesk Docs templates, Autodesk Construction Cloud project setup, permissions, workflows, approvals, dashboards, reporting procedures, and enterprise governance. Training can be tailored for buildings, infrastructure, preconstruction, model management, field operations, and digital engineering teams.

What You'll Learn – Autodesk Docs Templates, Construction Cloud Setup and Information Management Standards

• Configure Autodesk Forma and Autodesk Docs templates
• Create standard project structures and folder hierarchies
• Develop company naming conventions and workflows
• Configure user permissions and security settings
• Implement approval and review processes
• Create reusable Autodesk Construction Cloud project templates
• Standardise dashboards and reporting environments
• Integrate BIM and digital engineering workflows
• Deploy standards across multiple teams and offices
• Maintain and govern enterprise information management procedures

Autodesk Docs Template Setup Topics Covered – Construction Cloud Workflows, Permissions and Project Standards

• Autodesk Forma administration
• Autodesk Docs templates
• Autodesk Docs project templates
• Autodesk Construction Cloud setup
• Autodesk Construction Cloud project configuration
• Folder structures and naming conventions
• User permissions and access management
• Approval workflows
• Information management procedures
• Digital engineering standards
• Dashboard reporting
• Enterprise governance
• BIM collaboration standards
• Multi-office deployment strategies
• Quality assurance processes

Customised Forma Template Development During Training

The Autodesk Forma Template Setup Training Course is delivered as a practical workshop where participants learn administration and configuration while simultaneously developing their own company standards.

Using a professionally developed base environment, attendees customise Autodesk Docs templates, folder structures, permissions, approval workflows, dashboards, naming conventions, and governance procedures to suit their organisation's requirements.

This project-based approach provides both training outcomes and commercial outcomes. Rather than leaving with theoretical knowledge alone, participants leave with a fully customised Autodesk Forma environment that can be immediately implemented across future projects.

Training can be tailored for architecture, engineering, construction, infrastructure, manufacturing, education, government, healthcare, and enterprise digital delivery environments.

Autodesk Forma Template Setup for Data Management, Collaboration and Construction Workflows

Many organisations require specialist configurations that extend beyond standard project templates. This course includes optional modules covering Autodesk Forma capabilities and Autodesk Construction Cloud workflows.

Forma Data Management (Formerly Autodesk Docs)

• Folder structures and permissions
• ISO 19650 workflows
• Naming conventions
• Approval procedures
• Information management standards
• Document control processes

Forma Design Collaboration (Formerly Autodesk BIM Collaborate Pro)

• Shared model environments
• Design collaboration workflows
• Package management
• Issue management
• Coordination procedures
• Team collaboration standards

Forma Build (Formerly Autodesk Build)

• Quality workflows
• Safety management
• RFIs and submittals
• Field reporting
• Construction administration standards
• Digital site processes

Forma Estimate (Formerly Autodesk Estimate)

• Cost structures
• Estimating templates
• Quantity workflows
• Budget reporting
• Cost management standards
• Commercial controls

Forma for Buildings

• Building project templates
• Sustainability workflows
• Urban analysis standards
• Design review procedures
• Building performance processes
• Collaboration frameworks

Forma Construction (Formerly Autodesk Construction Cloud)

• Enterprise project standards
• Construction workflows
• Digital delivery procedures
• Governance frameworks
• Reporting standards
• Multi-project administration

Forma for Model Management

• Model naming conventions
• Version control procedures
• Review workflows
• Coordination standards
• Approval processes
• Information governance

Forma for Preconstruction

• Tender management workflows
• Bid administration
• Cost planning procedures
• Design coordination standards
• Risk management processes
• Early project delivery frameworks

Forma Site Design

• Site planning workflows
• Context modelling
• Environmental analysis procedures
• Infrastructure coordination
• Urban design standards
• Land development processes

Forma Takeoff (Formerly Autodesk Takeoff)

• Quantity takeoff procedures
• Classification systems
• Measurement standards
• Estimating integration
• Reporting workflows
• Commercial collaboration processes

Autodesk Forma Template Setup for AutoCAD, Civil 3D, Plant 3D and Revit Collaboration Workflows

Many organisations implement Autodesk Forma and Autodesk Docs to improve collaboration between design teams, consultants, contractors, and project stakeholders. This course can be tailored to establish best-practice workflows for Autodesk design applications, ensuring consistent project delivery and information management across disciplines.

Autodesk AutoCAD Collaboration Setup

• Autodesk Docs integration with AutoCAD
• Cloud file structures and permissions
• Xref management strategies
• Shared drawing workflows
• Publishing and review processes
• Company drafting standards

Autodesk Civil 3D Collaboration Setup

• Data Shortcut strategies
• Shared project environments
• Reference management
• Survey data workflows
• Corridor and surface collaboration
• Civil project governance procedures

Autodesk Plant 3D Collaboration Setup

• Plant project structures
• Shared spec libraries
• Collaboration environments
• Vault and Docs workflows
• Isometric and orthographic publishing
• Multi-user project standards

Autodesk Revit Collaboration Setup

• Revit Cloud Worksharing
• Autodesk Docs project configuration
• Shared coordinates and linked models
• Model permissions and governance
• BIM collaboration procedures
• Issue and review workflows

Autodesk Navisworks and Coordination Setup

• Coordination models
• Clash detection workflows
• Issue management
• Review processes
• Model federation standards
• Construction coordination procedures