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Roundtable Workshop: Forma Workflows, Project Templates, and Shared Resources
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Roundtable Workshop: Forma Workflows, Project Templates, and Shared Resources

Hosted by Charlottesville Revit User Group

Wednesday 18 November 2026, 12:15Venue time (New York)
Grimm and Parker ArchitectsDirections
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Please arrive at 12:15 to discuss questions not related to the advertised topic - that will ensure we can start the main presentation on time and use a full hour for the main topic - while still providing an opportunity to help one another out with any BIM issues or challenges!
Roundtable Workshop: Forma Workflows: Project Templates, Forms and Issues, and Shared Resources
Moderators: Karim Habbab, Robert A. Glover, Bethany Pritchard, Ying Fan
Session Description
Teams across our membership have moved project collaboration from BIM 360 to Autodesk Construction Cloud, now part of Autodesk Forma, and each has landed on its own approach to setting up and running projects there.
This session has three parts, each opening with a short live demo followed by open discussion.
First, moderators from three firms will walk through how they build a new project from a template: folder structure, roles, permissions, and the settings they standardize from the start.
Next, Robert will show how his team uses forms, reports and issues to track project information and coordination items, including what has and has not been worth the setup effort.
Finally, Bethany and Ying will demonstrate how VMDO hosts and shares common resources so project teams work from a single, current source.
Bring your own setup questions and lessons learned. The discussion is where the best ideas get traded.

Learning Objectives

Compare how different firms build Forma project templates, including folder structures, roles and permission assignments.
Identify ways forms, reports and issues can be configured to track design and coordination items across a project team.
Evaluate strategies for hosting and distributing shared resources so project teams work from consistent, current content.
Apply peer lessons learned to refine your firm’s Forma setup and reduce repeated configuration on new projects.

AIA Learning Credit CEUs will not be provided

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