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Bid Board and Forma Data Management Integration

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ACC Support
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With the Bid Board Pro and Forma Data Management integration, you can link a Bid Board opportunity in BuildingConnected to Forma Data Management. The Files tool in Data Management can then become the storage point for your files from BuildingConnected. You can spend less time moving files between systems and make handover from preconstruction to site construction easier. Learn about Forma Data Management.

In this article, you’ll find:

To link a Bid Board opportunity with Forma Data Management


Requirements:

  • You must have subscriptions to Bid Board Pro and Forma Data Management, Build, or Takeoff.
  • You must connect your Autodesk ID to your BuildingConnected account.
     

1. Go to the Files tab in your Bid Board opportunity.

2. In the top right corner, under Links, click “Link” next to the folder icon with the building. You can also click the down arrow to open a drop-down menu and select “Link to Forma Data Management”.
 


3.  Select to "Link to new Forma project" or "Link to existing Forma project". 
 

Link to new Forma project
  1. If applicable, select the Autodesk Forma hub your new project will go into. You must have permissions to create a project in the Forma hub you select.
     
  2. (Optional) Select a template to create the new project from. Existing project templates from your Forma hub appear here. 
     
  3. Edit the project number, name, and type. Click “Show more” to find currency and other optional fields. 
     
  4. (Optional) By default, the “Automatically copy new Client Files ” toggle at the bottom left is turned on. Client Files are the files shared by the client. Internal Files are files you upload that are only visible to you and your coworkers. Learn more. 

    Deselect the toggle if you don't want Client Files to copied into your linked Forma project. 
     
  5. Click “Link project”.


     
Link to existing Forma project
  1. Click “Link to existing Forma project”.
     
  2. Select your Autodesk Forma hub and the project you want to link to.
     
  3. (Optional) By default, the “Automatically copy new Client Files ” toggle at the bottom left is turned on. Client Files are the files shared by the client. Internal Files are files you upload that are only visible to you and your coworkers. Learn more. 

    Deselect the toggle if you don't want Client Files to copied into your linked Forma project. 


     
  4. Click "Next". 
     
  5. Select a folder in the Forma project to sync and add your files from BuildingConnected to.
     
  6. Click "Add Files". 


      

To unlink a Bid Board opportunity from Forma Data Management

To unlink a Bid Board opportunity from Forma Data Management, you must be one of the following:

  • The user who linked the opportunity
  • A project administrator on the linked Forma project
  • A hub administrator who owns the project 

There are two ways you can unlink your opportunity from Data Management: 

  • Click the down arrow at the top right corner of a Bid Board opportunity and select "Unlink from Data Management". 
  • Go to the "Files" tab and click "Unlink" in the bottom footer. 

Confirm your selection by clicking "Yes, unlink" in the dialog window. 

 

Manage Bid Board opportunities linked to BC Pro projects and Forma Data Management


If you have an existing BC Pro project linked to a Bid Board opportunity that is linked to Forma Data Management or if you link one after, the BC Pro project will also link to the same Forma project.

The BC Pro files, along with the Client Files and Internal Files from the opportunity, will move to Forma Data Management.

If you unlink the project from Forma Data Management in Projects, the opportunity will be unlinked or vice versa.
 

Frequently Asked Questions

Do markups on files from Docs show up in BuildingConnected?

No, BuildingConnected doesn’t have markup support, so any markups on the files from Forma Data Management will not show up in BuildingConnected.


Can I use the Bid Board Takeoff tool on a linked opportunity?

No, the Bid Board Takeoff tool cannot be used on files that are synced with Forma Data Management.


Does this integration work with BIM 360 Docs?

No, this integration is only for Autodesk Forma Management.
 

What happens to files of the same name?

BuildingConnected allows for multiple files or folders to have the same name in the same folder. Docs does not. When BC and ACC are linked, we follow the Docs standards:

  • If files are pushed over at the time of connection, we will automatically append ".1" to redundantly named files. E.g. if two files, "file.pdf" and "file.pdf" are pushed over, the second one will be changed to "file.1.pdf"
  • On upload, if a file has a redundant name, we'll automatically append ".1" in the same way as outlined above.
  • If moving a file causes a redundant name conflict, the move will be blocked, and the user will see a toast message: "Could not move 1 files/folders. A file/folder with this name already exists."
  • You can't rename a file to the exact name as another file.

Note: In BuildingConnected, you need to refresh the page to see any immediate updates from Docs.

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