Forma: Adding a New Project Type

Issue:

When creating a new project on the Autodesk Forma platform, a user is unable to create a custom Project Type and needs to choose one from the existing list that may not be specific enough or applicable.

Cause:

The ability to add custom Project Types does not yet exist on the Forma platform

Solution:

Hub Admins can create custom Project Types on the BIM 360 Document Management platform (b360.autodesk.com) when creating a new project.  The newly added Project type(s) will be available for use when creating a project on Forma (acc.autodesk.com).  Here are the steps:

1. Log in as an Hub Administrator to Forma.
2. Select the Hub Admin module from the upper left-hand corner of the page.
3. Click on the "BIM 360 Admin" tab from the menu on the left-side of the screen.
4. Click on the "Settings" button.  This will open the BIM 360 Account Admin module for the account.
5. Click on the "Projects" tab at the top of the page.
6. Click on the "Add" button.
7. Enter a Project Name
8. Under "Project Type", click on the "Select Project Type" box.  An empty text box will appear over the list of existing values
9. Click in the text box and type in the desired name for the custom Project Type.
10. After typing the value, click on the underlined text to select it for use in the project being added.
    
    
11. Finish completing the required fields and select "Save and Continue".

Note:  there is no need to activate any of the services for the BIM 360 Project if the intent is simply to add a new Project Type for use on Forma.

The next time you create a project on Forma, the custom Project Type will be available to choose from the list.

About the Author

Sr. Technical Support Specialist, AEC<br><br>Jeremy has been delivering service and technical support to customers in the AEC industry for over 25 years. He gained much of his AutoCAD/Revit experience serving as CAD Manager at multiple MEP/FP engineering firms in the Greater Boston Area. He then worked at Autodesk as a Technical Support Specialist, eventually becoming a manager overseeing the Revit and Vault support teams. Jeremy is excited to be in his current role as Sr. Technical Support Specialist at IMAGINiT, as it allows him the opportunity to work directly with customers every day and help them successfully leverage Autodesk’s solutions to achieve their business goals.

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