Placing Views and Sheets on Forma Board

You can add Revit projects from Forma Data Management to a Forma Board.

Workflow

Selecting the Revit Project to Add

  • Open a Forma board.
  • Click the Data Management icon in the left toolbar, then + Add File.
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  • Navigate to the Revit project that you’d like to add:
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  • Turn on the checkbox to the left of the project Name, then click Open at the bottom of the window.
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  • A Forma Data Management widget appears on the board.
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Displaying a Thumbnail Image

  • Click Create Thumbnail.
  • Adjust the 3D view in the thumbnail preview to select the features to be displayed.
  • Click Save Thumbnail.
  • The widget is updated to display the thumbnail image.

Extracting Views and Sheets

  • Click Extract Sheets & Views.
  • Select the sheets and views you want to add to the board.
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  • Click Add.
  • Thumbnail images of each selected sheet or view will be added to the board.
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  • You can select, move, resize, or delete thumbnails to organize how they appear on the board.
  • You can also adjust a thumbnail. When you click a thumbnail, a toolbar appears above it where you can:
    • Lock the thumbnail (to prevent accidental changes).
    • Choose which version of the Revit project to display for this sheet or veiw.
    • Render the thumbnail image (commerical subscribers only)
    • Change the opacity of the thumbnail image.
    • Adjust the information shown in the thumbnail:
      • Display shadows
      • Display the filename, version, and last updated date.
      • Change the thumbnail image.
    • Open the model viewer.

Using the Data Management Widget Toolbar

When you select a Data Management widget, a toolbar appears above it where you can:

  • Lock the widget (to prevent accidental changes)
  • Choose which version of the Revit project to display
  • Render the thumbnail image (commerical subscribers only)
  • Change the opacity of the widget image.
  • Adjust the information shown in the thumbnail:
    • Display shadows
    • Display the filename, version, and last updated date.
  • Change the thumbnail image.
  • Extract sheets and views
  • View issues linked to the project.
  • Open the model viewer.
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