This guide provides a step-by-step process for accessing and managing project files in Autodesk Forma. It highlights how to efficiently organize cost management documents, ensuring that all relevant files are automatically categorized and easily accessible. By following this guide, users can streamline their workflow and enhance collaboration through effective document management.

Navigate to https://acc.autodesk.com/home

Click "Projects"

Select a project.

Click "Cost Management"

Click "Settings"

Click "General"

Click "Documents and attachments"

Click the file area to open up the window to select a folder location.

Select the folder to have files mapped to. Click "Select."

When cost items are created (i.e. a Commitment or Owner Contract) a folder will automatically be created titled by the company name (i.e. ABC Drywall Company). As you create items for that company, subfolders will automatically be created inside of it (i.e. pay apps, change orders, RFQ's, etc.).