Send a Forma proposal to Revit

Step-by-step guide

The seamless interoperability of Forma and Revit can improve the design process in several ways. For example, a Forma design can easily be sent to Revit to further develop design components.

If needed, download and install the Revit plug-in for Forma:

1. With Forma open, in the sidebar, click Extensions.

2. In the Extensions panel, click Add extension.
3. Run the installer.
4. Restart Revit.
5. In Forma, duplicate and rename a version of the Forma design to be transferred to Revit.

This retains the original for future comparison. In this example, the original proposal is Forma version, and the duplicate is named Forma Revit link.

6. Hover the cursor over the copy, then expand the three-dot menu (⋮) and select Revit > Send to Revit (Beta).

A confirmation displays.

Next, to load the proposal into Revit, start by creating a new project:

7. Open Revit and select New.
8. In the New Project dialog box, expand the drop-down and select the desired template.

Forma and Revit will detect and convert the geometry according to the template used.

9. In this case, select the Metric Multi-discipline template.

10. Click OK.
11. Once the template opens, on the ribbon, select the Massing & Site tab.
12. In the Forma panel, select Load Proposal.

The name of the proposal sent from Forma appears in the Load Forma Proposal dialog box.

13. Click Options.

14. Under Elements and Context, review and select the types of geometry to be loaded.
15. Click OK.

16. Click Load.

After the proposal loads, the Open Data Attributions dialog box displays the data layers from the Forma project that are being brought into Revit.

17. Click OK.
18. Once the Forma design appears in Revit, review the design components.

The model group is shown with contextual buildings, as well as the site limits, trees, walls, and room objects, which allow you to monitor areas.

Any floor plans created in Forma are created and separated by internal walls in Revit. There is also a Toposolid created from the Forma terrain model, showing the same differences in height to replicate the real world.

The Forma design is now ready to be edited in Revit.