Managing multiple projects often means managing multiple reports, dashboards, and ways of presenting information.
With the latest update in Autodesk Forma, Insight Builder dashboards can now be shared across projects by role and added directly to the project home page. This shift moves reporting from something users need to look for to something immediately available as part of their daily workflow.
Key Benefits:
- Standardised reporting across projects, ensuring teams work with consistent information
- Reduced admin time and effort spent assigning access levels and permissions to view reports
- Improved visibility for key roles, with dashboards available directly from the project home page
- Faster decision-making, with critical project data immediately accessible
- Better adoption of reporting, as information becomes part of daily workflows
Insight Builder supports multiple dashboard types, including Forms, Issues, Submittals, Schedules, and Administration. To illustrate the practical impact of this feature, this article focuses on two commonly used examples: Forms and Estimating dashboards.
Forms Dashboard – Supporting Compliance and Site Visibility
The Forms dashboards provide visibility into form usage, status, and trends across projects. This helps teams understand activity levels, monitor completion, and analyse responses captured through digital forms.
Typical insights shown:
- Forms by Template Name and Status
- Detailed table of forms, including ball in court, date, status, and links
- Matrix view of responses, showing positive and negative answers, section and question index, and whether required signatures have been completed
This provides clear visibility into form progress, responses, and completion status, supporting better tracking and accountability across projects.
Estimating Dashboard – Supporting Better Commercial Decisions
An Estimating dashboard provides visibility into cost distribution and performance across the estimate.
By making this information visible on the project home page, commercial and project teams can identify risks earlier and better control project costs.
Typical insights supported by the dashboard:
- Visibility into how costs are distributed across the estimate
- Identification of high-value classifications and locations that may require closer monitoring
- Clear breakdown of line-item costs to support detailed review and validation
This provides clear visibility into cost distribution and high-value areas across the estimate, helping teams quickly understand where project costs are concentrated and support better commercial oversight.
Delivering Relevant Information to the Right Roles
The real value of this capability comes from assigning dashboards by role.
For example:
- Site and HSEQ teams can automatically access Forms dashboards
- Commercial teams can access Estimating dashboards
- Project Managers can view operational and performance dashboards relevant to project delivery
By aligning dashboard visibility with project responsibilities, organisations can ensure teams immediately see the information most relevant to their day-to-day decisions.
Ultimately, this enhancement in Autodesk Forma helps organisations move beyond simply storing project data, enabling teams to make reporting visible, relevant, and actionable across every project.
