Autodesk Forma Takeoff

By audience

Estimator

• Perform 2D and 3D quantity takeoffs directly on uploaded drawings and models
• Organize takeoff items into packages and classification systems for consistent bidding
• Automate quantity extraction from 3D model geometry to reduce manual measurement time
• Feed takeoff quantities directly into cost estimation and budget workflows in ACC
• Collaborate with the project team using a shared cloud takeoff environment

Project Manager

• Review takeoff quantities to validate budget assumptions and scope changes
• Track package-level quantity data tied to project phases and cost codes
• Use ACC integration to keep takeoff data synchronized with project financials

Construction Management

• Estimators and preconstruction teams run 2D takeoffs on drawings and 3D quantity takeoffs from Revit/BIM models stored in ACC to produce accurate bid quantities
• Uses takeoff packages and customizable templates to standardize measurement output (counts, lengths, areas, volumes) across estimators on a project
• Generates material and labor quantities that feed cost estimates and subcontractor scope, reducing manual re-measurement and quantity errors
• Works inside Autodesk Construction Cloud's common data environment so GCs, estimators, and design teams reference the same coordinated model and document set
• Exports quantities to Excel or pushes packages to EC3 for embodied-carbon analysis and to Autodesk Build for downstream cost/construction workflows

Executive Leadership

• Access aggregate quantity and cost data across projects through ACC reporting
• Make go/no-go decisions on bids using data-driven quantity summaries

By phase

Pre-Construction

• Primary use phase: estimators perform quantity takeoff from 2D sheets and 3D models to build the bid and budget
• Quantifies entire Revit models hosted in ACC for fast, model-based QTO during estimating and bid preparation
• Standardizes takeoff with reusable templates and packages so multiple estimators produce consistent quantities for a tender
• Links quantities into cost estimating and EC3 carbon analysis to compare design options before committing to construction
• Keeps takeoff data tied to the latest design documents in Forma Data Management, so quantities update as preconstruction drawings revise

Construction

• Re-runs takeoffs against updated drawings and revised models to track quantity changes during construction
• Provides verified material quantities for procurement, buyout, and subcontractor scope validation as work proceeds
• Shares takeoff packages with Autodesk Build so field and project teams reconcile installed quantities against the estimate
• Supports change-order and scope-gap analysis by re-measuring affected areas when designs are revised mid-project