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PTAG Connector needs your Autodesk account to read Forma project data on your behalf.
New here? Setup walks you through adding the PTAG CII forms to your project.
Autodesk Forma — Connected
Validate Forma Data
Run your project against CII Data Standards. Nothing is stored — your data stays in Forma.
Data Flow
Autodesk Forma
Source
Project Data
Estimate · schedule · definition
PTAG Validation Engine
CII Toolkit v2 r8
CII-Ready Output
CSV bundle
Not sure what makes a form validatable, or don't see your forms?
Pick a form first.
Pick a form first.
Ready when you are
Click the play button to run validation.
Validating…
Running the selected validation ruleset against Forma project data
Pulling data from Forma
Reading estimate, schedule & CII form data
Done
Locking selected estimate & schedule
Estimate & schedule snapshot taken
Done
Running validation rules
Checking field types, completeness, and CII mappings
In progress
Generating CII output
Pending validation pass
Pending
Validation failed
| Severity | CII Section | Field | Issue | Forma Source |
|---|
Validation passed
No findings
Errors
0
None — ready to submit
Warnings
0
Non-blocking
Notes
0
Informational
Warnings & notes
| Severity | CII Section | Field | Issue | Forma Source |
|---|
Take this file to CII Benchmarking to submit. PTAG does not store a copy.
Setup
Install the PTAG Connector integration, get PTAG's CII forms into your project, validate your data, and export to CII standard format.
Get Setup in Autodesk Forma
- Install the PTAG Connector app Add the PTAG Connector from the Autodesk App Marketplace, or contact PTAG to add it as a custom integration. Contact PTAG to add Custom Integration Open the Marketplace listing Coming Soon Administrator privileges are required to install the app from the Marketplace.
- Get access to PTAG's Forma Benchmarking project for Form Templates Request access to PTAG's Forma project by email or the helpdesk (API-based request is coming soon). Open the PTAG Benchmarking project Contact PTAG to request access Request access via API Coming Soon
Get the PTAG forms into your project
- Copy the CII form templates In the PTAG Benchmarking project, open Build > Forms, switch to Templates, then copy the CII form template folders into your own hub/project Form Library. Navigate to Forms and Select Import Step 1: Select 'Forma Build' to import from a project Step 2: Select the "PTAG Benchmarking" project Step 3: Select all of the Forms desired
- Create & complete the forms Create forms from the templates, send them to respondents, and complete them in Forma. Create a new form using the templates imported Fill out the new form. Submission not required
- Which CII sections come from which forms Reference: how each CII section is sourced. The three Forma lanes flow in automatically; sections marked M are the ones you complete or override by hand in the Connector. Review CII Benchmarking Data Standards CII sections and their data sources
- Validate & export Return to the Connector, select the completed forms/data, run the validation, and download the export. Go to Validate
- Submit to CII for benchmarking Contact CII to submit your project to the Data Warehouse and receive your reports back. Submit to CII Benchmarking
Auto-populate Estimate & Schedule Template
Coming soon
After your templates are imported, the Connector will be able to pre-populate the Estimate and Schedule forms for you via the Autodesk APIs — no manual entry. Available in a future release.