Your project data is already in Autodesk.
Now make it work for benchmarking.

Capital project teams already capture cost, schedule, and execution data inside Autodesk Forma and Autodesk Estimate. PTAG’s CII Benchmarking integration turns that existing workflow into a live data pipeline, structured to CII standards, routed to the right team members, and ready for peer comparison without manual data collection.

  • The Reality
  • Project data lives in Autodesk, and stays there
    Autodesk Forma and Estimate are where project teams work. Cost, schedule, safety, and execution data is collected throughout the project lifecycle, but it rarely leaves the platform in a form that supports benchmarking or CII submission.
  • The Gap
  • Benchmarking usually requires a separate, manual effort
    Without integration, turning project data into CII-compliant benchmarking submissions means manual extraction, reformatting, and data wrangling.
  • The Bridge
  • CII data collection built into Autodesk workflows
    PTAG’s plugin installs CII-compliant forms directly into Autodesk Forma projects. Data flows to the right team members automatically. An API pull extracts and structures it for benchmarking.

WHAT’S INCLUDED

A complete CII data collection layer inside Autodesk

PTAG’s CII integration for Autodesk is a pre-built template that installs into your Forma projects. It covers data requirements that the CII Data Warehouse expects.

Cost Data Forms (CII Format)
Pre-structured forms capturing cost data in the format CII’s Data Warehouse expects — by cost category, project phase, and CII classification. No reformatting after the fact.

Schedule Data Forms (CII Format)
Schedule milestone and duration fields mapped to CII data requirements — execution and closeout phases captured in a consistent structure across every project.
17 CII Best Practices Forms
All 17 CII Best Practices as structured survey forms , capturing implementation level from those on the project who know the answers.
Project Classification Forms
Industry group, project type, nature, cost category, and location , the CII classification fields that contextualize all benchmark comparisons, collected at project setup, not at closeout.
Safety & Incident Forms
Safety performance data, TRIR, DART, incident classifications, in CII-compatible format, reusing existing Forma safety workflows where available.
Standard E&C Execution Forms
RFIs, change orders, and other standard engineering and construction execution records — capturing the data fields needed for benchmarking while reusing familiar Forma workflows.

INTELLIGENT ROUTING

The right data goes to the right person, automatically

Benchmarking data quality depends on who fills out the forms. Safety data should come from the safety manager, for example. PTAG’s integration builds that routing into the workflow – not as a manual reminder, but as a configured Forma workflow.

Each form is assigned to the appropriate role at project setup. As the project progresses, the right team member receives the right form at the right stage – during execution, not just at closeout. The result is benchmarking data that reflects actual project conditions, not a post-hoc reconstruction.

THE DATA PIPELINE

From Autodesk to PTAG Benchmarking, without manual extraction

PTAG’s Benchmarking Integration extracts data out seamlessly. No reformatting. The data is extracted to CII specifications — ready for peer comparison in the CII Data Warehouse the moment it’s submitted.

Step 1Step 2Step 3Step 4
Install CII Template
PTAG installs the CII Benchmarking Integration template into your Autodesk Forma project. Forms, workflows, and routing configured to your team structure.		Collect During Execution
Forms route to the right team members throughout the project lifecycle. Data is captured in CII format as work happens, not reconstructed afterward.		Export to Benchmarking
PTAG’s Benchmarking Integration extracts completed data from Forma and delivers it to ready for benchmarking.		Benchmark & Submit
Repeatable for every subsequent project.

CII DATA REQUIREMENTS

PTAG’s commitment to industry-wide adoption of CII Benchmarking.

As part of PTAG’s shared commitment to advancing the industry, PTAG is publishing the CII data requirements layer as a free resource for any CII member organization.

FREE— CII Community Resource

CII Data Requirements Layer

Co-published by PTAG and Autodesk. Available to all CII member organizations.
  • CII data requirements for project submittal
  • Comprehensive lookups for project classification
  • Dictionary of questions, metric groups
PTAG Benchmarking Services

Analytics, Comparison & Advisory

For organizations that want to do something with their data beyond CII submission.
  • Peer cohort benchmarking
  • Portfolio-level analytics
  • Implementation advisory
  • CII Data Warehouse submission support
  • Workflow routing configuration and API data extraction
  • 17 Best Practices forms
  • Gap analysis & implementation advisory

SYSTEM FLEXIBILITY

PTAG is your project integration partner.

PTAG’s Benchmarking practice is system-agnostic by design. If your organization uses a different project management platform, ERP, or document control system, PTAG adapts. Our data pipeline architecture is built to meet clients where their data lives, whether that’s Autodesk, SAP, Oracle Primavera, or a custom environment. If you’re evaluating Autodesk and want to understand how it would fit your benchmarking program, PTAG can help with that conversation too.