Active Project Research
Allow project members to ask time-saving questions, perform research, and run workflows across all project data. Nomic Assistant understands your active project context and helps you find information quickly without digging through files and folders.
Supported Context
Autodesk Forma Integration
Sync project files from Autodesk Forma projects
Bentley Integration
Sync project files from Bentley projects
SharePoint Integration
Attach synced SharePoint folders to project context for active project research
Egnyte Integration
Attach synced Egnyte folders to project context for active project research
Project Data Upload
Upload project files directly
How to Use
Active Project Research enables you to search across all your project data using natural language. Assistant understands your project context and can find specific details, surface information, and help you navigate complex project documentation.
Set Up Your Project Data
Ensure your project data is available to Nomic:
Connect an Integration
Set up the Autodesk Forma or Bentley integration
Upload Project Files
Upload drawings, specifications, and project files directly
Index Your Project Files
Research quality depends on indexed files. Indexing extracts text and data from drawings, PDFs, and documents, then embeds it so Assistant can retrieve across the whole project rather than reading files one at a time.
Uploaded PDFs and legacy Office files index automatically. Everything else — including every file brought in by a SharePoint, Autodesk Forma, Bentley, or Fieldwire sync — needs Index Folder on the folder (or Index Document on a single file). Run Index Folder once on a synced folder and it keeps covering files that arrive later. See Indexing for what each file type does.
Project context for SharePoint and Egnyte: If you're using SharePoint or Egnyte integrations without a project delivery software integration (like Autodesk Forma or Bentley), attach the relevant synced folders in Project Settings → Project Context. Project context tells Nomic which files belong to your active project and keeps research scoped to the right documents.
Ask Questions and Research
Once your project is indexed, you can ask Assistant questions about your project:
Find specific details - "What's the wall thickness for the exterior walls on Level 2?"
Search across documents - "Show me all references to fire rating requirements"
Compare information - "What's the difference between the structural drawings and the architectural drawings for the foundation?"
Get cited answers - Assistant provides specific references to files, drawings, and document sections