Note:Â When scheduling, please include the session code (e.g., CENG-01), which is shown below the session name.
One-to-One Training Workbooks
BMS Engineering Design Tool
See the complete set of workbooks from our BMS Engineering Design Tool training.
These are the guided exercises used in our live One-to-One sessions with a CUBE expert. Download them below and book a session to learn how to apply them directly to your projects.
Course Curriculum
Session 12 – Introduction to CUBE Visio Integration
Code: CENG-12
• Overview of Visio for Control System Design
• Purpose and Use Cases of the CUBE Visio Add-In
• Download and Installation Steps
• Best Practices for Uninstalling and Updating
• Verifying Installation in the Visio Ribbon
• Troubleshooting Common Issues
Session 13 – Organizing and Setting Up Your Shape Library
Code: CENG-13
• Folder Structure for Shape Organization
• Recommended Shape Categories (Controllers, Devices, Tags, etc.)
• Placing Shapes in “My Shapes”
• Synchronizing Shapes with CUBE Components
• Understanding the Relationship Between Estimates and Systems
• Setting Up File Paths and Sync Options
• Using “Synchronize with CUBE”
• Clearing Sync for Reusable Templates
Session 14 – Using the CUBE Toolbar in Visio
Code: CENG-14
• Overview of “My CUBE” Ribbon and Functions
• Accessing System-Building Tools
• Exploring Layout, Tagging, and BOM Tools
• Navigating Help and Support Resources
Session 15 – Building Projects and Systems in Visio
Code: CENG-15
• Starting from Estimate
• Importing Systems Using “Build Your Project”
• Activating and Combining System Pages
• Reorganizing Components with Auto Layout
• Final Output as a Complete Drawing Set
• Create Systems Using “Build Your System”
Session 16 – Configuring Components and Tagging Points
Code: CENG-16
• Applying Point Tags with Tagging Tools
• Using “Component Configuration” for Custom Setup
• Creating Custom Tags and Associating Data
• Tagging Best Practices for Maintenance and Clarity
Session 17 – Generating I/O Tables, BOMs, and Project Details
Code: CENG-17
• Inserting I/O Summary Tables
• Generating BOMs Based on Drawing Content
• Using “Get Project Info” to Populate Title Blocks
• Ensuring Data Accuracy Across All Documentation
Session 18 – Wiring Schematics & Network Diagrams
Code: CENG-18
• Inserting Wiring Schematics from Component Details
• Creating Network Riser Diagrams from CUBE Data
• Using Terminal Block and Field Device Pages
• Organizing Pages for Installer-Friendly Layout
Session 19 – Final Lab: End-to-End Drawing Workflow & Certification
Code: CENG-19
• Starting from Estimate
• Importing Shapes from Library
• Building a Complete System Drawing
• Combining Drawings for Final Output
• Generating Reference Sheets and Submitting for Review
• Live Q&A, Troubleshooting, and Certification Assessment